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Lealea Enterprise Co Ltd (1444) Fair Value & Analysis

Consumer Cyclical · TW · Market cap 7.9B TWD

LE Lealea Enterprise Co Ltd 1444 · TW
Price7.52 TWD
Fair Value6.45 TWD
Upside-14.2%
Quality35/100
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Risks

!Trades 14% ABOVE our fair value of 6.45 TWD
!Weak Growth
!Loss-making · -8.8% net margin
!Low debt · negative free cash flow
Weak Growth
Loss-making · -8.8% net margin
Low debt · negative free cash flow
Trails peers (4/11)
Narrow moat 11/100
Evidence: Low Range 4.81 TWD – 9.63 TWD Share as image

Fair value as of: Aug 17, 2026

From 2 valuation models · updated 4 days ago

Share price −6.6% over the past month.

Below-average quality, and screening another 14% overvalued on our models.

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What matters now

  • A fairly wide model range (4.81 TWD to 9.63 TWD) leaves room in how you read the outcome.
  • Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
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Price vs Fair Value (5 years)

14.97 TWD 5.79 TWD Fair Value 6.45 TWD Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 17, 2026.

How to read this chart

60‑month range 5.79 TWD – 14.97 TWD · fair‑value band 4.81 TWD – 9.63 TWD · the 7.52 TWD price screens above the 6.45 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 17, 2026.

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Analysis

Lealea Enterprise Co Ltd (1444) currently trades at 7.52 TWD, while our model-based Fair Value estimate is 6.45 TWD, implying the stock looks roughly 14.2% overvalued today. The Quality Score stands at 35/100 (below-average quality), in the Consumer Cyclical 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: low).

Over the trailing twelve months, Lealea Enterprise Co Ltd generated revenue of 7.7B TWD at a net margin of -8.8%. Revenue grew 9.8% year over year. It earns a return on equity of -7.1%. Net debt stands at 5.9B TWD. Fundamentals as of Aug 17, 2026

Our scenario range runs from 4.81 TWD (bear case) to 9.63 TWD (bull case); at 7.52 TWD, the current price sits within 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 5% below its 52-week high and 31% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -7% fair-value upside, at -14%, 1444 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.

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
EV/EBITDA 1.66 TWD 2.63 TWD 3.60 TWD 54
NCAV (Graham) 4.87 TWD 6.53 TWD 9.74 TWD 50
All 2 models by family
Multiples
EV/EBITDA 1.66 TWD 2.63 TWD 3.60 TWD 54
Asset-Based
NCAV (Graham) 4.87 TWD 6.53 TWD 9.74 TWD 50

Widest divergence: Asset-Based (6.53 TWD) versus Multiples (2.63 TWD). Highest evidence: EV/EBITDA (54).

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Key figures & financial health

Revenue (TTM) 7.7B TWD
Revenue growth (YoY) +9.8%
Net margin -8.8%
Return on equity -7.1%
Free cash flow −442M TWD FY2025
Operating margin -0.7%
More key figures
EPS (TTM) -0.7800 TWD
EPS growth (YoY) -23.5%
Net debt 5.9B TWD FY2025

Figures from reported company fundamentals · as of Aug 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 35/100

Of which business quality 33 · Market factors (momentum, volatility) 63

Profitability 5
Margins and returns on capital today
Quality Growth 14
Are margins and returns improving?
Cashflow 2
Earnings quality: real cash, not paper profit
Fin. Strength 37
Balance sheet, leverage, solvency risk
Investment 96
Disciplined investing over empire-building
Low Volatility 75
Calm price path (market factor)
Momentum 66
Price trend over the last 3–12 months (market factor)
52W Momentum 44
Distance to the 52-week high (market factor)
Net Issuance 82
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

Lealea Enterprise Co., Ltd. engages in the manufacturing and sales of polyester precursors, processed yarns, and polyester granules in Asia, America, Europe, and internationally. The company was founded in 1968 and is based in Taipei, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Lealea Enterprise Co Ltd reported revenue of 7.1B TWD in FY2025 versus 10.9B TWD in FY2021, a compound −10.1%/yr. Reported net income was −772M TWD in FY2025.

Growth Quality 0/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
7.1B TWD
Latest YoY
−14.0%
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.
−16.5%
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.
−3.2%
Avg. growth/yr (23Y) 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.
+0.6%
Revenue −10.1%/yr
FY21 10.9B TWD
FY22 12.2B TWD
FY23 8.1B TWD
FY24 8.3B TWD
FY25 7.1B TWD
Net income
FY21 649M TWD
FY22 490M TWD
FY23 −273M TWD
FY24 273M TWD
FY25 −772M TWD

1444 screens 14% overvalued. Compare with Shenzhou International Group →

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Cite: Fair Value Calculator (2026). "Lealea Enterprise Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/1444

Peer Group

Textile Manufacturing · 321 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 33 · Bottom 25%
Fair Value upside −12% · Above median
Return on assets -1% · Bottom 25%
Net margin (TTM) -9% · Bottom 25%
Operating margin (TTM) -1% · Bottom 25%
Revenue growth 35% · Top 25%
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.18× · Higher than median

Valuation Multiples vs Textile Manufacturing median · lower = cheaper

P/S (TTM) 0.03× · Cheaper than 75% of peers
EV/EBITDA 4.7× · Cheaper than 75% of peers

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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE14 · sector 11
FUTURE100 · sector 0
PAST0 · sector 15
HEALTH91 · sector 95
DIVIDEND1 · sector 34

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

Similar stocks

10 more Textile Manufacturing stocks, each showing price versus our Fair Value estimate (as of Aug 17, 2026).

Stock Price Fair Value vs Fair Value
Shenzhou International Group 2313 HK$42.10 HK$68.24 +62%
Tongkun Group 601233 ¥22.67 ¥14.53 -36%
Inner Mongolia ERDOS Resources Co 600295 ¥12.79 ¥14.35 +12%
Far Eastern New Century Corporation 1402 27.55 TWD 25.64 TWD -7%
K.P.R. Mill Limited KPRMILL ₹1,124 ₹467.49 -58%
Vardhman Textiles Limited VTL ₹591.90 ₹437.53 -26%
Isiklar Enerji ve Yapi Holding IEYHO 174.20 TRY 324.31 TRY +86%
Ruentex Industries Ltd 2915 54.10 TWD 133.24 TWD +146%
Welspun Living Limited WELSPUNLIV ₹165.23 ₹47.77 -71%
Arvind Limited ARVIND ₹571.85 ₹322.41 -44%

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Frequently asked questions

Is Lealea Enterprise Co Ltd (1444) overvalued or undervalued?
As of Aug 17, 2026, our model estimates a fair value of 6.45 TWD versus a price of 7.52 TWD, about −14% (overvalued).
What is the fair value of 1444?
Our model-based fair value for Lealea Enterprise Co Ltd is 6.45 TWD (as of Aug 17, 2026), built from audited fundamentals. The current price: 7.52 TWD.
What is the quality score of 1444?
Lealea Enterprise Co Ltd has a Quality Score of 35/100. 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 Lealea Enterprise Co Ltd (1444)?
Lealea Enterprise Co Ltd reported trailing-twelve-month revenue of about 7.7B TWD (latest available figure, as of Aug 17, 2026).
What is the net profit margin of 1444?
The net profit margin of Lealea Enterprise Co Ltd is about -8.8%, meaning it is currently running at a net loss. Based on the latest reported figures.

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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