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China Resources Power Holding (0836) Fair Value & Analysis

Utilities · HK · Market cap HK$87.6B (≈ $11.2B) · ISIN HK0836012952

What is China Resources Power Holding really worth?

CR China Resources Power Holding 0836 · HK
PriceHK$18.68
Fair ValueHK$36.45
Upside+95.1%
Quality33/100

Below-average quality, trading 49% below our fair value of HK$36.45.

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Strengths

Solidly profitable · 14.2% net margin
Ranks above peers (12/14)

Risks

!Expensive Growth (revenue 5y +8.0 %/yr)
!Moderate debt · negative free cash flow
!Moderate moat 55/100
!Evidence only medium, so the estimate is less certain

For context

·5.60% dividend yield
Evidence: Medium Range HK$27.33 – HK$53.58

Fair value as of: Aug 13, 2026

From 14 valuation models · updated 22 days ago

Fair value updated Aug 13, 2026, revised from HK$38.70 to HK$36.45 (−5.8%) since Aug 5, 2026. Share price −1.4% over the past month.

What runs behind every stock

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

What matters now

  • The large discount to fair value meets weak quality (33/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (HK$27.33). The market is more pessimistic than our downside scenario.
  • A fairly wide model range (HK$27.33 to HK$53.58) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

HK$22.81 HK$7.37 Fair Value HK$36.45 Apr 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range HK$7.37 – HK$22.81 · fair‑value band HK$27.33 – HK$53.58 · the HK$18.68 price screens below the HK$36.45 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

China Resources Power Holding (0836) currently trades at HK$18.68, while our model-based Fair Value estimate is HK$36.45, implying the stock looks roughly 48.8% undervalued today. The Quality Score stands at 33/100 (below-average quality), in the Utilities sector. Bull case: the Growth Earnings group reads highest at a median of HK$40.83 per share, and 11 of the 14 models we run sit above the HK$18.68 price. Bear case: the Economic Profit group reads lowest at HK$10.87, and 3 of the 14 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, China Resources Power Holding generated revenue of HK$102B at a net margin of 14.2%. Revenue declined 4.5% year over year. It earns a return on equity of 12.8%. Net debt stands at HK$212B. Fundamentals as of Aug 13, 2026

Our scenario range runs from HK$27.33 (bear case) to HK$53.58 (bull case); at HK$18.68, the current price sits below 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 13% below its 52-week high and 15% above its 52-week low, currently below its 200-day average. For context, the median of 10 Utilities peers we cover trades at −51% fair-value upside, at 95%, 0836 screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly HK$0.3201 per share, which is 0.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

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
EPV HK$5.54 HK$10.87 HK$15.52 70
Residual Income HK$20.58 HK$25.56 HK$59.82 70
ROIC Compounder HK$5.54 HK$10.87 HK$15.52 70
All 14 models by family
Earnings-Based
Graham-Dodd HK$19.42 HK$69.60 HK$93.77 64
Lynch FV HK$16.42 HK$23.45 HK$30.49 61
PEG = 1.0 HK$16.42 HK$23.45 HK$30.49 57
EPV HK$5.54 HK$10.87 HK$15.52 70
Multiples
P/E Multiple HK$38.56 HK$51.41 HK$64.27 63
P/S Multiple HK$36.42 HK$48.56 HK$60.70 58
P/B Multiple HK$29.02 HK$38.70 HK$48.37 55
EV/EBIT HK$19.38 HK$34.64 HK$49.90 63
EV/EBITDA HK$30.31 HK$49.21 HK$68.11 66
EV/Revenue HK$8.09 HK$22.87 HK$37.64 50
Asset-Based
NCAV (Graham) HK$10.75 HK$14.40 HK$21.50 54
Economic Profit
Residual Income HK$20.58 HK$25.56 HK$59.82 70
ROIC Compounder HK$5.54 HK$10.87 HK$15.52 70
Growth Earnings
Growth-Adj P/E HK$28.58 HK$40.83 HK$53.07 67

Widest divergence: Growth Earnings (HK$40.83) versus Economic Profit (HK$10.87). Highest evidence: EPV (70).

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Key figures & financial health

P/E ratio 6.0 as of Jul 2, 2026
P/S ratio 0.88 P/E × margin
EPS (TTM) HK$1.52 price ÷ EPS = P/E 6.0
Dividend yield 5.6% payout 68.9%
Net margin 14.5% FY2025
Return on equity 12.8% TTM
More key figures
Profitability
Return on assets (EBIT) 4.8% avg 5y
Operating margin 18.8% TTM
Growth
Revenue (TTM) HK$102B TTM
Revenue growth (YoY) −4.5% 3y avg −0.4%
EPS growth (YoY) +25.0%
Balance sheet & cash flow
Free cash flow −HK$5.5B FY2025
Net debt HK$212B FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 33/100

Of which business quality 32 · Market factors (momentum, volatility) 56

Profitability 35
Margins and returns on capital today
Quality Growth 29
Are margins and returns improving?
Cashflow 50
Earnings quality: real cash, not paper profit
Fin. Strength 16
Balance sheet, leverage, solvency risk
Investment 27
Disciplined investing over empire-building
Low Volatility 87
Calm price path (market factor)
Momentum 42
Price trend over the last 3–12 months (market factor)
52W Momentum 45
Distance to the 52-week high (market factor)
Net Issuance 35
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

China Resources Power Holdings Company Limited, an investment holding company, invests in, develops, operates, and manages power plants and coal mine projects in the People's Republic of China. The company operates in two segments, Thermal Power and Renewable Energy.

