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Starhill Global Real Estate Inv (P40U) Fair Value & Analysis

Real Estate · SG · Market cap 1.3B SGD

SG Starhill Global Real Estate Inv P40U · SG
Price0.5300 SGD
Fair Value0.5500 SGD
Upside+3.8%
Quality62/100
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Weak Growth
Highly profitable · 56.8% net margin
Moderate debt · generates free cash flow
6.79% dividend yield
Ranks above peers (12/15)
Wide moat 67/100
Evidence: High Range 0.4000 SGD – 0.5500 SGD Share as image

Fair value as of: Aug 13, 2026

From 16 valuation models · updated 5 days ago

Share price −2.8% over the past month.

A solid business, currently priced close to our fair value.

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What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
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Price vs Fair Value (5 years)

0.5818 SGD 0.3738 SGD Fair Value 0.5500 SGD May 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 0.3738 SGD – 0.5818 SGD · fair‑value band 0.4000 SGD – 0.5500 SGD · the 0.5300 SGD price screens below the 0.5500 SGD fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Starhill Global Real Estate Inv (P40U) currently trades at 0.5300 SGD, while our model-based Fair Value estimate is 0.5500 SGD, implying the stock looks roughly 3.8% fairly valued today. The Quality Score stands at 62/100 (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: high), always confirm before acting.

Over the trailing twelve months, Starhill Global Real Estate Inv generated revenue of 192M SGD at a net margin of 56.8%. It earns a return on equity of 6.2%. Net debt stands at 935M SGD. The stock trades on a trailing P/E of 8.8. Fundamentals as of Aug 13, 2026

Our scenario range runs from 0.4000 SGD (bear case) to 0.5500 SGD (bull case); at 0.5300 SGD, 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 9% below its 52-week high and 11% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -51% fair-value upside, at 4%, P40U 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 0.0400 SGD 0.1600 SGD 0.3400 SGD 80
Residual Income 0.5500 SGD 0.5500 SGD 0.5000 SGD 76
Rev-Margin DCF 0.0100 SGD 0.1700 SGD 0.3700 SGD 74
All 16 models by family
DCF Models
FCF DCF 0.0300 SGD 0.1500 SGD 0.3500 SGD 38
5Y Revenue Exit 0.0100 SGD 0.1700 SGD 0.4100 SGD 39
5Y EBITDA Exit 0.1500 SGD 0.4100 SGD 0.7600 SGD 41
10Y Revenue Exit 0.0100 SGD 0.1200 SGD 0.2400 SGD 36
10Y EBITDA Exit 0.0900 SGD 0.2500 SGD 0.4300 SGD 37
Dividend Discount
Gordon GGM 0.2400 SGD 0.2500 SGD 0.2800 SGD 70
DDM Multi-Stage 0.2400 SGD 0.2800 SGD 0.3400 SGD 61
Multiples
P/S Multiple 0.4000 SGD 0.5400 SGD 0.6700 SGD 58
P/B Multiple 0.4800 SGD 0.6400 SGD 0.8000 SGD 55
EV/EBIT 0.5500 SGD 0.8600 SGD 1.17 SGD 53
EV/EBITDA 0.3400 SGD 0.5800 SGD 0.8200 SGD 54
EV/Revenue 0.0300 SGD 0.2000 SGD 0.3800 SGD 43
Asset-Based
NCAV (Graham) 0.3800 SGD 0.5000 SGD 0.7500 SGD 50
Growth DCF
Growth DCF 0.0400 SGD 0.1600 SGD 0.3400 SGD 80
Rev-Margin DCF 0.0100 SGD 0.1700 SGD 0.3700 SGD 74
Economic Profit
Residual Income 0.5500 SGD 0.5500 SGD 0.5000 SGD 76

Widest divergence: Multiples (0.5800 SGD) versus Growth DCF (0.1600 SGD). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 192M SGD
Net margin 56.8%
Return on equity 6.2%
Free cash flow 115M SGD FY2025
P/E ratio 8.8
Operating margin 66.7%
More key figures
EPS (TTM) 0.0600 SGD
Dividend yield 6.8%
EPS growth (YoY) -0.5%
Net debt 935M SGD FY2025

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

Quality Score breakdown

Overall quality 62/100

Of which business quality 60 · Market factors (momentum, volatility) 57

Profitability 34
Margins and returns on capital today
Quality Growth 36
Are margins and returns improving?
Cashflow 89
Earnings quality: real cash, not paper profit
Fin. Strength 49
Balance sheet, leverage, solvency risk
Investment 94
Disciplined investing over empire-building
Low Volatility 100
Calm price path (market factor)
Momentum 37
Price trend over the last 3–12 months (market factor)
52W Momentum 42
Distance to the 52-week high (market factor)
Net Issuance 70
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

Starhill Global Real Estate Investment Trust is a Singapore-based real estate investment trust investing primarily in real estate used for retail and office purposes, both in Singapore and overseas.

