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Geely Automobile Holdings (80175) Fair Value & Analysis

Consumer Cyclical · HK · Market cap HK$270B

GA Geely Automobile Holdings 80175 · HK
PriceHK$15.39
Fair ValueHK$19.14
Upside+24.4%
Quality64/100
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Healthy Growth
Thin margins · 4.3% net margin
Low debt · generates free cash flow
Narrow moat 37/100
Evidence: High Range HK$14.36 – HK$57.74 Share as image

Fair value as of: Aug 13, 2026

From 26 valuation models · updated today

Fair value updated Aug 13, 2026, revised from HK$20.27 to HK$19.14 (−5.6%) since Aug 6, 2026. Share price −2.8% over the past month.

A solid business, screening 24% undervalued on our models.

What matters now

  • The model range is unusually wide (HK$14.36 to HK$57.74). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid quality (64/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (3 years)

HK$21.74 HK$6.49 Fair Value HK$19.14 Jun 2023 Aug 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

38‑month range HK$6.49 – HK$21.74 · fair‑value band HK$14.36 – HK$57.74 · the HK$15.39 price screens below the HK$19.14 fair value. Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Geely Automobile Holdings (80175) currently trades at HK$15.39, while our model-based Fair Value estimate is HK$19.14, implying the stock looks roughly 24.4% undervalued today. The Quality Score stands at 64/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Geely Automobile Holdings generated revenue of HK$356B at a net margin of 4.3%. Revenue grew 15.6% year over year. It earns a return on equity of 16.0%. The balance sheet holds a net cash position of HK$45.1B. Fundamentals as of Aug 13, 2026

Our scenario range runs from HK$14.36 (bear case) to HK$57.74 (bull case); at HK$15.39, the current price sits within 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 share trades about 31% below its 52-week high and 16% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 32% fair-value upside, at 24%, 80175 screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.

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
Growth DCF HK$44.54 HK$89.00 HK$163.68 80
Residual Income HK$6.77 HK$9.26 HK$44.24 76
Rev-Margin DCF HK$21.25 HK$30.38 HK$49.87 74
All 26 models by family
DCF Models
FCF DCF HK$47.04 HK$73.69 HK$160.82 38
Owner Earnings HK$29.92 HK$65.36 HK$143.09 31
5Y Revenue Exit HK$19.84 HK$26.92 HK$41.33 39
5Y EBITDA Exit HK$25.40 HK$38.16 HK$63.04 41
5Y P/E Exit HK$27.16 HK$50.61 HK$81.57 38
10Y Revenue Exit HK$27.45 HK$44.80 HK$52.27 36
10Y EBITDA Exit HK$31.88 HK$57.05 HK$97.82 37
10Y P/E Exit HK$33.20 HK$60.95 HK$104.28 35
Earnings-Based
Graham-Dodd HK$6.54 HK$45.59 HK$63.98 54
Lynch FV HK$23.55 HK$33.65 HK$43.74 50
PEG = 1.0 HK$23.55 HK$33.65 HK$43.74 46
EPV HK$8.02 HK$8.82 HK$9.52 59
Dividend Discount
Gordon GGM HK$1.67 HK$3.64 HK$6.12 70
DDM Multi-Stage HK$1.67 HK$2.98 HK$3.79 61
Multiples
P/E Multiple HK$15.86 HK$21.15 HK$26.44 63
P/S Multiple HK$12.26 HK$16.34 HK$20.43 58
P/B Multiple HK$12.26 HK$16.34 HK$20.43 55
EV/EBIT HK$12.37 HK$15.31 HK$18.26 53
EV/EBITDA HK$17.11 HK$21.63 HK$26.16 54
EV/Revenue HK$9.49 HK$12.04 HK$14.59 43
Asset-Based
NCAV (Graham) HK$2.64 HK$3.53 HK$5.27 50
Growth DCF
Growth DCF HK$44.54 HK$89.00 HK$163.68 80
Rev-Margin DCF HK$21.25 HK$30.38 HK$49.87 74
Economic Profit
Residual Income HK$6.77 HK$9.26 HK$44.24 76
ROIC Compounder HK$9.80 HK$14.00 HK$17.71 72
Growth Earnings
Growth-Adj P/E HK$31.27 HK$44.67 HK$58.06 68

Widest divergence: DCF Models (HK$50.61) versus Dividend Discount (HK$2.98). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) HK$356B
Revenue growth (YoY) +15.6%
Net margin 4.3%
Return on equity 16.0%
Free cash flow HK$42.7B FY2025
P/E ratio 9.2 as of Jul 2, 2026
More key figures
Operating margin 5.0%
EPS (TTM) HK$1.46
EPS growth (YoY) -4.3%
Net cash HK$45.1B FY2025

