Meituan Class B
MPNGF
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+ FollowMarket Cap$56.8B
Close$
Earnings Call Q3 2025
November 28, 2025 - AI Summary
Growth in User Engagement and Market Share: Meituan reported over 800 million consumers utilizing its services, with a 20% increase in daily active users (DAU) year-over-year in Q3 2025. The company noted a strong retention rate among core customers, particularly high-value users, which indicates a solid brand loyalty despite intense competition in the food delivery sector.
Financial Performance and Losses: Total revenue increased by 2% YoY, reaching RMB 95.5 billion. However, the cost of revenue ratio rose significantly, resulting in an operating loss of RMB 15.3 billion and an adjusted net loss of RMB 16 billion, highlighting challenges in maintaining profitability amid heightened competition. Cash flow from operations turned negative, indicating increased expenditures to sustain competitiveness.
Investment in User and Courier Welfare: To maintain its market leader status, Meituan has focused investments on improving courier welfare and supporting small to mid-sized merchants. Initiatives include the expansion of insurance programs for couriers and an additional RMB 2 billion in merchant support funds. This strategy is aimed at fostering long-term growth and a healthier industry landscape.
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$-6.33
169.8% downside
Current Fair Value
169.8% downsideOvervalued by 169.8% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $56.80 Billion |
|---|---|
| Enterprise Value | $64.92 Billion |
| Dividend Yield | $- (-) |
| Earnings per Share | $-3.84 |
| Beta | 0.18 |
| Outstanding Shares | 6,111,665,000 |
Return
| Return on Equity | -16.02% |
|---|---|
| Return on Assets | -6.55% |
| Return on Invested Capital | -12.24% |
Valuation & Multiples
| P/E Ratio | -9.43 |
|---|---|
| PEG | 5.64 |
| Price to Sales | 0.2 |
| Price to Book Ratio | 0.38 |
| Enterprise Value to Revenue | 0.23 |
| Enterprise Value to EBIT | -2.14 |
| Enterprise Value to Net Income | -3 |
| Total Debt to Enterprise | 2.23 |
| Debt to Equity | 0.97 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
June 1, 2026
EPS Estimate
$-0.17
Average shareholder expectationRevenue Estimate
$13.20 B
Average shareholder expectationNext Earnings Call
Expected Date
September 2, 2026
EPS Estimate
$0.00
Average shareholder expectationRevenue Estimate
$14.88 B
Average shareholder expectationInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
ESG Score
No data
About Meituan
CEO: Xing Wang Meituan is an investment holding company, which engages in the provision of a platform that uses technology to connect consumers and merchants. It operates through the following segments: Food Delivery, In-store, Hotel, and Travel, and N...