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HK Equities · Finance research note

HKEX 3333 - Evergrande Real Estate Group

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Evidence and analysis

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2. Company Fundamentals

2.3 Management

Role Metric
Consensus Rating N/A

2.4 Return

Metric Value
Expected Return (Ann.) 0.00%
Risk / Std Dev (Ann.) 0.00%

DuPont Model Analysis

The DuPont model decomposes return on equity (ROE) into three operating and capital-structure drivers:

ROE = Net Margin × Asset Turnover × Equity Multiplier

The comparison uses the latest two comparable annual periods available for the issuer, with reported statement amounts shown in HK$. Revenue and net income are income-statement flows; total assets and shareholders’ equity are year-end balance-sheet figures. This is a simplified year-end-balance DuPont comparison rather than an average-balance ROE calculation.

DuPont component Calculation FY2022 FY2021
Revenue Reported revenue HK$230.07B HK$250.01B
Net income Reported net income HK$-105.91B HK$-476.04B
Total assets Year-end reported balance HK$1,838.34B HK$2,107.10B
Shareholders’ equity Year-end reported balance HK$-499.47B HK$-391.33B
Net margin Net income ÷ revenue -46.04% -190.40%
Asset turnover Revenue ÷ total assets 0.1251x 0.1187x
Equity multiplier Total assets ÷ shareholders’ equity -3.6806x -5.3844x
ROE Net margin × asset turnover × equity multiplier 21.21% 121.64%

Source: Yahoo Finance annual statements. Values are based on the two latest comparable annual periods returned by the source; fiscal period labels use the statement period-end year.

2.5 FCFF DCF Valuation

FCFF DCF exception: Reported operating inputs do not support a stable FCFF DCF. This post deliberately does not publish a mechanical enterprise value or implied per-share value on an unsuitable basis.

Available valuation input Value
Last market price HK$0.16
Market capitalisation HK$2.15B
Revenue HK$230.07B
EBIT -HK$78.59B
Reported free cash flow -HK$23.83B
FCF yield -1,107.37%
Net debt / EBITDA -8.32x

2.6 Investor-Style Research Screen

Educational screen Result
Buffett-inspired cash-quality checks not rated — FCFF DCF suitability or data-integrity condition not met
Lynch-inspired balance-and-growth checks not rated — FCFF DCF suitability or data-integrity condition not met

Data lineage: Yahoo Finance public market and reported-statement data; retrieval timestamp: 2026-08-18 17:06:04.639080 UTC; latest reported fiscal period: 2022-12-31 00:00:00. Financial institutions and REITs require sector-specific methods rather than a mechanical FCFF DCF. This is research and analysis only, not personalized financial advice.

2.7 Quantitative Factor Diagnostics

Factor-model exception: No sufficiently aligned issuer-return and regional factor-return sample is available. No Fama–French loading or alpha estimate is published on an incomplete basis.

Factor models are descriptive in-sample exposure diagnostics, not forecasts, investment recommendations, or estimates of future returns. This is research and analysis only, not personalized financial advice.

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