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

Quality Score breakdown

Overall quality 64/100

Of which business quality 66 · Market factors (momentum, volatility) 44

Profitability 54
Margins and returns on capital today
Quality Growth 68
Are margins and returns improving?
Cashflow 76
Earnings quality: real cash, not paper profit
Fin. Strength 73
Balance sheet, leverage, solvency risk
Investment 55
Disciplined investing over empire-building
Low Volatility 75
Calm price path (market factor)
Momentum 36
Price trend over the last 3–12 months (market factor)
52W Momentum 25
Distance to the 52-week high (market factor)
Net Issuance 66
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.

About the company

Geely Automobile Holdings Limited, an investment holding company, operates as an automobile manufacturer primarily in the People's Republic of China.

Full company description

Geely Automobile Holdings Limited, an investment holding company, operates as an automobile manufacturer primarily in the People's Republic of China. The company engages in the research and development, production, marketing, and sale of passenger vehicles; automobile parts; and related automobile components, including electric powertrain and battery systems, as well as provides related after-sales and technical services. It also offers electric mobility related products under the ZEEKR brand; automotive design, software systems development, modular development, intelligent electric vehicles virtual engineering, and mobility technology solutions; knockdown kits; export of vehicles; automotive-related integrated vehicle services; and provision of general logistic, packing, and storage services. It operates in Eastern Europe, the Netherlands, Sweden, France, the Asia Pacific, the Middle East, Latin America, Africa, and internationally. Geely Automobile Holdings Limited was incorporated in 1997 and is headquartered in Wan Chai, Hong Kong.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Geely Automobile Holdings reported revenue of HK$345B in FY2025 versus HK$102B in FY2021, a compound +35.8%/yr. Reported net income was HK$16.9B in FY2025, compounding +36.5%/yr from FY2021.

Growth Quality 95/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
HK$345B
Latest YoY
+43.7%
Avg. 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.
+32.6%
Avg. 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.
+30.2%
Avg. growth/yr (23Y) 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.
+44.2%
Revenue +35.8%/yr
FY21 HK$102B
FY22 HK$148B
FY23 HK$179B
FY24 HK$240B
FY25 HK$345B
Net income +36.5%/yr
FY21 HK$4.8B
FY22 HK$5.3B
FY23 HK$5.3B
FY24 HK$16.6B
FY25 HK$16.9B
Character of growth · EPS growth decomposed (2014-2025) +16.1 % p.a.
Revenue per share +22.6 pp

of which total revenue +24.6 pp · buybacks/dilution −2.0 pp

EBIT margin −4.9 pp
Tax rate +1.0 pp
Residual (interest, one-offs) −2.7 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Geely Automobile Holdings Fair Value". https://www.fairvalue-calculator.com/stock/80175

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

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

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Auto Manufacturers stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Toyota Motor Corporation TM $188.22 $247.83 +32%
BYD Company 81211 HK$76.90 HK$48.59 -37%
Hyundai Motor Company 005380 418,500 KRW 567,393 KRW +36%
Bayerische Motoren Werke Aktiengesellschaft BMWM5N 1,909 MXN 2,610 MXN +37%
Ford Motor Company F C$11.72 C$3.70 -68%
Volkswagen AG VOW 2,149 CZK 7,783 CZK +262%
Maruti Suzuki India Limited MARUTI ₹13,875 ₹8,236 -41%
Kia Corporation 000270 135,600 KRW 341,751 KRW +152%
Weichai Power Co 2338 HK$36.40 HK$28.46 -22%
Bajaj Auto Limited BAJAJAUTO ₹11,700 ₹4,574 -61%

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Frequently asked questions

Is Geely Automobile Holdings (80175) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of HK$19.14 versus a price of HK$15.39, about +24% (undervalued).
What is the fair value of 80175?
Our model-based fair value for Geely Automobile Holdings is HK$19.14 (as of Aug 13, 2026), built from audited fundamentals. The current price is HK$15.39.
What is the quality score of 80175?
Geely Automobile Holdings has a Quality Score of 64/100. 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 Geely Automobile Holdings (80175)?
Geely Automobile Holdings reported trailing-twelve-month revenue of about HK$356B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 80175?
The net profit margin of Geely Automobile Holdings is about 4.3%, meaning it keeps roughly 4.3% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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