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← CockpitCompetitor Analysis › 0123.HK Yuexiu Property Company LimitedOpen in the cockpit ↗

Yuexiu Property Company Limited0123.HKCompetitor analysis, valuation and peers

Hong Kong · HKD·Real Estate›Real Estate Development

Guangzhou state-owned developer building residential and commercial property, backed by Yuexiu Group.

≈ A state-backed Chinese regional homebuilderMomentum weak 35
Mkt cap
$1.55B
US dollars, full cap
Free float
34%
of shares outstanding
$/day
$1.88M
20-day average traded
Fwd P/E
52.6×
forward earnings
ROIC−WACC
n/a
WACC 5.4%
Hurdle
n/a
no reverse DCF
Next earnings
131 days
17 Mar 2027
Close · HKDHK$3.04
1D-1.8%
1W+3.4%
1M-8.0%
3M-13.1%
6M-29.9%
YTD-23.2%
1Y-34.8%
ATR %3.4%
52w lowhigh39.0% off high

What Yuexiu Property does

Guangzhou state-owned developer building residential and commercial property, backed by Yuexiu Group.

Books income from home sales when flats are handed over, so results lag land purchases by years, and adds rent from the offices and malls it keeps. Yuexiu Group, owned by Guangzhou's city government, controls it.

In one line: A state-backed Chinese regional homebuilder.

Products and services

  • Residential property development
  • Commercial property (offices/malls)
  • Urban renewal projects

Customers

  • Homebuyers mainly in Guangzhou/Greater Bay Area

Where it sits in the supply chain

  • Real estate
  • Residential & commercial development
  • State-backed developer

What could go right

  • Guangzhou/GBA urban renewal projects

What could go wrong

  • China property downturn

Moat: narrow (regulatory licence, scale). State-owned Guangzhou municipal parent gives funding and land-acquisition advantages.

Headquarters: Guangzhou, China · Founded: 1992 · Employees: 14,000

Named competitors

Yuexiu Property at a glance

Size Yuexiu Property (0123.HK) is a Hong Kong Real Estate company (Real Estate Development) with a market value of $1.55B, the 483rd largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$3.04 on 6 Nov 2026.

Performance Over six months the shares fell 29.9%, against -11.7% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — 3rd lowest of 21 in its peer set.

Growth Revenue fell 20.8% over the last twelve months (peer median +9.7%); the operating margin is 0.4% (peer median 44.0%).

Valuation It trades at 52.6× forward earnings against a peer median of 12.3× (most expensive of 14).

Next results Next results expected around 17 Mar 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 890123.HK 67
Six months, rebased to 100: Yuexiu Property against the median of its 20 peers (local-currency closes).

Yuexiu Property financials

Reported figures in HKD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueHK$84.3BHK$93.7BHK$93.8BHK$88.8BHK$84.3B
Revenue growth—0%+6%+5%—
Gross profitHK$4.40BHK$7.27BHK$9.92BHK$13.7BHK$17.3B
EBITDAHK$910MHK$3.31BHK$5.94BHK$9.42BHK$13.4B
Net income-HK$1.34BHK$59.7MHK$1.13BHK$3.52BHK$4.60B
Free cash flowHK$26.5BHK$15.0BHK$23.5BHK$9.39BHK$3.70B
Capital expenditureHK$232MHK$261MHK$403MHK$379MHK$1.36B
Total debtn/aHK$118BHK$111BHK$116BHK$100B

Quarterly statements and history in the cockpit →

Yuexiu Property competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%+40%-20%0%+20%YCPSDOM600094600648600162ALTRA2923JDANNP3ATRLJ-B0017000656GYC139626690123.HK6-month return →1-month return →
Up and to the right = strong over both horizons. Yuexiu Property is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%20×40×DOM600648ALTRAHIAGINTEA-BNP3SOBHARLIAGYC139626690123.HKRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yuexiu Property is the large dot.

