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Mog Holdings Ltd (1942) Fair Value & Analysis

Technology · HK · Market cap HK$115M

MH Mog Holdings Ltd 1942 · HK
PriceHK$0.0750
Fair ValueHK$0.0255
Upside-66.0%
Quality26/100
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Expensive Growth
Loss-making · -10.6% net margin
Low debt · negative free cash flow
Trails peers (2/10)
Narrow moat 10/100
Evidence: Low Range HK$0.0220 – HK$0.0220 Share as image

Fair value as of: Aug 13, 2026

From 3 valuation models · updated 3 days ago

Below-average quality, and screening another 66% overvalued on our models.

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What matters now

  • The price sits above even our optimistic bull case (HK$0.0220). The favourable scenario is already priced in.
  • Weak quality (26/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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Price vs Fair Value (5 years)

HK$91.52 HK$0.0696 Fair Value HK$0.0255 Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range HK$0.0696 – HK$91.52 · the HK$0.0750 price screens above the HK$0.0255 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Mog Holdings Ltd (1942) currently trades at HK$0.0750, while our model-based Fair Value estimate is HK$0.0255, implying the stock looks roughly 66.0% overvalued today. The Quality Score stands at 26/100 (below-average quality), in the Technology 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, Mog Holdings Ltd generated revenue of HK$839M at a net margin of -10.6%. Revenue declined 48.9% year over year. It earns a return on equity of -12.6%. The balance sheet holds a net cash position of HK$26.0M. Fundamentals as of Aug 13, 2026

For context, the median of 10 Technology peers we cover trades at -59% fair-value upside, at -66%, 1942 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
Gordon GGM HK$0.0100 HK$0.0100 70
DDM Multi-Stage HK$0.0100 HK$0.0100 61
NCAV (Graham) HK$0.2700 HK$0.3600 HK$0.5400 50
All 3 models by family
Dividend Discount
Gordon GGM HK$0.0100 HK$0.0100 70
DDM Multi-Stage HK$0.0100 HK$0.0100 61
Asset-Based
NCAV (Graham) HK$0.2700 HK$0.3600 HK$0.5400 50

Widest divergence: Asset-Based (HK$0.3600) versus Dividend Discount (HK$0.0100). Highest evidence: Gordon GGM (70).

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Key figures & financial health

Revenue (TTM) HK$839M
Revenue growth (YoY) -48.9%
Net margin -10.6%
Return on equity -12.6%
Free cash flow −HK$112M FY2026
Operating margin -19.3%
More key figures
EPS growth (YoY) -3.9%
Net cash HK$26.0M FY2023

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 26/100

Of which business quality 33 · Market factors (momentum, volatility) 15

Profitability 19
Margins and returns on capital today
Quality Growth 40
Are margins and returns improving?
Cashflow 13
Earnings quality: real cash, not paper profit
Fin. Strength 82
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 0
Price trend over the last 3–12 months (market factor)
52W Momentum 1
Distance to the 52-week high (market factor)
Net Issuance 0
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

MOG Digitech Holdings Limited, an investment holding company, provides digital payment solutions, e-commerce, and financing services in the People's Republic of China and Malaysia. It operates through Digital Payment Solutions Related Business; Optical product retail, franchise and license management; E-commerce; and Financing Services segments.

Full company description

MOG Digitech Holdings Limited, an investment holding company, provides digital payment solutions, e-commerce, and financing services in the People's Republic of China and Malaysia. It operates through Digital Payment Solutions Related Business; Optical product retail, franchise and license management; E-commerce; and Financing Services segments. The company offers a range of optical products, which include lenses, frames, contact lenses, spectacles, and sunglasses. It also engages in the wholesale and retail of optical and other related products; and optometrists business; and trades and deals in spectacle, frames, lens, and related eye care products and chemicals, as well as optical apparatus and related accessories. In addition, the company provides professional event management and marketing services, as well as engages in the e-commerce activities for optical products. Further, the company involved in acquiring and holding franchises dealing in optical products; trading of electronic hardware; administrative support; provision of accounts receivable financing services; and providing services to insurance companies, intermediates, and other insurance participants. The company was formerly known as MOG Holdings Limited and changed its name to MOG Digitech Holdings Limited in April 2023. MOG Digitech Holdings Limited was incorporated in 2019 and is headquartered in Nanchang, the People's Republic of China.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Mog Holdings Ltd reported revenue of HK$839M in FY2026 versus HK$350M in FY2022, a compound +24.5%/yr. Reported net income was −HK$89.0M in FY2026.

Growth Quality 38/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
HK$839M
Latest YoY
−33.0%
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.
+21.6%
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.
+53.3%
Avg. growth/yr (9Y) 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.
+26.4%
Revenue +24.5%/yr
FY22 HK$350M
FY23 HK$467M
FY24 HK$1.4B
FY25 HK$1.3B
FY26 HK$839M
Net income
FY22 HK$15.3M
FY23 −HK$23.7M
FY24 −HK$75.6M
FY25 −HK$143M
FY26 −HK$89.0M

1942 screens 66% overvalued. Compare with Microsoft Corporation →

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Cite: Fair Value Calculator (2026). "Mog Holdings Ltd Fair Value". https://www.fairvalue-calculator.com/stock/1942

Peer Group

Software - Infrastructure · 369 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 26 · Bottom 25%
Fair Value upside −66% · Bottom 25%
Return on assets -5% · Bottom 25%
Net margin (TTM) -11% · Bottom 25%
Operating margin (TTM) -19% · Bottom 25%
Revenue growth -49% · Bottom 25%
Dividend yield (TTM) 0.7% · Below median

Valuation Multiples vs Software - Infrastructure median · lower = cheaper

P/S (TTM) 0.02× · 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.

VALUE 0 · sector 0
FUTURE 0 · sector 48
PAST 0 · sector 14
HEALTH 100 · sector 99
DIVIDEND 13 · sector 29

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.

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 Software - Infrastructure stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Microsoft Corporation MSFT $506.06 $365.74 -28%
Oracle Corporation ORAC C$7.22 C$2.34 -68%
Fortinet, Inc FTNT $160.84 $61.46 -62%
Synopsys, Inc 1SNPS €358.00 €93.61 -74%
Block, Inc XYZ A$111.01 A$70.69 -36%
Range Intelligent Computing Technology Group 300442 ¥67.70 ¥30.89 -54%
Oracle Financial Services Software Limited OFSS ₹11,679 ₹6,897 -41%
360 Security Technology Inc 601360 ¥9.58 ¥1.05 -89%
One97 Communications Limited PAYTM ₹1,610 ₹241.68 -85%
PT GoTo Gojek Tokopedia Tbk GOTO 50.00 IDR 20.41 IDR -59%

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Frequently asked questions

Is Mog Holdings Ltd (1942) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of HK$0.0255 versus a price of HK$0.0750, about −66% (overvalued).
What is the fair value of 1942?
Our model-based fair value for Mog Holdings Ltd is HK$0.0255 (as of Aug 13, 2026), built from audited fundamentals. The current price is HK$0.0750.
What is the quality score of 1942?
Mog Holdings Ltd has a Quality Score of 26/100. 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 Mog Holdings Ltd (1942)?
Mog Holdings Ltd reported trailing-twelve-month revenue of about HK$839M (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 1942?
The net profit margin of Mog Holdings Ltd is about -10.6%, 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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