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Federal Corp (2102) Fair Value & Analysis

Consumer Cyclical · TW · Market cap 8.8B TWD (≈ $277M) · ISIN TW0002102001

What is Federal Corp really worth?

FC Federal Corp 2102 · TW
Price18.25 TWD
Fair Value83.96 TWD
Upside+360.1%
Quality59/100

A solid business, trading 78% below our fair value of 83.96 TWD.

As of Sep 3, 2026, the fair value of Federal Corp is 83.96 TWD per share against a price of 18.25 TWD, so the fair value sits 360% above the price. A model estimate blended from multiple valuation models, recalculated regularly.

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Risks

!Weak Growth (revenue 5y −45.8 %/yr)
!Low debt · negative free cash flow
!Mixed vs. peers (4/9)
!Narrow moat 41/100
!Evidence only low, so the estimate is less certain
!Weak on dividend: 2 out of 100
Evidence: Low Range 62.97 TWD – 104.95 TWD

Fair value as of: Sep 3, 2026

From 10 valuation models · updated 3 days ago

Share price −3.7% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price is below even our cautious bear case (62.97 TWD). The market is more pessimistic than our downside scenario.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • Solid quality (59/100) at a price below fair value, the discount is the argument here, not the business quality.

Price vs Fair Value (5 years)

32.58 TWD 15.20 TWD Fair Value 83.96 TWD Mar 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 3, 2026.

How to read this chart

60‑month range 15.20 TWD – 32.58 TWD · fair‑value band 62.97 TWD – 104.95 TWD · the 18.25 TWD price screens below the 83.96 TWD fair value. Dashed = 300-day average. As of Sep 3, 2026.

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Analysis

Federal Corp (2102) currently trades at 18.25 TWD, while our model-based Fair Value estimate is 83.96 TWD, implying the stock looks roughly 78.3% undervalued today. The Quality Score stands at 59/100 (solid quality), in the Consumer Cyclical sector. Bull case: the Growth Earnings group reads highest at a median of 104.29 TWD per share, and 6 of the 10 models we run sit above the 18.25 TWD price. Bear case: the Asset-Based group reads lowest at 14.06 TWD, and 4 of the 10 models stay below the price. Evidence for this calculation is low.

Trailing-twelve-month revenue stands at 231M TWD. Revenue declined 45.8% year over year. It earns a return on equity of 36.3%. The balance sheet holds a net cash position of 2.8B TWD. Fundamentals as of Sep 3, 2026

Our scenario range runs from 62.97 TWD (bear case) to 104.95 TWD (bull case); at 18.25 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 18% below its 52-week high and 3% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at −38% fair-value upside, at 360%, 2102 screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly 4.28 TWD per share, which is 7.8 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

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
Owner Earnings best evidence 66.01 TWD 87.85 TWD 127.05 TWD 77
Gordon GGM 0.1800 TWD 0.2000 TWD 0.2200 TWD 69
Graham-Dodd 42.68 TWD 52.17 TWD 58.69 TWD 67
All 10 models by family
DCF Models
Owner Earnings best evidence 66.01 TWD 87.85 TWD 127.05 TWD 77
Earnings-Based
Graham-Dodd 42.68 TWD 52.17 TWD 58.69 TWD 67
Dividend Discount
Gordon GGM 0.1800 TWD 0.2000 TWD 0.2200 TWD 69
DDM Multi-Stage 0.1800 TWD 0.2200 TWD 0.2800 TWD 67
Multiples
P/E Multiple 103.57 TWD 138.09 TWD 172.61 TWD 63
P/S Multiple 0.5200 TWD 0.6900 TWD 0.8700 TWD 58
P/B Multiple 62.98 TWD 83.97 TWD 104.96 TWD 55
Asset-Based
NCAV (Graham) 10.50 TWD 14.06 TWD 20.99 TWD 54
Economic Profit
Residual Income 45.39 TWD 71.51 TWD 766.92 TWD 64
Growth Earnings
Growth-Adj P/E 73.01 TWD 104.29 TWD 135.58 TWD 67

Widest divergence: Growth Earnings (104.29 TWD) versus Dividend Discount (0.2000 TWD). Highest evidence: Owner Earnings (77).

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Key figures & financial health

P/E ratio 2.9
P/S ratio 31.5 P/E × margin
EPS (TTM) 6.28 TWD price ÷ EPS = P/E 2.9
Dividend yield 0.1% payout 0.3%
Net margin 1,287% TTM
Return on equity 36.3% TTM
More key figures
Profitability
Return on assets (EBIT) −8.7% avg 5y
Operating margin −114% TTM
Growth
Revenue (TTM) 231M TWD TTM
Revenue growth (YoY) −45.8% 3y avg −45.2%
Balance sheet & cash flow
Free cash flow −267M TWD FY2025
Net cash 2.8B TWD FY2025

Figures from reported company fundamentals · as of Sep 3, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 59/100

Of which business quality 58 · Market factors (momentum, volatility) 46

Profitability 60
Margins and returns on capital today
Quality Growth 73
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 81
Balance sheet, leverage, solvency risk
Investment 52
Disciplined investing over empire-building
Low Volatility 91
Calm price path (market factor)
Momentum 34
Price trend over the last 3–12 months (market factor)
52W Momentum 15
Distance to the 52-week high (market factor)
Net Issuance 96
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Federal Corporation produces and sells tires in Taiwan and internationally. It offers tires for the UHP, SUV, LTR, and PCR lines. The company was founded in 1954 and is based in Taoyuan City, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Federal Corp reported revenue of 266M TWD in FY2025 versus 1.6B TWD in FY2021, a compound −35.8%/yr. Reported net income was 2.9B TWD in FY2025.

