Chindata Group Holdings Limited

NasdaqGS:CD 주식 리포트

시가총액: US$3.1b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Chindata Group Holdings 과거 순이익 실적

과거 기준 점검 3/6

Chindata Group Holdings은 연평균 78.6%의 비율로 수입이 증가해 온 반면, IT 산업은 수입이 9.7% 증가했습니다. 매출은 연평균 43.2%의 비율로 증가했습니다. Chindata Group Holdings의 자기자본이익률은 7.4%이고 순이익률은 14.8%입니다.

핵심 정보

78.56%

순이익 성장률

89.61%

주당순이익(EPS) 성장률

IT 산업 성장률22.43%
매출 성장률43.24%
자기자본이익률7.36%
순이익률14.84%
최근 순이익 업데이트30 Jun 2023

최근 과거 실적 업데이트

Recent updates

분석 기사 • Apr 06

Here's Why Chindata Group Holdings (NASDAQ:CD) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 • Mar 07

An Intrinsic Calculation For Chindata Group Holdings Limited (NASDAQ:CD) Suggests It's 24% Undervalued

Key Insights The projected fair value for Chindata Group Holdings is US$9.82 based on 2 Stage Free Cash Flow to Equity...
분석 기사 • Jan 20

Chindata Group Holdings (NASDAQ:CD) Is Doing The Right Things To Multiply Its Share Price

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
분석 기사 • Jan 04

We Ran A Stock Scan For Earnings Growth And Chindata Group Holdings (NASDAQ:CD) Passed With Ease

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Dec 01

Market Participants Recognise Chindata Group Holdings Limited's (NASDAQ:CD) Earnings Pushing Shares 35% Higher

Those holding Chindata Group Holdings Limited ( NASDAQ:CD ) shares would be relieved that the share price has rebounded...
분석 기사 • Oct 07

Returns Are Gaining Momentum At Chindata Group Holdings (NASDAQ:CD)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha • Sep 21

Chindata gains on report company evaluating asset sale, take private

Chinese data center service company Chindata Group (NASDAQ:CD) rose 2.3% in premarket trading on a report that the company hired an adviser to consider potential asset sales or a take private. Chindata (CD) has been soliciting interest in possible divestitures and has had some interest from private equity, according to a Dealreporter item. Chindata has a market cap of $3.1 billion. The news comes after Bloomberg reported in April that  Bain-backed Chindata (CD) had received takeover interest from other firms in the industry.  GDS Holdings (GDS) was said to be evaluating an offer to combine with Chindata.  Chindata (CD) went public in late September 2020. The company competeds with GDS (GDS) and 21Vianet (VNET). Bloomberg also reported in late July that MBK Partners was said to be considering making an offer for 21Vianet (VNET).
Seeking Alpha • Sep 01

