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← CockpitCompetitor Analysis › 2669.HK China Overseas Property Holdings LimitedOpen in the cockpit ↗

China Overseas Property Holdings Limited2669.HKCompetitor analysis, valuation and peers

Hong Kong · HKD·Real Estate›Real Estate Development

Residential and commercial property-management company spun off from developer China Overseas Land & Investment.

≈ A Chinese property-management firm tied to a state-owned developer parentMomentum strong 65
Mkt cap
$1.41B
US dollars, full cap
Free float
39%
of shares outstanding
$/day
$1.38M
20-day average traded
Fwd P/E
7.0×
forward earnings
ROIC−WACC
n/a
WACC 12.0%
Hurdle
n/a
no reverse DCF
Next earnings
139 days
25 Mar 2027
Close · HKDHK$3.37
1D0.0%
1W+4.5%
1M+3.1%
3M-1.0%
6M-16.7%
YTD-25.6%
1Y-31.5%
ATR %2.2%
52w lowhigh34.7% off high

What China Overseas Property does

Residential and commercial property-management company spun off from developer China Overseas Land & Investment.

Earns recurring monthly service fees for running residential and commercial buildings. Its parent, China Overseas Land & Investment, supplies much of the area it manages, since each new project it completes brings a management contract, while third-party contracts add further area.

In one line: A Chinese property-management firm tied to a state-owned developer parent.

Products and services

  • Residential property management
  • Commercial property management
  • Value-added services

Customers

  • Homeowners and tenants in China Overseas-developed

Where it sits in the supply chain

  • Real estate services
  • Residential & commercial property…

What could go right

  • Third-party contract growth

What could go wrong

  • China property sector stress

Moat: narrow (scale, brand). Backed by state-owned China Overseas Land parent's development pipeline and brand.

Headquarters: Hong Kong / China · Founded: 2015 · Employees: 38,042

Named competitors

China Overseas Property at a glance

Size China Overseas Property (2669.HK) is a Hong Kong Real Estate company (Real Estate Development) with a market value of $1.41B, the 505th largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$3.37 on 6 Nov 2026.

Performance Over six months the shares fell 16.7%, against -14.2% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — 8th lowest of 20 in its peer set.

Growth Revenue grew 10.8% over the last twelve months (peer median +2.0%); the operating margin is 11.3% (peer median 19.8%).

Valuation It trades at 7.0× forward earnings against a peer median of 12.6× (4th cheapest of 15).

Next results Next results expected around 25 Mar 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 862669.HK 81
Six months, rebased to 100: China Overseas Property against the median of its 20 peers (local-currency closes).

China Overseas Property financials

Reported figures in HKD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueHK$17.2BHK$16.3BHK$15.5BHK$14.5BHK$12.8B
Revenue growth—+6%+7%+14%—
Gross profitHK$2.51BHK$2.50BHK$2.64BHK$2.34BHK$2.06B
EBITDAn/aHK$2.08BHK$2.27BHK$2.02BHK$1.67B
Net incomeHK$1.45BHK$1.48BHK$1.64BHK$1.48BHK$1.27B
Free cash flowHK$809MHK$1.27BHK$1.48BHK$1.71BHK$1.18B
Capital expenditureHK$108MHK$130MHK$153MHK$158MHK$119M
Total debtn/aHK$163MHK$183MHK$169MHK$207M

Quarterly statements and history in the cockpit →

China Overseas 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

-50%0%+50%-40%-20%0%DEQGYCCHAM000031600649ATRLJ-B6666600639ZUGNOPEN103088506001622669.HK6-month return →1-month return →
Up and to the right = strong over both horizons. China Overseas Property is the large dot.

Fundamentals: revenue growth against valuation

-100%0%+100%+200%0×50×100×DEQGYCCHAMSOBHA600649600639NP3ZUGN103088502669.HKRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. China Overseas Property is the large dot.

China Overseas Property competitors and peer comparison

Head to head with its named competitors (2669.HK vs 2602.HK vs 6049.HK vs 1209.HK)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
China Overseas Property 2669.HK$1.41B-17%+11%11%7.0×n/a
Onewo 2602.HK$2.84B+6%+8%3%20.6×n/a
Poly Property Services 6049.HK$1.92B-14%+8%11%7.9×n/a
China Res Mixc 1209.HK$12.1B-14%+10%28%18.4×n/a

How China Overseas 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.

China Overseas Property against its 20 peers (data as of 6 Nov 2026)
Measure2669.HKPeer medianRank in peer set
1-month return+3.1%-0.7%7th highest of 21
6-month return-16.7%-14.2%8th lowest of 20
Distance from 52-week high-34.7%-28.9%8th lowest of 21
Revenue growth (TTM)+10.8%+2.0%5th highest of 21
Operating margin11.3%19.8%8th lowest of 21
Forward P/E7.0×12.6×4th cheapest of 15

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
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
Grand City Properties GYC.DEGermany$1.42B-19%+2%55%5.3×n/an/a
Cham Swiss Properties CHAM.SWSwitzerland$1.38B-5%-78%32%102.7×n/an/a
Sobha SOBHA.NSIndia$1.44B-12%+10%4%29.9×n/an/a
Grandjoy 000031.SZChina$1.38B-30%-25%3%n/an/an/a
Shanghai Chengtou 600649.SSChina$1.38B-14%-53%6%28.3×n/an/a
Atrium Ljungberg ATRLJ-B.STSweden$1.45B-24%+8%55%12.3×n/an/a
Evergrande Property Services 6666.HKHong Kong$1.37B-34%+9%10%n/an/an/a
Shanghai Jinqiao Export Processing Zone Development 600639.SSChina$1.37B-10%+203%23%5.7×n/an/a
NP3 Fastigheter NP3.STSweden$1.45B-14%+11%72%13.9×n/an/a
Zug Estates ZUGN.SWSwitzerland$1.37B-2%+1%62%27.3×n/an/a
Intea Fastigheter INTEA-B.STSweden$1.45B-11%+28%79%14.4×n/an/a
Opendoor Technologies OPENUnited States$1.36B-72%-37%-16%n/an/an/a
China Merchants Property Operation & Service 001914.SZChina$1.36B-16%+6%5%9.8×n/an/a
Seazen 1030.HKHong Kong$1.36B-36%-35%16%12.8×n/an/a
Starts 8850.TJapan$1.35B-6%+7%14%7.8×n/an/a
Shenzhen Heungkong 600162.SSChina$1.48B+63%-25%-1%n/an/an/a
Horizon Industrial Parks HORIZONIND.NSIndia$1.33Bn/a+83%44%n/an/an/a
Gmp Property SOCIMI YGMP.MCSpain$1.33B-4%0%53%n/an/an/a
Icade ICAD.PAFrance$1.33B-22%-9%17%5.3×n/an/a

Questions

Who are China Overseas Property's main competitors?
Named competitors: Onewo (2602.HK), Poly Property Services (6049.HK), China Resources Mixc Lifestyle (1209.HK). The cockpit's measured peer set (industry) also includes Deutsche EuroShop (DEQ.DE), Grand City Properties (GYC.DE), Cham Swiss Properties (CHAM.SW), Sobha (SOBHA.NS), Grandjoy (000031.SZ), Shanghai Chengtou (600649.SS).
Is China Overseas Property expensive compared with its peers?
On forward p/e it trades at 7.0× against a peer median of 12.6×, 4th cheapest of 15 in its peer set.
How has China Overseas Property stock performed?
Over six months to 6 Nov 2026 the shares returned -16.7% against -14.2% for the median peer; over one year -31.5%.

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.