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Gourmet Master Co (2723) Fair Value & Analysis

Consumer Cyclical · TW · Market cap 11.3B TWD

GM Gourmet Master Co 2723 · TW
Price62.90 TWD
Fair Value65.84 TWD
Upside+4.7%
Quality53/100
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Weak Growth
Loss-making · -2.4% net margin
Low debt · generates free cash flow
Mixed vs. peers (5/12)
Narrow moat 25/100
Evidence: Medium Range 48.95 TWD – 82.73 TWD Share as image

Fair value as of: Jul 23, 2026

From 14 valuation models · updated 18 days ago

Share price −6.0% over the past month.

A solid business, 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.
  • Our model range runs from 48.95 TWD (bear) to 82.73 TWD (bull), base 65.84 TWD. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 53/100 (solid quality) with medium evidence: read the verdict with care.
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Price vs Fair Value (5 years)

173.49 TWD 60.20 TWD Fair Value 65.84 TWD Mar 2021 Aug 2026

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 60.20 TWD – 173.49 TWD · fair‑value band 48.95 TWD – 82.73 TWD · the 62.90 TWD price screens below the 65.84 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.

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Analysis

Gourmet Master Co (2723) currently trades at 62.90 TWD, while our model-based Fair Value estimate is 65.84 TWD, implying the stock looks roughly 4.7% fairly valued today. The Quality Score stands at 53/100 (solid quality), in the Consumer Cyclical 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: medium), always confirm before acting.

Over the trailing twelve months, Gourmet Master Co generated revenue of 17.3B TWD at a net margin of -2.4%. Revenue declined 16.7% year over year. It earns a return on equity of -3.7%. Net debt stands at 309M TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 48.95 TWD (bear case) to 82.73 TWD (bull case); at 62.90 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 27% below its 52-week high and 7% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -47% fair-value upside, at 5%, 2723 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 Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF 59.52 TWD 73.51 TWD 98.90 TWD 80
Rev-Margin DCF 52.60 TWD 68.18 TWD 87.90 TWD 74
ROIC Compounder 35.77 TWD 38.75 TWD 41.35 TWD 72
All 14 models by family
DCF Models
FCF DCF 57.85 TWD 72.14 TWD 100.47 TWD 38
Owner Earnings 43.99 TWD 53.33 TWD 71.83 TWD 31
5Y Revenue Exit 52.60 TWD 67.26 TWD 89.21 TWD 39
5Y EBITDA Exit 104.26 TWD 155.27 TWD 224.52 TWD 41
10Y Revenue Exit 53.38 TWD 65.97 TWD 79.96 TWD 36
10Y EBITDA Exit 85.92 TWD 123.10 TWD 165.38 TWD 37
Earnings-Based
EPV 35.77 TWD 38.75 TWD 41.35 TWD 59
Multiples
EV/EBIT 68.56 TWD 85.45 TWD 102.34 TWD 53
EV/EBITDA 151.12 TWD 195.53 TWD 239.94 TWD 54
EV/Revenue 52.05 TWD 66.69 TWD 81.33 TWD 43
Asset-Based
NCAV (Graham) 28.02 TWD 37.54 TWD 56.03 TWD 50
Growth DCF
Growth DCF 59.52 TWD 73.51 TWD 98.90 TWD 80
Rev-Margin DCF 52.60 TWD 68.18 TWD 87.90 TWD 74
Economic Profit
ROIC Compounder 35.77 TWD 38.75 TWD 41.35 TWD 72

Widest divergence: Multiples (85.45 TWD) versus Asset-Based (37.54 TWD). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 17.3B TWD
Revenue growth (YoY) -16.7%
Net margin -2.4%
Return on equity -3.7%
Free cash flow 721M TWD FY2025
Operating margin 8.0%
More key figures
EPS (TTM) -2.47 TWD
EPS growth (YoY) +11.8%
Net debt 309M TWD FY2025

Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 53/100

Of which business quality 53 · Market factors (momentum, volatility) 40

Profitability 38
Margins and returns on capital today
Quality Growth 27
Are margins and returns improving?
Cashflow 27
Earnings quality: real cash, not paper profit
Fin. Strength 71
Balance sheet, leverage, solvency risk
Investment 93
Disciplined investing over empire-building
Low Volatility 89
Calm price path (market factor)
Momentum 24
Price trend over the last 3–12 months (market factor)
52W Momentum 12
Distance to the 52-week high (market factor)
Net Issuance 83
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

Gourmet Master Co. Ltd., together with its subsidiaries, operates and franchises chain stores in China, Taiwan, Hong Kong, the United States, and internationally. The company operates its cafes under the 85°C name, which includes beverages, pastries, bread, and other products.

