Meituan - ADR
MPNGY
Market Cap$100.13B
Close$
Earnings Call Q1 2025
May 26, 2025 - AI Summary
Strong Revenue Growth: Meituan reported an 18.1% year-over-year increase in revenue for Q1 2025, reaching RMB86.6 billion, driven by steady growth in both annual transacting users and annual active merchants. The Core Local Commerce segment alone achieved a revenue growth rate of 17.8%, highlighting the resilience of the food delivery and local service business.
Competitive Landscape and Strategies: The company is facing intensified competition in the food delivery market, with major players like JD and Ele.me introducing significant subsidy programs (RMB10 billion each). Meituan plans to respond strategically by increasing its investment to maintain market leadership while advocating for a rational, sustainable competition model that prioritizes quality over aggressive discounting.
Investment in Ecosystem Development: Meituan plans to allocate RMB100 billion over the next three years to support food service industry growth and enhance merchant and consumer experiences. This investment aims to drive innovation and quality improvements across its service offerings, particularly focusing on small and medium-sized merchants.
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$90.78
171.3% upside
Current Fair Value
171.3% upsideUndervalued by 171.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $100.13 Billion |
|---|---|
| Enterprise Value | $92.38 Billion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $11.7 |
| Beta | 0.36 |
| Outstanding Shares | 3,023,028,027 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 19.84 |
|---|---|
| PEG | -19.84 |
| Price to Sales | 0.66 |
| Price to Book Ratio | 0.59 |
| Enterprise Value to Revenue | 0.59 |
| Enterprise Value to EBIT | 6.13 |
| Enterprise Value to Net Income | 5 |
| Total Debt to Enterprise | 0.68 |
| Debt to Equity | 0.37 |
Revenue Sources
No data
Insider Trades
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...