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China Resources Beer (Holdings) Company (0291) Fair Value & Analysis

Consumer Defensive · HK · Market cap HK$69.0B

CR China Resources Beer (Holdings) Company 0291 · HK
PriceHK$22.54
Fair ValueHK$25.33
Upside+12.4%
Quality64/100
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Mixed Growth
Thin margins · 8.9% net margin
Low debt · generates free cash flow
4.65% dividend yield
Ranks above peers (9/15)
Moderate moat 46/100
Evidence: Medium Range HK$19.00 – HK$31.66 Share as image

Fair value as of: Aug 2, 2026

From 24 valuation models · updated 9 days ago

Fair value updated Aug 2, 2026, revised from HK$25.18 to HK$25.33 (+0.6%) since Jul 1, 2026. Share price +1.5% over the past month.

A solid business, screening 12% undervalued on our models.

What matters now

  • Our model range runs from HK$19.00 (bear) to HK$31.66 (bull), base HK$25.33. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 64/100 (solid quality) with medium evidence: read the verdict with care.
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Price vs Fair Value (5 years)

HK$65.04 HK$20.71 Fair Value HK$25.33 Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 2, 2026.

How to read this chart

60‑month range HK$20.71 – HK$65.04 · fair‑value band HK$19.00 – HK$31.66 · the HK$22.54 price screens below the HK$25.33 fair value. Dashed = 300-day average. As of Aug 2, 2026.

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Analysis

China Resources Beer (Holdings) Company (0291) currently trades at HK$22.54, while our model-based Fair Value estimate is HK$25.33, implying the stock looks roughly 12.4% undervalued today. The Quality Score stands at 64/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.

Over the trailing twelve months, China Resources Beer (Holdings) Company generated revenue of HK$38.0B at a net margin of 8.9%. Revenue declined 5.7% year over year. It earns a return on equity of 8.9%. The balance sheet holds a net cash position of HK$3.5B. Fundamentals as of Aug 2, 2026

Our scenario range runs from HK$19.00 (bear case) to HK$31.66 (bull case); at HK$22.54, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 21% below its 52-week high and 8% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -8% fair-value upside, at 12%, 0291 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF HK$19.21 HK$25.38 HK$34.92 80
Residual Income HK$8.92 HK$9.93 HK$14.26 76
Rev-Margin DCF HK$15.18 HK$21.08 HK$27.92 74
All 24 models by family
DCF Models
FCF DCF HK$18.59 HK$25.02 HK$35.57 38
Owner Earnings HK$14.38 HK$19.20 HK$27.11 31
5Y Revenue Exit HK$15.18 HK$20.80 HK$28.27 39
5Y EBITDA Exit HK$21.32 HK$31.39 HK$43.58 41
5Y P/E Exit HK$16.91 HK$23.79 HK$31.25 38
10Y Revenue Exit HK$15.99 HK$21.15 HK$27.10 36
10Y EBITDA Exit HK$20.13 HK$28.20 HK$37.61 37
10Y P/E Exit HK$17.41 HK$23.15 HK$29.15 35
Earnings-Based
Graham-Dodd HK$7.06 HK$13.37 HK$16.63 54
EPV HK$12.23 HK$13.97 HK$15.50 59
Dividend Discount
Gordon GGM HK$7.82 HK$10.67 HK$13.57 70
DDM Multi-Stage HK$7.82 HK$10.84 HK$14.40 61
Multiples
P/E Multiple HK$16.36 HK$21.81 HK$27.27 63
P/S Multiple HK$13.24 HK$17.66 HK$22.07 58
P/B Multiple HK$13.24 HK$17.66 HK$22.07 55
EV/EBIT HK$24.16 HK$31.63 HK$39.11 53
EV/EBITDA HK$26.17 HK$34.32 HK$42.47 54
EV/Revenue HK$14.02 HK$19.29 HK$24.56 43
Asset-Based
NCAV (Graham) HK$4.97 HK$6.67 HK$9.95 50
Growth DCF
Growth DCF HK$19.21 HK$25.38 HK$34.92 80
Rev-Margin DCF HK$15.18 HK$21.08 HK$27.92 74
Economic Profit
Residual Income HK$8.92 HK$9.93 HK$14.26 76
ROIC Compounder HK$12.41 HK$14.60 HK$16.91 72
Growth Earnings
Growth-Adj P/E HK$11.70 HK$16.71 HK$21.72 68

Widest divergence: DCF Models (HK$23.15) versus Asset-Based (HK$6.67). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) HK$38.0B
Revenue growth (YoY) -5.7%
Net margin 8.9%
Return on equity 8.9%
Free cash flow HK$5.3B FY2025
P/E ratio 17.7
More key figures
Operating margin -3.1%
EPS (TTM) HK$1.78
Dividend yield 4.7%
EPS growth (YoY) +23.0%
Net cash HK$3.5B FY2025

Figures from reported company fundamentals · as of Aug 2, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 64/100

Of which business quality 64 · Market factors (momentum, volatility) 41

Profitability 42
Margins and returns on capital today
Quality Growth 34
Are margins and returns improving?
Cashflow 74
Earnings quality: real cash, not paper profit
Fin. Strength 73
Balance sheet, leverage, solvency risk
Investment 84
Disciplined investing over empire-building
Low Volatility 86
Calm price path (market factor)
Momentum 24
Price trend over the last 3–12 months (market factor)
52W Momentum 19
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

China Resources Beer (Holdings) Company Limited, an investment holding company, engages in the manufacture, distribution, and sale of alcoholic beverages in Mainland China. It offers beer and baijiu products under the Guizhou and Jinsha Huisha brands.

