YFY Inc (1907) Fair Value & Analysis

Basic Materials · TW · Market cap 46.6B TWD

Below-average quality, and screening another 34% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case (25.26 TWD). The favourable scenario is already priced in.
• Weak quality (31/100) and above fair value at the same time, the margin of safety is missing on both counts.

Price vs Fair Value (5 years)

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 21.45 TWD – 44.87 TWD · fair‑value band 15.16 TWD – 25.26 TWD · the 30.85 TWD price screens above the 20.21 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.

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Analysis

YFY Inc (1907) currently trades at 30.85 TWD, while our model-based Fair Value estimate is 20.21 TWD, implying the stock looks roughly 34.5% overvalued today. The Quality Score stands at 31/100 (below-average 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: medium).

Over the trailing twelve months, YFY Inc generated revenue of 73.6B TWD at a net margin of 2.7%. Revenue declined 8.7% year over year. It earns a return on equity of 2.5%. Net debt stands at 46.8B TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 15.16 TWD (bear case) to 25.26 TWD (bull case); at 30.85 TWD, the current price sits above 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 near its 52-week high and 38% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at 10% fair-value upside, at -34%, 1907 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.

Widest divergence: Economic Profit (31.15 TWD) versus Earnings-Based (4.42 TWD). Highest evidence: Residual Income (76).

Key figures & financial health

Quality Score breakdown

About the company

YFY Inc., an investment holding company, manufactures and sells paper and paper-related products in Taiwan. It provides forest, fine paper, and board products; industrial paper and paper containers, such as kraft paper and corrugated paper, corrugated cardboard boxes, corrugated cardboard, colored cardboard boxes and containers, food containers, and paper …

Full company description

YFY Inc., an investment holding company, manufactures and sells paper and paper-related products in Taiwan. It provides forest, fine paper, and board products; industrial paper and paper containers, such as kraft paper and corrugated paper, corrugated cardboard boxes, corrugated cardboard, colored cardboard boxes and containers, food containers, and paper pallet; and household paper and tissue paper under the Mayflower, Tender, and Delight brands. The company offers nitrile-butadiene rubber latex used for textile, construction, and wood processing industries; graphic and packaging services, including commercial photography, brand packaging design, certification testing, and packaging and printing management services; printing services and trading services for paper and related materials, digital printing solutions, and anti-counterfeit measures for financial securities. In addition, it is involved in manufacturing radio frequency identification; carbontech and management services; technology and financial business; research and development of organic produce and food ingredients under the GREEN & SAFE brand; and investments in the medical biotechnology sector. Further, the company engages in production and sale of styrene butadiene rubber; real estate investment and development; designing and printing of magazines, posters, and books; Renewable energy retail; provision of information software and information processing; wholesale of information software and electric appliances; trade of paper, chemical material, and machinery; consulting services; design and construction of water processing and environmental facilities; and operate cogeneration and provide power technology. YFY Inc. was founded in 1924 and is headquartered in Taipei, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

YFY Inc reported revenue of 73.6B TWD in FY2025 versus 85.3B TWD in FY2021, a compound −3.6%/yr. Reported net income was 2.0B TWD in FY2025, compounding −29.0%/yr from FY2021.

1907 screens 34% overvalued. Compare with Klabin S.A →

Peer Group

Paper & Paper Products · 113 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 Paper & Paper Products 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.

VALUE 0: the price sits above our fair-value range.

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.

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Frequently asked questions

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.