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Despite Its High P/E Ratio, Is Nanyang Holdings Limited (HKG:212) Still Undervalued?

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This article is for investors who would like to improve their understanding of price to earnings ratios (P/E ratios). We'll show how you can use Nanyang Holdings Limited's (HKG:212) P/E ratio to inform your assessment of the investment opportunity. What is Nanyang Holdings's P/E ratio? Well, based on the last twelve months it is 9.37. That is equivalent to an earnings yield of about 10.7%.

View our latest analysis for Nanyang Holdings

How Do I Calculate A Price To Earnings Ratio?

The formula for price to earnings is:

Price to Earnings Ratio = Share Price ÷ Earnings per Share (EPS)

Or for Nanyang Holdings:

P/E of 9.37 = HK$51.85 ÷ HK$5.53 (Based on the year to June 2019.)

Is A High Price-to-Earnings Ratio Good?

The higher the P/E ratio, the higher the price tag of a business, relative to its trailing earnings. That isn't necessarily good or bad, but a high P/E implies relatively high expectations of what a company can achieve in the future.

How Does Nanyang Holdings's P/E Ratio Compare To Its Peers?

One good way to get a quick read on what market participants expect of a company is to look at its P/E ratio. You can see in the image below that the average P/E (6.0) for companies in the real estate industry is lower than Nanyang Holdings's P/E.

SEHK:212 Price Estimation Relative to Market, September 30th 2019
SEHK:212 Price Estimation Relative to Market, September 30th 2019

That means that the market expects Nanyang Holdings will outperform other companies in its industry. Clearly the market expects growth, but it isn't guaranteed. So investors should always consider the P/E ratio alongside other factors, such as whether company directors have been buying shares.

How Growth Rates Impact P/E Ratios

Earnings growth rates have a big influence on P/E ratios. That's because companies that grow earnings per share quickly will rapidly increase the 'E' in the equation. That means even if the current P/E is high, it will reduce over time if the share price stays flat. Then, a lower P/E should attract more buyers, pushing the share price up.

Nanyang Holdings shrunk earnings per share by 57% over the last year. But it has grown its earnings per share by 24% per year over the last three years. And EPS is down 3.2% a year, over the last 5 years. This might lead to muted expectations.

A Limitation: P/E Ratios Ignore Debt and Cash In The Bank

The 'Price' in P/E reflects the market capitalization of the company. Thus, the metric does not reflect cash or debt held by the company. In theory, a company can lower its future P/E ratio by using cash or debt to invest in growth.

While growth expenditure doesn't always pay off, the point is that it is a good option to have; but one that the P/E ratio ignores.