Held by
0
portfolios on TandT
Bookmarked by
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Avg position size
—
of holders' portfolios
13F filers
0
institutions
52-week range
$16.23 – $27.54
25% from low
Exchange
OTC Link
ADRC
P/S (TTM)
0.2
MEITUAN UNSP/ADR
No one on the platform currently holds MPNGY.
No tracked institution reports a position in MPNGY as of their last filing.
No one on the platform has traded MPNGY yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 5.1% | 25.3% | ||||
| Profit Margin % | -6.4% | -1.4% | -27.8% | |||
| Free Cash Flow Margin % | -7.6% | 2.7% | -2.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +111.2% on the P/E track.
At today's price, your expected annual return is +124.4% on the P/E track.
At today's price, your expected annual return is +137.1% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $419.6B | +14.9% | $0.32 | $0.30–$0.34 | 60.3× | 1 |
| 2027 | $475.0B | +13.2% | $7.70 | $7.18–$8.30 | 2.5× | 1 |
| 2028 | $536.6B | +13.0% | $12.90 | $12.03–$13.90 | 1.5× | 1 |
| 2029 | $611.7B | +14.0% | $15.77 | $14.70–$16.99 | 1.2× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-28 | $0.01 | $0.12 | +735.4% |
| 2026-06-01 | $-0.33 | $-0.24 | +28.4% |
| 2026-03-26 | $-0.68 | $-0.71 | -3.7% |
| 2025-11-28 | $-0.52 | $-0.74 | -40.7% |
| 2025-08-27 | $0.42 | $0.07 | -84.0% |
| 2025-05-26 | $0.42 | $0.49 | +15.7% |
| 2025-03-21 | $0.45 | $0.44 | -2.9% |
| 2024-11-29 | $0.54 |
| $0.57 |
| +5.0% |
| +0.00% |
| $38.8B |
| — |
| MBGAFMercedes-Benz Group AG | $53.89 | -0.17% | $51.6B | — |
| MBGYYMercedes-Benz Group AG | $13.49 | +0.07% | $51.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
$MPNGY ’s earnings bring subsidies, fulfillment, and margins into focus. The $CNET comparison is that digital services must convert traffic or data into efficiency; user activity alone is not enough.
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$MPNGY unitree robot ipo and 10% stakes. Long term investment!
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$JD compare with $MPNGY and it makes no sense. Jd has half the market cap but 4x the revenue. JD stole a significant part of meituan business already.
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$JD ’s thesis hasn’t changed, just the sentimentality. They are still the only eCommerce player with a true moat. They’ve already built out their infrastructure and are now expanding globally and into other markets. $BABA $PDD $MPNGY can’t compete in in China’s eCommerce wars. $BABA has AI and Cloud, they’ll be fine. $PDD is a dollar store. $MPNGY will slowly become GrubHub.
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$MPNGY The company announced a $3.X billion bond offering. This is a major sign of financial strength and an aggressive plan to fund its competition with Alibaba, which investors like to see.
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Alibaba, Meituan, JD.com: Watch These Stocks As China’s Latest Probe Said To Target Food-Delivery Quality $BABA $JD $KWEB $MPNGY https://stocktwits.com/news/equity/markets/alibaba-meituan-jd-com-watch-these-stocks-as-chinas-latest-probe-said-to-target-food-delivery-quality/cLGJhDxR3sf
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$MPNGY just go bankrupt already so JD can have your food delivery business and no longer be held down for absolutely no reason
View on StockTwits ↗$JD If you are diamond hands, you will be rewarded. This company will be bigger than $AMZN. Amazon gets their products from China. JD is in China. Trump tariffs will not impact their business. This is the most asymmetric trade available in today's market, not only in China, but the entire world. JD is poised to be the lifeline of the Belt and Road initiative. They are completely vertically integrated and have positioned themselves to sell to the entire world. $BABA , $PDD , and $MPNGY all have decelerating growth. $JD is the only one of the Big 4 Chinese eCommerce giants that has accelerating growth. They have already won China and are working towards dominating SE Asia, Africa, and Europe. This is peak euphoria, when $MPNGY has a higher market capitalization than $JD. Meituan is basically GrubHub. They have absolutely no MOAT, but investors believe they have more value than $JD . This is madness in the markets!
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.