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TRK Corporation (1432) Fair Value & Analysis

Consumer Cyclical · TW · Market cap 1.6B TWD

TC TRK Corporation 1432 · TW
Price15.30 TWD
Fair Value37.38 TWD
Upside+144.3%
Quality41/100
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Mixed Growth
Highly profitable · 49.3% net margin
Low debt · negative free cash flow
13.38% dividend yield
Mixed vs. peers (6/12)
Moderate moat 48/100
Evidence: Medium Range 27.72 TWD – 47.03 TWD Share as image

Fair value as of: Jul 21, 2026

From 7 valuation models · updated 21 days ago

Fair value updated Jul 21, 2026, revised from 38.13 TWD to 37.38 TWD (−2.0%) since Jun 26, 2026. Share price +0.7% over the past month.

Below-average quality, screening 144% undervalued on our models.

What matters now

  • The large discount to fair value meets weak quality (41/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (27.72 TWD). The market is more pessimistic than our downside scenario.
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Price vs Fair Value (5 years)

22.00 TWD 9.07 TWD Fair Value 37.38 TWD Mar 2021 Aug 2026

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 9.07 TWD – 22.00 TWD · fair‑value band 27.72 TWD – 47.03 TWD · the 15.30 TWD price screens below the 37.38 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.

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Analysis

TRK Corporation (1432) currently trades at 15.30 TWD, while our model-based Fair Value estimate is 37.38 TWD, implying the stock looks roughly 144.3% undervalued today. The Quality Score stands at 41/100 (below-average quality), in the Consumer Cyclical 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, TRK Corporation generated revenue of 1.2B TWD at a net margin of 49.3%. Revenue declined 42.1% year over year. It earns a return on equity of 37.1%. Net debt stands at 193M TWD. Fundamentals as of Jul 21, 2026

Our scenario range runs from 27.72 TWD (bear case) to 47.03 TWD (bull case); at 15.30 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 22% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 2% fair-value upside, at 144%, 1432 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.

Model 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
Highest evidence
Residual Income 34.81 TWD 47.32 TWD 298.47 TWD 76
Gordon GGM 21.58 TWD 38.89 TWD 53.54 TWD 70
DDM Multi-Stage 21.58 TWD 33.99 TWD 41.54 TWD 61
All 7 models by family
Dividend Discount
Gordon GGM 21.58 TWD 38.89 TWD 53.54 TWD 70
DDM Multi-Stage 21.58 TWD 33.99 TWD 41.54 TWD 61
Multiples
P/S Multiple 60.41 TWD 80.54 TWD 100.68 TWD 58
P/B Multiple 23.13 TWD 30.85 TWD 38.56 TWD 55
EV/EBITDA 53.33 TWD 67.29 TWD 81.25 TWD 54
Asset-Based
NCAV (Graham) 7.71 TWD 10.33 TWD 15.42 TWD 50
Economic Profit
Residual Income 34.81 TWD 47.32 TWD 298.47 TWD 76

Widest divergence: Multiples (67.29 TWD) versus Asset-Based (10.33 TWD). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 1.2B TWD
Revenue growth (YoY) -42.1%
Net margin 49.3%
Return on equity 37.1%
Free cash flow −379M TWD FY2025
P/E ratio 2.5
More key figures
Operating margin -26.6%
EPS (TTM) 6.02 TWD
Dividend yield 13.4%
EPS growth (YoY) +7.2%
Net debt 193M TWD FY2025

Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 41/100

Of which business quality 45 · Market factors (momentum, volatility) 54

Profitability 65
Margins and returns on capital today
Quality Growth 58
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 74
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 93
Calm price path (market factor)
Momentum 40
Price trend over the last 3–12 months (market factor)
52W Momentum 35
Distance to the 52-week high (market factor)
Net Issuance 34
Buybacks instead of dilution

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

TRK Corporation, together with its subsidiaries, engages in the development and management of commercial real estate properties in Taiwan. It operates through Strategic Affairs; Operating Construction; Shopping Mall Development; and Leisure and Recreation segments.

