ESR Cayman Ltd
HKEX:1821
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S
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Southern Steel Bhd
KLSE:SSTEEL
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MY |
EV/OCF
Enterprise Value to Operating Cash Flow (EV/OCF) ratio compares a company`s total enterprise value to its operating cash flow. It shows how much investors are paying for each dollar of the company`s operating cash flow, including both equity and debt.
Enterprise Value to Operating Cash Flow (EV/OCF) ratio compares a company`s total enterprise value to its operating cash flow. It shows how much investors are paying for each dollar of the company`s operating cash flow, including both equity and debt.
Valuation Scenarios
If EV/OCF returns to its 3-Year Average (40.2), the stock would be worth HK$595.4 (0% downside from current price).
| Scenario | EV/OCF Value | Implied Price | Upside/Downside |
|---|---|---|---|
| Current Multiple | 40.3 | HK$596 |
0%
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| 3-Year Average | 40.2 | HK$595.4 |
0%
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| 5-Year Average | 22.6 | HK$335.02 |
-44%
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| Industry Average | 11.4 | HK$168.64 |
-72%
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| Country Average | 7.4 | HK$109.74 |
-82%
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Forward EV/OCF
Today’s price vs future operating cash flow
Peer Comparison
| Market Cap | EV/OCF | P/E | ||||
|---|---|---|---|---|---|---|
| HK |
E
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ESR Cayman Ltd
HKEX:1821
|
54.9B HKD | 40.3 | -9.6 | |
| VN |
V
|
Vingroup JSC
VN:VIC
|
1 498T VND | 25.1 | 143.5 | |
| HK |
|
Sun Hung Kai Properties Ltd
HKEX:16
|
401.1B HKD | 10.3 | 18.2 | |
| JP |
|
Mitsubishi Estate Co Ltd
TSE:8802
|
5.4T JPY | 22.3 | 22.4 | |
| JP |
|
Mitsui Fudosan Co Ltd
TSE:8801
|
4.7T JPY | 15.6 | 14.5 | |
| JP |
|
Sumitomo Realty & Development Co Ltd
TSE:8830
|
4.3T JPY | 37.8 | 19.5 | |
| JP |
|
Daiwa House Industry Co Ltd
TSE:1925
|
3T JPY | 41.1 | 9.5 | |
| IN |
|
DLF Ltd
NSE:DLF
|
1.5T INR | 31.1 | 34.3 | |
| HK |
|
Swire Pacific Ltd
HKEX:19
|
116.5B HKD | 11.6 | 39.6 | |
| HK |
W
|
Wharf Holdings Ltd
HKEX:4
|
69.7B HKD | 16.2 | 1 393.5 | |
| CN |
|
Shanghai Zhangjiang Hi-Tech Park Development Co Ltd
SSE:600895
|
58.4B CNY | 199.1 | 60.9 |
Market Distribution
| Min | 0 |
| 30th Percentile | 4 |
| Median | 7.4 |
| 70th Percentile | 12.2 |
| Max | 20 343.5 |
Other Multiples
ESR Cayman Ltd
Glance View
ESR Cayman Ltd., a behemoth born from the convergence of demand in the logistics and warehousing industry, has cultivated its presence across the Asia-Pacific region with remarkable astuteness. Emerging as a force from the merger of e-Shang and Redwood, this logistics real estate developer and fund manager capitalizes on the exponential growth of e-commerce and the need for modern, efficient distribution hubs. The company’s foundation is reminiscent of a finely-tuned machine, designed to capture the escalating demand for state-of-the-art logistics facilities. By deploying capital into strategic locations across countries like China, Japan, South Korea, and Australia, ESR Cayman Ltd. ensures that it is at the forefront of supporting supply chain efficiencies for global giants in retail and manufacturing. Central to ESR's business strategy is its dual focus on development and fund management, which creates a robust revenue stream. On one hand, the company acquires and develops prime real estate assets, adding value through enhancements tailored to logistics needs. On the other, ESR harnesses its fund management prowess by involving institutional investors, allowing it to capitalize on the appetite for returns in real estate. Its development arm provides the tangible assets and infrastructure, while fund management offers access to capital, reducing risk and promoting growth. This synergistic operation enables ESR to not just ride the wave of e-commerce but to anchor it, positioning the company as a pivotal player in the logistics real estate landscape.