Weichai Power SEHK 2338 Valuation After Governance Refresh And Strengthened Oversight Measures

Simply Wall St.01-15

Weichai Power (SEHK:2338) is drawing fresh attention after a cluster of governance moves, including the retirement of long serving executive director Sun Shaojun and a detailed reshuffle of board and ...

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See our latest analysis for Weichai Power. The governance reset comes on the back of strong price momentum, with a 90 day share price return of 49.8% and a 1 year total shareholder return of 76.8%, suggesting sentiment has been improving rather than fading. If this kind of governance story has your attention, it could be a good moment to look wider and check out auto manufacturers as potential comparison ideas. With the shares up 76.8% over 1 year and trading close to a HK$23.21 analyst target, yet still showing an indicated 31% intrinsic discount, the key question is whether there is still a buying opportunity or if markets are already pricing in future growth. AdvertisementPrice-to-Earnings of 14.5x: Is it justified? On a P/E of 14.5x at the last close of HK$22.44, Weichai Power screens slightly expensive versus the Hong Kong Machinery industry, but cheaper than its immediate peer group. The P/E ratio compares the current share price to earnings per share and gives you a quick shorthand for how much the market is paying for each unit of profit. For a diversified capital goods group like Weichai Power, with engines, commercial vehicles, auto parts and logistics, earnings-based measures tend to be a primary yardstick because cash flows are closely tied to profit generation across cycles. Here, the picture is mixed. The stock trades on 14.5x earnings compared with the Hong Kong Machinery industry average of 12.9x, so the market is paying a premium relative to the broader sector. At the same time, that 14.5x is below the peer average of 16.2x and close to the estimated fair P/E of 14.7x. This suggests the valuation is not stretched when set against closer comparables and the level our fair ratio points to as a potential anchor. Explore the SWS fair ratio for Weichai Power Result: Price-to-Earnings of 14.5x (ABOUT RIGHT) However, you still have to weigh risks, such as any shift in sentiment after a 76.8% 1-year run and the possibility that analyst targets could cap near-term upside. Find out about the key risks to this Weichai Power narrative. Another View: What Does The DCF Say? While the 14.5x P/E suggests Weichai Power is roughly in line with where earnings might justify today, our DCF model points to a different picture. On this approach, the shares trade around 31% below an estimated fair value of HK$32.69, which flags a potential gap between price and long term cash flow expectations. That tension between an approximately right earnings multiple and a DCF signal of undervaluation leaves a clear question: which lens do you trust more for a business like this, accounting profits or long run cash generation? Look into how the SWS DCF model arrives at its fair value. 2338 Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Weichai Power for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 886 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Weichai Power Narrative If you see the numbers differently or prefer to test your own assumptions, you can pull up the data and build a tailored view in minutes: Do it your way. A great starting point for your Weichai Power research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If you are serious about growing your portfolio, do not stop at a single stock. Use the screener to uncover opportunities that fit how you like to invest.  Target potential mispricing by scanning these 886 undervalued stocks based on cash flows where current share prices sit below what their cash flows may suggest. Explore early growth themes with these 25 AI penny stocks that are tying artificial intelligence to real business models and tangible financials. Review these 12 dividend stocks with yields > 3% that focus on higher yields backed by underlying company fundamentals.   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.Valuation is complex, but we're here to simplify it.Discover if Weichai Power might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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