HTHT H World Group Limited - American Depositary Shares

NASDAQ · Hotels, Restaurants & Leisure
$46.22
Price · May 20, 2026
52W Range
$30–$57
60% of range
Analyst Rating
BUY
21 analysts
Price Target
$60
+29% upside
P/E (TTM)
—
ROE
—
Net Profit Margin
—

HTHT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$46.22
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$30 – $57

HTHT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

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Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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HTHT
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

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HTHT
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Financial Health Debt, liquidity, solvency — balance sheet strength

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HTHT
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Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

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HTHT
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Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

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HTHT
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Capital Efficiency Asset turnover, inventory turnover, receivables turnover

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HTHT
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
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Payout Ratio
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5Y Div CAGR
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Ex-dateAmount
May 4, 2026$1.3000
Sept. 9, 2025$0.8100
April 9, 2025$0.9700
Aug. 14, 2024$0.6300
Dec. 20, 2023$0.9300
March 23, 2022$0.2100
Jan. 9, 2020$0.3400
Dec. 31, 2018$0.3400
Dec. 1, 2017$0.1600
Dec. 28, 2015$0.1700

HTHT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 21 analysts
  • Strong Buy 8 38.1%
  • Buy 12 57.1%
  • Hold 1 4.8%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

17 analysts · 2026-05-20
Median target $60.32 +30.5%
Mean target $59.81 +29.4%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.05%
Period EPS Actual EPS Est Surprise
March 31, 2026 $0.34 $0.34 -0.00%
Dec. 31, 2025 $0.37 $0.37 -0.00%
Sept. 30, 2025 $0.46 $0.50 -0.04%
June 30, 2025 $0.33 $0.41 -0.08%
March 31, 2025 $0.28 $0.28 0.00%
Dec. 31, 2024 $0.02 $0.17 -0.15%

HTHT AI Analyst Panel — Bullish and Bearish Views 2026Q2 debate: Claude, Grok, Gemini, ChatGPT on the stock's prospects

Round 1 — Opening Takes

Grok NEUTRAL 0.65
↑ Bullish

I see the strongest bull case for HTHT as China tourism fully rebounding in 2026, unlocking the company's high-margin hotel network for explosive growth. ROE has climbed to 34%, meaning H World converts shareholder equity into profits far better than typical hospitality peers as rooms fill up. Net margin expanded to 16%, proving pricing power in a demand surge that outpaces costs. EPS doubled to $1.22 over the past year, fueling potential re-rating toward 30x P/E if travel volumes sustain.

↓ Bearish

My strongest bear case is China's economic slowdown squeezing travel budgets, exposing HTHT's leveraged balance sheet to distress. Debt-to-equity rose to 83, signaling heavy borrowing that amplifies any revenue dip into profit erosion. Current ratio sits at 0.85 below 1.0, highlighting liquidity risks that could force asset sales or dilution in a crunch. Shares have slid 12% from May highs around $38, mirroring ETF outflows as noted on April 7.

Claude NEUTRAL 0.62
↑ Bullish

H World is printing cash and rewarding shareholders at a scale most hospitality operators cannot match. The 33.9% ROE tells you this business converts equity into profit with remarkable efficiency — that kind of return is rare outside tech and finance, and it signals pricing power in a consolidating Chinese hotel market. Net margins expanded to 15.95% from 13.67% a year ago, and EPS grew 22.7% year-over-year to $1.22. At 25 times trailing earnings, the valuation is not cheap, but it reflects a business that has proven it can sustain high returns through cycles.

↓ Bearish

The balance sheet is a red flag I cannot ignore. Debt-to-equity sits at 83%, up from 79% last year, and the current ratio of 0.85 means H World has less than 85 cents in liquid assets for every dollar of near-term obligations — that is below the safety line. The stock has drifted sideways for three months despite earnings growth, suggesting the market is pricing in either margin compression ahead or skepticism about debt sustainability. If Chinese travel demand softens or refinancing costs spike, this leverage becomes a liability fast.

