EN DE

Vanke Overseas Investment Holding (1036) Fair Value & Analysis

Real Estate · HK · Market cap HK$615M

VO Vanke Overseas Investment Holding 1036 · HK
PriceHK$1.77
Fair ValueHK$4.35
Upside+145.8%
Quality64/100
Watch Vanke Overseas Investment Holding for free, get notified when fair value or trend changes. Watch for free
Mixed Growth
Loss-making · -17.1% net margin
Low debt · generates free cash flow
12.58% dividend yield
Mixed vs. peers (6/12)
Narrow moat 26/100
Evidence: Medium Range HK$3.65 – HK$5.05 Share as image

Fair value as of: Aug 13, 2026

From 11 valuation models · updated 3 days ago

Fair value updated Aug 13, 2026, revised from HK$4.10 to HK$4.35 (+6.1%) since Aug 5, 2026. Share price −1.7% over the past month.

A solid business, screening 146% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (HK$3.65). The market is more pessimistic than our downside scenario.
  • Solid quality (64/100) at a price below fair value, the discount is the argument here, not the business quality.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

HK$2.29 HK$0.9438 Fair Value HK$4.35 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$0.9438 – HK$2.29 · fair‑value band HK$3.65 – HK$5.05 · the HK$1.77 price screens below the HK$4.35 fair value. Dashed = 300-day average. As of Aug 13, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Vanke Overseas Investment Holding (1036) currently trades at HK$1.77, while our model-based Fair Value estimate is HK$4.35, implying the stock looks roughly 145.8% undervalued today. The Quality Score stands at 64/100 (solid quality), in the Real Estate 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, Vanke Overseas Investment Holding generated revenue of HK$540M at a net margin of -17.1%. Revenue declined 60.8% year over year. It earns a return on equity of -2.2%. The balance sheet holds a net cash position of HK$668M. Fundamentals as of Aug 13, 2026

Our scenario range runs from HK$3.65 (bear case) to HK$5.05 (bull case); at HK$1.77, the current price sits below 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 8% below its 52-week high and 33% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at 15% fair-value upside, at 146%, 1036 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$9.97 HK$14.57 HK$21.06 80
Rev-Margin DCF HK$5.67 HK$7.12 HK$8.77 74
EV/EBITDA HK$4.69 HK$5.67 HK$6.64 54
All 11 models by family
DCF Models
FCF DCF HK$10.06 HK$15.22 HK$22.92 38
5Y Revenue Exit HK$5.67 HK$7.00 HK$8.56 39
5Y EBITDA Exit HK$6.54 HK$8.76 HK$11.35 41
10Y Revenue Exit HK$7.27 HK$9.00 HK$11.22 36
10Y EBITDA Exit HK$7.83 HK$10.17 HK$13.32 37
Multiples
EV/EBIT HK$4.10 HK$4.88 HK$5.66 53
EV/EBITDA HK$4.69 HK$5.67 HK$6.64 54
EV/Revenue HK$3.05 HK$3.61 HK$4.16 43
Asset-Based
NCAV (Graham) HK$5.27 HK$7.06 HK$10.54 50
Growth DCF
Growth DCF HK$9.97 HK$14.57 HK$21.06 80
Rev-Margin DCF HK$5.67 HK$7.12 HK$8.77 74

Widest divergence: DCF Models (HK$9.00) versus Multiples (HK$4.88). Highest evidence: Growth DCF (80).

Notify me when 1036 reaches fair value

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.

Key figures & financial health

Revenue (TTM) HK$540M
Revenue growth (YoY) -60.8%
Net margin -17.1%
Return on equity -2.2%
Free cash flow HK$313M FY2025
Operating margin 15.7%
More key figures
EPS (TTM) HK$-0.2600
Dividend yield 12.6%
EPS growth (YoY) -96.9%
Net cash HK$668M FY2025

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

Quality Score breakdown

Overall quality 64/100

Of which business quality 63 · Market factors (momentum, volatility) 67

Profitability 5
Margins and returns on capital today
Quality Growth 36
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 69
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 77
Calm price path (market factor)
Momentum 59
Price trend over the last 3–12 months (market factor)
52W Momentum 68
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

Vanke Overseas Investment Holding Company Limited, an investment holding company, engages in the asset management, property development, and property investment in Hong Kong, the United Kingdom, and the United States. It also offers serviced apartments and hotel, property redevelopment, administrative, and investment advisory services.

