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Louisa Professional Coffee Ltd (2758) Fair Value & Analysis

Consumer Cyclical · TW · Market cap 1.5B TWD

LP Louisa Professional Coffee Ltd 2758 · TWO
Price70.30 TWD
Fair Value42.46 TWD
Upside-39.6%
Quality45/100
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Healthy Growth
Thin margins · 1.6% net margin
High debt · generates free cash flow
2.87% dividend yield
Trails peers (4/14)
Narrow moat 31/100
Evidence: High Range 22.38 TWD – 62.88 TWD Share as image

Fair value as of: Jul 23, 2026

From 26 valuation models · updated 18 days ago

Share price −3.7% over the past month.

Below-average quality, and screening another 40% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (62.88 TWD). The favourable scenario is already priced in.
  • The model range is unusually wide (22.38 TWD to 62.88 TWD). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (45/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

166.54 TWD 63.77 TWD Fair Value 42.46 TWD Sep 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

59‑month range 63.77 TWD – 166.54 TWD · fair‑value band 22.38 TWD – 62.88 TWD · the 70.30 TWD price screens above the 42.46 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.

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Analysis

Louisa Professional Coffee Ltd (2758) currently trades at 70.30 TWD, while our model-based Fair Value estimate is 42.46 TWD, implying the stock looks roughly 39.6% overvalued today. The Quality Score stands at 45/100 (below-average 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: high).

Over the trailing twelve months, Louisa Professional Coffee Ltd generated revenue of 2.9B TWD at a net margin of 1.6%. Revenue grew 27.2% year over year. It earns a return on equity of 6.6%. Net debt stands at 867M TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 22.38 TWD (bear case) to 62.88 TWD (bull case); at 70.30 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 34% below its 52-week high and 11% 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 -40%, 2758 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 10.29 TWD 33.48 TWD 65.91 TWD 80
Residual Income 22.38 TWD 23.70 TWD 25.07 TWD 76
Rev-Margin DCF 16.35 TWD 50.68 TWD 93.76 TWD 74
All 26 models by family
DCF Models
FCF DCF 10.72 TWD 36.56 TWD 74.77 TWD 38
Owner Earnings 0.6100 TWD 20.31 TWD 49.44 TWD 31
5Y Revenue Exit 16.35 TWD 51.43 TWD 98.39 TWD 39
5Y EBITDA Exit 112.55 TWD 244.76 TWD 410.19 TWD 41
5Y P/E Exit 5.45 TWD 29.54 TWD 56.17 TWD 38
10Y Revenue Exit 12.03 TWD 42.46 TWD 87.59 TWD 36
10Y EBITDA Exit 71.25 TWD 170.05 TWD 320.21 TWD 37
10Y P/E Exit 6.98 TWD 28.01 TWD 56.09 TWD 35
Earnings-Based
Graham-Dodd 15.55 TWD 66.09 TWD 90.24 TWD 54
Lynch FV 16.85 TWD 24.08 TWD 31.30 TWD 50
PEG = 1.0 16.85 TWD 24.08 TWD 31.30 TWD 46
EPV 1.09 TWD 5.59 TWD 9.33 TWD 59
Dividend Discount
Gordon GGM 34.96 TWD 63.00 TWD 86.73 TWD 70
DDM Multi-Stage 34.96 TWD 57.55 TWD 67.30 TWD 61
Multiples
P/E Multiple 37.73 TWD 50.30 TWD 62.88 TWD 63
P/S Multiple 29.15 TWD 38.87 TWD 48.59 TWD 58
P/B Multiple 29.15 TWD 38.87 TWD 48.59 TWD 55
EV/EBIT 47.23 TWD 73.59 TWD 99.95 TWD 53
EV/EBITDA 196.48 TWD 272.59 TWD 348.70 TWD 54
EV/Revenue 21.45 TWD 44.30 TWD 67.14 TWD 43
Asset-Based
NCAV (Graham) 14.04 TWD 18.81 TWD 28.08 TWD 50
Growth DCF
Growth DCF 10.29 TWD 33.48 TWD 65.91 TWD 80
Rev-Margin DCF 16.35 TWD 50.68 TWD 93.76 TWD 74
Economic Profit
Residual Income 22.38 TWD 23.70 TWD 25.07 TWD 76
ROIC Compounder 1.09 TWD 5.59 TWD 9.33 TWD 72
Growth Earnings
Growth-Adj P/E 29.19 TWD 41.69 TWD 54.20 TWD 68

Widest divergence: Dividend Discount (57.55 TWD) versus Economic Profit (5.59 TWD). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 2.9B TWD
Revenue growth (YoY) +27.2%
Net margin 1.6%
Return on equity 6.6%
Free cash flow 85.0M TWD FY2025
P/E ratio 28.9
More key figures
Operating margin 3.7%
EPS (TTM) 2.28 TWD
Dividend yield 3.1%
EPS growth (YoY) -40.5%
Net debt 867M TWD FY2025

