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Major Chinese automaker selling Geely, Zeekr, Lynk & Co and (via ownership stakes) Volvo/Polestar-linked EV and combustion vehicles.
Major Chinese automaker selling Geely, Zeekr, Lynk & Co and (via ownership stakes) Volvo/Polestar-linked EV and combustion vehicles.
Sells cars to individual buyers mostly in China, with exports as an offset to the home price war. The Volvo Cars and Polestar brands sit in its parent group, Geely Holding, rather than in this company, which shares technology with them. Geely Holding is controlled by founder Li Shufu.
In one line: China's General Motors, with a European luxury arm (Volvo).
Moat: narrow (scale, brand, distribution). Multi-brand portfolio and Volvo/Polestar technology access give it broader reach than most Chinese peers.
Headquarters: Hangzhou, China · Founded: 1986 · Employees: 73,000
Size Geely Auto (0175.HK) is a Hong Kong Consumer Discretionary company (Motor Vehicles) with a market value of $20.1B, the 92nd largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$14.56 on 6 Nov 2026.
Performance Over six months the shares fell 34.2%, against -1.3% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — 4th lowest of 21 in its peer set.
Growth Revenue grew 27.2% over the last twelve months (peer median +8.0%); the operating margin is 4.5% (peer median 5.8%).
Valuation It trades at 6.5× forward earnings against a peer median of 12.0× (5th cheapest of 19).
Price implies For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is +29%, so the hurdle is -39 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.6 points above its cost of capital (9.4% WACC).
Next results Next results expected around 24 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | HK$429B | HK$374B | HK$299B | HK$198B | HK$172B |
| Revenue growth | — | +25% | +51% | +15% | — |
| Gross profit | HK$75.8B | HK$51.6B | HK$41.7B | HK$25.4B | HK$18.7B |
| EBITDA | n/a | HK$29.7B | HK$22.5B | HK$12.4B | HK$10.7B |
| Net income | HK$20.1B | HK$18.3B | HK$18.2B | HK$5.71B | HK$5.96B |
| Free cash flow | n/a | HK$47.6B | HK$36.2B | HK$19.1B | HK$15.6B |
| Capital expenditure | n/a | HK$19.4B | HK$18.3B | HK$16.9B | HK$12.0B |
| Total debt | HK$63.2B | HK$25.7B | HK$11.8B | HK$12.7B | HK$18.6B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Geely Auto 0175.HK | $20.1B | -34% | +27% | 4% | 6.5× | -9.3% |
| BYD 1211.HK | $98.9B | -26% | 0% | 4% | 15.8× | n/a |
| Great Wall Motor 2333.HK | $15.7B | -48% | +13% | 2% | 5.9× | -5.1% |
| SAIC Motor 600104.SS | $17.8B | -24% | -3% | 2% | 11.9× | -14.7% |
| NIO 9866.HK | $7.60B | -46% | +70% | -4% | n/a | n/a |
| Chery Automobile 9973.HK | $17.8B | -22% | +11% | 5% | 5.8× | n/a |
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.
| Measure | 0175.HK | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -2.7% | +3.0% | 7th lowest of 21 |
| 6-month return | -34.2% | -1.3% | 4th lowest of 21 |
| Distance from 52-week high | -41.7% | -21.4% | 6th lowest of 21 |
| Revenue growth (TTM) | +27.2% | +8.0% | 4th highest of 20 |
| Operating margin | 4.5% | 5.8% | 9th lowest of 21 |
| Forward P/E | 6.5× | 12.0× | 5th cheapest of 19 |
| Growth the price implies (Req g, 7 yrs) | -9.3% | 7.9% | 3rd least demanding of 13 |
| Growth delivered (Del g) | +29.3% | +11.8% | highest of 12 |
| Hurdle (Req g minus delivered) | -38.7 pp | +1.7 pp | least demanding of 12 |
| ROIC minus cost of capital | +4.6 pp | +0.4 pp | 6th highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Geely Auto 0175.HK | Hong Kong | $20.1B | -34% | +27% | 4% | 6.5× | -9.3% | +29.3% |
| Rivian Automotive RIVN | United States | $19.9B | -4% | +11% | -53% | n/a | n/a | n/a |
| Traton 8TRA.DE | Germany | $18.9B | +2% | +1% | 6% | 6.1× | n/a | n/a |
| Hyundai Motor India HYUNDAI.NS | India | $18.3B | +16% | +8% | 7% | 33.0× | 26.6% | +11.8% |
| Eicher Motors EICHERMOT.NS | India | $22.3B | +5% | +28% | 21% | 33.0× | 36.0% | +21.8% |
| TVS Motor TVSMOTOR.NS | India | $22.6B | +21% | +34% | 12% | 42.5× | n/a | n/a |
| SAIC Motor 600104.SS | China | $17.8B | -24% | -3% | 2% | 11.9× | -14.7% | -2.4% |
| Chery Automobile 9973.HK | Hong Kong | $17.8B | -22% | +11% | 5% | 5.8× | n/a | n/a |
| Stellantis STLAP.PA | France | $17.0B | -40% | -2% | -14% | 8.2× | n/a | n/a |
| Tata Motors TMCV.NS | India | $16.6B | -2% | n/a | 9% | 20.7× | 17.8% | n/a |
| Great Wall Motor 2333.HK | Hong Kong | $15.7B | -48% | +13% | 2% | 5.9× | -5.1% | +15.6% |
| Suzuki Motor 7269.T | Japan | $27.3B | +26% | +14% | 9% | 9.1× | -0.8% | +14.6% |
| Kia 000270.KS | South Korea | $28.3B | -34% | +8% | 7% | 5.4× | -12.9% | +14.0% |
| Bajaj Auto BAJAJ-AUTO.NS | India | $31.7B | +3% | +48% | 19% | 24.0× | 27.3% | +17.4% |
| Li Auto-w 2015.HK | Hong Kong | $12.4B | -32% | -24% | -7% | n/a | n/a | n/a |
| Subaru 7270.T | Japan | $12.3B | +16% | 0% | 3% | 12.0× | 2.7% | +11.1% |
| Daimler Truck DTG.DE | Germany | $34.7B | -1% | -14% | 5% | 10.6× | 9.8% | +4.8% |
| Hero Motocorp HEROMOTOCO.NS | India | $11.7B | +3% | +27% | 12% | 19.1× | 14.1% | +9.2% |
| Shimano 7309.T | Japan | $11.5B | +29% | +5% | 12% | 35.8× | 6.0% | +4.3% |
| Tata Motors Passenger Vehicles TMPV.NS | India | $11.4B | -19% | -22% | 0% | 10.7× | n/a | n/a |
| Seres 9927.HK | Hong Kong | $11.4B | -54% | -2% | -4% | 90.9× | n/a | n/a |