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MTR Corp Ltd (0066) Fair Value & Analysis

Industrials · HK · Market cap HK$198B (≈ $25.2B) · ISIN HK0066009694

What is MTR Corp Ltd really worth?

MC MTR Corp Ltd 0066 · HK
PriceHK$32.94
Fair ValueHK$17.85
Upside−45.8%
Quality42/100

Below-average quality, and trading another 85% above our fair value of HK$17.85.

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Strengths

Highly profitable · 27.6% net margin

Risks

!Expensive Growth (revenue 5y +5.4 %/yr)
!Moderate debt · negative free cash flow
!Mixed vs. peers (8/14)
!Moderate moat 61/100
!Evidence only medium, so the estimate is less certain

For context

·3.98% dividend yield
Evidence: Medium Range HK$13.39 – HK$25.02

Fair value as of: Sep 3, 2026

From 16 valuation models · updated yesterday

Share price +2.3% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (HK$25.02). The favourable scenario is already priced in.
  • Weak quality (42/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • A fairly wide model range (HK$13.39 to HK$25.02) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

HK$38.48 HK$20.74 Fair Value HK$17.85 Apr 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 3, 2026.

How to read this chart

60‑month range HK$20.74 – HK$38.48 · fair‑value band HK$13.39 – HK$25.02 · the HK$32.94 price screens above the HK$17.85 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 3, 2026.

Full chart & analysis →

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Analysis

MTR Corp Ltd (0066) currently trades at HK$32.94, while our model-based Fair Value estimate is HK$17.85, implying the stock looks roughly 84.5% overvalued today. The Quality Score stands at 42/100 (below-average quality), in the Industrials sector. Bull case: the Growth Earnings group reads highest at a median of HK$41.93 per share, and 4 of the 14 models we run sit above the HK$32.94 price. Bear case: the Earnings-Based group reads lowest at HK$14.66, and 10 of the 14 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, MTR Corp Ltd generated revenue of HK$55.5B at a net margin of 27.6%. Revenue declined 8.6% year over year. It earns a return on equity of 7.7%. Net debt stands at HK$78.2B. Fundamentals as of Sep 3, 2026

Our scenario range runs from HK$13.39 (bear case) to HK$25.02 (bull case); at HK$32.94, the current price sits above 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 last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 11% below its 52-week high and 30% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −47% fair-value upside, at −46%, 0066 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

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
Residual Income best evidence HK$25.44 HK$27.00 HK$29.29 76
EPV HK$0.5100 68
ROIC Compounder HK$0.5100 68
All 16 models by family
Earnings-Based
Graham-Dodd HK$15.36 HK$47.46 HK$63.07 65
Lynch FV HK$10.26 HK$14.66 HK$19.06 61
PEG = 1.0 HK$10.26 HK$14.66 HK$19.06 57
EPV HK$0.5100 68
Dividend Discount
Gordon GGM HK$12.05 HK$25.05 HK$39.74 66
DDM Multi-Stage HK$12.05 HK$19.86 HK$26.29 66
Multiples
P/E Multiple HK$35.59 HK$47.45 HK$59.31 63
P/S Multiple HK$13.39 HK$17.85 HK$22.31 58
P/B Multiple HK$28.81 HK$38.41 HK$48.01 55
EV/EBIT HK$7.59 HK$13.05 HK$18.51 64
EV/EBITDA HK$13.77 HK$21.29 HK$28.81 66
EV/Revenue HK$2.45 HK$7.27 HK$12.09 49
Asset-Based
NCAV (Graham) HK$15.47 HK$20.72 HK$30.93 54
Economic Profit
Residual Income best evidence HK$25.44 HK$27.00 HK$29.29 76
ROIC Compounder HK$0.5100 68
Growth Earnings
Growth-Adj P/E HK$29.35 HK$41.93 HK$54.50 67

Widest divergence: Growth Earnings (HK$41.93) versus Earnings-Based (HK$14.66). Highest evidence: Residual Income (76).

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Key figures & financial health

P/E ratio 13.3 as of Jun 7, 2026
P/S ratio 3.37 P/E × margin
EPS (TTM) HK$1.24 price ÷ EPS = P/E 13.3
Dividend yield 4.0% payout 106%
Net margin 25.3% FY2025
Return on equity 7.7% TTM
More key figures
Profitability
Return on assets (EBIT) 1.7% avg 5y
Operating margin 37.0% TTM
Growth
Revenue (TTM) HK$55.5B TTM
Revenue growth (YoY) −8.6% 3y avg +5.1%
EPS growth (YoY) −28.6%
Balance sheet & cash flow
Free cash flow −HK$7.7B FY2025
Net debt HK$78.2B FY2025

Figures from reported company fundamentals · as of Sep 3, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 42/100

Of which business quality 41 · Market factors (momentum, volatility) 64

Profitability 36
Margins and returns on capital today
Quality Growth 23
Are margins and returns improving?
Cashflow 25
Earnings quality: real cash, not paper profit
Fin. Strength 43
Balance sheet, leverage, solvency risk
Investment 51
Disciplined investing over empire-building
Low Volatility 90
Calm price path (market factor)
Momentum 48
Price trend over the last 3–12 months (market factor)
52W Momentum 64
Distance to the 52-week high (market factor)
Net Issuance 81
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

MTR Corporation Limited engages in railway design, construction, operation, maintenance, and investment in Hong Kong, Australia, Mainland China, Macao, Sweden, and the United Kingdom.

