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Yuan Jen Enterprises Co (1725) Fair Value & Analysis

Basic Materials · TW · Market cap 5.4B TWD

YJ Yuan Jen Enterprises Co 1725 · TW
Price30.90 TWD
Fair Value26.02 TWD
Upside-15.8%
Quality50/100
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Mixed Growth
Thin margins · 3.7% net margin
Low debt · generates free cash flow
3.58% dividend yield
Mixed vs. peers (7/14)
Narrow moat 30/100
Evidence: High Range 19.52 TWD – 31.62 TWD Share as image

Fair value as of: Jul 23, 2026

From 22 valuation models · updated 18 days ago

Share price −2.2% over the past month.

A solid business, but screening 16% overvalued on our models.

What matters now

  • Solid but not exceptional quality (50/100) and above fair value, neither a clear bargain nor a standout compounder.
  • Our model range runs from 19.52 TWD (bear) to 31.62 TWD (bull), base 26.02 TWD. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 50/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

54.90 TWD 13.76 TWD Fair Value 26.02 TWD Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 23, 2026.

How to read this chart

60‑month range 13.76 TWD – 54.90 TWD · fair‑value band 19.52 TWD – 31.62 TWD · the 30.90 TWD price screens above the 26.02 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 23, 2026.

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Analysis

Yuan Jen Enterprises Co (1725) currently trades at 30.90 TWD, while our model-based Fair Value estimate is 26.02 TWD, implying the stock looks roughly 15.8% overvalued today. The Quality Score stands at 50/100 (solid quality), in the Basic Materials 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, Yuan Jen Enterprises Co generated revenue of 8.1B TWD at a net margin of 3.7%. Revenue grew 3.1% year over year. It earns a return on equity of 4.8%. Net debt stands at 909M TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 19.52 TWD (bear case) to 31.62 TWD (bull case); at 30.90 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 16% below its 52-week high and 24% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at -16%, 1725 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
Growth DCF 22.13 TWD 28.33 TWD 38.59 TWD 80
Residual Income 26.93 TWD 26.61 TWD 23.77 TWD 76
Rev-Margin DCF 14.83 TWD 18.66 TWD 23.53 TWD 74
All 22 models by family
DCF Models
FCF DCF 21.39 TWD 27.82 TWD 39.36 TWD 38
Owner Earnings 18.04 TWD 23.24 TWD 32.58 TWD 31
5Y Revenue Exit 14.83 TWD 18.24 TWD 23.15 TWD 39
5Y EBITDA Exit 15.31 TWD 19.06 TWD 24.04 TWD 41
5Y P/E Exit 23.23 TWD 32.77 TWD 44.17 TWD 38
10Y Revenue Exit 17.18 TWD 19.92 TWD 22.69 TWD 36
10Y EBITDA Exit 17.65 TWD 20.42 TWD 23.20 TWD 37
10Y P/E Exit 22.35 TWD 28.70 TWD 34.75 TWD 35
Earnings-Based
Graham-Dodd 10.41 TWD 12.72 TWD 14.31 TWD 54
EPV 10.20 TWD 11.21 TWD 12.09 TWD 59
Multiples
P/E Multiple 24.11 TWD 32.15 TWD 40.18 TWD 63
P/S Multiple 19.52 TWD 26.02 TWD 32.53 TWD 58
P/B Multiple 19.52 TWD 26.02 TWD 32.53 TWD 55
EV/EBIT 13.99 TWD 17.38 TWD 20.77 TWD 53
EV/EBITDA 12.52 TWD 15.42 TWD 18.32 TWD 54
EV/Revenue 11.07 TWD 14.19 TWD 17.30 TWD 43
Asset-Based
NCAV (Graham) 18.25 TWD 24.46 TWD 36.50 TWD 50
Growth DCF
Growth DCF 22.13 TWD 28.33 TWD 38.59 TWD 80
Rev-Margin DCF 14.83 TWD 18.66 TWD 23.53 TWD 74
Economic Profit
Residual Income 26.93 TWD 26.61 TWD 23.77 TWD 76
ROIC Compounder 10.20 TWD 11.21 TWD 12.09 TWD 72
Growth Earnings
Growth-Adj P/E 17.03 TWD 24.32 TWD 31.62 TWD 68

Widest divergence: Asset-Based (24.46 TWD) versus Earnings-Based (11.21 TWD). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 8.1B TWD
Revenue growth (YoY) +3.1%
Net margin 3.7%
Return on equity 4.8%
Free cash flow 345M TWD FY2025
P/E ratio 19.5
More key figures
Operating margin 2.2%
EPS (TTM) 1.53 TWD
Dividend yield 3.6%
EPS growth (YoY) +63.4%
Net debt 909M TWD FY2025

Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 50/100

Of which business quality 52 · Market factors (momentum, volatility) 51

Profitability 32
Margins and returns on capital today
Quality Growth 21
Are margins and returns improving?
Cashflow 53
Earnings quality: real cash, not paper profit
Fin. Strength 68
Balance sheet, leverage, solvency risk
Investment 60
Disciplined investing over empire-building
Low Volatility 64
Calm price path (market factor)
Momentum 50
Price trend over the last 3–12 months (market factor)
52W Momentum 35
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

Yuan Jen Enterprises Co.,Ltd. operates as a petrochemical trading company. It engages in the manufacture, processing, wholesale, and trade of chemicals, gasoline, and diesel.