Chindata Group: Customer Concentration Is A Double-Edged Sword

Summary Chindata's performance for Q2 2022 was reasonably good based on an evaluation of the company's key metrics for the recent quarter. CD's key anchor customer, ByteDance, helped to drive the company's good results in Q2, but this is also an area of concern considering its high degree of dependence on ByteDance. I have a Hold rating for Chindata; CD's medium-term outlook is excellent, but a slowdown in Q3 and Q4 2022 seems likely and I am concerned about customer concentration risks. Elevator Pitch I assign a Hold investment rating to Chindata Group Holdings Limited's (CD) stock. CD's reliance on its key anchor customer ByteDance (BDNCE) is a double-edged sword. On the positive side of things, BDNCE is at a stage of high growth, and this translates into strong top line and bottom line expansion for Chindata. On the negative side of things, if ByteDance pulls back on its growth plans or considers doing more business with other providers, CD will be adversely affected. As such, I deem a Hold rating to be appropriate for Chindata. Good Q2 2022 Financial Performance On its corporate website, Chindata refers to itself as "a leading carrier-neutral hyperscale data center solution provider" and "a first mover in building next-generation hyperscale data centers" in Asia. CD disclosed the company's financial results for the second quarter of this year on August 25, 2022 before the market opened, and I think that Chindata's most recent quarterly financial and operating metrics were good. With regards to headline financial numbers, Chindata's top line rose by +13% QoQ and +51% YoY to RMB1,038 million in Q2 2022. The company's non-GAAP EBITDA margin expanded by +310 basis points YoY from 49.3% in Q2 2021 to 52.4% for Q2 2022. The robust revenue growth and the significant operating profitability improvement helped to drive a +114% YoY and +36% QoQ increase in Chindata's adjusted net profit to RMB242 million for the recent quarter. CD also impressed investors with its key operating metrics. The company's utilization rate improved by approximately +900 basis points QoQ and +800 basis points YoY to 78% for Q2 2022. Separately, Chindata is managing its costs well as seen with certain operating efficiency metrics. In its Q2 2022 earnings presentation slides, CD revealed that the company's construction cost on a per MW basis and its Power Usage Effectiveness or PUE (the lower the better) were $3.3 million (in USD terms) and 1.19, respectively for the second quarter of this year. In comparison, Chindata highlighted that the industry average construction cost per MW and PUE were much higher at $7-8 million and 1.59, respectively. Capacity Expansion Pipeline Is Supportive Of Intermediate-Term Growth Expectations CD's in-service capacity grew by +42% YoY from 361 MW in the second quarter of the previous year to 511 MW in the most recent quarter. The Expected Timeline For Chindata's Under Construction Capacity To Come Onstream Chindata's Q2 2022 Earnings Presentation As indicated in the chart above, Chindata currently has 265 MW of capacity that is under construction which should come onstream by 2023. The timeline provided by CD suggests that CD's in-service capacity is expected to increase by +37% from 404 MW at the end of 2021 to 604 MW as of December 31, 2022, before rising by another +29% to 776 MW by the end of next year. The expected expansion of Chindata's in-service capacity for this year and the following year are aligned with the market's consensus financial estimates for the company. Based on the sell-side's consensus projections taken from S&P Capital IQ, CD's revenue is forecasted to grow by +47.0% and +34.7% for fiscal 2022 and fiscal 2023, respectively. Similarly, the analysts think that EBITDA for Chindata can expand by +51.9% and +36.9% in the current year and the next year, respectively. Watch Customer Concentration Risks And Slower Near-Term Growth Although Chindata should deliver strong top line and operating profit growth for full-year FY 2022 and FY 2023 as described in the preceding section, the company's shares might not necessarily perform well in the very near term. One concern is customer concentration risks, or more specifically Chindata's reliance on its key anchor client, ByteDance, best known as the parent of TikTok. BDNCE contributed 83% of CD's revenue in fiscal year 2021. ByteDance was also the driving force for Chindata's strong growth in Q2 2022, as per the chart below indicating the increase in capacity contributed by its anchor client, BDNCE in the recent quarter. The Incremental Contracted Capacity Growth Contributed By CD's Anchor Customer In Q2 2022 Chindata's Q2 2022 Earnings Presentation Looking ahead, ByteDance continues to be the key driver of Chindata's future growth. Referring to the earlier chart detailing the timeline for CD's under construction capacity to come onstream presented in the preceding section, BDNCE is the customer for Chindata's key data center projects in the pipeline such as CN-14, CN-18, and MY06-1, MY06-2.
Seeking Alpha • Aug 25

Chindata ADS GAAP EPADS of $0.08, revenue of $155M; reaffirms FY22 guidance

Chindata ADS press release (NASDAQ:CD): Q2 GAAP EPADS of $0.08. Revenue of $155M (+45.8% Y/Y). Adjusted EBITDA in the second quarter of 2022 increased by 60.8% to $81.3M, from RMB338.5M in the same period of 2021. The company reiterated its guidance for full year 2022 as follows. Total revenue of RMB4,130 million – RMB4,230 million, a 44.8-48.3% increase over full year 2021 vs. estimated growth of 36.58% Y/Y; adjusted EBITDA of RMB2,100 million – RMB2,180 million, a 48.0-53.6% increase over full year 2021.
분석 기사 • Jun 20

Returns At Chindata Group Holdings (NASDAQ:CD) Are On The Way Up

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha • Apr 25

Chindata Potentially Up For Sale As M&A Heats Up In China Data Centers

Data center operators GDS and EdgeConneX have reportedly expressed interest in making bids for Chindata. Chindata’s control by U.S. private equity giant Bain and the recent departure of its founder may make it ripe for such a buyout. At the end of the day, Chindata does look quite ripe for the picking by a larger peer due to its recent management overhaul and relatively small size.
분석 기사 • Mar 22

