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Pizu Group Holdings Ltd (8053) Fair Value & Analysis

Basic Materials · HK · Market cap HK$2.1B

PG Pizu Group Holdings Ltd 8053 · HK
PriceHK$1.69
Fair ValueHK$0.9200
Upside-45.4%
Quality49/100
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Weak Growth
Thin margins · 7.5% net margin
Low debt · negative free cash flow
1.54% dividend yield
Mixed vs. peers (7/13)
Moderate moat 59/100
Evidence: Medium Range HK$0.6900 – HK$1.14 Share as image

Fair value as of: Aug 13, 2026

From 16 valuation models · updated 3 days ago

Fair value updated Aug 13, 2026, revised from HK$0.9100 to HK$0.9200 (+1.1%) since Aug 6, 2026. Share price −1.5% over the past month.

Below-average quality, and screening another 45% overvalued on our models.

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What matters now

  • The price sits above even our optimistic bull case (HK$1.14). The favourable scenario is already priced in.
  • Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

HK$2.12 HK$0.3024 Fair Value HK$0.9200 Jan 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$0.3024 – HK$2.12 · fair‑value band HK$0.6900 – HK$1.14 · the HK$1.69 price screens above the HK$0.9200 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Pizu Group Holdings Ltd (8053) currently trades at HK$1.69, while our model-based Fair Value estimate is HK$0.9200, implying the stock looks roughly 45.4% overvalued today. The Quality Score stands at 49/100 (below-average quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, Pizu Group Holdings Ltd generated revenue of HK$1.6B at a net margin of 7.5%. Revenue grew 40.6% year over year. It earns a return on equity of 13.9%. Net debt stands at HK$597M. Fundamentals as of Aug 13, 2026

Our scenario range runs from HK$0.6900 (bear case) to HK$1.14 (bull case); at HK$1.69, the current price sits above 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 23% below its 52-week high and 304% above its 52-week low. For context, the median of 10 Basic Materials peers we cover trades at -68% fair-value upside, at -45%, 8053 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
Residual Income HK$0.2400 HK$0.3200 HK$0.9700 76
ROIC Compounder HK$0.9100 HK$1.44 HK$1.96 72
Gordon GGM HK$0.0800 HK$0.1500 HK$0.2300 70
All 16 models by family
Earnings-Based
Graham-Dodd HK$0.2500 HK$1.78 HK$2.49 54
Lynch FV HK$0.9200 HK$1.31 HK$1.71 50
PEG = 1.0 HK$0.9200 HK$1.31 HK$1.71 46
EPV HK$0.6700 HK$0.7800 HK$0.8800 59
Dividend Discount
Gordon GGM HK$0.0800 HK$0.1500 HK$0.2300 70
DDM Multi-Stage HK$0.0800 HK$0.1300 HK$0.1600 61
Multiples
P/E Multiple HK$0.5900 HK$0.7900 HK$0.9800 63
P/S Multiple HK$0.4800 HK$0.6400 HK$0.8000 58
P/B Multiple HK$0.4800 HK$0.6400 HK$0.8000 55
EV/EBIT HK$1.23 HK$1.65 HK$2.06 53
EV/EBITDA HK$1.23 HK$1.65 HK$2.07 54
EV/Revenue HK$0.4600 HK$0.6800 HK$0.8900 43
Asset-Based
NCAV (Graham) HK$0.1200 HK$0.1600 HK$0.2400 50
Economic Profit
Residual Income HK$0.2400 HK$0.3200 HK$0.9700 76
ROIC Compounder HK$0.9100 HK$1.44 HK$1.96 72
Growth Earnings
Growth-Adj P/E HK$1.20 HK$1.72 HK$2.23 68

Widest divergence: Growth Earnings (HK$1.72) versus Dividend Discount (HK$0.1300). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) HK$1.6B
Revenue growth (YoY) +40.6%
Net margin 7.5%
Return on equity 13.9%
Free cash flow −HK$69.7M FY2024
P/E ratio 15.0 as of Jul 2, 2026
More key figures
Operating margin 28.4%
Dividend yield 1.5%
EPS growth (YoY) -2.6%
Net debt HK$597M FY2024

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

Quality Score breakdown

Overall quality 49/100

Of which business quality 46 · Market factors (momentum, volatility) 59

Profitability 37
Margins and returns on capital today
Quality Growth 61
Are margins and returns improving?
Cashflow 35
Earnings quality: real cash, not paper profit
Fin. Strength 36
Balance sheet, leverage, solvency risk
Investment 31
Disciplined investing over empire-building
Low Volatility 39
Calm price path (market factor)
Momentum 58
Price trend over the last 3–12 months (market factor)
52W Momentum 86
Distance to the 52-week high (market factor)
Net Issuance 84
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

Pizu Group Holdings Limited, an investment holding company, engages in the manufactures, trades, and sales of civil explosives in the People's Republic of China and Tajikistan. It operates through Mining Operation and Explosives Trading and Blasting Services segments.

