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Chagee Holdings Limited (CHA)

POSITIVE
Consumer CyclicalRestaurantsChina

Fundamental

78

Precio

$10.72

Capitalización Bursátil

$2.08B

Parte 1 · Cuánto vale la empresa

Resumen

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 y Liquidez

Ingresos

$13.06B

Últimos 12 meses (hasta 31/3/2026)

Beneficio Neto

$943M

Últimos 12 meses (hasta 31/3/2026)

Flujo de Caja Libre

$1.16B

Patrimonio Neto Total

$762M

Pasivo Total

$1.35B

Ratio de Liquidez

3.42

Cobertura de Intereses

-

Deuda/EBITDA

1.09

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Infravalorado

Valor Justo

$56.00

Precio Actual

$10.72

Margen de Seguridad

+80.8%

Rango de Valor Justo

$36.40 - $75.60

Métodos de Estimación

Analyst Target:$14.61
DCF:$237.71
PE-based:$6.09
Graham Growth:$12.05
EPV:$55.17
Consenso de Analistas:Comprar (9B / 5H / 0S)
Última Sorpresa de Resultados:+39.53%

Métricas de Valoración

Ratio P/E

14.70

ROE

15.3%

Ratio P/B

1.79

P/FCF

1.17

Margen Bruto

44.0%

ROIC

75.3%

Radar de Rentabilidad

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.

Criterios de Análisis Fundamental

Superado (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

Fallido (3)

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

No disponible (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

Preocupaciones financieras graves

score
criteria

Calidad de los Beneficios

1.26

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

-

Recomprando acciones. Favorable para el accionista

Gobernanza

Equipo Directivo

NombreCargoEdad
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

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Latest News

Recent headlines for CHA, sourced from Markets Gazette.

No recent news for CHA.