Is Chindata Group Holdings Limited (NASDAQ:CD) Expensive For A Reason? A Look At Its Intrinsic Value

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Chindata Group...
Seeking Alpha • Mar 14

Renewed Focus Clears Distractions For Chindata After Founder's Abrupt Exit

Chindata reported its revenue grew 41% in the fourth quarter, as its full-year revenue and EBITDA for 2021 exceeded previous guidance. Results announcement follows company’s formation of a new management team to focus on its main data center business after abrupt departure of expansion-minded founder. Despite its recent turbulence, Chindata is still a relative favorite when compared with its two main rivals VNET Group and GDS Holdings Ltd.
분석 기사 • Mar 01

Chindata Group Holdings (NASDAQ:CD) Is Doing The Right Things To Multiply Its Share Price

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha • Jan 18

Chindata Charts Life After Founder, But Uncertainty Keeps Investors At Bay

The data center operator’s shares rallied after it gave terms for transition with its founder’s departure, only to later give back the gains. Chindata said it has agreed with its founder Ju Jing on terms of his departure, including a substantial reduction of his super-voting shares. Plan will help the company move forward, though uncertainty remains over new businesses that Ju was promoting.
Seeking Alpha • Jan 05

Chindata Grows But Founder CEO's Abrupt Departure Raises Risks

Chindata went public in September 2020, raising $540 million in a U.S. IPO of its ADSs. The firm builds and operates hyperscale and prefabricated data centers in China and Southeast Asia. CD has grown revenue and produces profits but faces significant Chinese regulatory risks. The recent abrupt resignation of the founder and CEO has raised further questions about the company, so my short-term outlook is Neutral.
분석 기사 • Dec 01

We Think That There Are Issues Underlying Chindata Group Holdings' (NASDAQ:CD) Earnings

Chindata Group Holdings Limited's ( NASDAQ:CD ) robust earnings report didn't manage to move the market for its stock...
분석 기사 • Nov 27

Chindata Group Holdings Limited Surprised Analysts With A Profit, And Analysts Boosted Their EPS Forecasts

Investors in Chindata Group Holdings Limited ( NASDAQ:CD ) had a good week, as its shares rose 3.7% to close at US$9.72...
분석 기사 • Apr 03

Analysts Are Optimistic We'll See A Profit From Chindata Group Holdings Limited (NASDAQ:CD)

With the business potentially at an important milestone, we thought we'd take a closer look at Chindata Group Holdings...
분석 기사 • Feb 27

Is Chindata Group Holdings Limited's (NASDAQ:CD) Shareholder Ownership Skewed Towards Insiders?

The big shareholder groups in Chindata Group Holdings Limited ( NASDAQ:CD ) have power over the company. Institutions...

매출 및 비용 세부 내역

Chindata Group Holdings가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NasdaqGS:CD 매출, 비용 및 순이익 (CNY Millions)
날짜매출순이익일반관리비연구개발비
30 Jun 235,59083067797
31 Mar 235,07581061389
31 Dec 224,55265262183
30 Sep 223,94365049871
30 Jun 223,48148747975
31 Mar 223,13035348276
31 Dec 212,85231644975
30 Sep 212,62417548873
30 Jun 212,350-10167064
31 Mar 212,082-21168051
31 Dec 201,831-28366341
30 Sep 201,625-28559240
30 Jun 201,442-13539738
31 Mar 201,135-13932832
31 Dec 19853-17428025
31 Dec 1898-138630

양질의 수익: CD의 비현금 수익 수준이 높습니다.

이익 마진 증가: CD의 현재 순 이익률 (14.8%)은 지난해 (14%)보다 높습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: CD의 수익은 지난 5년 동안 연평균 78.6%로 크게 증가했습니다.

성장 가속화: 지난 1년간 CD 의 수익 증가율(70.3%)은 5년 평균(연간 78.6%)보다 낮습니다.

수익 대 산업: CD의 지난 1년 수익 증가율(70.3%)은 IT 업계의 25.7%를 상회했습니다.

자기자본이익률

높은 ROE: CD의 자본 수익률(7.4%)은 낮음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2023/12/20 11:12
종가2023/12/18 00:00
수익2023/06/30
연간 수익2022/12/31

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패키지데이터기간미국 소스 예시 *
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시장 가격30년
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지분 구조10년
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분석가 소스

Chindata Group Holdings Limited는 6명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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