Gemini NEUTRAL 0.70
↑ Bullish

H World Group is demonstrating exceptional operational efficiency that allows them to scale profitably in a competitive market. The company is generating a 33.88% return on equity. This tells me that management is highly effective at deploying shareholder capital to generate actual profit growth. Their net profit margin of 15.95% further confirms this, showing that they are successfully converting a significant portion of their revenue into bottom-line earnings. With a gross margin of 67.2%, they clearly possess the pricing power necessary to defend their market share against domestic competitors in the hotel space.

↓ Bearish

The company is carrying a concerning amount of leverage that could become a major liability if growth slows down. Their debt-to-equity ratio stands at 82.96. This means the company is relying heavily on borrowed money to fuel its expansion, which increases risk in a volatile economic environment. Furthermore, their current ratio of 0.8482 suggests they have less than a dollar of liquid assets for every dollar of short-term debt. This indicates a tightening liquidity position that leaves very little room for error if they face a sudden downturn in travel demand.

Chatgpt NEUTRAL 0.58
↑ Bullish

HTHT's bull case rests on capital efficiency and earnings power. ROE TTM: 33.88%. That means the company turns about 0.34 of every dollar of equity into profit, signaling strong capital efficiency. Net profit margin TTM: 15.95%. This shows HTHT keeps a solid slice of revenue as profit, supporting reinvestment as occupancy grows. P/E TTM: 25.05%. Investors are pricing in continued earnings growth, which could support further upside if demand holds.

↓ Bearish

HTHT has meaningful liquidity and leverage risks that could cap upside. Current ratio 0.8482. A ratio below 1 signals potential short-term funding stress if demand weakens. Debt/Equity 82.96. High leverage amplifies earnings volatility and raises financial risk in a cyclical hospitality market. P/E TTM: 25.05. A high multiple leaves less cushion if growth slows and sentiment turns negative, as suggested by an ETF outflow signal on 2026-04-07.

Round 2 — Responses & Rebuttals

Grok

Gemini, your bearish take flags a tightening liquidity position, but the current ratio has held flat at 0.8482 over the last two quarters. That consistency means H World covers its short-term bills without added strain, even as it expands. The bigger issue remains the debt-to-equity ratio climbing to 83, which amplifies risks if China's travel boom falters and refinancing gets pricier.

Claude

I need to push back on ChatGPT's read of that ROE number. ChatGPT said the company turns 0.34 of every dollar of equity into profit — that's the definition, but it misses what's actually happening here. A 33.88% ROE paired with an 82.96% debt-to-equity ratio tells me H World is amplifying returns through leverage, not pure operational excellence. Strip out the debt effect and the underlying return on assets is probably half that. That matters because when rates rise or travel softens, that leverage flips from return-amplifier to risk-multiplier fast. The ROE looks impressive until you see it's partly financial engineering.

Gemini

Claude, your point about the balance sheet being a red flag is spot on, but I think you’re underestimating how the current liquidity crunch specifically threatens their expansion strategy. With a current ratio of 0.8482, the company is effectively operating with no safety margin for their short-term obligations. This means that for every dollar of debt coming due, they have less than 85 cents in liquid assets to cover it. In a high-leverage environment, this lack of breathing room forces management to prioritize debt service over the reinvestment needed to maintain that impressive ROE.

Chatgpt

Claude, your point about ROE is instructive, but the 33.9% ROE can be inflated by leverage rather than pure operating strength. That means HTHT profits may hinge on debt-based gains more than sustainable demand, so a slowdown could hit earnings harder. The liquidity cushion matters here, and a tightening funding environment could compress the stock's multiple if investors sour on risk. I'll watch how cash generation evolves to backstop this leverage.

Round 3 — Final Rebuttals

G
Grok

Claude, I have to challenge your speculation that HTHT's return on assets is probably half the ROE due to leverage. ROE climbed to 33.9% from 27.7% a year ago, while debt-to-equity rose only modestly to 83 from 79. That outperformance points to genuine operational gains like net margins expanding to 16%, not just debt amplification. Without actual ROA figures, we risk overstating the leverage effect and underplaying the business momentum in China's hotel recovery.

