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Everlight Electronics Co (2393) Fair Value & Analysis

Technology · TW · Market cap 29.6B TWD

EE Everlight Electronics Co 2393 · TW
Price60.90 TWD
Fair Value91.94 TWD
Upside+51.0%
Quality64/100
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Weak Growth
Thin margins · 9.5% net margin
Low debt · generates free cash flow
6.13% dividend yield
Ranks above peers (13/15)
Narrow moat 44/100
Evidence: High Range 68.95 TWD – 114.92 TWD Share as image

Fair value as of: Jul 21, 2026

From 24 valuation models · updated 20 days ago

Share price −13.7% over the past month.

A solid business, screening 51% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (68.95 TWD). The market is more pessimistic than our downside scenario.
  • Solid quality (64/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

88.70 TWD 31.58 TWD Fair Value 91.94 TWD Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 21, 2026.

How to read this chart

60‑month range 31.58 TWD – 88.70 TWD · fair‑value band 68.95 TWD – 114.92 TWD · the 60.90 TWD price screens below the 91.94 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.

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Analysis

Everlight Electronics Co (2393) currently trades at 60.90 TWD, while our model-based Fair Value estimate is 91.94 TWD, implying the stock looks roughly 51.0% undervalued today. The Quality Score stands at 64/100 (solid quality), in the Technology sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Everlight Electronics Co generated revenue of 19.7B TWD at a net margin of 9.5%. Revenue grew 0.3% year over year. It earns a return on equity of 8.9%. The balance sheet holds a net cash position of 2.8B TWD. Fundamentals as of Jul 21, 2026

Our scenario range runs from 68.95 TWD (bear case) to 114.92 TWD (bull case); at 60.90 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 21% below its 52-week high and 22% 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 51%, 2393 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 BearBaseBull Evidence
Highest evidence
Growth DCF 65.44 TWD 85.40 TWD 116.35 TWD 80
Residual Income 40.13 TWD 44.53 TWD 62.66 TWD 76
Rev-Margin DCF 58.67 TWD 82.26 TWD 109.43 TWD 74
All 24 models by family
DCF Models
FCF DCF 63.45 TWD 84.21 TWD 118.43 TWD 38
Owner Earnings 65.98 TWD 87.70 TWD 123.51 TWD 31
5Y Revenue Exit 58.67 TWD 81.39 TWD 111.77 TWD 39
5Y EBITDA Exit 69.67 TWD 100.34 TWD 137.59 TWD 41
5Y P/E Exit 66.73 TWD 95.28 TWD 126.30 TWD 38
10Y Revenue Exit 58.62 TWD 78.91 TWD 102.56 TWD 36
10Y EBITDA Exit 66.81 TWD 91.52 TWD 120.26 TWD 37
10Y P/E Exit 65.00 TWD 88.15 TWD 112.52 TWD 35
Earnings-Based
Graham-Dodd 31.26 TWD 58.97 TWD 73.35 TWD 54
EPV 49.00 TWD 55.69 TWD 61.54 TWD 59
Dividend Discount
Gordon GGM 48.76 TWD 66.33 TWD 84.18 TWD 70
DDM Multi-Stage 48.76 TWD 67.49 TWD 89.64 TWD 61
Multiples
P/E Multiple 68.95 TWD 91.94 TWD 114.92 TWD 63
P/S Multiple 58.61 TWD 78.15 TWD 97.69 TWD 58
P/B Multiple 58.61 TWD 78.15 TWD 97.69 TWD 55
EV/EBIT 83.88 TWD 108.87 TWD 133.87 TWD 53
EV/EBITDA 83.24 TWD 108.02 TWD 132.80 TWD 54
EV/Revenue 59.44 TWD 81.10 TWD 102.76 TWD 43
Asset-Based
NCAV (Graham) 22.52 TWD 30.18 TWD 45.04 TWD 50
Growth DCF
Growth DCF 65.44 TWD 85.40 TWD 116.35 TWD 80
Rev-Margin DCF 58.67 TWD 82.26 TWD 109.43 TWD 74
Economic Profit
Residual Income 40.13 TWD 44.53 TWD 62.66 TWD 76
ROIC Compounder 49.36 TWD 57.58 TWD 66.29 TWD 72
Growth Earnings
Growth-Adj P/E 49.36 TWD 70.52 TWD 91.67 TWD 68

Widest divergence: DCF Models (87.70 TWD) versus Asset-Based (30.18 TWD). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 19.7B TWD
Revenue growth (YoY) +0.3%
Net margin 9.5%
Return on equity 8.9%
Free cash flow 2.4B TWD FY2025
P/E ratio 14.7
More key figures
Operating margin 7.4%
EPS (TTM) 4.53 TWD
Dividend yield 6.1%
EPS growth (YoY) -30.8%
Net cash 2.8B TWD FY2025

Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 64/100

Of which business quality 64 · Market factors (momentum, volatility) 47

Profitability 45
Margins and returns on capital today
Quality Growth 22
Are margins and returns improving?
Cashflow 63
Earnings quality: real cash, not paper profit
Fin. Strength 89
Balance sheet, leverage, solvency risk
Investment 87
Disciplined investing over empire-building
Low Volatility 83
Calm price path (market factor)
Momentum 35
Price trend over the last 3–12 months (market factor)
52W Momentum 26
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

Everlight Electronics Co., Ltd., together with its subsidiaries, engages in the manufacture and sale of light-emitting diode (LED) in Asia, Europe, and internationally. The company operates through LED, LCD, Illumination, and Other Department segments.

