Assessing Sands China (SEHK:1928) Valuation After Recent Share Price Weakness

Simply Wall St.02-02 13:13

AdvertisementWhy Sands China is on investors’ radar Sands China (SEHK:1928) has drawn attention after recent share price weakness, with the stock showing negative returns over the past month, past 3 ...

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See our latest analysis for Sands China. With the share price at HK$17.03, Sands China has seen weaker momentum recently, with a 7 day share price return of 9.22% and a 30 day share price return of 14.76%, while the 1 year total shareholder return of 5.78% and 5 year total shareholder return of 46.98% point to pressure over both shorter and longer horizons. If this pullback has you reassessing your exposure to gaming and leisure, it could also be a good moment to scan fast growing stocks with high insider ownership for other ideas that stand out. With Sands China trading at HK$17.03 and screens flagging a roughly 36% gap to analyst targets and intrinsic estimates, is the recent weakness a potential mispricing to consider, or is the market already reflecting future growth? Price to earnings of 19.2x, is it justified? On the latest numbers, Sands China trades on a P/E of 19.2x at a share price of HK$17.03, while screens also show the stock at a 35.6% discount to the SWS DCF fair value estimate of HK$26.43. The P/E ratio compares the current share price with earnings per share, so a higher P/E usually means investors are paying more for each unit of current earnings. For resort and casino operators like Sands China, this often reflects how the market is thinking about the stability and growth potential of cash flows from gaming, hotels and retail operations. Here, the picture is mixed. The company is described as expensive versus both the Hong Kong Hospitality industry average P/E of 17.4x and a peer average of 13.9x, which suggests the market is paying a premium compared to similar names. At the same time, that 19.2x multiple is slightly below an estimated fair P/E of 20.3x, which is framed as a level the market could move towards if current assumptions hold. Put together, the market appears to be assigning Sands China a richer multiple than many peers, while our DCF work points to an HK$26.43 fair value based on future cash flows, projecting them forward and discounting them back to today. Explore the SWS fair ratio for Sands China Result: Price to earnings of 19.2x (ABOUT RIGHT) However, the recent 1 year and 5 year total shareholder returns in negative territory, along with the company’s exposure to Macao gaming trends, could pressure that valuation story. Find out about the key risks to this Sands China narrative. Another view, using our DCF model The P/E suggests Sands China is roughly in line with its fair ratio, but our DCF model tells a different story. At HK$17.03, the shares sit about 35.6% below an HK$26.43 fair value estimate, which points to a wide gap between the current price and modelled cash flows. Could that spread be signaling caution or opportunity? Look into how the SWS DCF model arrives at its fair value. 1928 Discounted Cash Flow as at Feb 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Sands China 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 876 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 Sands China Narrative If you see the numbers differently or simply prefer to test your own assumptions, you can build a custom view in just a few minutes: Do it your way. A great starting point for your Sands China research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Ready for more stock ideas to put on your list? If Sands China has sharpened your thinking, do not stop here, use the Simply Wall St Screener to quickly spot other opportunities that might suit your style.  Target potential mispricings by scanning these 876 undervalued stocks based on cash flows that screens flag as trading below their cash flow based estimates. Tap into the AI theme by checking out these 24 AI penny stocks that connect artificial intelligence with real business models and financials. Add an income angle by reviewing these 12 dividend stocks with yields > 3% that pair higher yields with dividend focused profiles.   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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