Full company description

Pizu Group Holdings Limited, an investment holding company, engages in the manufactures, trades, and sales of civil explosives in the People's Republic of China and Tajikistan. It operates through Mining Operation and Explosives Trading and Blasting Services segments. The company offers blasting operation and related services, as well as trades in non-ferrous metals and minerals. It is involved in the exploration and provision of technical services; mining and processing of pyrite, iron ore, and copper; and provision of mining, and subcontracting services. The company was formerly known as China Electric Power Technology Holdings Limited and changed its name to Pizu Group Holdings Limited in May 2012. The company was founded in 1997 and is headquartered in Sheung Wan, Hong Kong.

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

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

Pizu Group Holdings Ltd reported revenue of HK$1.4B in FY2024 versus HK$1.6B in FY2020, a compound −4.3%/yr. Reported net income was HK$131M in FY2024, compounding −13.1%/yr from FY2020.

Growth Quality 5/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2024)
HK$1.4B
Latest YoY
−8.6%
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.
−7.0%
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.
−2.6%
Avg. growth/yr (22Y) 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.
+26.3%
Revenue −4.3%/yr
FY20 HK$1.6B
FY21 HK$1.7B
FY22 HK$1.6B
FY23 HK$1.5B
FY24 HK$1.4B
Net income −13.1%/yr
FY20 HK$230M
FY21 HK$122M
FY22 HK$115M
FY23 HK$88.0M
FY24 HK$131M

8053 screens 45% overvalued. Compare with Linde plc →

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Cite: Fair Value Calculator (2026). "Pizu Group Holdings Ltd Fair Value". https://www.fairvalue-calculator.com/stock/8053

Peer Group

Specialty Chemicals · 670 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 49 · Below median
Fair Value upside −45% · Below median
Return on equity (TTM) 14% · Top 25%
Return on assets 5% · Above median
Net margin (TTM) 7% · Above median
Operating margin (TTM) 28% · Top 25%
Revenue growth 41% · Top 25%
Dividend yield (TTM) 1.5% · Below median
Debt / equity 0.38× · Higher than 75% of peers

Valuation Multiples vs Specialty Chemicals median · lower = cheaper

P/E (TTM) 15.0× · Cheaper than 75% of peers
P/B 2.47× · Pricier than median
P/S (TTM) 1.32× · Pricier than median
EV/EBITDA 5.0× · 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 0 · sector 0
FUTURE 100 · sector 19
PAST 56 · sector 23
HEALTH 81 · sector 95
DIVIDEND 31 · sector 32

VALUE 0: the price sits above our fair-value range.

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 Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

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Asian Paints Limited ASIANPAINT ₹2,756 ₹664.51 -76%
Solar Industries India Limited SOLARINDS ₹18,730 ₹2,793 -85%
Pidilite Industries Limited PIDILITIND ₹1,702 ₹351.84 -79%
PT Chandra Asri Pacific Tbk TPIA 2,160 IDR 2,322 IDR +8%
Berger Paints India Limited BERGEPAINT ₹559.80 ₹154.46 -72%
Gujarat Fluorochemicals Limited FLUOROCHEM ₹4,566 ₹836.47 -82%
Himadri Speciality Chemical Limited HSCL ₹778.15 ₹248.63 -68%

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Frequently asked questions

Is Pizu Group Holdings Ltd (8053) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of HK$0.9200 versus a price of HK$1.69, about −45% (overvalued).
What is the fair value of 8053?
Our model-based fair value for Pizu Group Holdings Ltd is HK$0.9200 (as of Aug 13, 2026), built from audited fundamentals. The current price is HK$1.69.
What is the quality score of 8053?
Pizu Group Holdings Ltd has a Quality Score of 49/100. 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 Pizu Group Holdings Ltd (8053)?
Pizu Group Holdings Ltd reported trailing-twelve-month revenue of about HK$1.6B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 8053?
The net profit margin of Pizu Group Holdings Ltd is about 7.5%, meaning it keeps roughly 7.5% of revenue as net income. Based on the latest reported figures.
Does Pizu Group Holdings Ltd pay a dividend?
Pizu Group Holdings Ltd currently shows a dividend yield of about 1.54% 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.

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