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The Wharf (Holdings) Limited (4) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

The Wharf (Holdings) Limited

4Market cap $7.20BPrice $2.4

Country🇭🇰Hong Kong

SectorReal Estate

IndustryReal Estate Dev

Develops and manages Hong Kong's most iconic real estate, including Harbour City and Times Square. This landlord's malls pull in some of the highest retail rents on Earth, turning prime waterfront land into a luxury shopping empire.

In Bastion Portfolios?

52W Return-11%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-15%1

Revenue Forecast

Rev CAGR (1y)+9%6

Rev CAGR (3y)+17%9

Rev CAGR (5y)+17%9

Earnings Forecast

EPS Growth Y+1+7713%10

EPS Growth Y+2+15%7

EPS Growth Y+3+10%7

Quality

Margins

EBIT Margin45%10

Net Income Margin-4%1

Free Cash Flow Margin38%10

Debt

Net Debt/EBITDA-1.110

Efficiency

ROE-0%2

ROA-0%2

Earnings Stability33

GEAR+AVERAGE58

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)137

P/E Ratio (Forward 3y)117

P/BV0.410

EV Multiples

EV/EBITDA Fwdna–

EV/EBIT Fwdna–

Yield

Free Cash Flow Yieldna–

Dividend Yieldna–

Momentum

Short term

1 month return-3%6

3 month return-1%6

YTD return-12%3

Mid term

Price vs 52wHigh62%2

1 year return-13%3

Long term

3 year return+2%3

5 year return-23%2

Risk Shield

Price Risk

Beta0.48

Volatility36%5

Free Cash Flow

Free Cash Flow Margin38%10

Free Cash Flow Yieldna–

Quality

ROCE3%2

Earnings Stability33

Net Debt/EBITDA-1.110

02Growth

Is it actually growing, and how fast?

4The Wharf (Holdings)

Revenue FY25$1.4B

GROWTH RATING↗

STRONG75 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-15%1

Revenue, next 1Y+9%6

Revenue, next 3Y, CAGR+17%9

Revenue, next 5Y, CAGR+17%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+7713%10

EPS growth, FY27E+15%7

EPS growth, FY28E+10%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 75% of companies worldwide.

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.8/10

After shrinking over the last 3 years, revenue is set to grow 17%/yr from here.

The runway holds up: revenue is set to grow 17%/yr over five years.9/10

WATCH

None flagged.

WEAKNESSES

Revenue fell 15%/yr over the last 3 years, behind 90% of companies worldwide.1/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Top-Line Rocket

A top-tier grower that's turning around. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

4The Wharf (Holdings)

Total return Current−51.6%

Price return Current−64.5%

MOMENTUM RATING↗

WEAK20 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-1%6

YTD return-12%3

MID & LONG-TERM▾SCORE

% of 52-week high62%2

1-year return-13%3

3-year return+2%3

5-year return-23%2

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Returns sit at the market level over the past month (-3%) and over three months (-1%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+2.2% over three years and -23% over five), behind 70% of the market.

It's down 13% over the past year, now 38% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-12%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on The Wharf (Holdings) Limited. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

4The Wharf (Holdings)

Revenue FY25$1.4B

GROWTH RATING↗

STRONG75 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-15%1

Revenue, next 1Y+9%6

Revenue, next 3Y, CAGR+17%9

Revenue, next 5Y, CAGR+17%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+7713%10

EPS growth, FY27E+15%7

EPS growth, FY28E+10%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 75% of companies worldwide.

Revenue is set to grow 17%/yr over the next 3 years, ahead of most of the market.8/10

After shrinking over the last 3 years, revenue is set to grow 17%/yr from here.

The runway holds up: revenue is set to grow 17%/yr over five years.9/10

WATCH

None flagged.

WEAKNESSES

Revenue fell 15%/yr over the last 3 years, behind 90% of companies worldwide.1/10

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Top-Line Rocket

A top-tier grower that's turning around. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

4The Wharf (Holdings)

Total return Current−51.6%

Price return Current−64.5%

MOMENTUM RATING↗

WEAK20 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-1%6

YTD return-12%3

MID & LONG-TERM▾SCORE

% of 52-week high62%2

1-year return-13%3

3-year return+2%3

5-year return-23%2

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Returns sit at the market level over the past month (-3%) and over three months (-1%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+2.2% over three years and -23% over five), behind 70% of the market.

It's down 13% over the past year, now 38% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-12%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on The Wharf (Holdings) Limited. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community