Full company description

Gourmet Master Co. Ltd., together with its subsidiaries, operates and franchises chain stores in China, Taiwan, Hong Kong, the United States, and internationally. The company operates its cafes under the 85°C name, which includes beverages, pastries, bread, and other products. It also manufactures and sells bakery products; and wholesales groceries, beverages, and bakery machines. Gourmet Master Co. Ltd. was founded in 1997 and is based in Taichung City, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Gourmet Master Co reported revenue of 18.1B TWD in FY2025 versus 19.9B TWD in FY2021, a compound −2.3%/yr. Reported net income was −444M TWD in FY2025.

Growth Quality 19/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
18.1B TWD
Latest YoY
−4.6%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−2.5%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−1.7%
Avg. growth/yr (16Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+6.8%
Revenue −2.3%/yr
FY21 19.9B TWD
FY22 19.5B TWD
FY23 20.4B TWD
FY24 19.0B TWD
FY25 18.1B TWD
Net income
FY21 1.1B TWD
FY22 483M TWD
FY23 757M TWD
FY24 590M TWD
FY25 −444M TWD
Character of growth · EPS growth decomposed (2014-2025) −6.0 % p.a.
Revenue per share −0.3 pp

of which total revenue −0.3 pp · buybacks/dilution +0.0 pp

EBIT margin −4.0 pp
Tax rate −1.6 pp
Residual (interest, one-offs) −0.1 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).

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Cite: Fair Value Calculator (2026). "Gourmet Master Co Fair Value". https://www.fairvalue-calculator.com/stock/2723

Peer Group

Restaurants · 227 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 53 · Below median
Fair Value upside +5% · Above median
Return on assets 2% · Below median
Net margin (TTM) -2% · Below median
Operating margin (TTM) 8% · Above median
Revenue growth -17% · Bottom 25%
Dividend yield (TTM) 0.0% · Bottom 25%

Valuation Multiples vs Restaurants median · lower = cheaper

P/S (TTM) 0.02× · Cheaper than 75% of peers
P/FCF 0.5× · Cheaper than median
PEG 1.67× · Pricier 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 40 · sector 28
FUTURE 0 · sector 20
PAST 0 · sector 16
HEALTH 100 · sector 97
DIVIDEND 0 · sector 58

Insider activity: 40/100

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 Restaurants stocks, each showing price versus our Fair Value estimate (as of Jul 23, 2026).

Stock Price Fair Value vs Fair Value
McDonald's Corporation MCDS C$24.01 C$10.84 -55%
Starbucks Corporation SBUX $105.49 $35.83 -66%
Chipotle Mexican Grill, Inc CMG $34.63 $18.43 -47%
Yum! Brands, Inc YUM $163.54 $59.66 -64%
Restaurant Brands International Inc QSR C$104.19 C$36.37 -65%
Darden Restaurants, Inc DRI $195.74 $173.68 -11%
Yum China Holdings YUMC $43.90 $55.10 +26%
Texas Roadhouse, Inc TXRH $197.03 $104.89 -47%
Dutch Bros Inc BROS $68.36 $12.80 -81%
Domino's Pizza, Inc DPZ $322.18 $231.96 -28%

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Frequently asked questions

Is Gourmet Master Co (2723) overvalued or undervalued?
As of Jul 23, 2026, our model estimates a fair value of 65.84 TWD versus a price of 62.90 TWD, about +5% (fairly valued).
What is the fair value of 2723?
Our model-based fair value for Gourmet Master Co is 65.84 TWD (as of Jul 23, 2026), built from audited fundamentals. The current price is 62.90 TWD.
What is the quality score of 2723?
Gourmet Master Co has a Quality Score of 53/100. 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 Gourmet Master Co (2723)?
Gourmet Master Co reported trailing-twelve-month revenue of about 17.3B TWD (latest available figure, as of Jul 23, 2026).
What is the net profit margin of 2723?
The net profit margin of Gourmet Master Co is about -2.4%, meaning it is currently running at a net loss. 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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