Kanpai Co., Ltd (1269) fair value: what the stock is really worth
As of Sep 24, 2026: fair value of Kanpai Co., Ltd TWD 90.72, price TWD 58.40, upside +55.3%, quality 63 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 24, 2026.
How to read this chart
60‑month range 52.90 TWD – 137.80 TWD · fair‑value band 68.04 TWD – 113.39 TWD · the 58.40 TWD price screens below the 90.72 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 24, 2026.
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Kanpai Co., Ltd engages in catering related businesses in China and Taiwan. The company involved in chain restaurants, meat imports, e-commerce retail, and pet food businesses. It serves directly to consumers through street stores, department stores, and shopping malls. Kanpai Co., Ltd was founded in 1999 and is based in Taipei City, Taiwan.
Stock analysis
Kanpai Co., Ltd (1269) currently trades at 58.40 TWD, while our model-based Fair Value estimate is 90.72 TWD, implying the stock looks roughly 35.6% undervalued today.
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Valuation
Bull case: the DCF Models group reads highest at a median of 219.18 TWD per share, and 20 of the 26 models we run sit above the 58.40 TWD price.
Bear case: the Dividend Discount group reads lowest at 22.91 TWD, and 6 of the 26 models stay below the price. Evidence for this calculation is high.
Scenario range: 68.04 TWD (bear) to 113.39 TWD (bull), the price of 58.40 TWD sits below it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 63/100 (solid quality), in the Consumer Cyclical sector.
Healthy Growth: Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Kanpai Co., Ltd reported revenue of 4.6B TWD in FY2025 versus 3.1B TWD in FY2021, a compound +10.8%/yr. Reported net income was 86.2M TWD in FY2025, compounding +4.9%/yr from FY2021.
Key figures
Market cap 1.4B TWD (≈ $43.1M) · P/E ratio 14.0 · P/S ratio 0.26 · EPS (TTM) 4.18 TWD · Dividend yield 6.8% · Net margin 1.9% · Return on equity 8.8% · Return on assets (EBIT) 4.6%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 38 out of 100 (low confidence).
What moves the price
The share trades about 29% below its 52-week high and 10% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Consumer Cyclical peers we cover trades at −22% fair-value upside, at 55%, 1269 screens cheaper than that median.
Fair Value models
Bear 68.04 TWDFair Value 90.72 TWDBull 113.39 TWD
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 9 months old). Earnings retained since then (0.1322 TWD per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.77/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Revenue growth 1 year
+3.0%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+7.1%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+10.6%
Start year 2020 (pandemic). Over 10 years: +12.0% a year
Revenue growth 12 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+14.4%
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What shareholders gained per year (last 5 years), in TWD ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Basis: EBIT basis. Measured in TWD: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
≈ +8.6%
Earnings growth per share plus dividend.
Earnings per share, growth per year+1.8%
Dividend (yield on the price)6.8%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.−2% vs 4%, slowing
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.5% → 4%
Start year 2020 (pandemic)
⚠ Rate on operating basis: 2025 sits 87% above its own trend.
Growth Forecast
Little optimism in the price
The price assumes less growth than the company has delivered so far.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
−24.1%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect
n/a
No analyst forecast available.
After inflation (Taiwan: IMF forecast 1.6% a year to 2030, 1.5% from 2016 to 2025) that is about −25.3% a year for the price.
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Restaurants · 226 stocks
Beats the industry median on 12/14 measures
Overall it ranks above its industry peers.
Valuation
Quality Score63 · Top 25%
Fair Value upside+55% · Top 25%
Profitability
Return on equity (TTM)9% · Above median
Return on assets4% · Above median
Net margin (TTM)2% · Below median
Operating margin (TTM)5% · Above median
Growth and dividend
Revenue growth6% · Above median
Dividend yield (TTM)6.8% · Top 25%
Balance sheet
Debt / equity0.14× · Above median
Valuation Multiplesvs Restaurants median · lower = cheaper
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Is Kanpai Co., Ltd (1269) overvalued or undervalued?
As of Sep 24, 2026, our model estimates a fair value of 90.72 TWD versus a price of 58.40 TWD, about +55% upside (undervalued).
What is the fair value of 1269?
Our model-based fair value for Kanpai Co., Ltd is 90.72 TWD (as of Sep 24, 2026), built from audited fundamentals. The current price: 58.40 TWD.
What is the quality score of 1269?
Kanpai Co., Ltd has a Quality Score of 63/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Kanpai Co., Ltd (1269)?
Our model-based price target is the fair value of 90.72 TWD (as of Sep 24, 2026) from 26 valuation models. Cautious scenario 68.04 TWD, optimistic scenario 113.39 TWD. It is a calculation from audited fundamentals, not an analyst target.
What is the Kanpai Co., Ltd stock forecast for 2026?
Our models put fair value at 90.72 TWD, about +55% upside versus a price of 58.40 TWD (undervalued). Cautious scenario 68.04 TWD, optimistic scenario 113.39 TWD. The calculation is refreshed regularly with new filings.
What is the revenue of Kanpai Co., Ltd (1269)?
Kanpai Co., Ltd reported trailing-twelve-month revenue of about 4.6B TWD (latest available figure, as of Sep 24, 2026).
Does Kanpai Co., Ltd pay a dividend?
Kanpai Co., Ltd currently shows a dividend yield of about 6.85% relative to its recent price (as of Sep 24, 2026).
What growth is priced into Kanpai Co., Ltd (1269)?
For today's price to be fair in a discounted-cash-flow model, Kanpai Co., Ltd would have to grow free cash flow by -24.1 % per year for five years (discount rate 10.3 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +10.6 % per year. As of Sep 24, 2026.
