Ability Enterprise Co (2374) Fair Value & Analysis
Technology · TW · Market cap 22.9B TWD
Fair value as of: Jul 23, 2026
From 13 valuation models · updated 18 days ago
Share price −6.7% over the past month.
A solid business, but screening 45% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (50.35 TWD). The favourable scenario is already priced in.
- Solid but not exceptional quality (53/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (27.11 TWD to 50.35 TWD) leaves room in how you read the outcome.
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 12.50 TWD – 94.95 TWD · fair‑value band 27.11 TWD – 50.35 TWD · the 70.00 TWD price screens above the 38.73 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.
Analysis
Ability Enterprise Co (2374) currently trades at 70.00 TWD, while our model-based Fair Value estimate is 38.73 TWD, implying the stock looks roughly 44.7% overvalued today. The Quality Score stands at 53/100 (solid 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: medium).
Over the trailing twelve months, Ability Enterprise Co generated revenue of 11.1B TWD at a net margin of 8.5%. Revenue grew 78.0% year over year. It earns a return on equity of 10.9%. The balance sheet holds a net cash position of 1.2B TWD. Fundamentals as of Jul 23, 2026
Our scenario range runs from 27.11 TWD (bear case) to 50.35 TWD (bull case); at 70.00 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 about 31% below its 52-week high and 39% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -73% fair-value upside, at -45%, 2374 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.
All 13 models by family
Widest divergence: Multiples (39.63 TWD) versus Asset-Based (15.92 TWD). Highest evidence: Residual Income (76).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 52 · Market factors (momentum, volatility) 50
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
Ability Enterprise Co., Ltd. engages in the optical imaging business in Japan and internationally. The company offers security devices, home appliances, machine vision systems, video live streaming systems, cloud solutions, and automotive imaging applications.
Full company description
Ability Enterprise Co., Ltd. engages in the optical imaging business in Japan and internationally. The company offers security devices, home appliances, machine vision systems, video live streaming systems, cloud solutions, and automotive imaging applications. It also provides camera modules including single lens camera, and multi-lens camera modules; digital cameras, such as action, automatic license plate recognition, body, and stereo camera; live stream, video conferencing, and USB web camera; dash cam and E-mirror; LTE dashcam; and ADAS camera, camera monitor system, and in-cabin cameras, as well as electronic manufacturing services. It serves digital imaging, smart home, internet of things, and smart driving sectors. The company was incorporated in 1965 and is headquartered in New Taipei City, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Ability Enterprise Co reported revenue of 9.9B TWD in FY2025 versus 3.6B TWD in FY2021, a compound +29.0%/yr. Reported net income was 788M TWD in FY2025, compounding +3.6%/yr from FY2021.
2374 screens 45% overvalued. Compare with Delta Electronics, Inc →
Peer Group
Electronic Components · 626 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 Electronic Components 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.
Similar stocks
10 more Electronic Components stocks, each showing price versus our Fair Value estimate (as of Jul 23, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Delta Electronics, Inc 2308 | 1,880 TWD | 515.23 TWD | -73% |
| Hon Hai Precision Industry Co 2317 | 242.50 TWD | 270.47 TWD | +12% |
| Luxshare Precision Industry Co 002475 | ¥62.14 | ¥38.44 | -38% |
| Samsung Electro-Mechanics Co 009150 | 1,260,000 KRW | 166,421 KRW | -87% |
| Elite Material Co 2383 | 4,990 TWD | 714.36 TWD | -86% |
| Yageo Corporation 2327 | 699.00 TWD | 216.55 TWD | -69% |
| Shengyi Technology Co 600183 | ¥132.29 | ¥27.45 | -79% |
| Shennan Circuits Co 002916 | ¥364.00 | ¥93.50 | -74% |
| Victory Giant Technology (HuiZhou) Co 2476 | HK$297.00 | HK$103.98 | -65% |
| Wus Printed Circuit (Kunshan) Co 002463 | ¥127.80 | ¥31.95 | -75% |
Compare Ability Enterprise Co with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Technology stocks →
Frequently asked questions
Is Ability Enterprise Co (2374) overvalued or undervalued?
What is the fair value of 2374?
What is the quality score of 2374?
What is the revenue of Ability Enterprise Co (2374)?
What is the net profit margin of 2374?
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.
Track Ability Enterprise Co and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.