Leju Holdings
Market Cap
US$229.4m
Last Updated
2020/04/05 08:09 UTC
Data Sources
Company Financials +
Executive Summary
Leju Holdings Limited, through its subsidiaries, provides online to offline (O2O) real estate services in the People's Republic of China.
Rewards
Risk Analysis
Snowflake Analysis
Flawless balance sheet with reasonable growth potential.
Similar Companies
Share Price & News
How has Leju Holdings's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: LEJU's share price has been volatile over the past 3 months.
Market Performance
7 Day Return
-3.5%
LEJU
-0.5%
US Online Retail
-2.8%
US Market
1 Year Return
-0.6%
LEJU
-0.9%
US Online Retail
-15.9%
US Market
Return vs Industry: LEJU matched the US Online Retail industry which returned -0.9% over the past year.
Return vs Market: LEJU exceeded the US Market which returned -15.9% over the past year.
Shareholder returns
| LEJU | Industry | Market | |
|---|---|---|---|
| 7 Day | -3.5% | -0.5% | -2.8% |
| 30 Day | -9.6% | -6.2% | -18.8% |
| 90 Day | -16.7% | -7.6% | -24.0% |
| 1 Year | -0.6%-0.6% | -0.8%-0.9% | -14.2%-15.9% |
| 3 Year | -46.5%-46.5% | 70.0%69.8% | 9.9%2.8% |
| 5 Year | -80.7%-80.7% | 166.8%155.3% | 27.2%13.3% |
Price Volatility Vs. Market
How volatile is Leju Holdings's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 month ago | Simply Wall St
With A 3.9% Return On Equity, Is Leju Holdings Limited (NYSE:LEJU) A Quality Stock?3 months ago | Simply Wall St
How Do Leju Holdings Limited’s (NYSE:LEJU) Returns On Capital Compare To Peers?4 months ago | Simply Wall St
Is Leju Holdings Limited's (NYSE:LEJU) ROE Of 2.3% Concerning?Valuation
Is Leju Holdings undervalued compared to its fair value and its price relative to the market?
27.18x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: Insufficient data to calculate LEJU's fair value to establish if it is undervalued.
Significantly Below Fair Value: Insufficient data to calculate LEJU's fair value to establish if it is undervalued.
Price To Earnings Ratio
PE vs Industry: LEJU is poor value based on its PE Ratio (27.2x) compared to the Online Retail industry average (21.1x).
PE vs Market: LEJU is poor value based on its PE Ratio (27.2x) compared to the US market (12.2x).
Price to Earnings Growth Ratio
PEG Ratio: LEJU is good value based on its PEG Ratio (0.5x)
Price to Book Ratio
PB vs Industry: LEJU is good value based on its PB Ratio (0.9x) compared to the US Online Retail industry average (2.1x).
Next Steps
Future Growth
How is Leju Holdings forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?
49.9%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: LEJU's forecast earnings growth (49.9% per year) is above the savings rate (1.7%).
Earnings vs Market: LEJU's earnings (49.9% per year) are forecast to grow faster than the US market (13.4% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: LEJU's revenue (14.6% per year) is forecast to grow faster than the US market (7% per year).
High Growth Revenue: LEJU's revenue (14.6% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if LEJU's Return on Equity is forecast to be high in 3 years time
Next Steps
Past Performance
How has Leju Holdings performed over the past 5 years?
-45.5%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: LEJU has high quality earnings.
Growing Profit Margin: LEJU became profitable in the past.
Past Earnings Growth Analysis
Earnings Trend: LEJU has become profitable over the past 5 years, growing earnings by -45.5% per year.
Accelerating Growth: LEJU has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: LEJU has become profitable in the last year, making it difficult to compare its past year earnings growth to the Online Retail industry (18.4%).
Return on Equity
High ROE: LEJU's Return on Equity (3.9%) is considered low.
Next Steps
Financial Health
How is Leju Holdings's financial position?
Financial Position Analysis
Short Term Liabilities: LEJU's short term assets ($361.1M) exceed its short term liabilities ($235.7M).
Long Term Liabilities: LEJU's short term assets ($361.1M) exceed its long term liabilities ($37.1M).
Debt to Equity History and Analysis
Debt Level: LEJU is debt free.
