Franbo Lines Corp (2641) Fair Value & Analysis
Industrials · TW · Market cap 5.7B TWD
Fair value as of: Jul 21, 2026
From 16 valuation models · updated 20 days ago
Fair value updated Jul 21, 2026, revised from 33.25 TWD to 11.64 TWD (−65.0%) since Jun 25, 2026. Share price −2.5% over the past month.
Below-average quality, and screening another 34% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (14.55 TWD). The favourable scenario is already priced in.
- Weak quality (35/100) and above fair value at the same time, the margin of safety is missing on both counts.
Price vs Fair Value (5 years)
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 9.71 TWD – 35.96 TWD · fair‑value band 8.73 TWD – 14.55 TWD · the 17.50 TWD price screens above the 11.64 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.
Analysis
Franbo Lines Corp (2641) currently trades at 17.50 TWD, while our model-based Fair Value estimate is 11.64 TWD, implying the stock looks roughly 33.5% overvalued today. The Quality Score stands at 35/100 (below-average quality), in the Industrials 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, Franbo Lines Corp generated revenue of 2.5B TWD at a net margin of 32.1%. Revenue grew 20.0% year over year. It earns a return on equity of 9.7%. Net debt stands at 4.8B TWD. Fundamentals as of Jul 21, 2026
Our scenario range runs from 8.73 TWD (bear case) to 14.55 TWD (bull case); at 17.50 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 24% below its 52-week high and 4% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at 67% fair-value upside, at -34%, 2641 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.
All 16 models by family
Widest divergence: Growth Earnings (38.52 TWD) versus Dividend Discount (7.15 TWD). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 35 · Market factors (momentum, volatility) 41
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
Franbo Lines Corp., together with its subsidiaries, provides shipping services in Taiwan, Japan, Thailand, Singapore, Canada, Ireland, Panama, and Marshall Islands. It operates in two segments, Shipping and Construction.
Full company description
Franbo Lines Corp., together with its subsidiaries, provides shipping services in Taiwan, Japan, Thailand, Singapore, Canada, Ireland, Panama, and Marshall Islands. It operates in two segments, Shipping and Construction. The company owns and constructs vessels; and offers ship chartering, agency, and consultancy, as well as bulk carrier brokerage, ocean freight forwarding and contracting, and other related services. It also provides ship management services, including ship safety and environmental protection, ship maintenance and supply, repair and construction supervision, insurance and legal affairs, and crew recruitment and training management. The company was incorporated in 1998 and is based in Kaohsiung, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Franbo Lines Corp reported revenue of 2.4B TWD in FY2025 versus 1.2B TWD in FY2021, a compound +17.9%/yr. Reported net income was 646M TWD in FY2025, compounding +14.5%/yr from FY2021.
of which total revenue +8.0 pp · buybacks/dilution −11.3 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
2641 screens 34% overvalued. Compare with Adani Ports and Special Economic Zone Limited →
Peer Group
Marine Shipping · 231 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 Marine Shipping 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 Marine Shipping stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Adani Ports and Special Economic Zone Limited ADANIPORTS | ₹1,828 | ₹1,041 | -43% |
| A.P. Møller - Mærsk A/S MAERSKA | kr 16,520 | kr 3,033 | -82% |
| COSCO SHIPPING Holdings 601919 | ¥13.98 | ¥40.37 | +189% |
| Shanghai International Port (Group) Co 600018 | ¥5.17 | ¥6.57 | +27% |
| HMM Co 011200 | 20,050 KRW | 33,855 KRW | +69% |
| Ningbo Zhoushan Port Company 601018 | ¥3.35 | ¥5.58 | +67% |
| Qingdao Port International Co 601298 | ¥8.88 | ¥15.97 | +80% |
| JSW Infrastructure Limited JSWINFRA | ₹330.05 | ₹126.31 | -62% |
| Wan Hai Lines Ltd 2615 | 80.70 TWD | 212.79 TWD | +164% |
| Wallenius Wilhelmsen ASA WAWI | kr 137.70 | kr 50.56 | -63% |
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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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