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My Humble House Hospitality Management Consulting Co (2739) Fair Value & Analysis

Consumer Cyclical · TW · Market cap 3.2B TWD

MH My Humble House Hospitality Management Consulting Co 2739 · TW
Price34.40 TWD
Fair Value40.06 TWD
Upside+16.5%
Quality57/100
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Healthy Growth
Thin margins · 5.4% net margin
Low debt · generates free cash flow
7.59% dividend yield
Ranks above peers (10/14)
Moderate moat 50/100
Evidence: High Range 38.88 TWD – 50.07 TWD Share as image

Fair value as of: Jul 21, 2026

From 25 valuation models · updated 20 days ago

Share price +0.4% over the past month.

A solid business, screening 16% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (38.88 TWD). The market is more pessimistic than our downside scenario.
  • Our model range runs from 38.88 TWD (bear) to 50.07 TWD (bull), base 40.06 TWD. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 57/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

81.70 TWD 25.80 TWD Fair Value 40.06 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 25.80 TWD – 81.70 TWD · fair‑value band 38.88 TWD – 50.07 TWD · the 34.40 TWD price screens below the 40.06 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.

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Analysis

My Humble House Hospitality Management Consulting Co (2739) currently trades at 34.40 TWD, while our model-based Fair Value estimate is 40.06 TWD, implying the stock looks roughly 16.5% undervalued today. The Quality Score stands at 57/100 (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: high), always confirm before acting.

Over the trailing twelve months, My Humble House Hospitality Management Consulting Co generated revenue of 5.2B TWD at a net margin of 5.4%. Revenue grew 1.7% year over year. It earns a return on equity of 18.4%. Net debt stands at 8.0B TWD. Fundamentals as of Jul 21, 2026

Our scenario range runs from 38.88 TWD (bear case) to 50.07 TWD (bull case); at 34.40 TWD, the current price sits below 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 18% below its 52-week high and 10% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -62% fair-value upside, at 16%, 2739 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 178.15 TWD 243.68 TWD 329.99 TWD 80
Residual Income 16.67 TWD 20.12 TWD 40.24 TWD 76
Rev-Margin DCF 98.48 TWD 129.16 TWD 163.61 TWD 74
All 25 models by family
DCF Models
FCF DCF 174.23 TWD 245.80 TWD 344.67 TWD 38
Owner Earnings 153.63 TWD 216.30 TWD 302.87 TWD 31
5Y Revenue Exit 98.48 TWD 126.23 TWD 158.67 TWD 39
5Y EBITDA Exit 164.12 TWD 243.93 TWD 333.00 TWD 41
5Y P/E Exit 91.91 TWD 114.47 TWD 136.05 TWD 38
10Y Revenue Exit 124.89 TWD 155.11 TWD 189.99 TWD 36
10Y EBITDA Exit 166.45 TWD 233.20 TWD 315.07 TWD 37
10Y P/E Exit 122.19 TWD 147.31 TWD 173.76 TWD 35
Earnings-Based
Graham-Dodd 16.02 TWD 39.58 TWD 51.28 TWD 54
PEG = 1.0 7.16 TWD 10.23 TWD 13.29 TWD 46
EPV 50.55 TWD 57.18 TWD 62.89 TWD 59
Dividend Discount
Gordon GGM 8.78 TWD 15.67 TWD 24.24 TWD 70
DDM Multi-Stage 8.78 TWD 13.02 TWD 17.45 TWD 61
Multiples
P/E Multiple 38.88 TWD 51.84 TWD 64.80 TWD 63
P/S Multiple 30.04 TWD 40.06 TWD 50.07 TWD 58
P/B Multiple 30.04 TWD 40.06 TWD 50.07 TWD 55
EV/EBIT 82.73 TWD 107.44 TWD 132.14 TWD 53
EV/EBITDA 179.10 TWD 235.92 TWD 292.75 TWD 54
EV/Revenue 56.06 TWD 76.40 TWD 96.73 TWD 43
Asset-Based
NCAV (Graham) 8.82 TWD 11.81 TWD 17.63 TWD 50
Growth DCF
Growth DCF 178.15 TWD 243.68 TWD 329.99 TWD 80
Rev-Margin DCF 98.48 TWD 129.16 TWD 163.61 TWD 74
Economic Profit
Residual Income 16.67 TWD 20.12 TWD 40.24 TWD 76
ROIC Compounder 51.82 TWD 60.13 TWD 68.33 TWD 72
Growth Earnings
Growth-Adj P/E 29.75 TWD 42.50 TWD 55.25 TWD 68

Widest divergence: DCF Models (155.11 TWD) versus Asset-Based (11.81 TWD). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 5.2B TWD
Revenue growth (YoY) +1.7%
Net margin 5.4%
Return on equity 18.4%
Free cash flow 1.5B TWD FY2025
P/E ratio 14.9
More key figures
Operating margin 12.9%
EPS (TTM) 2.35 TWD
Dividend yield 7.6%
EPS growth (YoY) +110%
Net debt 8.0B TWD FY2025

