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STARLUX Airlines Co (2646) Fair Value & Analysis

Industrials · TW · Market cap 64.1B TWD

SA STARLUX Airlines Co 2646 · TW
Price20.75 TWD
Fair Value4.15 TWD
Upside-80.0%
Quality24/100
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Expensive Growth
Thin margins · 0.6% net margin
High debt · negative free cash flow
Trails peers (3/12)
Narrow moat 26/100
Evidence: Medium Range 2.90 TWD – 4.74 TWD Share as image

Fair value as of: Jul 21, 2026

From 10 valuation models · updated 20 days ago

Share price −1.9% over the past month.

Below-average quality, and screening another 80% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (4.74 TWD). The favourable scenario is already priced in.
  • Weak quality (24/100) and above fair value at the same time, the margin of safety is missing on both counts.
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Price vs Fair Value (22 months)

31.95 TWD 20.00 TWD Fair Value 4.15 TWD Oct 2024 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

22‑month range 20.00 TWD – 31.95 TWD · fair‑value band 2.90 TWD – 4.74 TWD · the 20.75 TWD price screens above the 4.15 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.

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Analysis

STARLUX Airlines Co (2646) currently trades at 20.75 TWD, while our model-based Fair Value estimate is 4.15 TWD, implying the stock looks roughly 80.0% overvalued today. The Quality Score stands at 24/100 (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, STARLUX Airlines Co generated revenue of 46.6B TWD at a net margin of 0.6%. Revenue grew 22.9% year over year. It earns a return on equity of 0.9%. Net debt stands at 39.1B TWD. Fundamentals as of Jul 21, 2026

Our scenario range runs from 2.90 TWD (bear case) to 4.74 TWD (bull case); at 20.75 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 22% below its 52-week high and 5% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at 40% fair-value upside, at -80%, 2646 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.

Model BearBaseBull Evidence
Highest evidence
Growth-Adj P/E 2.90 TWD 4.15 TWD 5.39 TWD 68
P/E Multiple 1.43 TWD 1.90 TWD 2.38 TWD 63
Residual Income 7.10 TWD 6.56 TWD 4.74 TWD 61
All 10 models by family
Earnings-Based
Graham-Dodd 0.6200 TWD 4.30 TWD 6.03 TWD 54
Lynch FV 2.22 TWD 3.17 TWD 4.12 TWD 50
PEG = 1.0 2.22 TWD 3.17 TWD 4.12 TWD 46
Multiples
P/E Multiple 1.43 TWD 1.90 TWD 2.38 TWD 63
P/S Multiple 1.16 TWD 1.54 TWD 1.93 TWD 58
P/B Multiple 1.16 TWD 1.54 TWD 1.93 TWD 55
EV/EBITDA 16.07 TWD 25.58 TWD 35.09 TWD 54
Asset-Based
NCAV (Graham) 5.22 TWD 6.99 TWD 10.44 TWD 50
Economic Profit
Residual Income 7.10 TWD 6.56 TWD 4.74 TWD 61
Growth Earnings
Growth-Adj P/E 2.90 TWD 4.15 TWD 5.39 TWD 68

Widest divergence: Asset-Based (6.99 TWD) versus Multiples (1.54 TWD). Highest evidence: Growth-Adj P/E (68).

Key figures & financial health

Revenue (TTM) 46.6B TWD
Revenue growth (YoY) +22.9%
Net margin 0.6%
Return on equity 0.9%
Free cash flow −12.0B TWD FY2025
P/E ratio 236.7
More key figures
Operating margin 9.9%
EPS (TTM) 0.0900 TWD
EPS growth (YoY) -1.3%
Net debt 39.1B TWD FY2025

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

Quality Score breakdown

Overall quality 24/100

Of which business quality 27 · Market factors (momentum, volatility) 46

Profitability 15
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 42
Earnings quality: real cash, not paper profit
Fin. Strength 17
Balance sheet, leverage, solvency risk
Investment 0
Disciplined investing over empire-building
Low Volatility 99
Calm price path (market factor)
Momentum 30
Price trend over the last 3–12 months (market factor)
52W Momentum 13
Distance to the 52-week high (market factor)
Net Issuance 40
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

STARLUX Airlines Co., Ltd. engages in the civil aviation transport business in Taiwan. It offers passenger and cargo transportation services. STARLUX Airlines Co., Ltd. was founded in 2018 and is based in Taipei, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

STARLUX Airlines Co reported revenue of 44.1B TWD in FY2025 versus 796M TWD in FY2021, a compound +172.8%/yr. Reported net income was 273M TWD in FY2025.

Growth Quality 52/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
44.1B TWD
Latest YoY
+23.9%
Avg. growth/yr (3Y)
+135.8%
Revenue +172.8%/yr
FY21 796M TWD
FY22 3.4B TWD
FY23 22.5B TWD
FY24 35.5B TWD
FY25 44.1B TWD
Net income
FY21 −3.0B TWD
FY22 −5.3B TWD
FY23 149M TWD
FY24 1.3B TWD
FY25 273M TWD

2646 screens 80% overvalued. Compare with Delta Air Lines, Inc →

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Cite: Fair Value Calculator (2026). "STARLUX Airlines Co Fair Value". https://www.fairvalue-calculator.com/stock/2646

Peer Group

Airlines · 60 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 24 · Bottom 25%
Fair Value upside −80% · Bottom 25%
Return on equity (TTM) 1% · Below median
Return on assets 1% · Bottom 25%
Net margin (TTM) 1% · Below median
Operating margin (TTM) 10% · Above median
Revenue growth 23% · Top 25%
Debt / equity 1.68× · Higher than 75% of peers

Valuation Multiples vs Airlines median · lower = cheaper

P/E (TTM) 236.7× · Pricier than 75% of peers
P/B 2.04× · Cheaper than median
P/S (TTM) 1.38× · Pricier than 75% of peers
EV/EBITDA 18.8× · 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 0 · sector 37
FUTURE 100 · sector 46
PAST 3 · sector 46
HEALTH 16 · sector 72
DIVIDEND 0 · sector 41

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.

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

Stock Price Fair Value vs Fair Value
Delta Air Lines, Inc DAL $84.17 $118.24 +40%
United Airlines Holdings UAL $120.97 $175.62 +45%
Ryanair Holdings RYA €25.47 €41.26 +62%
Southwest Airlines Co LUV $47.56 $14.76 -69%
InterGlobe Aviation Limited INDIGO ₹5,249 ₹3,704 -29%
Singapore Airlines Limited C6L 7.60 SGD 7.89 SGD +4%
Air China Limited 601111 ¥5.97 ¥7.16 +20%
LATAM Airlines Group LTM $54.87 $106.79 +95%
Deutsche Lufthansa AG 1LHA €8.57 €15.42 +80%
China Southern Airlines Company 600029 ¥4.99 ¥1.28 -74%

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Frequently asked questions

Is STARLUX Airlines Co (2646) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of 4.15 TWD versus a price of 20.75 TWD, about −80% (overvalued).
What is the fair value of 2646?
Our model-based fair value for STARLUX Airlines Co is 4.15 TWD (as of Jul 21, 2026), built from audited fundamentals. The current price is 20.75 TWD.
What is the quality score of 2646?
STARLUX Airlines Co has a Quality Score of 24/100. 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 STARLUX Airlines Co (2646)?
STARLUX Airlines Co reported trailing-twelve-month revenue of about 46.6B TWD (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 2646?
The net profit margin of STARLUX Airlines Co is about 0.6%, meaning it keeps roughly 0.6% of revenue as net income. Based on the latest reported figures.

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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