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Merry Electronics Co (2439) Fair Value & Analysis

Technology · TW · Market cap 20.4B TWD

ME Merry Electronics Co 2439 · TW
Price80.20 TWD
Fair Value80.95 TWD
Upside+0.9%
Quality32/100
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Expensive Growth
Thin margins · 2.6% net margin
Low debt · negative free cash flow
4.87% dividend yield
Ranks above peers (12/14)
Narrow moat 28/100
Evidence: High Range 56.66 TWD – 105.23 TWD Share as image

Fair value as of: Jul 21, 2026

From 17 valuation models · updated 20 days ago

Share price −10.2% over the past month.

Below-average quality, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (56.66 TWD to 105.23 TWD) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

145.00 TWD 65.24 TWD Fair Value 80.95 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 65.24 TWD – 145.00 TWD · fair‑value band 56.66 TWD – 105.23 TWD · the 80.20 TWD price screens below the 80.95 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.

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Analysis

Merry Electronics Co (2439) currently trades at 80.20 TWD, while our model-based Fair Value estimate is 80.95 TWD, implying the stock looks roughly 0.9% fairly valued today. The Quality Score stands at 32/100 (below-average 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, Merry Electronics Co generated revenue of 48.6B TWD at a net margin of 2.6%. Revenue grew 23.8% year over year. It earns a return on equity of 9.9%. The balance sheet holds a net cash position of 2.4B TWD. Fundamentals as of Jul 21, 2026

Our scenario range runs from 56.66 TWD (bear case) to 105.23 TWD (bull case); at 80.20 TWD, the current price sits within 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 34% below its 52-week high and 3% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -16% fair-value upside, at 1%, 2439 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
Residual Income 58.79 TWD 62.85 TWD 68.87 TWD 76
ROIC Compounder 71.87 TWD 86.93 TWD 106.07 TWD 72
Gordon GGM 68.33 TWD 142.08 TWD 225.40 TWD 70
All 17 models by family
DCF Models
Owner Earnings 64.23 TWD 92.32 TWD 140.21 TWD 31
Earnings-Based
Graham-Dodd 36.55 TWD 160.74 TWD 220.00 TWD 54
Lynch FV 41.54 TWD 59.35 TWD 77.15 TWD 50
PEG = 1.0 41.54 TWD 59.35 TWD 77.15 TWD 46
EPV 71.44 TWD 78.74 TWD 85.12 TWD 59
Dividend Discount
Gordon GGM 68.33 TWD 142.08 TWD 225.40 TWD 70
DDM Multi-Stage 68.33 TWD 119.81 TWD 149.12 TWD 61
Multiples
P/E Multiple 80.64 TWD 107.51 TWD 134.39 TWD 63
P/S Multiple 68.54 TWD 91.39 TWD 114.23 TWD 58
P/B Multiple 68.54 TWD 91.39 TWD 114.23 TWD 55
EV/EBIT 106.84 TWD 133.24 TWD 159.63 TWD 53
EV/EBITDA 115.10 TWD 144.26 TWD 173.41 TWD 54
EV/Revenue 81.03 TWD 103.90 TWD 126.78 TWD 43
Asset-Based
NCAV (Graham) 35.29 TWD 47.29 TWD 70.58 TWD 50
Economic Profit
Residual Income 58.79 TWD 62.85 TWD 68.87 TWD 76
ROIC Compounder 71.87 TWD 86.93 TWD 106.07 TWD 72
Growth Earnings
Growth-Adj P/E 66.66 TWD 95.23 TWD 123.80 TWD 68

Widest divergence: Dividend Discount (119.81 TWD) versus Asset-Based (47.29 TWD). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 48.6B TWD
Revenue growth (YoY) +23.8%
Net margin 2.6%
Return on equity 9.9%
Free cash flow −349M TWD FY2025
P/E ratio 17.6
More key figures
Operating margin 1.9%
EPS (TTM) 4.66 TWD
Dividend yield 4.9%
EPS growth (YoY) -26.5%
Net cash 2.4B TWD FY2025

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

Quality Score breakdown

Overall quality 32/100

Of which business quality 35 · Market factors (momentum, volatility) 34

Profitability 38
Margins and returns on capital today
Quality Growth 25
Are margins and returns improving?
Cashflow 13
Earnings quality: real cash, not paper profit
Fin. Strength 70
Balance sheet, leverage, solvency risk
Investment 60
Disciplined investing over empire-building
Low Volatility 86
Calm price path (market factor)
Momentum 18
Price trend over the last 3–12 months (market factor)
52W Momentum 3
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

Merry Electronics Co., Ltd. engages in the manufacture, processing, repair, and sale of electric appliances and audiovisual electric products in the United States, Taiwan, Singapore, Europe, the Mainland China, and internationally.

