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Renjie Oldsichuan Catering Management Consultant Co (2741) Fair Value & Analysis

Consumer Cyclical · TW · Market cap 454M TWD

RO Renjie Oldsichuan Catering Management Consultant Co 2741 · TWO
Price20.30 TWD
Fair Value21.04 TWD
Upside+3.7%
Quality58/100
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Weak Growth
Thin margins · 2.9% net margin
generates free cash flow
4.89% dividend yield
Ranks above peers (11/13)
Narrow moat 31/100
Evidence: High Range 15.64 TWD – 26.45 TWD Share as image

Fair value as of: Jul 23, 2026

From 24 valuation models · updated 18 days ago

Share price −0.5% 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 15.64 TWD (bear) to 26.45 TWD (bull), base 21.04 TWD. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 58/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

61.99 TWD 20.00 TWD Fair Value 21.04 TWD Feb 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 20.00 TWD – 61.99 TWD · fair‑value band 15.64 TWD – 26.45 TWD · the 20.30 TWD price screens below the 21.04 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.

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Analysis

Renjie Oldsichuan Catering Management Consultant Co (2741) currently trades at 20.30 TWD, while our model-based Fair Value estimate is 21.04 TWD, implying the stock looks roughly 3.7% fairly valued today. The Quality Score stands at 58/100 (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, Renjie Oldsichuan Catering Management Consultant Co generated revenue of 906M TWD at a net margin of 2.9%. Revenue declined 8.5% year over year. It earns a return on equity of 4.0%. Net debt stands at 13.3M TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 15.64 TWD (bear case) to 26.45 TWD (bull case); at 20.30 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 52% below its 52-week high and 1% 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 4%, 2741 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
Residual Income 20.32 TWD 20.10 TWD 17.29 TWD 76
Growth DCF 20.49 TWD 24.80 TWD 31.75 TWD 72
Gordon GGM 23.31 TWD 28.19 TWD 32.91 TWD 70
All 24 models by family
DCF Models
FCF DCF 20.06 TWD 24.58 TWD 32.51 TWD 38
Owner Earnings 39.42 TWD 49.19 TWD 66.32 TWD 31
5Y Revenue Exit 16.33 TWD 20.79 TWD 27.30 TWD 39
5Y EBITDA Exit 34.23 TWD 51.24 TWD 73.78 TWD 41
5Y P/E Exit 20.03 TWD 27.08 TWD 35.54 TWD 38
10Y Revenue Exit 17.58 TWD 21.48 TWD 25.79 TWD 36
10Y EBITDA Exit 27.89 TWD 39.86 TWD 53.65 TWD 37
10Y P/E Exit 19.91 TWD 25.28 TWD 30.73 TWD 35
Earnings-Based
Graham-Dodd 7.92 TWD 13.51 TWD 16.49 TWD 54
EPV 8.55 TWD 9.25 TWD 9.83 TWD 59
Dividend Discount
Gordon GGM 23.31 TWD 28.19 TWD 32.91 TWD 70
DDM Multi-Stage 23.31 TWD 29.73 TWD 36.72 TWD 61
Multiples
P/E Multiple 19.22 TWD 25.63 TWD 32.03 TWD 63
P/S Multiple 14.85 TWD 19.80 TWD 24.75 TWD 58
P/B Multiple 14.85 TWD 19.80 TWD 24.75 TWD 55
EV/EBIT 19.63 TWD 25.04 TWD 30.45 TWD 53
EV/EBITDA 51.43 TWD 67.43 TWD 83.44 TWD 54
EV/Revenue 14.34 TWD 19.03 TWD 23.72 TWD 43
Asset-Based
NCAV (Graham) 14.28 TWD 19.14 TWD 28.57 TWD 50
Growth DCF
Growth DCF 20.49 TWD 24.80 TWD 31.75 TWD 72
Rev-Margin DCF 16.33 TWD 21.15 TWD 27.35 TWD 67
Economic Profit
Residual Income 20.32 TWD 20.10 TWD 17.29 TWD 76
ROIC Compounder 8.55 TWD 9.25 TWD 9.83 TWD 67
Growth Earnings
Growth-Adj P/E 13.55 TWD 19.36 TWD 25.16 TWD 68