Full company description

TRK Corporation, together with its subsidiaries, engages in the development and management of commercial real estate properties in Taiwan. It operates through Strategic Affairs; Operating Construction; Shopping Mall Development; and Leisure and Recreation segments. The company operates shopping malls and leisure and recreation business; and develops and sells residential properties. It is also involved in trading of real estate and securities; wholesale of books and stationery; and hotels and motels, spa, and restaurant business. TRK Corporation was founded in 1962 and is based in Taichung, Taiwan.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

TRK Corporation reported revenue of 1.3B TWD in FY2025 versus 778M TWD in FY2021, a compound +14.5%/yr. Reported net income was 651M TWD in FY2025.

Growth Quality 28/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
1.3B TWD
Latest YoY
+4.6%
Avg. growth/yr (3Y) 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.
+6.5%
Avg. growth/yr (5Y) 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.
+3.0%
Avg. growth/yr (25Y) 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.
−3.3%
Revenue +14.5%/yr
FY21 778M TWD
FY22 1.1B TWD
FY23 1.3B TWD
FY24 1.3B TWD
FY25 1.3B TWD
Net income
FY21 −209M TWD
FY22 −36.9M TWD
FY23 60.2M TWD
FY24 −46.7M TWD
FY25 651M TWD

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Cite: Fair Value Calculator (2026). "TRK Corporation Fair Value". https://www.fairvalue-calculator.com/stock/1432

Peer Group

Leisure · 190 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.

Quality Score 44 · Below median
Fair Value upside +144% · Top 25%
Return on equity (TTM) 37% · Top 25%
Return on assets -2% · Bottom 25%
Net margin (TTM) 49% · Top 25%
Operating margin (TTM) -27% · Bottom 25%
Revenue growth -42% · Bottom 25%
Dividend yield (TTM) 13.4% · Top 25%
Debt / equity 0.13× · Higher than median

Valuation Multiples vs Leisure median · lower = cheaper

P/E (TTM) 2.5× · Cheaper than 75% of peers
P/B 0.97× · Cheaper than median
P/S (TTM) 1.35× · Pricier than median

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 100 · sector 14
FUTURE 0 · sector 18
PAST 100 · sector 19
HEALTH 93 · sector 94
DIVIDEND 100 · sector 51

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Leisure stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).

Stock Price Fair Value vs Fair Value
ANTA Sports Products Limited 2020 HK$74.15 HK$119.29 +61%
Pop Mart International Group 9992 HK$160.20 HK$227.30 +42%
Amer Sports, Inc AS $36.44 $16.16 -56%
Hasbro, Inc HAS $81.55 $83.38 +2%
Life Time Group LTH $42.15 $16.15 -62%
Acushnet Holdings GOLF $114.78 $37.79 -67%
Li Ning Company 2331 HK$14.80 HK$29.26 +98%
Benefit Systems S.A BFT 5,255 PLN 3,714 PLN -29%
Ninebot Limited 689009 ¥37.82 ¥39.17 +4%
Asmodee Group ASMDEEB kr 145.70 kr 41.90 -71%

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Frequently asked questions

Is TRK Corporation (1432) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of 37.38 TWD versus a price of 15.30 TWD, about +144% (undervalued).
What is the fair value of 1432?
Our model-based fair value for TRK Corporation is 37.38 TWD (as of Jul 21, 2026), built from audited fundamentals. The current price is 15.30 TWD.
What is the quality score of 1432?
TRK Corporation has a Quality Score of 41/100. 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 revenue of TRK Corporation (1432)?
TRK Corporation reported trailing-twelve-month revenue of about 1.2B TWD (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 1432?
The net profit margin of TRK Corporation is about 49.3%, meaning it keeps roughly 49.3% of revenue as net income. Based on the latest reported figures.
Does TRK Corporation pay a dividend?
TRK Corporation currently shows a dividend yield of about 13.38% relative to its recent price (as of Jul 21, 2026).

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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