AutoHome Inc. (ATHM)
NYSE:ATHM
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AutoHome
(NYSE:ATHM)
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Rating:73Outperform
Price Target:
$19.50
▲(4.17% Upside)
Action:Reiterated
Date:05/29/26
The score is driven primarily by strong financial stability (very low leverage) and highly attractive valuation (low P/E and high dividend yield). These positives are tempered by weak technicals (downtrend and negative momentum) and a balanced earnings-call backdrop where strategic progress and capital returns are offset by sharp profitability declines, margin pressure, and operating cash usage amid a weak auto industry environment.
Positive Factors
Conservative balance sheet
Autohome's near-zero leverage and large equity cushion provide durable financial resilience. Low debt reduces default and refinancing risk in a cyclical auto market, preserves cash for strategic investment or buybacks, and supports continuity of operations through prolonged industry downturns.
Negative Factors
Material margin and profitability deterioration
Significant multi-year margin erosion and a sharp EPS decline indicate structural pressure on core profitability. Sustained lower margins reduce free cash flow conversion and ROE, constraining reinvestment capacity and weakening returns even if revenue stabilizes, challenging long-term earnings power.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Autohome's near-zero leverage and large equity cushion provide durable financial resilience. Low debt reduces default and refinancing risk in a cyclical auto market, preserves cash for strategic investment or buybacks, and supports continuity of operations through prolonged industry downturns.
Read all positive factors
AutoHome (ATHM) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$2.10B
Dividend Yield0%
Average Volume (3M)688.87K
Price to Earnings (P/E)6.3
Beta (1Y)0.70
Revenue Growth-11.00%
EPS Growth-28.35%
CountryUS
Employees4,345
SectorCommunication Services
Sector Strength97
IndustryInternet Content & Information
Share Statistics
EPS (TTM)28.18
Shares Outstanding127,346,900
10 Day Avg. Volume554,801
30 Day Avg. Volume688,867
Financial Highlights & Ratios
PEG Ratio0.05
Price to Book (P/B)0.79
Price to Sales (P/S)2.92
P/FCF Ratio23.72
Enterprise Value/Market Cap0.97
Enterprise Value/Revenue0.32
Enterprise Value/Gross Profit0.44
Enterprise Value/Ebitda2.71
Forecast
1Y Price Target
$18.64Price Target Upside-0.43% Downside
Rating ConsensusHold
Number of Analyst Covering5
EPS Forecast (FY)8.81
Revenue Forecast (FY)$5.53B
AutoHome Business Overview & Revenue Model
Company Description
Autohome Inc. operates as an online destination for automobile consumers in the People's Republic of China. The company delivers interactive content and tools to automobile consumers through its three websites, autohome.com.cn, che168.com, and ttp...
AutoHome Earnings Call Summary
Earnings Call Date:May 28, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 05, 2026
Earnings Call Sentiment Neutral
Balanced. The company reported meaningful strategic progress — including DAU growth (+4.9% YoY), AI integration, international expansion (YesAuto in Thailand), pilot launches of new retail and used-car transaction platforms, and a solid liquidity position (RMB 20.04B) with active share buybacks and dividends. However, material profitability declines (non-GAAP EPS down ~56%), gross margin compression (‑2.8 pts), operating cash outflow and a weak auto industry backdrop (China passenger vehicles and NEVs down double digits in Q1) create significant near-term headwinds. The call presents strong long-term strategic initiatives but notable short-term financial and industry challenges.Positive Updates
Strong User Growth and Content Ecosystem
Average mobile daily active users reached 80.73 million in March (new all-time high), up 4.9% year-over-year; MCN ecosystem expanded to over 650 premium creators with cumulative new-media reach approaching ~150 million users and a larger share of top- and mid-tier influencers, improving content quality and distribution.
Negative Updates
Material Earnings Decline
Non-GAAP basic and diluted EPS fell to RMB 0.39 in Q1 2026 from RMB 0.88 in Q1 2025 (≈ -55.7%); non-GAAP EPS per ADS declined to RMB 1.55/1.54 from RMB 3.54/3.52 (≈ -56.2%), indicating a significant drop in profitability versus the prior year.
Read all updates
Q1-2026 Updates
Positive
Negative
Strong User Growth and Content Ecosystem
Average mobile daily active users reached 80.73 million in March (new all-time high), up 4.9% year-over-year; MCN ecosystem expanded to over 650 premium creators with cumulative new-media reach approaching ~150 million users and a larger share of top- and mid-tier influencers, improving content quality and distribution.