Widest divergence: Dividend Discount (28.19 TWD) versus Earnings-Based (9.25 TWD). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 906M TWD
Revenue growth (YoY) -8.5%
Net margin 2.9%
Return on equity 4.0%
Free cash flow 44.7M TWD FY2025
P/E ratio 17.3
More key figures
Operating margin 5.3%
EPS (TTM) 1.16 TWD
Dividend yield 4.9%
EPS growth (YoY) -27.7%
Net debt 13.3M TWD FY2025

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

Quality Score breakdown

Overall quality 58/100

Of which business quality 57 · Market factors (momentum, volatility) 30

Profitability 40
Margins and returns on capital today
Quality Growth 32
Are margins and returns improving?
Cashflow 55
Earnings quality: real cash, not paper profit
Fin. Strength 53
Balance sheet, leverage, solvency risk
Investment 99
Disciplined investing over empire-building
Low Volatility 81
Calm price path (market factor)
Momentum 12
Price trend over the last 3–12 months (market factor)
52W Momentum 2
Distance to the 52-week high (market factor)
Net Issuance 85
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

Renjie Oldsichuan Catering Management Consultant Co., Ltd. engages in the restaurant business in Taiwan. The company provides spicy hot pots. It also engages in the catering food sale business. The company was founded in 1996 and is based in Kaohsiung, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Renjie Oldsichuan Catering Management Consultant Co reported revenue of 906M TWD in FY2025 versus 713M TWD in FY2021, a compound +6.1%/yr. Reported net income was 26.3M TWD in FY2025, compounding −19.0%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
906M TWD
Latest YoY
−6.9%
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.
+1.4%
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.
+1.9%
Avg. growth/yr (12Y) 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.
+3.8%
Revenue +6.1%/yr
FY21 713M TWD
FY22 869M TWD
FY23 975M TWD
FY24 973M TWD
FY25 906M TWD
Net income −19.0%/yr
FY21 61.0M TWD
FY22 92.9M TWD
FY23 84.3M TWD
FY24 50.3M TWD
FY25 26.3M TWD
Character of growth · EPS growth decomposed (2013-2024) −1.1 % p.a.
Revenue per share +3.3 pp

of which total revenue +4.2 pp · buybacks/dilution −0.8 pp

EBIT margin −4.7 pp
Tax rate −0.1 pp
Residual (interest, one-offs) +0.5 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). "Renjie Oldsichuan Catering Management Consultant Co Fair Value". https://www.fairvalue-calculator.com/stock/2741

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 58 · Above median
Fair Value upside +4% · Above median
Return on equity (TTM) 4% · Above median
Return on assets 1% · Below median
Net margin (TTM) 3% · Above median
Operating margin (TTM) 5% · Above median
Revenue growth -9% · Bottom 25%
Dividend yield (TTM) 4.9% · Above median

Valuation Multiples vs Restaurants median · lower = cheaper

P/E (TTM) 17.3× · Cheaper than median
P/B 0.70× · Cheaper than median
P/S (TTM) 0.50× · Cheaper than median
P/FCF 0.3× · Cheaper than median
EV/EBITDA 5.3× · Cheaper 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 38 · sector 28
FUTURE 0 · sector 20
PAST 16 · sector 16
HEALTH 0 · sector 97
DIVIDEND 98 · sector 58

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 Renjie Oldsichuan Catering Management Consultant Co (2741) overvalued or undervalued?
As of Jul 23, 2026, our model estimates a fair value of 21.04 TWD versus a price of 20.30 TWD, about +4% (fairly valued).
What is the fair value of 2741?
Our model-based fair value for Renjie Oldsichuan Catering Management Consultant Co is 21.04 TWD (as of Jul 23, 2026), built from audited fundamentals. The current price is 20.30 TWD.
What is the quality score of 2741?
Renjie Oldsichuan Catering Management Consultant Co has a Quality Score of 58/100. 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 Renjie Oldsichuan Catering Management Consultant Co (2741)?
Renjie Oldsichuan Catering Management Consultant Co reported trailing-twelve-month revenue of about 906M TWD (latest available figure, as of Jul 23, 2026).
What is the net profit margin of 2741?
The net profit margin of Renjie Oldsichuan Catering Management Consultant Co is about 2.9%, meaning it keeps roughly 2.9% of revenue as net income. Based on the latest reported figures.
Does Renjie Oldsichuan Catering Management Consultant Co pay a dividend?
Renjie Oldsichuan Catering Management Consultant Co currently shows a dividend yield of about 4.74% relative to its recent price (as of Jul 23, 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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