Full company description

Starhill Global Real Estate Investment Trust is a Singapore-based real estate investment trust investing primarily in real estate used for retail and office purposes, both in Singapore and overseas. Since its listing on the Mainboard of the Singapore Exchange Securities Trading Limited on 20 September 2005, Starhill Global REIT has grown its initial portfolio from interests in two landmark properties on Orchard Road in Singapore to nine properties in Singapore, Australia, Malaysia, Japan and China, valued at about S$2.8 billion as at 30 June 2025. These comprise interests in Wisma Atria and Ngee Ann City on Orchard Road in Singapore; Myer Centre Adelaide, David Jones Building and Plaza Arcade in Adelaide and Perth, Australia; The Starhill and Lot 10 Property in Kuala Lumpur, Malaysia; and a property each in Tokyo, Japan and Chengdu, China. Starhill Global REIT remains focused on sourcing attractive property assets in Singapore and overseas, while driving organic growth from its existing portfolio, through proactive leasing efforts and creative asset enhancements. Starhill Global REIT is managed by an external manager, YTL Starhill Global REIT Management Limited, of which all of its shares are indirectly held by YTL Corporation Berhad. Starhill Global Real Estate Investment Trust was incorporated in August 8th, 2005 in Singapore.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Starhill Global Real Estate Inv reported revenue of 192M SGD in FY2025 versus 181M SGD in FY2021, a compound +1.5%/yr. Reported net income was 87.8M SGD in FY2025, compounding −0.1%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
192M SGD
Latest YoY
+1.2%
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.
+1.0%
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.
+1.2%
Avg. growth/yr (11Y) 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.
−0.1%
Revenue +1.5%/yr
FY21 181M SGD
FY22 186M SGD
FY23 188M SGD
FY24 190M SGD
FY25 192M SGD
Net income −0.1%/yr
FY21 88.2M SGD
FY22 89.8M SGD
FY23 88.9M SGD
FY24 84.7M SGD
FY25 87.8M SGD

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Cite: Fair Value Calculator (2026). "Starhill Global Real Estate Inv Fair Value". https://www.fairvalue-calculator.com/stock/P40U

Peer Group

REIT - Retail · 98 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 · Top 25%
Fair Value upside +4% · Above median
Return on equity (TTM) 6% · Below median
Return on assets 3% · Below median
Net margin (TTM) 57% · Above median
Operating margin (TTM) 67% · Above median
Revenue growth 0% · Below median
Dividend yield (TTM) 6.8% · Above median
Debt / equity 0.55× · Lower than median

Valuation Multiples vs REIT - Retail median · lower = cheaper

P/E (TTM) 8.8× · Cheaper than median
P/B 0.57× · Cheaper than 75% of peers
P/S (TTM) 5.16× · Cheaper than median
P/FCF 8.6× · Cheaper than median
EV/EBITDA 14.5× · Cheaper than median
PEG 1.60× · 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 38 · sector 12
FUTURE 0 · sector 20
PAST 25 · sector 29
HEALTH 73 · sector 67
DIVIDEND 100 · sector 100

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 REIT - Retail stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

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Frequently asked questions

Is Starhill Global Real Estate Inv (P40U) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 0.5500 SGD versus a price of 0.5300 SGD, about +4% (fairly valued).
What is the fair value of P40U?
Our model-based fair value for Starhill Global Real Estate Inv is 0.5500 SGD (as of Aug 13, 2026), built from audited fundamentals. The current price is 0.5300 SGD.
What is the quality score of P40U?
Starhill Global Real Estate Inv has a Quality Score of 62/100. 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 Starhill Global Real Estate Inv (P40U)?
Starhill Global Real Estate Inv reported trailing-twelve-month revenue of about 192M SGD (latest available figure, as of Aug 13, 2026).
What is the net profit margin of P40U?
The net profit margin of Starhill Global Real Estate Inv is about 56.8%, meaning it keeps roughly 56.8% of revenue as net income. Based on the latest reported figures.
Does Starhill Global Real Estate Inv pay a dividend?
Starhill Global Real Estate Inv currently shows a dividend yield of about 6.79% 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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