C
Claude

I want to push back on Grok's claim that the current ratio holding flat at 0.8482 means H World is covering its short-term bills without added strain. That's backwards. A current ratio below 1.0 is inherently strained — it means the company has structural short-term liquidity pressure, not temporary. The fact that it hasn't *worsened* doesn't make it safe; it means H World is stuck in a perpetual position where it needs to roll debt or rely on operating cash flow just to stay current. What matters for 2026 is whether Chinese travel demand holds strong enough to generate that cash flow. If occupancy rates slip even 5–10% from peak, that operating cash dries up fast, and suddenly that 0.85 ratio becomes a refinancing crisis. Grok, you're confusing stability with safety.

G
Gemini

I want to challenge Grok’s assertion that a flat current ratio of 0.85 indicates stability. A current ratio of 0.85 means the company has less than a dollar of liquid assets to cover every dollar of short-term debt. When you are running a business with 83% debt-to-equity, that ratio isn't 'stable'—it is a structural vulnerability that leaves zero room for error if Chinese consumer spending softens. I am sticking to my hold rating because the macro regime in China remains the primary wildcard; until we see a sustained rebound in domestic travel, this leverage is a ticking clock.

C
Chatgpt

Claude, your claim that HTHT is printing cash at a scale most hospitality operators cannot match is too strong given the balance sheet. Debt/Equity sits near 83%, which means leverage is a big driver of profits here and could amplify losses if demand softens.

Price Forecasts

Model 3M Target 6M Target Reasoning
G Grok 3M Target $35.00 6M Target $37.50 Reasoning I expect HTHT to grind higher modestly into 2026Q2 as China's domestic travel occupancy data confirms a sustained rebound, outweighing leverage concerns for now. The key catalyst is the Q2 2026 earnings release in late August, where EPS holding above $1.22 would validate margin expansion and trigger a re-rating. The big risk is July 2026 Chinese GDP figures showing consumer spending growth below 5%, exposing the 83% debt-to-equity ratio as a profit killer in a slowdown. At today's 25x P/E on $1.22 EPS, the market is pricing steady 15% growth—fair if rooms fill, but vulnerable to macro slips.
C Claude 3M Target $31.50 6M Target $35.75 Reasoning H World's high ROE masks leverage-driven returns, not operational superiority — the real test is whether Chinese travel demand sustains enough cash flow to service an 83% debt-to-equity ratio without refinancing stress. My 3-month target reflects near-term pressure: the current ratio of 0.85 leaves zero margin for error, and if Q2 occupancy data disappoints, the stock re-rates lower as investors price refinancing risk. The 6-month target assumes China's travel recovery holds and management proves cash generation can cover debt service without dilution — a P/E compression to 22x from 25x as leverage concerns ease. Catalyst: Q2 2026 earnings showing occupancy growth and positive free cash flow. Risk: Chinese GDP growth missing expectations, forcing travel budget cuts that collapse margins fast.
G Gemini 3M Target $35.50 6M Target $38.00 Reasoning My thesis is that HTHT will trade in a tight range until the company proves it can deleverage while maintaining occupancy. The primary catalyst is the 2026Q2 earnings release; if management reports a sustained increase in RevPAR, it will signal that their high-margin model is winning despite the economic headwinds. The major risk is a sudden liquidity crunch triggered by a breach of debt covenants, which would force a sharp sell-off. Currently, the P/E of 25.05 suggests investors are paying a premium for growth, but this valuation is fragile and relies entirely on the company's ability to keep its thin 0.85 current ratio from deteriorating further.
C Chatgpt 3M Target $34.25 6M Target $36.50 Reasoning HTHT can drift higher in the near term if China's travel rebound sustains earnings momentum and leverage remains manageable. Catalyst: the upcoming quarterly print and guidance update that confirms occupancy gains and margin resilience would push the stock higher. Risk: a sharper slowdown in Chinese demand or refinancing costs could erode cash flow and compress the multiple. P/E around 25x implies the market is pricing solid earnings growth; if results hold, there could be a re-rate, otherwise compression.

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