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Billion Electric Co (3027) Fair Value & Analysis

Industrials · TW · Market cap 2.6B TWD

BE Billion Electric Co 3027 · TW
Price18.60 TWD
Fair Value4.27 TWD
Upside-77.0%
Quality53/100
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Mixed Growth
Loss-making · -8.3% net margin
Low debt · generates free cash flow
Mixed vs. peers (4/10)
Narrow moat 13/100
Evidence: Medium Range 4.12 TWD – 4.43 TWD Share as image

Fair value as of: Jul 23, 2026

From 3 valuation models · updated 18 days ago

Share price −8.8% over the past month.

A solid business, but screening 77% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (4.43 TWD). The favourable scenario is already priced in.
  • Solid but not exceptional quality (53/100) and above fair value, neither a clear bargain nor a standout compounder.
  • The models converge in a tight band (4.12 TWD to 4.43 TWD), unusually little disagreement for a valuation.
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Price vs Fair Value (5 years)

55.33 TWD 16.54 TWD Fair Value 4.27 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 16.54 TWD – 55.33 TWD · fair‑value band 4.12 TWD – 4.43 TWD · the 18.60 TWD price screens above the 4.27 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.

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Analysis

Billion Electric Co (3027) currently trades at 18.60 TWD, while our model-based Fair Value estimate is 4.27 TWD, implying the stock looks roughly 77.0% overvalued today. The Quality Score stands at 53/100 (solid quality), in the Industrials 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, Billion Electric Co generated revenue of 2.1B TWD at a net margin of -5.8%. Revenue declined 35.4% year over year. It earns a return on equity of -6.1%. The balance sheet holds a net cash position of 471M TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 4.12 TWD (bear case) to 4.43 TWD (bull case); at 18.60 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 45% below its 52-week high and 9% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -14% fair-value upside, at -77%, 3027 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 25.46 TWD 33.90 TWD 45.12 TWD 80
Rev-Margin DCF 22.78 TWD 32.41 TWD 43.01 TWD 74
NCAV (Graham) 8.31 TWD 11.14 TWD 16.62 TWD 50
All 3 models by family
Asset-Based
NCAV (Graham) 8.31 TWD 11.14 TWD 16.62 TWD 50
Growth DCF
Growth DCF 25.46 TWD 33.90 TWD 45.12 TWD 80
Rev-Margin DCF 22.78 TWD 32.41 TWD 43.01 TWD 74

Widest divergence: Growth DCF (32.41 TWD) versus Asset-Based (11.14 TWD). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 1.8B TWD
Revenue growth (YoY) -45.6%
Net margin -8.3%
Return on equity -7.8%
Free cash flow 257M TWD FY2025
Operating margin -2.4%
More key figures
EPS (TTM) -1.06 TWD
EPS growth (YoY) -84.3%
Net cash 471M TWD FY2025

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

Quality Score breakdown

Overall quality 53/100

Of which business quality 57 · Market factors (momentum, volatility) 27

Profitability 16
Margins and returns on capital today
Quality Growth 32
Are margins and returns improving?
Cashflow 69
Earnings quality: real cash, not paper profit
Fin. Strength 91
Balance sheet, leverage, solvency risk
Investment 82
Disciplined investing over empire-building
Low Volatility 57
Calm price path (market factor)
Momentum 19
Price trend over the last 3–12 months (market factor)
52W Momentum 6
Distance to the 52-week high (market factor)
Net Issuance 55
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

Billion Electric Co., Ltd. engages in renewable energy, communication, and power supply businesses in Taiwan, the United States, Asia, Europe, Oceania, and Australia. The company provides PV inverters; Integrated ESS; EV chargers; power supply products, such as AC/DC power adapters, open frame power supply products, and PoE injectors.

Full company description

Billion Electric Co., Ltd. engages in renewable energy, communication, and power supply businesses in Taiwan, the United States, Asia, Europe, Oceania, and Australia. The company provides PV inverters; Integrated ESS; EV chargers; power supply products, such as AC/DC power adapters, open frame power supply products, and PoE injectors. It is also involved in the design, manufacture, and sale of electronic components, integrated digital service networks, broadband communication network terminal equipment and systems, and broadband routers, as well as renewable energy self-consumption power generation and energy technology services. Billion Electric Co., Ltd. was incorporated in 1973 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

Billion Electric Co reported revenue of 2.1B TWD in FY2025 versus 1.0B TWD in FY2021, a compound +19.1%/yr. Reported net income was −121M TWD in FY2025.

Growth Quality 67/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
2.1B TWD
Latest YoY
+4.2%
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.
+20.3%
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.
+19.9%
Avg. growth/yr (22Y) 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.
+2.2%
Revenue +19.1%/yr
FY21 1.0B TWD
FY22 1.2B TWD
FY23 1.8B TWD
FY24 2.0B TWD
FY25 2.1B TWD
Net income
FY21 27.0M TWD
FY22 39.9M TWD
FY23 71.1M TWD
FY24 −24.8M TWD
FY25 −121M TWD

3027 screens 77% overvalued. Compare with CITIC Limited →

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Cite: Fair Value Calculator (2026). "Billion Electric Co Fair Value". https://www.fairvalue-calculator.com/stock/3027

Peer Group

Conglomerates · 369 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 53 · Above median
Fair Value upside −77% · Bottom 25%
Return on assets -1% · Bottom 25%
Net margin (TTM) -8% · Bottom 25%
Operating margin (TTM) -2% · Bottom 25%
Revenue growth -46% · Bottom 25%

Valuation Multiples vs Conglomerates median · lower = cheaper

P/S (TTM) 0.04× · Cheaper than 75% of peers
P/FCF 0.3× · 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 0 · sector 20
FUTURE 0 · sector 16
PAST 0 · sector 20
HEALTH 100 · sector 88
DIVIDEND 0 · sector 39

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

Stock Price Fair Value vs Fair Value
CITIC Limited 0267 HK$11.28 HK$22.56 +100%
SK Inc 034730 580,000 KRW 497,919 KRW -14%
PT Astra International Tbk, ASII 4,810 IDR 9,620 IDR +100%
The Siam Cement Public Company SCC 254.00 THB 199.40 THB -21%
SRF Limited SRF ₹2,875 ₹1,053 -63%
Empresas Copec S.A COPEC 6,330 CLP 10,879 CLP +72%
Posco International Corporation 047050 50,900 KRW 61,248 KRW +20%
Tube Investments of India Limited TIINDIA ₹2,940 ₹559.30 -81%
Doosan Corporation 000155 464,000 KRW 75,620 KRW -84%
Thermax Limited THERMAX ₹4,809 ₹1,087 -77%

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Frequently asked questions

Is Billion Electric Co (3027) overvalued or undervalued?
As of Jul 23, 2026, our model estimates a fair value of 4.27 TWD versus a price of 18.60 TWD, about −77% (overvalued).
What is the fair value of 3027?
Our model-based fair value for Billion Electric Co is 4.27 TWD (as of Jul 23, 2026), built from audited fundamentals. The current price is 18.60 TWD.
What is the quality score of 3027?
Billion Electric Co has a Quality Score of 53/100. 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 Billion Electric Co (3027)?
Billion Electric Co reported trailing-twelve-month revenue of about 2.1B TWD (latest available figure, as of Jul 23, 2026).
What is the net profit margin of 3027?
The net profit margin of Billion Electric Co is about -5.8%, meaning it is currently running at a net loss. 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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