Full company description

MTR Corporation Limited engages in railway design, construction, operation, maintenance, and investment in Hong Kong, Australia, Mainland China, Macao, Sweden, and the United Kingdom. It operates through Hong Kong Transport Operations; Hong Kong Station Commercial Businesses; Hong Kong Property Rental and Management Businesses; Hong Kong Property Development; Mainland China and International Railway, Property Rental and Management Businesses; Mainland China Property Development; and Other Businesses segments. The company offers passenger operation and related services on the domestic mass transit railway system, the Airport Express, cross-boundary railway connections, light rail and bus feeder with railway system, and intercity railway transport. It is also involved in railway project management and property development businesses; station commercial business, including leasing of station retail space, leasing of advertising space inside trains and stations, and enabling of telecommunication services on the railway system; property business comprising property development, investment, management, and leasing management of shopping malls and offices; and investment in related new technologies. In addition, the company provides railway management, engineering, and technology training services. MTR Corporation Limited was founded in 1975 and is headquartered in Kowloon Bay, Hong Kong.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

MTR Corp Ltd reported revenue of HK$55.5B in FY2025 versus HK$47.2B in FY2021, a compound +4.1%/yr. Reported net income was HK$14.0B in FY2025, compounding +10.1%/yr from FY2021.

Growth Quality 31/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
HK$55.5B
Latest YoY
−7.6%
Avg. revenue 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.
+5.1%
Avg. revenue 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.
+5.4%
Avg. revenue growth/yr (25Y) 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.
+8.3%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+9.3% (5.3 + 4.0)
Revenue +4.1%/yr
FY21 HK$47.2B
FY22 HK$47.8B
FY23 HK$57.0B
FY24 HK$60.0B
FY25 HK$55.5B
Net income +10.1%/yr
FY21 HK$9.6B
FY22 HK$9.8B
FY23 HK$7.8B
FY24 HK$15.8B
FY25 HK$14.0B
Character of growth · EPS growth decomposed (2014-2025) −1.0 % p.a.
Revenue per share +2.8 %

of which total revenue +3.5 % · buybacks/dilution −0.7 %

EBIT margin −8.0 %
Tax rate −0.4 %
Residual (interest, one-offs) +5.1 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

0066 screens 85% overvalued. Compare with Union Pacific Corporation →

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Cite: Fair Value Calculator (2026). "MTR Corp Ltd Fair Value". https://www.fairvalue-calculator.com/stock/0066

Peer Group

Railroads · 111 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 42 · Bottom 25%
Fair Value upside −46% · Below median
Return on equity (TTM) 8% · Above median
Return on assets 3% · Above median
Net margin (TTM) 28% · Top 25%
Operating margin (TTM) 37% · Top 25%
Revenue growth −9% · Bottom 25%
Dividend yield (TTM) 4.0% · Above median
Debt / equity 0.51× · Higher than median

Valuation Multiples vs Railroads median · lower = cheaper

P/E (TTM) 13.3× · Cheaper than median
P/B 1.03× · Cheaper than median
P/S (TTM) 3.57× · Pricier than median
EV/EBITDA 9.3× · Pricier than median
PEG 0.68× · Cheaper than median

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 20
FUTURE0 · sector 20
PAST31 · sector 29
HEALTH74 · sector 91
DIVIDEND80 · sector 45

VALUE 0: the price sits above our fair-value range.

Insider activity: 30/100

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

Similar stocks

10 more Railroads stocks, each showing price versus our Fair Value estimate (as of Sep 3, 2026).

Stock Price Fair Value vs Fair Value
Union Pacific Corporation UNP $307.41 $141.29 −54%
CSX Corporation CSX $48.99 $12.62 −74%
Canadian Pacific Kansas City Limited CP $94.12 $34.33 −64%
Canadian National Railway Company CNR C$175.06 C$92.68 −47%
Norfolk Southern Corporation NSC $332.96 $114.36 −66%
Westinghouse Air Brake Technologies Corporation WAB $297.57 $144.80 −51%
Beijing-Shanghai High-Speed Railway Co 601816 ¥4.87 ¥5.65 +16%
CRRC Corporation 601766 ¥5.98 ¥9.53 +59%
Daqin Railway Co 601006 ¥4.72 ¥6.22 +32%
Hyundai Rotem Company 064350 146,900 KRW 125,182 KRW −15%

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Frequently asked questions

Is MTR Corp Ltd (0066) overvalued or undervalued?
As of Sep 3, 2026, our model estimates a fair value of HK$17.85 versus a price of HK$32.94, about −46% upside (overvalued).
What is the fair value of 0066?
Our model-based fair value for MTR Corp Ltd is HK$17.85 (as of Sep 3, 2026), built from audited fundamentals. The current price: HK$32.94.
What is the quality score of 0066?
MTR Corp Ltd has a Quality Score of 42/100. 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 MTR Corp Ltd (0066)?
MTR Corp Ltd reported trailing-twelve-month revenue of about HK$55.5B (latest available figure, as of Sep 3, 2026).
What is the net profit margin of 0066?
The net profit margin of MTR Corp Ltd is about 27.6%, meaning it keeps roughly 27.6% of revenue as net income. Based on the latest reported figures.
Does MTR Corp Ltd pay a dividend?
MTR Corp Ltd currently shows a dividend yield of about 3.98% relative to its recent price (as of Sep 3, 2026).
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