Read all positive updates
Company Guidance
Management guided that Autohome will accelerate its pivot from an information media to a comprehensive automotive service ecosystem by scaling new retail (Autohome Mall launched online purchase pilots in 2 cities: Shenzhen and Xi’an), rolling out used‑car platforms (full‑process selling and cross‑border export pilots in 2 cities), expanding overseas via YesAuto (live in Thailand covering 100 Chinese NEV model series and >10,000 specs) and deepening AI/large‑language‑model integration across content and operations; they reiterated shareholder returns (H1 cash dividend ~RMB500 million and a full‑year commitment of ≥RMB1.5 billion, plus a share‑repurchase authorization up to USD200 million — ~3.47M ADS repurchased for ~USD62.3M so far) while maintaining cost discipline; key operating/financial metrics cited included Q1 net revenues of RMB1.05 billion (media RMB163M, lead gen RMB503M, marketplace & others RMB382M), gross margin 75.5%, non‑GAAP EPS RMB0.39 (ADS EPS RMB1.55/1.54), average mobile DAU 80.73M in March (+4.9% YoY), cash & investments RMB20.04 billion, Q1 operating cash outflow RMB143M, MCN creators >650 with ~150M cumulative reach, and marketing/industry context (Q1 passenger vehicle retail sales -17% YoY, NEV sales -21% YoY; China exports 1.83M vehicles in Q1, +61% YoY).AutoHome Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
90
Very Positive
Cash Flow
63
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 6.28B | 7.04B | 7.18B | 6.94B | 7.24B |
| Gross Profit | 4.54B | 5.56B | 5.77B | 5.71B | 6.19B |
| EBITDA | 732.11M | 1.25B | 1.49B | 1.67B | 2.21B |
| Net Income | 1.40B | 1.79B | 2.03B | 1.94B | 2.56B |
Balance Sheet | |||||
| Total Assets | 28.33B | 30.22B | 30.84B | 29.72B | 28.40B |
| Cash, Cash Equivalents and Short-Term Investments | 19.33B | 23.32B | 23.55B | 22.08B | 20.73B |
| Total Debt | 0.00 | 96.71M | 196.14M | 110.39M | 124.78M |
| Total Liabilities | 4.02B | 5.02B | 5.66B | 4.63B | 4.59B |
| Stockholders Equity | 23.06B | 23.95B | 23.93B | 23.89B | 22.62B |
Cash Flow | |||||
| Free Cash Flow | 771.40M | 1.23B | 2.37B | 2.45B | 3.30B |
| Operating Cash Flow | 889.46M | 1.37B | 2.45B | 2.57B | 3.52B |
| Investing Cash Flow | 2.15B | -3.05B | 1.00B | -3.11B | -3.81B |
| Financing Cash Flow | -2.53B | -1.70B | -1.12B | -1.14B | 2.90B |
AutoHome Technical Analysis
Neutral
18.72
Price Trends
17.94
Negative
19.47
Negative
22.76
Negative
Market Momentum
-0.43
Positive
46.96
Neutral
56.40
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ATHM, the sentiment is Neutral. The current price of 18.72 is above the 20-day moving average (MA) of 17.83, above the 50-day MA of 17.94, and below the 200-day MA of 22.76, indicating a bearish trend. The MACD of -0.43 indicates Positive momentum. The RSI at 46.96 is Neutral, neither overbought nor oversold. The STOCH value of 56.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for ATHM.
AutoHome Risk Analysis
AutoHome disclosed 69 risk factors in its most recent earnings report. AutoHome reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
AutoHome Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
84 Outperform | $680.58M | 6.29 | 53.39% | ― | 24.49% | 181.60% | |
84 Outperform | $1.68B | 14.81 | 11.76% | 5.47% | 24.83% | 73.88% | |
73 Outperform | $2.10B | 6.29 | 3.51% | 0.00% | -11.00% | -28.35% | |
71 Outperform | $2.69B | 18.84 | 41.93% | ― | 5.93% | 310.70% | |
65 Neutral | $8.02B | 136.62 | 1.28% | ― | 16.83% | ― | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
* Communication Services Sector Average
ATHM
AutoHome
17.46
-6.75
-27.88%
Z
Zillow Group Class C
35.00
-33.36
-48.80%
CARG
CarGurus
29.86
-1.38
-4.42%
EVER
EverQuote
19.24
-4.67
-19.53%
OPRA
Opera
18.78
1.50
8.65%
AutoHome Corporate Events
Autohome Launches 2026 Share Incentive Plan to Align Management with Shareholders
May 29, 2026
Autohome Inc. announced that its board of directors and compensation committee have approved the adoption of a 2026 Share Incentive Plan as of May 29, 2026. The plan authorizes the issuance of up to 31,200,000 ordinary shares for incentive awards,...
Autohome Sets June 23, 2026 AGM After Filing 2025 Annual Reports in U.S. and Hong Kong
May 28, 2026
Autohome Inc., the Chinese online auto platform, is convening its annual general meeting of shareholders in Beijing on June 23, 2026, with record ownership for ordinary shares and ADSs set as of the close of business on May 27, 2026. The meeting, ...
Autohome Sets May 27 Record Date for Forthcoming Annual General Meeting
May 12, 2026
Autohome Inc. announced on May 12, 2026, that it has set May 27, 2026, as the record date for determining which holders of its ordinary shares are eligible to attend its forthcoming annual general meeting. Share transfers must be lodged with its H...
Autohome Details U.S. GAAP–IFRS Reconciliation in 2025 Annual Filings
Apr 15, 2026
On April 15, 2026, Autohome filed its Form 20-F annual report for the year ended December 31, 2025 with the U.S. Securities and Exchange Commission and, on the same date Hong Kong time, released its 2025 annual report in Hong Kong. To meet Hong Ko...
Autohome Releases 2025 ESG Report, Underscoring Sustainable Growth Strategy
Apr 8, 2026
On April 8, 2026, Autohome Inc., China’s leading online destination for automobile consumers, released its 2025 Environmental, Social and Governance report detailing its long-term ESG strategy. The report highlights progress in corporate gov...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.