Yuexiu Property (SEHK:123) Valuation Check After Full Year Profit Slump

Simply Wall St.04-09

Yuexiu Property (SEHK:123) has drawn attention after reporting full year 2025 results, with sales at CN¥86,457.29 million and net income at CN¥55.06 million, sharply lower than the prior year’s CN¥1,...

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However, the 1-year total shareholder return of 17.76% and 3-year total shareholder return of 64.20% are described as...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"00123":"越秀地产","CFA.SI":"NikkoAM-STC Asia REIT","LU2279858448.HKD":"富国中国中小盘成长基金 A1 类（港元）","BK1240":"房地产开发","LU1171460220.USD":"FULLGOAL CHINA SMALL-MID CAP GROWTH \"A1\" (USD) INC","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK1555":"内房股"},"translate_title":"越秀地产（SEHK：123）全年利润下滑后的估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00123":0.9,"DCF":1,"CFA.SI":1.5},"content_text":"Yuexiu Property (SEHK:123) has drawn attention after reporting full year 2025 results, with sales at CN¥86,457.29 million and net income at CN¥55.06 million, sharply lower than the prior year’s CN¥1,040.06 million. See our latest analysis for Yuexiu Property. After the earnings release, Yuexiu Property’s share price at HK$3.74 reflects a 1-day share price return of 1.08%. However, the 1-year total shareholder return of 17.76% and 3-year total shareholder return of 64.20% are described as highlighting sustained weaker performance, suggesting momentum has been fading despite recent attention on earnings and board changes. If these earnings have you reassessing your watchlist, it could be a good moment to broaden your search with 96 top founder-led companies With Yuexiu Property trading at HK$3.74 after a sharp profit drop, but with a value score of 6 and a large intrinsic discount flagged, is the market overlooking potential, or already discounting weaker earnings and future growth? AdvertisementPreferred Price-to-Sales Ratio of 0.2x: Is it justified? On the numbers provided, Yuexiu Property screens as inexpensive, with a P/S ratio of 0.2x at a last close of HK$3.74 and multiple checks suggesting the shares are trading at a discount to various value benchmarks. The P/S ratio compares the company’s market value with its revenue, which can be a useful cross check for property developers where earnings can be volatile from year to year. For Yuexiu Property, the current 0.2x P/S is described as good value versus the Hong Kong real estate industry average of 0.7x, the peer average of 0.2x, and an estimated fair P/S of 0.5x that the SWS fair ratio model points to as a level the market could move towards if sentiment and fundamentals align more closely. Explore the SWS fair ratio for Yuexiu Property Result: Price-to-sales ratio of 0.2x (UNDERVALUED) However, the long run share price decline of 17.76% over 1 year and 64.20% over 3 years, alongside annual revenue contraction, suggests that sentiment could stay fragile. Find out about the key risks to this Yuexiu Property narrative. Another View: Our DCF Model Paints a Very Different Picture While the 0.2x P/S ratio makes Yuexiu Property look inexpensive, the SWS DCF model goes much further, with an estimated value of HK$89.17 per share versus the current HK$3.74. That huge gap indicates the model sees very large upside, but also raises a question: is the cash flow outlook too optimistic? Look into how the SWS DCF model arrives at its fair value. 123 Discounted Cash Flow as at Apr 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Yuexiu Property 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 239 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps With such a wide gap between different valuation checks, sentiment is clearly mixed. It may be helpful to act now, review the facts, and weigh both the 4 key rewards and 2 important warning signs Ready to broaden your opportunity set? If this valuation debate has sharpened your thinking, do not stop here. Use the Simply Wall St Screener to spot other ideas before the market reacts.  Target quality at a discount by scanning companies that screen as potential bargains through the 239 high quality undervalued stocks. Prioritise resilience by focusing on businesses identified in the 303 resilient stocks with low risk scores to help reduce portfolio volatility. Get ahead of the crowd by reviewing lesser known opportunities surfaced in the screener containing 578 high quality undiscovered gems.   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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