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Hans Group (0554) Fair Value & Analysis

Industrials · HK · Market cap HK$875M

HG Hans Group 0554 · HK
PriceHK$0.1900
Fair ValueHK$0.2049
Upside+7.8%
Quality39/100
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Mixed Growth
Loss-making · -2.2% net margin
High debt · generates free cash flow
Mixed vs. peers (8/14)
Narrow moat 10/100
Evidence: Medium Range HK$0.0831 – HK$0.4231 Share as image

Fair value as of: Aug 13, 2026

From 4 valuation models · updated 2 days ago

Fair value updated Aug 13, 2026, revised from HK$0.1600 to HK$0.2049 (+28.1%) since Aug 2, 2026. Share price −5.0% over the past month.

Below-average quality, currently priced close to our fair value.

What matters now

  • The model range is unusually wide (HK$0.0831 to HK$0.4231). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
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Price vs Fair Value (5 years)

HK$0.4888 HK$0.1034 Fair Value HK$0.2049 Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range HK$0.1034 – HK$0.4888 · fair‑value band HK$0.0831 – HK$0.4231 · the HK$0.1900 price screens below the HK$0.2049 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Hans Group (0554) currently trades at HK$0.1900, while our model-based Fair Value estimate is HK$0.2049, implying the stock looks roughly 7.8% fairly valued today. The Quality Score stands at 39/100 (below-average quality), in the Industrials 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, Hans Group generated revenue of HK$7.2B at a net margin of -2.2%. Revenue grew 32.9% year over year. It earns a return on equity of -10.6%. Net debt stands at HK$3.8B. Fundamentals as of Aug 13, 2026

Our scenario range runs from HK$0.0831 (bear case) to HK$0.4231 (bull case); at HK$0.1900, 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 39% below its 52-week high and 5% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at 11% fair-value upside, at 8%, 0554 screens richer 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$2.03 HK$3.86 HK$6.73 80
Rev-Margin DCF HK$0.6500 HK$1.11 HK$2.10 74
NCAV (Graham) HK$0.1100 HK$0.1400 HK$0.2100 50
All 4 models by family
DCF Models
Owner Earnings HK$0.7100 HK$1.98 HK$4.35 31
Asset-Based
NCAV (Graham) HK$0.1100 HK$0.1400 HK$0.2100 50
Growth DCF
Growth DCF HK$2.03 HK$3.86 HK$6.73 80
Rev-Margin DCF HK$0.6500 HK$1.11 HK$2.10 74

Widest divergence: DCF Models (HK$1.98) versus Asset-Based (HK$0.1400). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) HK$7.2B
Revenue growth (YoY) +32.9%
Net margin -2.2%
Return on equity -10.6%
Free cash flow HK$848M FY2025
Operating margin 1.3%
More key figures
EPS (TTM) HK$-0.0300
EPS growth (YoY) -22.6%
Net debt HK$3.8B FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 39/100

Of which business quality 40 · Market factors (momentum, volatility) 23

Profitability 18
Margins and returns on capital today
Quality Growth 64
Are margins and returns improving?
Cashflow 67
Earnings quality: real cash, not paper profit
Fin. Strength 6
Balance sheet, leverage, solvency risk
Investment 67
Disciplined investing over empire-building
Low Volatility 45
Calm price path (market factor)
Momentum 20
Price trend over the last 3–12 months (market factor)
52W Momentum 4
Distance to the 52-week high (market factor)
Net Issuance 37
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

Hans Group Holdings Limited, an investment holding company, provides jetties, storage tanks, warehousing, and logistic services for petroleum and liquid chemical products in the People's Republic of China. The company operates through four segments: Terminal Storage; Trading; Transportation, Media and Advertising; and Other.

Full company description

Hans Group Holdings Limited, an investment holding company, provides jetties, storage tanks, warehousing, and logistic services for petroleum and liquid chemical products in the People's Republic of China. The company operates through four segments: Terminal Storage; Trading; Transportation, Media and Advertising; and Other. It offers terminal, storage, and transshipment services; public transportation, media, and advertising services. The company also engages in trading of oil and petrochemical products, as well as leasing and operation of a filling station. In addition, it provides various value-added services in its ports and storage tank farms; franchised and non-franchised bus services; bus, coach, and travel-related services; and media services, as well as offers administrative services. The company was formerly known as Hans Energy Company Limited and changed its name to Hans Group Holdings Limited in November 2024. Hans Group Holdings Limited was incorporated in 1993 and is based in Wan Chai, Hong Kong. Hans Group Holdings Limited is a subsidiary of Vand Petro-Chemicals (BVI) Company Limited.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Hans Group reported revenue of HK$7.2B in FY2025 versus HK$2.0B in FY2021, a compound +38.4%/yr. Reported net income was −HK$162M in FY2025.

Growth Quality 67/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
HK$7.2B
Latest YoY
+103.9%
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.
+118.4%
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.
+23.9%
Avg. growth/yr (26Y) 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.
+8.2%
Revenue +38.4%/yr
FY21 HK$2.0B
FY22 HK$695M
FY23 HK$949M
FY24 HK$3.6B
FY25 HK$7.2B
Net income
FY21 −HK$16.0M
FY22 HK$207K
FY23 −HK$35.1M
FY24 −HK$181M
FY25 −HK$162M

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Cite: Fair Value Calculator (2026). "Hans Group Fair Value". https://www.fairvalue-calculator.com/stock/0554

Peer Group

Conglomerates · 385 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 39 · Bottom 25%
Fair Value upside +5% · Above median
Return on assets 1% · Below median
Net margin (TTM) -2% · Bottom 25%
Operating margin (TTM) 1% · Below median
Revenue growth 33% · Top 25%
Dividend yield (TTM) 2.3% · Above median
Debt / equity 3.08× · Higher than 75% of peers

Valuation Multiples vs Conglomerates median · lower = cheaper

P/B 0.12× · Cheaper than 75% of peers
P/S (TTM) 0.02× · Cheaper than 75% of peers
P/FCF 0.1× · Cheaper than 75% of peers
EV/EBITDA 3.7× · Cheaper than median
PEG 0.44× · 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 40 · sector 27
FUTURE 100 · sector 17
PAST 0 · sector 18
HEALTH 0 · sector 89
DIVIDEND 46 · sector 46

Values & ESG

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

None of the checked exposures detected

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

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Frequently asked questions

Is Hans Group (0554) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of HK$0.2049 versus a price of HK$0.1900, about +8% (fairly valued).
What is the fair value of 0554?
Our model-based fair value for Hans Group is HK$0.2049 (as of Aug 13, 2026), built from audited fundamentals. The current price is HK$0.1900.
What is the quality score of 0554?
Hans Group has a Quality Score of 39/100. 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 Hans Group (0554)?
Hans Group reported trailing-twelve-month revenue of about HK$7.2B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 0554?
The net profit margin of Hans Group is about -2.2%, meaning it is currently running at a net loss. Based on the latest reported figures.

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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