Full company description

Vanke Overseas Investment Holding Company Limited, an investment holding company, engages in the asset management, property development, and property investment in Hong Kong, the United Kingdom, and the United States. It also offers serviced apartments and hotel, property redevelopment, administrative, and investment advisory services. The company was formerly known as Vanke Property (Overseas) Limited and changed its name to Vanke Overseas Investment Holding Company Limited in December 2019. The company was incorporated in 1996 and is based in Central, Hong Kong. Vanke Overseas Investment Holding Company Limited is a subsidiary of Wkland Investments Company Limited.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Vanke Overseas Investment Holding reported revenue of HK$607M in FY2025 versus HK$461M in FY2021, a compound +7.1%/yr. Reported net income was −HK$92.4M in FY2025.

Growth Quality 40/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
HK$607M
Latest YoY
−16.2%
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.
+19.8%
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.
+5.1%
Avg. growth/yr (27Y) 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.
+4.8%
Revenue +7.1%/yr
FY21 HK$461M
FY22 HK$353M
FY23 HK$364M
FY24 HK$724M
FY25 HK$607M
Net income
FY21 HK$425M
FY22 HK$28.2M
FY23 HK$27.7M
FY24 −HK$50.5M
FY25 −HK$92.4M

Watch 1036: get an alert when its fair value changes →

Share or link this analysis
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "Vanke Overseas Investment Holding Fair Value". https://www.fairvalue-calculator.com/stock/1036

Peer Group

Real Estate Services · 528 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 63 · Top 25%
Fair Value upside +146% · Top 25%
Return on assets -0% · Bottom 25%
Net margin (TTM) -17% · Bottom 25%
Operating margin (TTM) 16% · Below median
Revenue growth -61% · Bottom 25%
Dividend yield (TTM) 12.6% · Top 25%

Valuation Multiples vs Real Estate Services median · lower = cheaper

P/S (TTM) 0.15× · Cheaper than 75% of peers
P/FCF 0.3× · Cheaper than 75% of peers
PEG 2.23× · Pricier than median

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 100 · sector 34
FUTURE 0 · sector 10
PAST 0 · sector 16
HEALTH 100 · sector 85
DIVIDEND 100 · sector 59

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.

Similar stocks

10 more Real Estate Services stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Plaza S.A MALLPLAZA 3,989 CLP 4,571 CLP +15%
PT Solusi Tunas Pratama Tbk SUPR 43,850 IDR 15,049 IDR -66%
Cencosud Shopping S.A CENCOMALLS 2,412 CLP 2,976 CLP +23%
PT Sarana Menara Nusantara Tbk. owns and TOWR 392.00 IDR 1,012 IDR +158%
PT Metropolitan Kentjana Tbk MKPI 22,000 IDR 19,160 IDR -13%
PT Bangun Kosambi Sukses Tbk, CBDK 3,610 IDR 3,464 IDR -4%
IRSA Inversiones y Representaciones Sociedad Anónima, IRSA 2,495 ARS 2,990 ARS +20%
PT Plaza Indonesia Realty Tbk PLIN 2,510 IDR 2,698 IDR +7%
PT MNC Tourism Indonesia Tbk, KPIG 74.00 IDR 122.12 IDR +65%
PT Indonesian Paradise Property Tbk INPP 770.00 IDR 291.52 IDR -62%

Compare Vanke Overseas Investment Holding with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Real Estate stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is Vanke Overseas Investment Holding (1036) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of HK$4.35 versus a price of HK$1.77, about +146% (undervalued).
What is the fair value of 1036?
Our model-based fair value for Vanke Overseas Investment Holding is HK$4.35 (as of Aug 13, 2026), built from audited fundamentals. The current price is HK$1.77.
What is the quality score of 1036?
Vanke Overseas Investment Holding 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 Vanke Overseas Investment Holding (1036)?
Vanke Overseas Investment Holding reported trailing-twelve-month revenue of about HK$540M (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 1036?
The net profit margin of Vanke Overseas Investment Holding is about -17.1%, meaning it is currently running at a net loss. Based on the latest reported figures.
Does Vanke Overseas Investment Holding pay a dividend?
Vanke Overseas Investment Holding currently shows a dividend yield of about 12.58% relative to its recent price (as of Aug 13, 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.

14 days Pro free · no card

Track Vanke Overseas Investment Holding and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.