A Look At Longfor Group Holdings (SEHK:960) Valuation After Its March 2026 Sales Update

Simply Wall St.04-20

AdvertisementWhy Longfor Group Holdings Stock Is Back in Focus After Its March Sales Update Longfor Group Holdings (SEHK:960) has put fresh numbers on the table, reporting unaudited contracted sales ...

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This gives you new data to assess its property exposure.\nSee our latest analysis for Longfor Group Holdings.\nThe March sales update has arrived after a weak run for the stock, with a 7 day share price return of 8.07% contrasting with a 30 day share price...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","BK1521":"挪威政府全球养老基金持仓","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","BK1240":"房地产开发","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","00960":"龙湖集团","BK1555":"内房股","BK1589":"北水核心资产"},"translate_title":"龙湖集团控股(SEHK：960)2026年3月销售更新后的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00960":0.9,"DCF":1},"content_text":"AdvertisementWhy Longfor Group Holdings Stock Is Back in Focus After Its March Sales Update Longfor Group Holdings (SEHK:960) has put fresh numbers on the table, reporting unaudited contracted sales and revenue for March and the past 3 months of 2026. This gives you new data to assess its property exposure. See our latest analysis for Longfor Group Holdings. The March sales update has arrived after a weak run for the stock, with a 7 day share price return of 8.07% contrasting with a 30 day share price decline of 4.38% and a 1 year total shareholder return decline of 20.49%. This suggests that near term momentum has picked up, while longer term performance remains under pressure as investors reassess both growth prospects and risks. If this property update has you thinking about where else capital could work harder, it may be worth scanning for other real estate names via the 101 top founder-led companies With Longfor trading at HK$8.30 after a 1 year total return decline of 20.49%, yet sitting at a reported discount to analyst targets and intrinsic estimates, is this a case of mispricing, or a market that already reflects expectations for future growth? Preferred P/E of 49.8x: Is It Justified? Longfor Group Holdings last closed at HK$8.30, yet the shares trade on a P/E of 49.8x, which is high compared to both peers and its own earnings profile. The P/E ratio compares the share price to earnings per share, so a higher P/E usually means the market is pricing in stronger future earnings than current profits alone would suggest. For a Hong Kong real estate name with thin current margins and a long term share price decline, that raises the question of how much future earnings growth is already reflected in the current valuation. Forecasts point to earnings growing 33.9% per year, and to growth that is faster than the wider Hong Kong market, which can help explain part of the premium. However, profit margins of 1.1% are lower than last year, Return on Equity is low at 0.4%, and there was a large one off gain of CN¥4.4b in the last 12 months, so the market is paying a price that is well ahead of both the estimated fair P/E of 22.1x and the Hong Kong real estate industry average of 10.8x. Some investors may see these as potential reference points if sentiment cools. Explore the SWS fair ratio for Longfor Group Holdings Result: Preferred multiple of 49.8x P/E (OVERVALUED) However, the long-term total returns, the weak profit margin of 1.1%, and the heavy reliance on property development in the PRC could still challenge the current premium. Find out about the key risks to this Longfor Group Holdings narrative. Another View: Our DCF Model Paints a Different Picture While the high 49.8x P/E suggests Longfor Group Holdings is expensive, the SWS DCF model points the other way, with an estimated fair value of HK$19.05 per share versus the current HK$8.30. That gap signals valuation risk if the cash flow assumptions prove too optimistic, or potential opportunity if they hold up. Which side of that trade off are you more comfortable with? Look into how the SWS DCF model arrives at its fair value. 960 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 Longfor Group 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 233 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 Conflicted by the mixed signals so far, or starting to see a clearer story emerging? Take a closer look at the underlying data and form your own view by weighing the 2 key rewards and 3 important warning signs. Looking for more investment ideas? If this update has sharpened your thinking on Longfor, now is a good time to broaden your watchlist and compare it with other potential opportunities.  Spot potential value candidates early by checking companies that currently screen as 233 high quality undervalued stocks. Prioritise resilience by reviewing stocks in the 300 resilient stocks with low risk scores before volatility pushes quality names out of reach. Get ahead of the crowd by scanning the screener containing 567 high quality undiscovered gems that combine strong fundamentals with lower market attention.   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: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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