What discount rate (WACC) does the fair value of 1269 use?
Our models discount Kanpai Co., Ltd at 10.3 %: a base by market capitalisation (nano), country premium for Taiwan. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Kanpai Co., Ltd that is -24.1 % per year a year over ten years, using the same discount rate (10.3 %) and the same formula as our fair value.
How much growth has Kanpai Co., Ltd (1269) delivered so far?
Over the past 5 years revenue at Kanpai Co., Ltd grew +10.6 % a year. The price currently implies -24.1 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Kanpai Co., Ltd (1269) growing?
The median revenue growth in the sector is +5.4 % a year. That is the yardstick for the growth priced into Kanpai Co., Ltd (-24.1 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Kanpai Co., Ltd (1269)?
The free-cash-flow yield on the price is 26.49 %: that much free cash flow Kanpai Co., Ltd produces per unit of market value. When it exceeds the discount rate of our models (10.3 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Kanpai Co., Ltd (1269)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Kanpai Co., Ltd it is 90.72 TWD per share (as of Sep 24, 2026), against a price of 58.40 TWD. It is the blended result of 26 valuation models (cash flow, earnings, asset, dividend).
Is Kanpai Co., Ltd stock overvalued or undervalued in 2026?
As of Sep 24, 2026, 1269 trades below its calculated fair value: price 58.40 TWD, fair value 90.72 TWD, a gap of about +55% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of 1269?
No. The price is what the market pays today (58.40 TWD); the fair value is what the company's own numbers justify (90.72 TWD). For Kanpai Co., Ltd the two are 32.32 TWD per share apart. That gap is exactly why we show both numbers side by side.
How much is Kanpai Co., Ltd worth?
The market values Kanpai Co., Ltd at about 1.4B TWD (market capitalisation, as of Sep 24, 2026). Per share that is 58.40 TWD; our models calculate a fair value of 90.72 TWD per share.
What do the bullish and bearish scenarios say about 1269?
Our models span a range for Kanpai Co., Ltd: cautious scenario 68.04 TWD, base 90.72 TWD, optimistic 113.39 TWD per share (as of Sep 24, 2026, price 58.40 TWD). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of 1269?
Kanpai Co., Ltd trades at a price-to-earnings ratio of 14.0 (as of Sep 24, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of 90.72 TWD is built from several models across several years. Other multiples: P/B 1.4, P/S 0.3, EV/EBITDA 3.3.
How solid is the balance sheet of Kanpai Co., Ltd (1269)?
Balance-sheet figures for Kanpai Co., Ltd (as of Sep 24, 2026): return on equity 8.8%, debt of 0.14 per unit of equity. They feed the Quality Score of 63/100, which measures business quality independently of the share price.
How far is 1269 from its 52-week high?
Kanpai Co., Ltd trades at 58.40 TWD, about 29% below its 52-week high of 82.50 TWD and 10% above the low of 52.90 TWD (as of Sep 24, 2026). Distance from the high says nothing about value: that is what the fair value of 90.72 TWD is for.
Which stocks are comparable to Kanpai Co., Ltd?
From the same area (Consumer Cyclical) we also value McDonald's Corporation, Starbucks Corporation, Chipotle Mexican Grill, Inc, Yum! Brands, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Kanpai Co., Ltd stock attractive at the current price?
The data as of Sep 24, 2026: price 58.40 TWD, calculated fair value 90.72 TWD (+55%), Quality Score 63/100, from 26 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of 1269 calculated?
We run Kanpai Co., Ltd through 26 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of 90.72 TWD, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.0 % above its aggregate fair value. Kanpai Co., Ltd currently trades 55 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Kanpai Co., Ltd (1269)?
The closing price on Sep 24, 2026 was 58.40 TWD. Our model-based fair value is 90.72 TWD, about +55% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Kanpai Co., Ltd right now?
The price is below even our cautious bear case (68.04 TWD). The market is more pessimistic than our downside scenario. Solid quality (63/100) at a price below fair value, the discount is the argument here, not the business quality.
Where does the earnings growth of Kanpai Co., Ltd (1269) come from?
Earnings per share at Kanpai Co., Ltd grew −1.0 % a year from 2013 to 2024. Broken into its drivers: revenue per share +11.6 %, EBIT margin −1.1 %, tax rate −3.5 %, residual (interest, one-offs) −7.0 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Kanpai Co., Ltd
How large is the market capitalisation of Kanpai Co., Ltd (1269)?
The market capitalisation of Kanpai Co., Ltd is 1.4B TWD (≈ $43.1M). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Kanpai Co., Ltd (1269)?
The price-to-sales ratio of Kanpai Co., Ltd is 0.26 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Kanpai Co., Ltd (1269)?
Earnings per share at Kanpai Co., Ltd are 4.18 TWD (price ÷ EPS = P/E 14.0). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Kanpai Co., Ltd (1269)?
The dividend yield of Kanpai Co., Ltd is 6.8% (payout 95.7%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Kanpai Co., Ltd (1269)?
The net margin of Kanpai Co., Ltd is 1.9% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Kanpai Co., Ltd (1269)?
The return on equity (ROE) of Kanpai Co., Ltd is 8.8% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Kanpai Co., Ltd (1269)?
On an EBIT basis the return on assets of Kanpai Co., Ltd is 4.6% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Kanpai Co., Ltd (1269)?
The operating margin of Kanpai Co., Ltd is 5.5% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Kanpai Co., Ltd (1269)?
Revenue at Kanpai Co., Ltd is growing +6.3% versus a year earlier (3y avg +7.1%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How much net debt does Kanpai Co., Ltd (1269) carry?
The net debt of Kanpai Co., Ltd is 344M TWD (fiscal year 2024, ≈ 1.1 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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