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Chagee Holdings Limited (CHA)

POSITIVE
Consumer CyclicalRestaurantsChina

Fundamental

78

Price

$10.69

Market Cap

$2.08B

Part 1 · What the company is worth

Overview

Chagee Holdings Limited, through its subsidiaries, owns, operates, and franchises teahouses under the CHAGEE brand in the People's Republic of China, Malaysia, Singapore, Thailand, Indonesia, the Philippines, Vietnam, and the United States. The company sells freshly made tea drinks, related raw materials, packaging, teahouse equipment, and other supplies. It also engages in supply chain product sales; brand, marketing, and management; and information technology activities. In addition, the company operates its teahouses online. Chagee Holdings Limited was founded in 2017 and is headquartered in Shanghai, the People's Republic of China.

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Direct competitors

Who this company fights with for the same customers

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Balance Sheet & Liquidity

Revenue

$13.06B

Trailing 12 months (through 3/31/2026)

Net Income

$943M

Trailing 12 months (through 3/31/2026)

Free Cash Flow

$1.16B

Total Equity

$762M

Total Liabilities

$1.35B

Current Ratio

3.42

Interest Coverage

-

Debt/EBITDA

1.09

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

Undervalued

Fair Value

$56.00

Current Price

$10.69

Margin of Safety

+80.9%

Fair Value Range

$36.40 - $75.60

Estimation Methods

Analyst Target:$14.61
DCF:$237.71
PE-based:$6.09
Graham Growth:$12.05
EPV:$55.17
Analyst Consensus:Buy (9B / 5H / 0S)
Last Earnings Surprise:+39.53%

Valuation Metrics

P/E Ratio

14.70

ROE

15.3%

P/B Ratio

1.79

P/FCF

1.17

Gross Margin

44.0%

ROIC

75.3%

Profitability Radar

Value Creation (Economic Moat)

ROIC

75.3%

WACC

4.7%

ROIC − WACC

+70.7 pp

ROIC exceeds the cost of capital — the company is creating value for shareholders.

Fundamental Analysis Criteria

Passed (13)

  • ROIC 75.3%
  • Gross Margin 44.0%
  • P/FCF 1.17
  • P/B Ratio 1.79
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • Current Ratio
  • Debt/EBITDA
  • DCF valuation (Undervalued)
  • ROE 11.9%
  • Analyst Consensus 64% Buy
  • Earnings Surprise avg 90.1%
  • Earnings Quality (OCF/NI) 1.26

Failed (3)

  • Price CAGR -7.06%
  • CapEx intensity
  • Piotroski F-Score 2/9

Unavailable (11)

  • EPS data insufficient
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • Interest Coverage
  • Return on Tangible Assets
  • Low reliance on intangibles
  • Price below Graham Number
  • Revenue Growth 5Y (Finnhub)
  • PEG Ratio (need PE > 0 and growth > 0)
  • Share Dilution (missing shares data)
  • Net Margin Trend (invalid data)

Piotroski F-Score

2/9

Serious financial concerns

score
criteria

Earnings Quality

1.26

High quality: earnings backed by cash

Share Dilution

-

Buying back shares. Shareholder friendly

Governance

Executive Team

NameTitleAge
Mr. Junjie ZhangCEO & Chairman of the Board30
Mr. Hongfei HuangChief Financial Officer51
Mr. Dengfeng YinCOO & Director49
Mr. Chi XuVice President of Branding & Marketing35
Mr. Mian LuVP & Director30
Mr. Wei Jen HuVice President of Product Development46

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Latest News

Recent headlines for CHA, sourced from Markets Gazette.

No recent news for CHA.