Assessing Meitu (SEHK:1357) Valuation After Launching A 10% Share Buyback Program

Simply Wall St.02-26 10:27

AdvertisementWhat Meitu’s New Buyback Could Mean for Shareholders Meitu (SEHK:1357) has started a new share repurchase program, with board approval to buy back up to 456,617,928 shares, or 10% of its ...

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The authorization will run until the next Annual General Meeting or until shareholders change or revoke it.\nSee our latest analysis for Meitu.\nDespite the buyback...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1609":"ChatGPT概念","BK1618":"Manus概念股","BK1095":"互动媒体与服务","LU2125910849.SGD":"Natixis WCM Global Emerging Markets Equity R/A SGD","01357":"美图公司","BK1613":"DeepSeek概念股","LU0620787316.HKD":"HSBC GIF ASIA EX JAPAN EQUITY SMALLER COMPANIES \"AD\" (HKD) INC","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU0082770016.USD":"HSBC GIF ASIA EX JAPAN SMALLER CO. \"AD\" INC","LU0082770016.SGD":"HSBC GIF ASIA EX JAPAN EQUITY SMALLER COMPANIES \"AD\" (SGD) INC","BK1612":"加密货币概念","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU0164939612.USD":"HSBC GIF ASIA EX JAPAN SMALLER CO. \"AC\" ACC"},"translate_title":"启动10%股票回购计划后评估美图公司(SEHK：1357)估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01357":0.9},"content_text":"AdvertisementWhat Meitu’s New Buyback Could Mean for Shareholders Meitu (SEHK:1357) has started a new share repurchase program, with board approval to buy back up to 456,617,928 shares, or 10% of its issued share capital, using legally available funds. The company expects these repurchases to lift net asset value and earnings per share. The authorization will run until the next Annual General Meeting or until shareholders change or revoke it. See our latest analysis for Meitu. Despite the buyback announcement, Meitu’s recent share price performance has been weak, with a 30 day share price return of 28.66% and a 90 day share price return of 33.76%. Longer term total shareholder returns of 98.47% over three years and 112.30% over five years point to a very different experience for patient holders. If you are thinking beyond a single stock, this could be a good moment to widen your watchlist with our screener of 98 top founder-led companies that might not yet be on your radar. With Meitu trading at HK$5.75 and sitting at a roughly 62% discount to one estimate of intrinsic value, along with a fresh buyback underway, is this a mispriced opportunity or is the market already factoring in its future growth? Most Popular Narrative: 54.9% Undervalued At HK$5.75, Meitu sits well below the most widely followed fair value estimate of HK$12.76. This estimate is built on detailed forecasts for growth, margins and future earnings multiples under an 8.51% discount rate.  Successful integration of advanced AI features (AI Wardrobe, AI Flash, and RoboNeo) has significantly improved user engagement and willingness to pay, demonstrated by a 45.2% year-on-year revenue growth in the core Photo, Video, and Design (PVD) segment and a rising subscription rate, pointing to higher future ARPU and improved gross margins.  Read the complete narrative. If you want to see what sits behind that fair value jump, the key ingredients are ambitious revenue expansion, firm profit margins and a premium future earnings multiple that assumes Meitu keeps converting product adoption into recurring cash flows. Result: Fair Value of HK$12.76 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on Meitu holding its ground against bigger AI imaging rivals and managing costs, particularly if rapid feature rollouts and overseas expansion strain profitability. Find out about the key risks to this Meitu narrative. Another Angle on Valuation: Earnings Multiple Sends a Different Signal The fair value work so far leans heavily on future cash flows. Meitu’s current P/E of 25.7x sits well above the Asian Interactive Media and Services industry at 18.7x, the peer average at 10.9x, and a fair ratio of 17.1x that the market could drift toward. That gap points to valuation risk rather than a clear bargain, so which story do you think deserves more weight? See what the numbers say about this price — find out in our valuation breakdown. SEHK:1357 P/E Ratio as at Feb 2026Next Steps The mix of buyback support, valuation debate and competitive pressure gives you plenty to weigh up, so do not wait to check the data for yourself and consider the balance of 4 key rewards and 1 important warning sign. Looking for more investment ideas? If you are serious about building a stronger portfolio, do not stop at one story. Use the tools available to quickly compare quality, risk and potential.  Target consistent cash generators by scanning companies with 444 dividend fortresses that could support income focused portfolios. Hunt for potential mispricings by reviewing 228 high quality undervalued stocks that pair solid fundamentals with attractive valuations. Protect your downside by sorting through 326 resilient stocks with low risk scores that score well on resilience and financial strength.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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