Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
001914.SZ
BUYREMOVEChina Merchants Property Operation & Service Co., Ltd. · Real Estate · China · $1.5B · Avg Vol: $11M/d
China Merchants Property Operation & Service is an asset-light property manager, but it operates under the severe structural overhang of the Chinese real estate sector, which lacks a clear near-term catalyst.
COMPANY DESCRIPTION
China Merchants Property Operation & Service Co., Ltd. provides professional property management and facility operation services across China, focusing on non-residential sectors like offices, industrial parks, and public institutions. As a subsidiary of China Merchants Group, the company benefits from a steady pipeline of premium parent-developed properties and strong brand credibility. Its competitive moat lies in its high-end corporate service capabilities, high customer retention rates, and asset-light business model.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.9B | 2.3B | 2.5B | 2.8B | 14.0% |
| EPS | 0.08 | 0.10 | 0.12 | 0.09 | 3.4% |
| Shares | 1.1B | 1.1B | 1.1B | 1.1B | -0.6% |
| Debt | 366M | 319M | 139M | 89M | -37.5% |
| Equity | 1.4B | 1.4B | 1.5B | 1.6B | 5.4% |
| Op CF | 147M | 268M | 271M | 243M | 18.1% |
| Inv CF | 92M | -6M | -18M | 8M | — |
| Fin CF | -77M | -88M | -217M | -109M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of 001914.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 001914.SZ | China Merchants Property Operation & Service Co., Ltd.(you) | $1.5B | 76 | BUY |
| 6666.HK | Evergrande Property Services Group Limited | $1.7B | 93 | STRONG BUY |
| 6098.HK | Country Garden Services Holdings Company Limited | $2.4B | 86 | STRONG BUY |
| 2602.HK | Onewo Inc. | $2.6B | 88 | STRONG BUY |
| 2869.HK | Greentown Service Group Co. Ltd. | $1.8B | 97 | STRONG BUY |
| 6049.HK | Poly Property Services Co., Ltd. | $2.1B | 98 | STRONG BUY |
| 600724.SS | Ningbo Fuda Company Limited | $1.5B | 45 | HOLD |
| 3319.HK | A-Living Smart City Services Co., Ltd. | $424M | 70 | BUY |
| 600007.SS | China World Trade Center Co., Ltd. | $3.2B | 94 | STRONG BUY |
| 3316.HK | Binjiang Service Group Co. Ltd. | $851M | 99 | STRONG BUY |
Peer medians: ROE 0.4% · P/E 23.8x · Gross margin 17.4%