Full company description

Everlight Electronics Co., Ltd., together with its subsidiaries, engages in the manufacture and sale of light-emitting diode (LED) in Asia, Europe, and internationally. The company operates through LED, LCD, Illumination, and Other Department segments. It offers visible LEDs, including lighting, horticulture lighting, UV, flash, automotive, lamp, SMD, digital displays, backlight, and signage LEDs; infrared LEDs, such as silicon detectors, infrared receiver modules, optic fiber devices, and optical switches; ambient light, proximity, and color sensors; semi-power device, which includes SiC SBD, SiC MOSFET, and Si MOSFET; and photo couplers comprising photo transistors and darlington, schmitt triggers, high speed products, triac drivers, photo power triac drivers, solid state relays, and IGBT gate drivers. The company also manufactures and sells liquid crystal displays (LCD) and LCD modules. In addition, it sells lighting products, lamps, and accessories; business promotion and customer service; LCD panels; manufactures and sells electronics; provides components and communication devices; mechanical equipment; and wafer testing services. Its products are used for general, growth, and agriculture lighting, as well as module applications and UV appliances; automotive interior and exterior applications; home and others appliance, wearable and smart devices, healthcare, gaming computer related, multimedia, e-cigarette, surveillance, and signage applications; and vehicle charging station, motor drive, bus interface, elevator control, power and gas meter, water meter, and medical equipment applications. Everlight Electronics Co., Ltd. was incorporated in 1983 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

Everlight Electronics Co reported revenue of 19.6B TWD in FY2025 versus 25.0B TWD in FY2021, a compound −5.9%/yr. Reported net income was 2.0B TWD in FY2025, compounding +1.2%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
19.6B TWD
Latest YoY
−6.4%
Avg. growth/yr (3Y)
−0.4%
Avg. growth/yr (5Y)
−1.9%
Avg. growth/yr (23Y)
+7.4%
Revenue −5.9%/yr
FY21 25.0B TWD
FY22 19.9B TWD
FY23 17.8B TWD
FY24 21.0B TWD
FY25 19.6B TWD
Net income +1.2%/yr
FY21 1.9B TWD
FY22 1.2B TWD
FY23 1.5B TWD
FY24 2.9B TWD
FY25 2.0B TWD

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Cite: Fair Value Calculator (2026). "Everlight Electronics Co Fair Value". https://www.fairvalue-calculator.com/stock/2393

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.

Quality Score 64 · Top 25%
Fair Value upside +51% · Top 25%
Return on equity (TTM) 9% · Above median
Return on assets 5% · Above median
Net margin (TTM) 9% · Above median
Operating margin (TTM) 7% · Above median
Revenue growth 0% · Below median
Dividend yield (TTM) 6.1% · Top 25%

Valuation Multiples vs Electronic Components median · lower = cheaper

P/E (TTM) 14.7× · Cheaper than 75% of peers
P/B 1.48× · Cheaper than median
P/S (TTM) 1.51× · Cheaper than median
P/FCF 0.4× · Cheaper than 75% of peers
EV/EBITDA 8.4× · Cheaper than 75% of peers
PEG 43.52× · 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 100 · sector 0
FUTURE 2 · sector 32
PAST 35 · sector 24
HEALTH 100 · sector 95
DIVIDEND 100 · 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 Electronic Components stocks, each showing price versus our Fair Value estimate (as of Jul 21, 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%

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Frequently asked questions

Is Everlight Electronics Co (2393) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of 91.94 TWD versus a price of 60.90 TWD, about +51% (undervalued).
What is the fair value of 2393?
Our model-based fair value for Everlight Electronics Co is 91.94 TWD (as of Jul 21, 2026), built from audited fundamentals. The current price is 60.90 TWD.
What is the quality score of 2393?
Everlight Electronics Co has a Quality Score of 64/100. 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 Everlight Electronics Co (2393)?
Everlight Electronics Co reported trailing-twelve-month revenue of about 19.7B TWD (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 2393?
The net profit margin of Everlight Electronics Co is about 9.5%, meaning it keeps roughly 9.5% of revenue as net income. Based on the latest reported figures.
Does Everlight Electronics Co pay a dividend?
Everlight Electronics Co currently shows a dividend yield of about 6.13% relative to its recent price (as of Jul 21, 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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