Yuexiu Property competitors and peer comparison

Head to head with its named competitors (0123.HK vs 1109.HK vs 0688.HK vs 0960.HK)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Yuexiu Property 0123.HK$1.55B-30%-21%0%52.6×n/a
China Res Land 1109.HK$29.1B-7%-12%16%8.9×n/a
China Overseas 0688.HK$18.4B-13%+4%11%10.2×n/a
Longfor 0960.HK$4.05B-47%-42%1%n/an/a

How Yuexiu Property compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Yuexiu Property against its 20 peers (data as of 6 Nov 2026)
Measure0123.HKPeer medianRank in peer set
1-month return-8.0%+3.9%5th lowest of 21
6-month return-29.9%-11.7%3rd lowest of 21
Distance from 52-week high-39.0%-24.0%4th lowest of 21
Revenue growth (TTM)-20.8%+9.7%4th lowest of 21
Operating margin0.4%44.0%5th lowest of 21
Forward P/E52.6×12.3×most expensive of 14

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Yuexiu Property 0123.HKHong Kong$1.55B-30%-21%0%52.6×n/an/a
Castellana Properties Socimi YCPS.MCSpain$1.57B-4%+59%63%n/an/an/a
Dom Development DOM.WAPoland$1.59B-6%+14%24%9.1×n/an/a
GreatTown 600094.SSChina$1.51B-2%-36%4%n/an/an/a
Shanghai Waigaoqiao Free Trade Zone 600648.SSChina$1.60B-15%-3%8%12.1×n/an/a
Shenzhen Heungkong 600162.SSChina$1.48B+63%-25%-1%n/an/an/a
Altra Fastigheter ALTRA.STSweden$1.64B+18%-2%64%11.8×n/an/a
HIAG Immobilien HIAG.SWSwitzerland$1.64B-2%+96%50%15.4×n/an/a
Sino Horizon 2923.TWTaiwan$1.65B+40%+63%47%n/an/an/a
Jeudan A/S JDAN.CODenmark$1.66B0%+3%62%n/an/an/a
Intea Fastigheter INTEA-B.STSweden$1.45B-11%+28%79%14.4×n/an/a
NP3 Fastigheter NP3.STSweden$1.45B-14%+11%72%13.9×n/an/a
Atrium Ljungberg ATRLJ-B.STSweden$1.45B-24%+8%55%12.3×n/an/a
Sobha SOBHA.NSIndia$1.44B-12%+10%4%29.9×n/an/a
New World Development 0017.HKHong Kong$1.68B-46%+10%-8%n/an/an/a
Jinke Property 000656.SZChina$1.68B-24%-87%-1,642%n/an/an/a
Realia Business RLIA.MCSpain$1.68B-3%+82%41%13.7×n/an/a
Grand City Properties GYC.DEGermany$1.42B-19%+2%55%5.3×n/an/a
Greater Bay Area AI Computing Tech 1396.HKHong Kong$1.70B-41%+76%-6%15.6×n/an/a
China Overseas Property 2669.HKHong Kong$1.41B-17%+11%11%7.0×n/an/a
Deutsche EuroShop DEQ.DEGermany$1.40B-16%+2%76%9.5×n/an/a

Questions

Who are Yuexiu Property's main competitors?
Named competitors: China Resources Land (1109.HK), China Overseas Land (0688.HK), Longfor Group (0960.HK). The cockpit's measured peer set (industry) also includes Castellana Properties Socimi (YCPS.MC), Dom Development (DOM.WA), GreatTown (600094.SS), Shanghai Waigaoqiao Free Trade Zone (600648.SS), Shenzhen Heungkong (600162.SS), Altra Fastigheter (ALTRA.ST).
Is Yuexiu Property expensive compared with its peers?
On forward p/e it trades at 52.6× against a peer median of 12.3×, most expensive of 14 in its peer set.
How has Yuexiu Property stock performed?
Over six months to 6 Nov 2026 the shares returned -29.9% against -11.7% for the median peer; over one year -34.8%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.