Lian Hwa Foods Corporation (1231) Fair Value & Analysis
Consumer Defensive · TW · Market cap 27.0B TWD
Fair value as of: Jul 21, 2026
From 26 valuation models · updated 20 days ago
Share price −7.0% over the past month.
Below-average quality, and screening another 63% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (68.91 TWD). The favourable scenario is already priced in.
- Weak quality (43/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The model range is unusually wide (21.45 TWD to 68.91 TWD). The outcome hinges heavily on assumptions, so read the point estimate with caution.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 21, 2026.
How to read this chart
60‑month range 29.25 TWD – 178.00 TWD · fair‑value band 21.45 TWD – 68.91 TWD · the 80.60 TWD price screens above the 29.44 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.
Analysis
Lian Hwa Foods Corporation (1231) currently trades at 80.60 TWD, while our model-based Fair Value estimate is 29.44 TWD, implying the stock looks roughly 63.5% overvalued today. The Quality Score stands at 43/100 (below-average quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Lian Hwa Foods Corporation generated revenue of 13.1B TWD at a net margin of 10.0%. Revenue grew 7.1% year over year. It earns a return on equity of 18.4%. Net debt stands at 4.9B TWD. Fundamentals as of Jul 21, 2026
Our scenario range runs from 21.45 TWD (bear case) to 68.91 TWD (bull case); at 80.60 TWD, the current price sits above 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 48% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -3% fair-value upside, at -63%, 1231 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.
All 26 models by family
Widest divergence: Growth Earnings (71.13 TWD) versus Growth DCF (4.66 TWD). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 43 · Market factors (momentum, volatility) 35
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
Lian Hwa Foods Corporation engages in the manufacture, processing, trade, wholesale, and retail of food products in Taiwan and internationally. It operates through Snack Food and RTE (Ready-to-Eat) Foods segments.
Full company description
Lian Hwa Foods Corporation engages in the manufacture, processing, trade, wholesale, and retail of food products in Taiwan and internationally. It operates through Snack Food and RTE (Ready-to-Eat) Foods segments. The company's products portfolio include seaweed, squid, noodles, pasta, rice bran, beans, nuts, melon seeds, jams, beverages, sugar, candy, biscuits, peanut butter, and other products. It also provides processed products, frozen processed food, canned food, and the wholesale and retail of tobacco and alcohol, as well as various marine and land food. In addition, the company engages in the manufacturing and selling of munchies, and investment activities, as well as planting and manufacturing agricultural products and by-products. It offers its products under the KOLOKO, VIVA, CADINA, Moto-Moto-Yama, Chef Hoka, and Lucky Star brand names. Lian Hwa Foods Corporation was founded in 1951 and is headquartered in Taipei, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Lian Hwa Foods Corporation reported revenue of 12.9B TWD in FY2025 versus 9.5B TWD in FY2021, a compound +7.8%/yr. Reported net income was 1.1B TWD in FY2025, compounding +8.8%/yr from FY2021.
1231 screens 63% overvalued. Compare with Nestlé India Limited →
Peer Group
Packaged Foods · 653 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Packaged Foods median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Packaged Foods stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Nestlé India Limited NESTLEIND | ₹1,427 | ₹362.37 | -75% |
| Britannia Industries Limited BRITANNIA | ₹5,413 | ₹1,870 | -65% |
| Tata Consumer Products Limited TATACONSUM | ₹1,089 | ₹327.27 | -70% |
| PT Indofood CBP Sukses Makmur Tbk ICBP | 6,650 IDR | 15,757 IDR | +137% |
| Samyang Foods Co 003230 | 1,139,000 KRW | 1,010,543 KRW | -11% |
| Patanjali Foods Limited PATANJALI | ₹413.80 | ₹157.04 | -62% |
| Vietnam Dairy Products Joint Stock Company VNM | 58,500 VND | 68,259 VND | +17% |
| PT Mayora Indah Tbk, MYOR | 1,750 IDR | 2,699 IDR | +54% |
| PT Cisarua Mountain Dairy Tbk CMRY | 4,490 IDR | 4,355 IDR | -3% |
| Nongshim Co 004370 | 348,500 KRW | 530,619 KRW | +52% |
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Frequently asked questions
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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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