Perfil da empresa · Consumer Cyclical

Meituan

3690 · Hong Kong
Indústria
Internet Platforms
Bolsa
Hong Kong
País / Região
Hong Kong
Funcionários
111.298
Site
www.meituan.com
Preço atual
HK$71.8
Ao vivo · 22 de junho de 2026
Compra justa
≤ HK$50
Entrada com margem de segurança
Pontuação de Crescimento Baillie
51/100
Médio
Valor intrínseco · Faixa em três níveis Preço atual HK$71.8 Ao vivo · Dentro da faixa de valor intrínseco justo

Faixa de valuation composta · conservador HK$48–HK$50 / justo HK$66–HK$90 / otimista HK$112–HK$125. A HK$71.8, Dentro da faixa de valor intrínseco justo.

Na publicação HK$68.5 (1 de julho de 2026)

Recent developments
17 de abril de 2026 Regulatory Needs review

China regulator fines Meituan and peers over food safety oversight

China's market regulator fined several platforms including Meituan over failures to verify online food vendor licenses.

Possible impact:May affect compliance costs, merchant onboarding pace, and perceived risk in food delivery.

The Wall Street JournalView source
2 de abril de 2026 Product Confirmed

Meituan LongCat team releases LongCat-Next multimodal model

Meituan's LongCat team released and open-sourced LongCat-Next, a native multimodal AI model.

Possible impact:May affect expectations for Meituan's AI investment, technical capabilities, and product use cases.

GitHubView source
25 de março de 2026 Regulatory Needs review

SAMR signal on food-delivery price war lifts Meituan shares

Meituan shares rose 14% after China's regulator reposted commentary urging an end to the food-delivery price war.

Possible impact:May affect expectations for lower subsidy intensity and margin recovery.

Barron'sView source

Automatically summarized from public sources; for context only, not investment advice.

Resumo financeiro
Valor de mercadoHK$ 419,55 bi
Receita (TTM)HK$ 369,69 bi
EBITDA-HK$ 40,05 bi
Margem líquida-10,89%
ROE-24,09%
P/L projetado153,85
PEG28,72
LPA-HK$ 4,34
Faixa de 52 semanasHK$ 63,65 – HK$ 136,10

Dados da EODHD, apresentados na moeda de reporte; apenas para referência, não constitui recomendação de investimento.

Sobre a empresa

Meituan operates as a technology driven retail company in the People's Republic of China, Hong Kong, Macao, Taiwan, and internationally. It operates through Core Local Commerce and New Initiatives segments. The company offers daily goods and services, such as food delivery, in-store, hotel and travel booking, and other services and sales; bike sharing, e-moped sharing, power banks and micro-credit; and operates Kuailv and Xiaoxiang Supermarkets. It also sells goods from B2B food distribution services; provides online marketing services to merchants; e-commerce; multimedia information technology; online retail platform; cloud computing; and merchant information advisory services. The company was formerly known as Meituan Dianping and changed its name to Meituan in October 2020. Meituan was founded in 2003 and is headquartered in Beijing, China.

Contexto

História

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