Full company description

Yuan Jen Enterprises Co.,Ltd. operates as a petrochemical trading company. It engages in the manufacture, processing, wholesale, and trade of chemicals, gasoline, and diesel. The company is also involved in building leasing business; trading, import, and export of chemical raw materials and chemicals, as well as provides related supporting services; wholesale of resin coatings, inks, industrial chemicals, plastic raw materials, rubber, chemicals; and operates a commission agency. Yuan Jen Enterprises Co.,Ltd. was incorporated in 1977 and is based in Taipei, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Yuan Jen Enterprises Co reported revenue of 8.0B TWD in FY2025 versus 10.7B TWD in FY2021, a compound −7.0%/yr. Reported net income was 278M TWD in FY2025, compounding −3.4%/yr from FY2021.

Growth Quality 52/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
8.0B TWD
Latest YoY
−4.7%
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.
−4.6%
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.
+2.5%
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.
+0.7%
Revenue −7.0%/yr
FY21 10.7B TWD
FY22 9.2B TWD
FY23 7.5B TWD
FY24 8.4B TWD
FY25 8.0B TWD
Net income −3.4%/yr
FY21 319M TWD
FY22 254M TWD
FY23 200M TWD
FY24 347M TWD
FY25 278M TWD
Character of growth · EPS growth decomposed (2014-2025) +4.0 % p.a.
Revenue per share −1.9 pp

of which total revenue −1.9 pp · buybacks/dilution +0.0 pp

EBIT margin +0.4 pp
Tax rate +0.8 pp
Residual (interest, one-offs) +4.8 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

1725 screens 16% overvalued. Compare with Linde plc →

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Cite: Fair Value Calculator (2026). "Yuan Jen Enterprises Co Fair Value". https://www.fairvalue-calculator.com/stock/1725

Peer Group

Specialty Chemicals · 673 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 50 · Below median
Fair Value upside −16% · Above median
Return on equity (TTM) 5% · Below median
Return on assets 1% · Below median
Net margin (TTM) 4% · Below median
Operating margin (TTM) 2% · Bottom 25%
Revenue growth 3% · Below median
Dividend yield (TTM) 3.6% · Top 25%

Valuation Multiples vs Specialty Chemicals median · lower = cheaper

P/E (TTM) 19.5× · Cheaper than median
P/B 0.82× · Cheaper than median
P/S (TTM) 0.67× · Cheaper than median
P/FCF 0.5× · Cheaper than median
EV/EBITDA 28.1× · Pricier 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.

VALUE 12 · sector 0
FUTURE 16 · sector 19
PAST 19 · sector 23
HEALTH 100 · sector 95
DIVIDEND 72 · sector 25

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 Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 23, 2026).

Stock Price Fair Value vs Fair Value
Linde plc LIN $489.98 $222.03 -55%
Nan Ya Plastics Corporation 1303 181.50 TWD 255.83 TWD +41%
Wanhua Chemical Group 600309 ¥70.04 ¥68.03 -3%
Novozymes A/S NSISB kr 428.20 kr 179.66 -58%
Asian Paints Limited ASIANPAINT ₹2,689 ₹668.81 -75%
Solar Industries India Limited SOLARINDS ₹18,236 ₹2,793 -85%
Pidilite Industries Limited PIDILITIND ₹1,560 ₹351.84 -77%
PT Chandra Asri Pacific Tbk TPIA 1,805 IDR 2,888 IDR +60%
Linde India Limited LINDEINDIA ₹7,115 ₹757.93 -89%
Berger Paints India Limited BERGEPAINT ₹493.70 ₹164.29 -67%

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Frequently asked questions

Is Yuan Jen Enterprises Co (1725) overvalued or undervalued?
As of Jul 23, 2026, our model estimates a fair value of 26.02 TWD versus a price of 30.90 TWD, about −16% (overvalued).
What is the fair value of 1725?
Our model-based fair value for Yuan Jen Enterprises Co is 26.02 TWD (as of Jul 23, 2026), built from audited fundamentals. The current price is 30.90 TWD.
What is the quality score of 1725?
Yuan Jen Enterprises Co has a Quality Score of 50/100. 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 Yuan Jen Enterprises Co (1725)?
Yuan Jen Enterprises Co reported trailing-twelve-month revenue of about 8.1B TWD (latest available figure, as of Jul 23, 2026).
What is the net profit margin of 1725?
The net profit margin of Yuan Jen Enterprises Co is about 3.7%, meaning it keeps roughly 3.7% of revenue as net income. Based on the latest reported figures.
Does Yuan Jen Enterprises Co pay a dividend?
Yuan Jen Enterprises Co currently shows a dividend yield of about 3.58% relative to its recent price (as of Jul 23, 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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