Assessing TCL Electronics Holdings (SEHK:1070) Valuation After A Strong 1 Year And 3 Year Shareholder Return

Simply Wall St.02-14

AdvertisementWhat recent performance data suggests for TCL Electronics Holdings (SEHK:1070) TCL Electronics Holdings (SEHK:1070) has drawn investor attention after a one-year total return of 97% and a...

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See our latest analysis for TCL Electronics Holdings. Recent trading suggests momentum is building, with a 30 day share price return of 26.28% contributing to a 1 year total shareholder return of 97.26% and a 3 year total shareholder return close to 3x. If TCL Electronics’ run has you thinking about where else growth could come from, this is a good moment to broaden your search with our 100 top founder-led companies. With HK$108.6b in revenue, HK$2.2b in net income, a 35% intrinsic discount estimate and shares still below the HK$14.09 analyst target, it is worth asking whether there is a buying opportunity here or whether the market is already pricing in future growth. Price-to-Earnings of 14.4x: Is it justified? Based on the preferred P/E multiple, TCL Electronics is priced at 14.4x earnings, which screens as expensive versus both the Hong Kong Consumer Durables industry and the company’s own fair P/E estimate. The P/E ratio tells you how much investors are paying for each dollar of earnings. For a business like TCL Electronics, with HK$108.6b of revenue and HK$2.2b of net income, this is a quick way to gauge how the market is weighing its earnings power against peers and against its own track record. Here, the picture is mixed. TCL Electronics is described as expensive relative to the Hong Kong Consumer Durables industry average P/E of 9x, and also above the estimated fair P/E of 13.2x. At the same time, it is referred to as good value versus a much higher peer average P/E of 32x, which suggests that within a narrower peer group investors are paying more for similar earnings profiles. That contrast is important. Compared to the broad industry at 9x, the current 14.4x P/E implies investors are paying a premium for TCL Electronics’ earnings. Relative to the 13.2x fair P/E, the current pricing is still above what a fair-value model implies. Yet when stacked against closer peers on 32x, the same 14.4x looks restrained. For anyone weighing these signals, the key question is which comparison set they consider most relevant to their own process. Explore the SWS fair ratio for TCL Electronics Holdings Result: Price-to-Earnings of 14.4x (OVERVALUED) However, you also have to weigh risks like potential volatility after a near 3x 3 year return, as well as the breadth of TCL Electronics’ many business lines. Find out about the key risks to this TCL Electronics Holdings narrative. Another view on value: DCF suggests a different story While the 14.4x P/E screens as expensive against a 9x industry average and the 13.2x fair ratio, our DCF model points the other way. With TCL Electronics at HK$12.59 versus an estimated HK$19.31 fair value, the shares screen as undervalued, which puts the burden on you to decide which signal matters more. Look into how the SWS DCF model arrives at its fair value. 1070 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 TCL Electronics Holdings 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 231 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own TCL Electronics Holdings Narrative If you look at these numbers and reach a different conclusion, or simply prefer to test your own view, you can build a custom thesis in just a few minutes by starting with Do it your way. A great starting point for your TCL Electronics Holdings 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 TCL Electronics has sharpened your thinking, do not stop here. The next smart move is lining up a few more quality ideas to compare.  Target quality at a discount by checking companies on our 231 high quality undervalued stocks and see which ones line up with your return and risk expectations. Prioritise resilience with our 320 resilient stocks with low risk scores, a focused set of businesses that score well on stability so big surprises are less likely. Spot potential early movers using the screener containing 551 high quality undiscovered gems, where you can zero in on under the radar names backed by solid fundamentals before attention builds.   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 TCL Electronics Holdings 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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