Full company description

China Resources Beer (Holdings) Company Limited, an investment holding company, engages in the manufacture, distribution, and sale of alcoholic beverages in Mainland China. It offers beer and baijiu products under the Guizhou and Jinsha Huisha brands. The company was formerly known as China Resources Enterprise, Limited and changed its name to China Resources Beer (Holdings) Company Limited in October 2015. The company is based in Wan Chai, Hong Kong. China Resources Beer (Holdings) Company Limited operates as a subsidiary of CRH (Beer) Limited.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

China Resources Beer (Holdings) Company reported revenue of HK$38.0B in FY2025 versus HK$33.4B in FY2021, a compound +3.3%/yr. Reported net income was HK$3.4B in FY2025, compounding −7.4%/yr from FY2021.

Growth Quality 60/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
HK$38.0B
Latest YoY
−1.7%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+2.5%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+3.8%
Avg. growth/yr (25Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+3.3%
Revenue +3.3%/yr
FY21 HK$33.4B
FY22 HK$35.3B
FY23 HK$38.9B
FY24 HK$38.6B
FY25 HK$38.0B
Net income −7.4%/yr
FY21 HK$4.6B
FY22 HK$4.3B
FY23 HK$5.2B
FY24 HK$4.7B
FY25 HK$3.4B

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Cite: Fair Value Calculator (2026). "China Resources Beer (Holdings) Company Fair Value". https://www.fairvalue-calculator.com/stock/0291

Peer Group

Beverages - Brewers · 52 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 64 · Above median
Fair Value upside +12% · Above median
Return on equity (TTM) 9% · Below median
Return on assets 5% · Above median
Net margin (TTM) 9% · Above median
Operating margin (TTM) -3% · Bottom 25%
Revenue growth -6% · Bottom 25%
Dividend yield (TTM) 4.7% · Top 25%
Debt / equity 0.04× · Lower than median

Valuation Multiples vs Beverages - Brewers median · lower = cheaper

P/E (TTM) 17.7× · Pricier than median
P/B 2.14× · Pricier than median
P/S (TTM) 1.82× · Pricier than median
P/FCF 1.7× · Cheaper than median
EV/EBITDA 8.0× · Cheaper than median
PEG 0.71× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 50 · sector 33
FUTURE 0 · sector 3
PAST 35 · sector 36
HEALTH 98 · sector 97
DIVIDEND 93 · sector 54

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Alcohol

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Beverages - Brewers stocks, each showing price versus our Fair Value estimate (as of Aug 2, 2026).

Stock Price Fair Value vs Fair Value
Anheuser-Busch InBev SA 1ABI €73.62 €41.60 -43%
Ambev S.A ABEV 14,120 ARS 6,060 ARS -57%
Fomento Económico Mexicano, S.A. FEMSAUBD 222.91 MXN 201.74 MXN -9%
Heineken N.V HEIA €77.24 €65.06 -16%
Constellation Brands, Inc STZ $135.72 $177.43 +31%
Carlsberg A/S CARLA kr 1,125 kr 607.30 -46%
Heineken Holding HEIO €71.20 €72.67 +2%
Tsingtao Brewery Company 600600 ¥53.60 ¥63.65 +19%
Budweiser Brewing Company 1876 HK$6.58 HK$6.05 -8%
Molson Coors Canada Inc TPXA C$63.10 C$74.42 +18%

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Frequently asked questions

Is China Resources Beer (Holdings) Company (0291) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of HK$25.33 versus a price of HK$22.54, about +12% (undervalued).
What is the fair value of 0291?
Our model-based fair value for China Resources Beer (Holdings) Company is HK$25.33 (as of Aug 2, 2026), built from audited fundamentals. The current price is HK$22.54.
What is the quality score of 0291?
China Resources Beer (Holdings) Company has a Quality Score of 64/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of China Resources Beer (Holdings) Company (0291)?
China Resources Beer (Holdings) Company reported trailing-twelve-month revenue of about HK$38.0B (latest available figure, as of Aug 2, 2026).
What is the net profit margin of 0291?
The net profit margin of China Resources Beer (Holdings) Company is about 8.9%, meaning it keeps roughly 8.9% of revenue as net income. Based on the latest reported figures.
Does China Resources Beer (Holdings) Company pay a dividend?
China Resources Beer (Holdings) Company currently shows a dividend yield of about 4.65% relative to its recent price (as of Aug 2, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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