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Tonlin Department Store Co (2910) Fair Value & Analysis

Consumer Cyclical · TW · Market cap 4.3B TWD

TD Tonlin Department Store Co 2910 · TW
Price24.55 TWD
Fair Value11.40 TWD
Upside-53.6%
Quality65/100
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Healthy Growth
Highly profitable · 40.7% net margin
Moderate debt · generates free cash flow
4.04% dividend yield
Ranks above peers (9/14)
Moderate moat 64/100
Evidence: High Range 4.24 TWD – 17.80 TWD Share as image

Fair value as of: Jul 23, 2026

From 18 valuation models · updated 18 days ago

Share price +9.8% over the past month.

A solid business, but screening 54% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (17.80 TWD). The favourable scenario is already priced in.
  • The model range is unusually wide (4.24 TWD to 17.80 TWD). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (65/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

36.86 TWD 19.10 TWD Fair Value 11.40 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 19.10 TWD – 36.86 TWD · fair‑value band 4.24 TWD – 17.80 TWD · the 24.55 TWD price screens above the 11.40 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.

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Analysis

Tonlin Department Store Co (2910) currently trades at 24.55 TWD, while our model-based Fair Value estimate is 11.40 TWD, implying the stock looks roughly 53.6% overvalued today. The Quality Score stands at 65/100 (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: high).

Over the trailing twelve months, Tonlin Department Store Co generated revenue of 518M TWD at a net margin of 41.5%. Revenue declined 12.3% year over year. It earns a return on equity of 7.9%. Net debt stands at 3.0B TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 4.24 TWD (bear case) to 17.80 TWD (bull case); at 24.55 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 near its 52-week high and 27% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 50% fair-value upside, at -54%, 2910 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.

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 2.94 TWD 10.26 TWD 80
Residual Income 12.82 TWD 13.61 TWD 14.93 TWD 76
ROIC Compounder 0.6900 TWD 72
All 18 models by family
DCF Models
FCF DCF 2.57 TWD 10.81 TWD 38
Owner Earnings 0.4400 TWD 5.93 TWD 15.79 TWD 31
5Y EBITDA Exit 7.05 TWD 16.60 TWD 41
5Y P/E Exit 0.8500 TWD 8.80 TWD 18.29 TWD 38
10Y EBITDA Exit 3.77 TWD 8.87 TWD 37
10Y P/E Exit 4.83 TWD 9.84 TWD 35
Earnings-Based
Graham-Dodd 8.34 TWD 10.19 TWD 11.46 TWD 54
EPV 0.6900 TWD 59
Multiples
P/E Multiple 20.23 TWD 26.98 TWD 33.72 TWD 63
P/S Multiple 2.66 TWD 3.55 TWD 4.43 TWD 58
P/B Multiple 15.63 TWD 20.85 TWD 26.06 TWD 55
EV/EBIT 6.92 TWD 14.08 TWD 21.24 TWD 53
EV/EBITDA 3.71 TWD 9.80 TWD 15.89 TWD 54
Asset-Based
NCAV (Graham) 7.86 TWD 10.53 TWD 15.72 TWD 50
Growth DCF
Growth DCF 2.94 TWD 10.26 TWD 80
Economic Profit
Residual Income 12.82 TWD 13.61 TWD 14.93 TWD 76
ROIC Compounder 0.6900 TWD 72
Growth Earnings
Growth-Adj P/E 14.26 TWD 20.37 TWD 26.49 TWD 68

Widest divergence: Growth Earnings (20.37 TWD) versus Growth DCF (2.94 TWD). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 526M TWD
Revenue growth (YoY) +6.0%
Net margin 40.7%
Return on equity 8.2%
Free cash flow 238M TWD FY2025
P/E ratio 20.2
More key figures
Operating margin 59.0%
EPS (TTM) 1.23 TWD
Dividend yield 4.0%
EPS growth (YoY) +9.3%
Net debt 3.0B TWD FY2025

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

Quality Score breakdown

Overall quality 65/100

Of which business quality 60 · Market factors (momentum, volatility) 62

Profitability 37
Margins and returns on capital today
Quality Growth 55
Are margins and returns improving?
Cashflow 86
Earnings quality: real cash, not paper profit
Fin. Strength 30
Balance sheet, leverage, solvency risk
Investment 86
Disciplined investing over empire-building
Low Volatility 77
Calm price path (market factor)
Momentum 58
Price trend over the last 3–12 months (market factor)
52W Momentum 50
Distance to the 52-week high (market factor)
Net Issuance 84
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

Tonlin Department Store Co.,Ltd. operates retail department stores and engages in investment and construction activities in Taiwan. It offers fashion, beauty, and lifestyle products. The company also operates cafés and restaurants. Tonlin Department Store Co., Ltd. was founded in 1971 and is headquartered in Taipei, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Tonlin Department Store Co reported revenue of 518M TWD in FY2025 versus 529M TWD in FY2021, a compound −0.5%/yr. Reported net income was 215M TWD in FY2025, compounding +11.2%/yr from FY2021.