Full company description

China Resources Power Holdings Company Limited, an investment holding company, invests in, develops, operates, and manages power plants and coal mine projects in the People's Republic of China. The company operates in two segments, Thermal Power and Renewable Energy. It operates and manages coal- and gas-fired power plants, wind farms, photovoltaic power plants, hydro-electric power plants, and other clean and renewable energy projects. As of December 31, 2025, the company had 50 coal-fired power plants, 221 wind farms, 221 photovoltaic power plants, 20 hydroelectric plants, and 6 gas-fired plants with total attributable grid-connected installed capacity was 89,647MW. It is also involved in the distribution of energy, power sale, smart energy, coal mining, and other areas. The company was incorporated in 2001 and is based in Wan Chai, Hong Kong. China Resources Power Holdings Company Limited operates as a subsidiary of CRH (Power) Limited.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

China Resources Power Holding reported revenue of HK$102B in FY2025 versus HK$90.4B in FY2021, a compound +3.1%/yr. Reported net income was HK$14.8B in FY2025, compounding +62.2%/yr from FY2021. FY2021 was a trough year, so the rate overstates the trend.

Growth Quality 42/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
HK$102B
Latest YoY
−3.1%
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.
−0.4%
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.
+8.0%
Avg. revenue growth/yr (22Y) 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.
+27.4%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+21.4% (15.8 + 5.6)
Revenue +3.1%/yr
FY21 HK$90.4B
FY22 HK$103B
FY23 HK$103B
FY24 HK$105B
FY25 HK$102B
Net income +62.2%/yr
FY21 HK$2.1B
FY22 HK$7.0B
FY23 HK$11.0B
FY24 HK$14.4B
FY25 HK$14.8B
Character of growth · EPS growth decomposed (2014-2025) +4.1 % p.a.
Revenue per share +4.1 %

of which total revenue +4.5 % · buybacks/dilution −0.4 %

EBIT margin −4.1 %
Tax rate +2.0 %
Residual (interest, one-offs) +2.2 %

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).

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Cite: Fair Value Calculator (2026). "China Resources Power Holding Fair Value". https://www.fairvalue-calculator.com/stock/0836

Peer Group

Utilities - Independent Power Producers · 77 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 33 · Bottom 25%
Fair Value upside +95% · Top 25%
Return on equity (TTM) 13% · Top 25%
Return on assets 4% · Above median
Net margin (TTM) 14% · Top 25%
Operating margin (TTM) 19% · Above median
Revenue growth −5% · Above median
Dividend yield (TTM) 5.6% · Top 25%
Debt / equity 1.34× · Higher than median

Valuation Multiples vs Utilities - Independent Power Producers median · lower = cheaper

P/E (TTM) 6.0× · Cheaper than 75% of peers
P/B 0.79× · Cheaper than median
P/S (TTM) 0.86× · Cheaper than median
EV/EBITDA 5.6× · Cheaper than 75% of peers
PEG 1.02× · 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
VALUE100 · sector 17
FUTURE0 · sector 0
PAST51 · sector 30
HEALTH33 · sector 70
DIVIDEND100 · sector 52

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 Utilities - Independent Power Producers stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Constellation Energy Corporation CEG $285.05 $88.09 −69%
Vistra Corp VST $144.22 $50.39 −65%
Adani Power Limited ADANIPOWER ₹206.10 ₹75.57 −63%
CGN Power Co 003816 ¥4.33 ¥3.62 −16%
Gulf Development Public Company GULF 63.25 THB 39.25 THB −38%
NRG Energy, Inc NRG $109.51 $53.91 −51%
Adani Energy Solutions Limited ADANIENSOL ₹1,583 ₹342.02 −78%
Talen Energy Corporation TLN $365.07 $43.55 −88%
Datang International Power Generation Co 601991 ¥5.89 ¥4.95 −16%
Huaneng Power International, Inc 600011 ¥6.92 ¥9.14 +32%

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Frequently asked questions

Is China Resources Power Holding (0836) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of HK$36.45 versus a price of HK$18.68, about +95% upside (undervalued).
What is the fair value of 0836?
Our model-based fair value for China Resources Power Holding is HK$36.45 (as of Aug 13, 2026), built from audited fundamentals. The current price: HK$18.68.
What is the quality score of 0836?
China Resources Power Holding has a Quality Score of 33/100. 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 China Resources Power Holding (0836)?
China Resources Power Holding reported trailing-twelve-month revenue of about HK$102B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 0836?
The net profit margin of China Resources Power Holding is about 14.2%, meaning it keeps roughly 14.2% of revenue as net income. Based on the latest reported figures.
Does China Resources Power Holding pay a dividend?
China Resources Power Holding currently shows a dividend yield of about 5.60% relative to its recent price (as of Aug 13, 2026).
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