Longfor Group Holdings Valuation
Is RLF undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score
5/6Valuation Score 5/6
Below Fair Value
Significantly Below Fair Value
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Analyst Forecast
Share Price vs Fair Value
What is the Fair Price of RLF when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: RLF (€1.25) is trading below our estimate of fair value (€5.92)
Significantly Below Fair Value: RLF is trading below fair value by more than 20%.
Key Valuation Metric
Which metric is best to use when looking at relative valuation for RLF?
Key metric: As RLF is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.
| What is RLF's PE Ratio? | |
|---|---|
| PE Ratio | 6.3x |
| Earnings | CN¥10.66b |
| Market Cap | CN¥67.47b |
| Key Statistics | |
|---|---|
| Enterprise Value/Revenue | 1.9x |
| Enterprise Value/EBITDA | 18.8x |
| PEG Ratio | 1.4x |
Price to Earnings Ratio vs Peers
How does RLF's PE Ratio compare to its peers?
| Company | Forward PE | Estimated Growth | Market Cap |
|---|---|---|---|
| Peer Average | 26.8x | ||
INS Instone Real Estate Group | 25.5x | 37.9% | €360.9m |
CRZK CR Energy | 9.9x | 39.8% | €122.8m |
SPB Sedlmayr Grund und Immobilien | 65.6x | n/a | €903.2m |
EMAARDEV Emaar Development PJSC | 6.3x | 4.6% | د.إ45.2b |
RLF Longfor Group Holdings | 6.3x | 4.5% | €72.6b |
Price-To-Earnings vs Peers: RLF is good value based on its Price-To-Earnings Ratio (6.3x) compared to the peer average (26.8x).
Price to Earnings Ratio vs Industry
How does RLF's PE Ratio compare vs other companies in the European Real Estate Industry?
| 29 Companies | Price / Earnings | Estimated Growth | Market Cap |
|---|---|---|---|
| 29 Companies | Estimated Growth | Market Cap | |
|---|---|---|---|
Price-To-Earnings vs Industry: RLF is good value based on its Price-To-Earnings Ratio (6.3x) compared to the European Real Estate industry average (18x).
Price to Earnings Ratio vs Fair Ratio
What is RLF's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
| Fair Ratio | |
|---|---|
| Current PE Ratio | 6.3x |
| Fair PE Ratio | 13.8x |
Price-To-Earnings vs Fair Ratio: RLF is good value based on its Price-To-Earnings Ratio (6.3x) compared to the estimated Fair Price-To-Earnings Ratio (13.8x).
Analyst Price Targets
What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?
| Date | Share Price | Average 1Y Price Target | Dispersion | High | Low | 1Y Actual price | Analysts |
|---|---|---|---|---|---|---|---|
| Current | €1.25 | €1.54 +22.9% | 24.7% | €2.44 | €1.07 | n/a | 21 |
| Nov ’25 | €1.50 | €1.53 +2.0% | 24.5% | €2.41 | €1.06 | n/a | 21 |
| Oct ’25 | €1.70 | €1.37 -19.4% | 20.4% | €2.39 | €1.05 | n/a | 21 |
| Sep ’25 | €1.02 | €1.35 +32.9% | 12.5% | €1.75 | €1.08 | n/a | 21 |
| Aug ’25 | €1.11 | €1.64 +48.2% | 20.2% | €2.60 | €1.14 | n/a | 20 |
| Jul ’25 | €1.24 | €1.83 +47.9% | 23.0% | €2.82 | €1.14 | n/a | 21 |
| Jun ’25 | €1.40 | €1.79 +27.6% | 23.5% | €2.79 | €1.13 | n/a | 21 |
| May ’25 | €1.32 | €1.66 +26.1% | 21.2% | €2.83 | €1.14 | n/a | 21 |
| Apr ’25 | €1.24 | €1.65 +32.7% | 21.4% | €2.83 | €1.14 | n/a | 21 |
| Mar ’25 | €1.10 | €2.09 +89.8% | 31.1% | €3.79 | €1.05 | n/a | 22 |
| Feb ’25 | €0.91 | €2.43 +166.9% | 30.2% | €4.13 | €1.07 | n/a | 22 |
| Jan ’25 | €1.39 | €2.87 +106.7% | 19.4% | €4.12 | €2.03 | n/a | 21 |
| Dec ’24 | €1.55 | €2.99 +93.1% | 17.1% | €4.16 | €2.05 | n/a | 21 |
| Nov ’24 | €1.32 | €3.17 +140.4% | 25.9% | €6.14 | €2.05 | €1.50 | 21 |
| Oct ’24 | €1.61 | €3.21 +99.1% | 24.0% | €6.14 | €2.40 | €1.70 | 22 |
| Sep ’24 | €2.08 | €3.24 +55.9% | 23.7% | €6.04 | €2.36 | €1.02 | 21 |
| Aug ’24 | €2.28 | €3.59 +57.3% | 18.8% | €6.03 | €2.73 | €1.11 | 21 |
| Jul ’24 | €2.16 | €3.76 +74.0% | 18.7% | €6.25 | €2.87 | €1.24 | 20 |
| Jun ’24 | €1.67 | €3.76 +125.3% | 18.7% | €6.27 | €2.88 | €1.40 | 20 |
| May ’24 | €2.52 | €3.80 +50.9% | 19.1% | €6.38 | €2.89 | €1.32 | 20 |
| Apr ’24 | €2.54 | €3.87 +52.3% | 19.7% | €6.48 | €2.94 | €1.24 | 20 |
| Mar ’24 | €2.86 | €4.45 +55.5% | 24.5% | €6.66 | €3.00 | €1.10 | 20 |
| Feb ’24 | €2.96 | €4.37 +47.8% | 23.5% | €6.66 | €3.00 | €0.91 | 19 |
| Jan ’24 | €2.80 | €4.33 +54.5% | 26.5% | €6.62 | €1.89 | €1.39 | 19 |
| Dec ’23 | €2.74 | €4.33 +58.0% | 29.8% | €6.60 | €1.88 | €1.55 | 18 |
| Nov ’23 | €1.35 | €4.51 +233.9% | 30.7% | €6.78 | €1.93 | €1.32 | 19 |
Analyst Forecast: Target price is less than 20% higher than the current share price.
Discover undervalued companies
Tokyu Fudosan Holdings
JP¥706.4b
Engages in the real estate business in Japan and internationally.
T8F
JP¥6.10
7D
4.3%
1Y
7.0%
Murapol
zł1.4b
Engages in the residential real estate development in Poland.
44L
zł7.57
7D
3.8%
1Y
n/a
Pakuwon Jati
Rp20.4t
Operates as a real estate developer in Indonesia.
P04
Rp0.023
7D
-2.1%
1Y
2.2%