Growth Quality 24/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
266M TWD
Latest YoY
−0.6%
Avg. revenue 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.
−45.2%
Avg. revenue 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.
−45.8%
Avg. revenue 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.
−9.6%
Value creation/yr (5Y, in TWD) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in TWD: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+92.9% · in TWD
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share+92.8%
Dividend yield0.1%
Trend Two data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.5Y 92.8% vs 10Y 19.9%, picking up
Operating margin (EBIT) Operating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.3.8% (2020) → −83.2% (2025) · falling
Worst earnings drop3,267% (2018) (loss year, drop beyond 100%) · in TWD
⚠ Revenue per share shrinking 28.3%/yr over ~10Y (margins eroding too) Structural-decline marker: revenue PER SHARE has fallen over the last decade (robust median trend, not a single year). Backtested across 2005 to 2017, such businesses trailed the market by about 2.5 percentage points per year. Display only: it does not change the fair value or the quality score.
Revenue −35.8%/yr
FY21 1.6B TWD
FY22 1.6B TWD
FY23 478M TWD
FY24 267M TWD
FY25 266M TWD
Net income
FY21 −2.3B TWD
FY22 −1.4B TWD
FY23 −1.7B TWD
FY24 −465M TWD
FY25 2.9B TWD

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Cite: Fair Value Calculator (2026). "Federal Corp Fair Value". https://www.fairvalue-calculator.com/stock/2102.TW

Peer Group

Auto Parts · 641 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 59 · Above median
Return on equity (TTM) 36% · Top 25%
Return on assets −1% · Bottom 25%
Operating margin (TTM) −114% · Bottom 25%
Revenue growth −46% · Bottom 25%
Dividend yield (TTM) 0.1% · Bottom 25%

Valuation Multiples vs Auto Parts median · lower = cheaper

P/E (TTM) 2.9× · Cheaper than 75% of peers
P/S (TTM) 1.20× · Pricier than median

Strength profile in five axes (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
VALUE0 · sector 14
FUTURE0 · sector 21
PAST100 · sector 28
HEALTH100 · sector 95
DIVIDEND2 · sector 32

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 Auto Parts stocks, each showing price versus our Fair Value estimate (as of Sep 3, 2026).

Stock Price Fair Value vs Fair Value
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AutoZone, Inc AZO $2,983 $2,287 −23%
Hyundai Mobis Co 012330 450,500 KRW 643,909 KRW +43%
Fuyao Glass Industry Group 600660 ¥57.67 ¥84.47 +46%
Samvardhana Motherson International Limited MOTHERSON ₹165.30 ₹80.63 −51%
Magna International Inc MGA $65.57 $68.17 +4%
Genuine Parts Company GPC $137.51 $58.07 −58%
Bosch Limited BOSCHLTD ₹48,700 ₹11,534 −76%
Ningbo Tuopu Group 601689 ¥45.82 ¥28.28 −38%
Bharat Forge Limited BHARATFORG ₹2,063 ₹393.20 −81%

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Frequently asked questions

Is Federal Corp (2102) overvalued or undervalued?
As of Sep 3, 2026, our model estimates a fair value of 83.96 TWD versus a price of 18.25 TWD, about +360% upside (undervalued).
What is the fair value of 2102?
Our model-based fair value for Federal Corp is 83.96 TWD (as of Sep 3, 2026), built from audited fundamentals. The current price: 18.25 TWD.
What is the quality score of 2102?
Federal Corp has a Quality Score of 59/100. 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 price target for Federal Corp (2102)?
Our model-based price target is the fair value of 83.96 TWD (as of Sep 3, 2026) from 10 valuation models. Cautious scenario 62.97 TWD, optimistic scenario 104.95 TWD. It is a calculation from audited fundamentals, not an analyst target.
What is the Federal Corp stock forecast for 2026?
Our models put fair value at 83.96 TWD, about +360% upside versus a price of 18.25 TWD (undervalued). Cautious scenario 62.97 TWD, optimistic scenario 104.95 TWD. The calculation is refreshed regularly with new filings.
What is the revenue of Federal Corp (2102)?
Federal Corp reported trailing-twelve-month revenue of about 231M TWD (latest available figure, as of Sep 3, 2026).
Does Federal Corp pay a dividend?
Federal Corp currently shows a dividend yield of about 0.11% relative to its recent price (as of Sep 3, 2026).
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