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

Quality Score breakdown

Overall quality 45/100

Of which business quality 44 · Market factors (momentum, volatility) 38

Profitability 40
Margins and returns on capital today
Quality Growth 51
Are margins and returns improving?
Cashflow 47
Earnings quality: real cash, not paper profit
Fin. Strength 11
Balance sheet, leverage, solvency risk
Investment 54
Disciplined investing over empire-building
Low Volatility 91
Calm price path (market factor)
Momentum 18
Price trend over the last 3–12 months (market factor)
52W Momentum 11
Distance to the 52-week high (market factor)
Net Issuance 82
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

Louisa Professional Coffee Ltd. engages in the manufacturing and selling of coffee beans, and other food and beverage products in Taiwan and internationally. The company offers drip coffee, specialty coffee, expresso drinks, single ranch, tea, and other drinks; and light meals, bagels, cakes, and cookies.

Full company description

Louisa Professional Coffee Ltd. engages in the manufacturing and selling of coffee beans, and other food and beverage products in Taiwan and internationally. The company offers drip coffee, specialty coffee, expresso drinks, single ranch, tea, and other drinks; and light meals, bagels, cakes, and cookies. It also provides tumbler, coffee drip pot, stainless steel flatware, foldable cutlery, straight umbrella with black shade, stainless steel vacuum insulated mug, tote bag, and padded bag with adjustable strap. The company offers its products through stores. In addition, it is involved in chain franchising business. Louisa Professional Coffee Ltd. was founded in 2006 and is based in New Taipei City, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Louisa Professional Coffee Ltd reported revenue of 2.9B TWD in FY2025 versus 1.9B TWD in FY2021, a compound +11.5%/yr. Reported net income was 46.8M TWD in FY2025, compounding −14.8%/yr from FY2021.

Growth Quality 71/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
2.9B TWD
Latest YoY
+21.5%
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.
+10.3%
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.
+8.0%
Avg. growth/yr (6Y) 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.
+11.4%
Revenue +11.5%/yr
FY21 1.9B TWD
FY22 2.2B TWD
FY23 2.4B TWD
FY24 2.4B TWD
FY25 2.9B TWD
Net income −14.8%/yr
FY21 88.9M TWD
FY22 103M TWD
FY23 129M TWD
FY24 95.0M TWD
FY25 46.8M TWD

2758 screens 40% overvalued. Compare with McDonald's Corporation →

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Cite: Fair Value Calculator (2026). "Louisa Professional Coffee Ltd Fair Value". https://www.fairvalue-calculator.com/stock/2758

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 45 · Below median
Fair Value upside −40% · Below median
Return on equity (TTM) 7% · Above median
Return on assets 2% · Below median
Net margin (TTM) 2% · Below median
Operating margin (TTM) 4% · Below median
Revenue growth 27% · Top 25%
Dividend yield (TTM) 2.9% · Below median
Debt / equity 1.56× · Higher than 75% of peers

Valuation Multiples vs Restaurants median · lower = cheaper

P/E (TTM) 32.0× · Pricier than 75% of peers
P/B 2.60× · Pricier than median
P/S (TTM) 0.51× · Cheaper than median
P/FCF 0.5× · Cheaper than median
EV/EBITDA 9.3× · 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 0 · sector 28
FUTURE 100 · sector 20
PAST 26 · sector 16
HEALTH 22 · sector 97
DIVIDEND 57 · sector 58

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 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 Louisa Professional Coffee Ltd (2758) overvalued or undervalued?
As of Jul 23, 2026, our model estimates a fair value of 42.46 TWD versus a price of 70.30 TWD, about −40% (overvalued).
What is the fair value of 2758?
Our model-based fair value for Louisa Professional Coffee Ltd is 42.46 TWD (as of Jul 23, 2026), built from audited fundamentals. The current price is 70.30 TWD.
What is the quality score of 2758?
Louisa Professional Coffee Ltd has a Quality Score of 45/100. 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 Louisa Professional Coffee Ltd (2758)?
Louisa Professional Coffee Ltd reported trailing-twelve-month revenue of about 2.9B TWD (latest available figure, as of Jul 23, 2026).
What is the net profit margin of 2758?
The net profit margin of Louisa Professional Coffee Ltd is about 1.6%, meaning it keeps roughly 1.6% of revenue as net income. Based on the latest reported figures.
Does Louisa Professional Coffee Ltd pay a dividend?
Louisa Professional Coffee Ltd currently shows a dividend yield of about 3.12% 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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