Ezfly International Travel Agent Co (2734) Fair Value & Analysis
Consumer Cyclical · TW · Market cap 867M TWD
Fair value as of: Jul 21, 2026
From 10 valuation models · updated 20 days ago
Share price −1.9% over the past month.
A solid business, but screening 81% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (3.02 TWD). The favourable scenario is already priced in.
- Solid but not exceptional quality (51/100) and above fair value, neither a clear bargain nor a standout compounder.
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 14.40 TWD – 76.90 TWD · fair‑value band 2.60 TWD – 3.02 TWD · the 15.10 TWD price screens above the 2.81 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.
Analysis
Ezfly International Travel Agent Co (2734) currently trades at 15.10 TWD, while our model-based Fair Value estimate is 2.81 TWD, implying the stock looks roughly 81.4% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Consumer Cyclical 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, Ezfly International Travel Agent Co generated revenue of 1.8B TWD at a net margin of -2.9%. Revenue grew 38.1% year over year. It earns a return on equity of -7.6%. The balance sheet holds a net cash position of 113M TWD. Fundamentals as of Jul 21, 2026
Our scenario range runs from 2.60 TWD (bear case) to 3.02 TWD (bull case); at 15.10 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 37% below its 52-week high and 2% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -16% fair-value upside, at -81%, 2734 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 10 models by family
Widest divergence: Growth DCF (34.73 TWD) versus Multiples (7.19 TWD). Highest evidence: Growth DCF (80).
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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 55 · Market factors (momentum, volatility) 34
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
Ezfly International Travel Agent Co., Ltd., together with its subsidiaries, operates an online ticketing and booking mechanism in Taiwan. It operates through Tour Department and Other Department segments. The company offers ticket purchase services; and sells domestic air tickets, and foreign individual and group air tickets.
Full company description
Ezfly International Travel Agent Co., Ltd., together with its subsidiaries, operates an online ticketing and booking mechanism in Taiwan. It operates through Tour Department and Other Department segments. The company offers ticket purchase services; and sells domestic air tickets, and foreign individual and group air tickets. It also provides domestic and international room reservation, group travel, mini tour, group and airline free travel, and theme tickets; foreign dynamic packaged independent travel, domestic high-speed rail holiday travel, and domestic bus travel; and various European and Japanese railway tickets, visas, and other travel products. In addition, the company offers instant reservation services through its ezfly.com website. Further, it provides trading and data processing services; and is involved in the non-store front retail business. The company was formerly known as Ezfly Technology Co, Ltd. and changed its name to Ezfly International Travel Agent Co., Ltd. in June 2013. Ezfly International Travel Agent Co., Ltd. was founded in 1988 and is headquartered in Taipei, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Ezfly International Travel Agent Co reported revenue of 1.6B TWD in FY2025 versus 198M TWD in FY2021, a compound +69.7%/yr. Reported net income was −81.4M TWD in FY2025.
2734 screens 81% overvalued. Compare with Booking Holdings →
Peer Group
Travel Services · 90 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 Travel Services 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 Travel Services stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Booking Holdings BKNG | $182.80 | $152.94 | -16% |
| Airbnb, Inc ABNB | $148.62 | $57.47 | -61% |
| Royal Caribbean Cruises Ltd RCL | $286.96 | $215.19 | -25% |
| Viking Holdings VIK | $100.69 | $43.51 | -57% |
| Carnival Corporation CCL | $26.41 | $31.36 | +19% |
| Expedia Group EXPE | $268.77 | $248.63 | -7% |
| Trip.com Group TCOM | $42.45 | $88.82 | +109% |
| Norwegian Cruise Line Holdings NCLH | $19.46 | $20.28 | +4% |
| Global Business Travel Group GBTG | $9.40 | $4.17 | -56% |
| Travel + Leisure Co TNL | $73.27 | $27.29 | -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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