Tehmag Foods Corporation (1264) Fair Value & Analysis
Consumer Defensive · TW · Market cap 9.6B TWD
Fair value as of: Jul 21, 2026
From 26 valuation models · updated 20 days ago
Share price +1.0% over the past month.
A solid business, screening 67% undervalued on our models.
What matters now
- The rarer combination: high quality (70/100) AND below fair value. That earns a closer look rather than a quick verdict.
- The price is below even our cautious bear case (292.98 TWD). The market is more pessimistic than our downside scenario.
- A fairly wide model range (292.98 TWD to 537.37 TWD) leaves room in how you read the outcome.
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 174.96 TWD – 304.61 TWD · fair‑value band 292.98 TWD – 537.37 TWD · the 258.00 TWD price screens below the 429.90 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.
Analysis
Tehmag Foods Corporation (1264) currently trades at 258.00 TWD, while our model-based Fair Value estimate is 429.90 TWD, implying the stock looks roughly 66.6% undervalued today. The Quality Score stands at 70/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, Tehmag Foods Corporation generated revenue of 6.9B TWD at a net margin of 11.2%. Revenue grew 5.7% year over year. It earns a return on equity of 21.9%. The balance sheet holds a net cash position of 434M TWD. Fundamentals as of Jul 21, 2026
Our scenario range runs from 292.98 TWD (bear case) to 537.37 TWD (bull case); at 258.00 TWD, the current price sits below 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 18% 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 67%, 1264 screens cheaper 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 (393.83 TWD) versus Asset-Based (66.38 TWD). Highest evidence: Growth DCF (80).
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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 68 · Market factors (momentum, volatility) 50
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
Tehmag Foods Corporation operates in the baking industry in Taiwan. The company offers bread, dairy, pastry, fruit, liqueur and coffee beans, chocolate, frozen food, package, flexible mold, and festival and western food products.
Full company description
Tehmag Foods Corporation operates in the baking industry in Taiwan. The company offers bread, dairy, pastry, fruit, liqueur and coffee beans, chocolate, frozen food, package, flexible mold, and festival and western food products. It sells its products under the VAN HOUTEN, TEALIA, TANAKA FOODS, CALLEBAUT CHOCOLATE, OPEN COUNTRY DAIRY, Westland Milk Products, ZEELANDIA, GRANDS MOULINS, Algist Bruggeman, NIPPN FLOUR, NITTO FUIL, SCHREIBER, Fléchard, DAIRYMONT, RICH'S, LIGUORI, LINDT CHOCOLATE, SELBOURNE CHOCOLATE, RAVIFRUIT, VEDRENNE, Grand Marnier, ALDIA, LANGEBERG & ASHTO, LAROSE NOIRE, PCB CREATION, DOBLA, NATRA CACAO, Dai-Nippn Meiji Sugar, ISF, FRANCE BEURRE, Fiamma, kyo-nichi, cherry-rocher, TEHCHUN, TEMMA, TEHMAG FOODS, PBQ, F1 CHOCOLAT, and Oliveto Torre brands. Tehmag Foods Corporation was founded in 1989 and is based in New Taipei City, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Tehmag Foods Corporation reported revenue of 6.8B TWD in FY2025 versus 4.9B TWD in FY2021, a compound +8.2%/yr. Reported net income was 758M TWD in FY2025, compounding +6.0%/yr from FY2021.
Watch 1264: get an alert when its fair value changes →
Peer Group
Packaged Foods · 649 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.
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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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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