Growth Quality 84/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
518M TWD
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.
+7.3%
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.
+9.4%
Avg. growth/yr (21Y) 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.
−5.4%
Revenue −0.5%/yr
FY21 529M TWD
FY22 712M TWD
FY23 684M TWD
FY24 606M TWD
FY25 518M TWD
Net income +11.2%/yr
FY21 141M TWD
FY22 96.4M TWD
FY23 205M TWD
FY24 198M TWD
FY25 215M TWD
Character of growth · EPS growth decomposed (2014-2025) +8.9 % p.a.
Revenue per share −2.7 pp

of which total revenue −2.7 pp · buybacks/dilution +0.0 pp

EBIT margin +10.9 pp
Tax rate −0.1 pp
Residual (interest, one-offs) +0.8 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).

2910 screens 54% overvalued. Compare with Falabella S.A →

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Cite: Fair Value Calculator (2026). "Tonlin Department Store Co Fair Value". https://www.fairvalue-calculator.com/stock/2910

Peer Group

Department Stores · 127 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 65 · Top 25%
Fair Value upside −54% · Bottom 25%
Return on equity (TTM) 8% · Above median
Return on assets 3% · Above median
Net margin (TTM) 41% · Top 25%
Operating margin (TTM) 59% · Top 25%
Revenue growth 6% · Above median
Dividend yield (TTM) 4.0% · Top 25%
Debt / equity 0.97× · Higher than 75% of peers

Valuation Multiples vs Department Stores median · lower = cheaper

P/E (TTM) 20.2× · Cheaper than median
P/B 1.58× · Pricier than median
P/S (TTM) 8.27× · Pricier than 75% of peers
P/FCF 0.6× · Cheaper than median
EV/EBITDA 19.0× · Pricier 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 0 · sector 26
FUTURE 30 · sector 2
PAST 33 · sector 16
HEALTH 51 · sector 96
DIVIDEND 81 · sector 37

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

Stock Price Fair Value vs Fair Value
Falabella S.A FALABELLA 5,875 CLP 8,880 CLP +51%
El Puerto de Liverpool, S.A. LIVEPOLC1 99.62 MXN 263.70 MXN +165%
99 Speed Mart Retail Holdings 5326 3.70 MYR 1.45 MYR -61%
Cencosud S.A CENCOSUD 2,040 CLP 2,516 CLP +23%
Vishal Mega Mart Limited VMM ₹113.94 ₹37.39 -67%
SHINSEGAE Inc 004170 610,000 KRW 200,259 KRW -67%
Organización Soriana, S. A. B. de C. V., SORIANAB 30.04 MXN 59.59 MXN +98%
Lotte Shopping Co 023530 155,300 KRW 81,725 KRW -47%
Lojas Renner S.A LREN3 R$14.10 R$33.36 +137%
La Comer, S.A. LACOMERUBC 34.37 MXN 51.49 MXN +50%

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Frequently asked questions

Is Tonlin Department Store Co (2910) overvalued or undervalued?
As of Jul 23, 2026, our model estimates a fair value of 11.40 TWD versus a price of 24.55 TWD, about −54% (overvalued).
What is the fair value of 2910?
Our model-based fair value for Tonlin Department Store Co is 11.40 TWD (as of Jul 23, 2026), built from audited fundamentals. The current price is 24.55 TWD.
What is the quality score of 2910?
Tonlin Department Store Co has a Quality Score of 65/100. 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 Tonlin Department Store Co (2910)?
Tonlin Department Store Co reported trailing-twelve-month revenue of about 518M TWD (latest available figure, as of Jul 23, 2026).
What is the net profit margin of 2910?
The net profit margin of Tonlin Department Store Co is about 41.5%, meaning it keeps roughly 41.5% of revenue as net income. 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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