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

Quality Score breakdown

Overall quality 57/100

Of which business quality 56 · Market factors (momentum, volatility) 51

Profitability 33
Margins and returns on capital today
Quality Growth 36
Are margins and returns improving?
Cashflow 98
Earnings quality: real cash, not paper profit
Fin. Strength 30
Balance sheet, leverage, solvency risk
Investment 65
Disciplined investing over empire-building
Low Volatility 91
Calm price path (market factor)
Momentum 39
Price trend over the last 3–12 months (market factor)
52W Momentum 28
Distance to the 52-week high (market factor)
Net Issuance 81
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

My Humble House Hospitality Management Consulting Co., Ltd. operates tourism hotels in Taiwan. The company also provides hospitality consulting services. Its property portfolio includes the Sheraton Grand Taipei Hotel, Le Meridien Taipei, and Mu Jiao Xi Hotel. The company was founded in 2000 and is headquartered in Taipei City, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

My Humble House Hospitality Management Consulting Co reported revenue of 5.2B TWD in FY2025 versus 2.3B TWD in FY2021, a compound +22.0%/yr. Reported net income was 216M TWD in FY2025.

Growth Quality 93/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
5.2B TWD
Latest YoY
+2.7%
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.
+14.7%
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.
+13.0%
Avg. growth/yr (13Y) 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.
+2.1%
Revenue +22.0%/yr
FY21 2.3B TWD
FY22 3.4B TWD
FY23 4.8B TWD
FY24 5.0B TWD
FY25 5.2B TWD
Net income
FY21 −720M TWD
FY22 −338M TWD
FY23 414M TWD
FY24 494M TWD
FY25 216M TWD
Character of growth · EPS growth decomposed (2014-2025) +2.4 % p.a.
Revenue per share +1.1 pp

of which total revenue +1.5 pp · buybacks/dilution −0.5 pp

EBIT margin +5.0 pp
Tax rate +0.4 pp
Residual (interest, one-offs) −4.0 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). "My Humble House Hospitality Management Consulting Co Fair Value". https://www.fairvalue-calculator.com/stock/2739

Peer Group

Lodging · 168 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 57 · Above median
Fair Value upside +17% · Top 25%
Return on equity (TTM) 18% · Top 25%
Return on assets 3% · Above median
Net margin (TTM) 5% · Below median
Operating margin (TTM) 13% · Below median
Revenue growth 2% · Below median
Dividend yield (TTM) 7.6% · Top 25%

Valuation Multiples vs Lodging median · lower = cheaper

P/E (TTM) 14.9× · Cheaper than median
P/B 1.99× · Pricier than median
P/S (TTM) 0.62× · Cheaper than median
P/FCF 0.1× · Cheaper than 75% of peers
EV/EBITDA 3.5× · Cheaper 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 55 · sector 1
FUTURE 9 · sector 18
PAST 74 · sector 11
HEALTH 100 · sector 90
DIVIDEND 100 · sector 23

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

Stock Price Fair Value vs Fair Value
Marriott International, Inc MAR $369.05 $135.64 -63%
Hilton Worldwide Holdings HLT $328.48 $123.67 -62%
InterContinental Hotels Group IHG $159.87 $85.18 -47%
Hyatt Hotels Corporation H $191.00 $47.69 -75%
H World Group HTHT $42.67 $47.55 +11%
Accor SA AC €47.25 €39.26 -17%
The Indian Hotels Company INDHOTEL ₹743.20 ₹260.68 -65%
Wyndham Hotels & Resorts, Inc WH $78.54 $24.02 -69%
Hanjin Kal, 180640 113,500 KRW 36,890 KRW -67%
Jabal Omar Development Company 4250 16.00 SAR 11.64 SAR -27%

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Frequently asked questions

Is My Humble House Hospitality Management Consulting Co (2739) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of 40.06 TWD versus a price of 34.40 TWD, about +16% (undervalued).
What is the fair value of 2739?
Our model-based fair value for My Humble House Hospitality Management Consulting Co is 40.06 TWD (as of Jul 21, 2026), built from audited fundamentals. The current price is 34.40 TWD.
What is the quality score of 2739?
My Humble House Hospitality Management Consulting Co has a Quality Score of 57/100. 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 My Humble House Hospitality Management Consulting Co (2739)?
My Humble House Hospitality Management Consulting Co reported trailing-twelve-month revenue of about 5.2B TWD (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 2739?
The net profit margin of My Humble House Hospitality Management Consulting Co is about 5.4%, meaning it keeps roughly 5.4% of revenue as net income. Based on the latest reported figures.
Does My Humble House Hospitality Management Consulting Co pay a dividend?
My Humble House Hospitality Management Consulting Co currently shows a dividend yield of about 7.59% 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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