Reducing Debt: LEJU has not had any debt for past 5 years.
Balance Sheet
Inventory Level: LEJU has a low level of unsold assets or inventory.
Debt Coverage by Assets: Insufficient data to determine if LEJU's debt is covered by short term assets.
Cash Runway Analysis
For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.
Stable Cash Runway: LEJU is profitable, therefore cash runway is not a concern.
Forecast Cash Runway: Insufficient data to determine if LEJU has enough cash runway if its free cash flow continues to grow or shrink based on historical rates.
Next Steps
Dividend
What is Leju Holdings's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate LEJU's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate LEJU's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if LEJU's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if LEJU's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: LEJU is not paying a notable dividend for the US market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of LEJU's dividend in 3 years as they are not forecast to pay a notable one for the US market.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
2.8yrs
Average management tenure
CEO
Geoffrey He (44yo)
8.58s
Tenure
Mr. Yinyu He, also known as Geoffrey has been the Chief Executive Officer of Leju Holdings Limited since September 2011. Mr. He has been Co-President of E-House (China) Holdings Limited since January 2014. ...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman | no data | no data | 2.95% $6.8m | |
| Chief Executive Officer | 8.58yrs | no data | no data | |
| Acting Chief Financial Officer | 2.83yrs | no data | no data | |
| Chief Operating Officer | 2.08yrs | no data | no data | |
| Investor Relations Director | no data | no data | no data | |
| Deputy Chief Financial Officer | no data | no data | no data |
2.8yrs
Average Tenure
47.5yo
Average Age
Experienced Management: LEJU's management team is considered experienced (2.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Executive Chairman | no data | no data | 2.95% $6.8m | |
| Director | 6yrs | no data | no data | |
| Independent Director | 6yrs | no data | no data | |
| Independent Director | 6yrs | no data | no data | |
| Director | 6.08yrs | no data | no data | |
| Independent Director | 6yrs | no data | no data | |
| Independent Director | 6yrs | no data | no data | |
| Director | 6.08yrs | no data | no data | |
| Independent Director | 3.08yrs | no data | no data |
6.0yrs
Average Tenure
53yo
Average Age
Experienced Board: LEJU's board of directors are considered experienced (6 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Leju Holdings Limited's company bio, employee growth, exchange listings and data sources
Key Information
- Name: Leju Holdings Limited
- Ticker: LEJU
- Exchange: NYSE
- Founded: 2013
- Industry: Internet and Direct Marketing Retail
- Sector: Retail
- Market Cap: US$229.441m
- Shares outstanding: 135.76m
- Website: https://www.leju.com
Number of Employees
Location
- Leju Holdings Limited
- No. 5 Building
- 15/F Floor
- Beijing
- 100022
- China
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| LEJU | NYSE (New York Stock Exchange) | Yes | SPONSORED ADS | US | USD | Apr 2014 |
| 1LUA | DB (Deutsche Boerse AG) | Yes | SPONSORED ADS | DE | EUR | Apr 2014 |
Biography
Leju Holdings Limited, through its subsidiaries, provides online to offline (O2O) real estate services in the People's Republic of China. The company offers real estate e-commerce, online advertising, and online listing services through its online platform, which comprises Websites covering 377 cities and various mobile applications for the real estate and home furnishing industries. It also operates various real estate and home furnishing Websites of SINA Corporation (SINA); and official accounts on Weixin, a social communication platform and Weibo, a microblog. The company’s O2O services for new residential properties include selling discount coupons; and facilitating online property viewing, physical property visits, marketing events, and pre-sale customer support, as well as home furnishing business transactions on its platform. It also sells advertising primarily on the SINA new residential properties and home furnishing Websites; and acts as an advertising agent for the SINA home page and non-real estate Websites with respect to advertising sold to real estate developers and home furnishing suppliers. In addition, the company offers fee-based online property listing services to real estate agents; and services to individual property sellers. Leju Holdings Limited was incorporated in 2013 and is headquartered in Beijing, the People's Republic of China.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/04/05 08:09 |
| End of Day Share Price | 2020/04/03 00:00 |
| Earnings | 2019/09/30 |
| Annual Earnings | 2018/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.