Autohome Inc (ATHM) AI Stock Analysis

NYSE: ATHMAI research summary: business, growth, valuation, analysts, bull and bear case.

ATHM AI stock analysis summary

AI Research

Autohome Inc is a China-based automotive platform providing media services, leads generation, and transaction tools for consumers and automakers. Trailing twelve-month revenue reached $5.49B with a profit margin of 17.1%, though quarterly revenue fell 31.9% year-over-year. The company maintains a solid liquidity cushion with $18.24B in cash and short-term investments as of June 30, 2026.

Market cap
$2.32B
Revenue (TTM)
$5.49B
P/E
17.5x
fwd 16.8x
1Y return
-18.8%
S&P 500 16.8%
Avg. target
$21.25
5.5% vs last close

Bull case

  • Enterprise value stands at -$457.0M supported by $18.24B in cash and short-term investments as of June 30, 2026.
  • The stock features an annual forward dividend yield of 9.23% and a 5-year annualized dividend growth rate of 18.4%.
  • Consensus estimates from 9 analysts project EPS growth of 9.8% to $1.40 for next fiscal year.

Bear case

  • Quarterly revenue fell 31.9% and quarterly earnings dropped 35.3% year-over-year in the quarter ended June 30, 2026.
  • Full-year revenue declined at a -6.2% CAGR from FY2020 to FY2025.
  • The stock fell 18.8% over the past year, underperforming SPY's 16.8% gain.

What Autohome does

Autohome Inc. is an online destination catering to automobile consumers across the People's Republic of China. Through websites including autohome.com.cn, che168.com, and ttpai.cn, it delivers interactive content and tools via personal computers, mobile devices, and mobile applications. The company provides media services for automakers, dealer subscription services, leads generation, and used automobile listings. Founded in 2008 and based in Beijing, China, it also facilitates vehicle transactions via Autohome Mall, offers automotive data products, and hosts an online used car bidding platform that earns commissions on auto financing and insurance products.

Growth and profitability

Annual revenue decreased from $7.24B in FY2021 to $6.94B in FY2022, rose to $7.18B in FY2023, and fell to $7.04B in FY2024 and $6.28B in FY2025, representing a 5-year revenue CAGR of -6.2%. Operating margin contracted from 24.6% in FY2021 to 8.8% in FY2025, while net income declined from $2.56B to $1.40B. For the trailing twelve months, revenue was $5.49B with an operating margin of 10.8% and EPS of $1.15. In the latest quarter ended June 30, 2026, quarterly revenue fell 31.9% and quarterly earnings dropped 35.3% year-over-year.

ATHM income statement →

Balance sheet and cash flow

As of June 30, 2026, Autohome held $18.24B in cash and short-term investments, against total assets of $26.58B and shareholders' equity of $21.84B. The current ratio stood at 6.75. In FY2025, operating cash flow reached $889.5M and free cash flow was $771.4M. Capital expenditures totaled $118.1M in FY2025. The company deployed cash by allocating $1.05B toward share buybacks and paying $1.48B in dividends during FY2025, with share count changing -7.2% over 5 years.

ATHM balance sheet →

Valuation and performance

Autohome carries a market cap of $2.32B and an enterprise value of -$457.0M. Its trailing P/E of 17.5x and forward P/E of 16.8x trade above the median of its US-listed Communication Services peers at 16.2x and 14.1x. Its price-to-sales of 0.4x and EV/EBITDA of 1.7x sit below the median of its US-listed Communication Services peers at 0.8x and 10.0x, respectively. Over the past 12 months, the stock returned -18.8%, trailing the 16.8% return of SPY, while its 5-year return of -47.2% underperformed SPY's 83.0%.

ATHM key metrics →

ATHM dividend

Autohome offers an annual forward dividend of $1.86, resulting in a dividend yield of 9.23% with a payout ratio of 1.8%. The company has distributed dividends for 7 consecutive years and achieved a 5-year annualized dividend growth rate of 18.4%. Its most recent ex-dividend date was July 2, 2026.

ATHM dividend history →

What analysts expect

Analyst coverage consists of 1 Strong Buy, 0 Buy, 11 Hold, and 1 Sell rating. The mean price target is $21.25, representing 5.5% upside compared to the last close of $20.15 on October 16, 2026. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $1.28 on revenue of $739.7M. For the following fiscal year, 9 analysts project EPS of $1.40 and revenue of $753.5M. The company beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 4, 2026.

ATHM forecast and price target →

Key risks and what to watch

  • Operating margin has steadily compressed from 24.6% in FY2021 to 8.8% in FY2025.
  • Annual free cash flow declined from $3.30B in FY2021 to $771.4M in FY2025.
  • Analysts expect full-year EPS to decline 35.3% to $1.28 for the fiscal year ending December 31, 2026.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this ATHM AI stock analysis

This page is an AI-written research summary of Autohome Inc (ATHM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ATHM income statement, ATHM balance sheet, ATHM key metrics, ATHM analyst forecast, ATHM chart. See the ATHM stock overview for the latest quote and news.

ATHM AI stock analysis FAQ

What does Autohome Inc do?

Autohome Inc operates online platforms in China, including autohome.com.cn, che168.com, and ttpai.cn, providing media services, dealer leads, used vehicle listings, and transaction services.

Does Autohome Inc pay a dividend?

Yes, Autohome pays an annual forward dividend of $1.86 per share, which yields 9.23% and has grown at an annualized rate of 18.4% over 5 years.

How much cash does Autohome hold on its balance sheet?

As of June 30, 2026, Autohome held $18.24B in cash and short-term investments, contributing to a current ratio of 6.75.

When is Autohome's next earnings report?

Autohome is scheduled to release its next earnings report on November 4, 2026.

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