Full company description

Merry Electronics Co., Ltd. engages in the manufacture, processing, repair, and sale of electric appliances and audiovisual electric products in the United States, Taiwan, Singapore, Europe, the Mainland China, and internationally. It provides telecommunication equipment and apparatus, computers and computing peripheral equipment, restrained telecom radio frequency equipment, medical appliances, and electronic parts and components. The company offers microphones, receivers, earphones, speakers and speaker monomers, and sound equipment; power amplifiers, charging boxes, power storage systems, battery pack for LEV and medical industry, and mobile power supply products; hearing aids and devices and acoustics equipment; medical devices; cables, connectors, and electronic components; security systems; induction cookers; plastic hardware products; and barometric pressure sensors. It is involved in the research, development, and sale of software for hearing aid usage; international and transit trade; trading consulting; engages in investment business; and cable processing activities. The company's products are used in mobile communication, multimedia and entertainment, and medical and healthcare applications, as well as smart homes and accessories. Merry Electronics Co., Ltd. was incorporated in 1975 and is based in Taichung, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Merry Electronics Co reported revenue of 46.5B TWD in FY2025 versus 36.2B TWD in FY2021, a compound +6.5%/yr. Reported net income was 1.3B TWD in FY2025, compounding +4.3%/yr from FY2021.

Growth Quality 40/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
46.5B TWD
Latest YoY
+6.0%
Avg. growth/yr (3Y)
+9.5%
Avg. growth/yr (5Y)
+6.2%
Avg. growth/yr (25Y)
+14.4%
Revenue +6.5%/yr
FY21 36.2B TWD
FY22 35.4B TWD
FY23 36.7B TWD
FY24 43.9B TWD
FY25 46.5B TWD
Net income +4.3%/yr
FY21 1.1B TWD
FY22 1.5B TWD
FY23 1.3B TWD
FY24 2.1B TWD
FY25 1.3B TWD

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Cite: Fair Value Calculator (2026). "Merry Electronics Co Fair Value". https://www.fairvalue-calculator.com/stock/2439

Peer Group

Consumer Electronics · 129 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 32 · Bottom 25%
Fair Value upside +1% · Above median
Return on equity (TTM) 10% · Above median
Return on assets 2% · Above median
Net margin (TTM) 3% · Above median
Operating margin (TTM) 2% · Above median
Revenue growth 24% · Top 25%
Dividend yield (TTM) 4.9% · Top 25%
Debt / equity 0.17× · Higher than median

Valuation Multiples vs Consumer Electronics median · lower = cheaper

P/E (TTM) 17.6× · Cheaper than median
P/B 1.16× · Cheaper than median
P/S (TTM) 0.42× · Cheaper than median
EV/EBITDA 6.1× · Cheaper than median
PEG 0.88× · Cheaper than median

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 35 · sector 8
FUTURE 100 · sector 13
PAST 39 · sector 10
HEALTH 92 · sector 97
DIVIDEND 97 · sector 29

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 Consumer Electronics stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).

Stock Price Fair Value vs Fair Value
Apple Inc AAPL $313.33 $122.91 -61%
Samsung Electronics Co 005930 255,000 KRW 138,019 KRW -46%
Sony Group SONYN 366.00 MXN 468.94 MXN +28%
Xiaomi Corporation 1810 HK$26.88 HK$39.84 +48%
LG Electronics Inc 066570 179,000 KRW 101,531 KRW -43%
Sharetronic Data Technology Co 300857 ¥277.96 ¥35.89 -87%
Huaqin Co 603296 ¥78.20 ¥65.69 -16%
Goertek Inc 002241 ¥22.25 ¥18.86 -15%
LG Corp 003550 102,400 KRW 93,881 KRW -8%
Anker Innovations Limited 300866 ¥105.92 ¥78.52 -26%

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Frequently asked questions

Is Merry Electronics Co (2439) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of 80.95 TWD versus a price of 80.20 TWD, about +1% (fairly valued).
What is the fair value of 2439?
Our model-based fair value for Merry Electronics Co is 80.95 TWD (as of Jul 21, 2026), built from audited fundamentals. The current price is 80.20 TWD.
What is the quality score of 2439?
Merry Electronics Co has a Quality Score of 32/100. 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 Merry Electronics Co (2439)?
Merry Electronics Co reported trailing-twelve-month revenue of about 48.6B TWD (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 2439?
The net profit margin of Merry Electronics Co is about 2.6%, meaning it keeps roughly 2.6% of revenue as net income. Based on the latest reported figures.
Does Merry Electronics Co pay a dividend?
Merry Electronics Co currently shows a dividend yield of about 4.42% 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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