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Universal Microwave Technology, Inc (3491) Fair Value & Analysis

Technology · TW · Market cap 93.2B TWD

UM Universal Microwave Technology, Inc 3491 · TWO
Price1,345 TWD
Fair Value184.03 TWD
Upside-86.3%
Quality45/100
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Expensive Growth
Highly profitable · 22.0% net margin
Low debt · negative free cash flow
0.52% dividend yield
Mixed vs. peers (5/12)
Wide moat 77/100
Evidence: High Range 131.31 TWD – 228.99 TWD Share as image

Fair value as of: Aug 13, 2026

From 16 valuation models · updated today

Fair value updated Aug 13, 2026, revised from 134.08 TWD to 184.03 TWD (+37.3%) since Jul 19, 2026. Share price +12.6% over the past month.

Below-average quality, and screening another 86% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (228.99 TWD). The favourable scenario is already priced in.
  • 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)

2,200 TWD 52.42 TWD Fair Value 184.03 TWD Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range 52.42 TWD – 2,200 TWD · fair‑value band 131.31 TWD – 228.99 TWD · the 1,345 TWD price screens above the 184.03 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Universal Microwave Technology, Inc (3491) currently trades at 1,345 TWD, while our model-based Fair Value estimate is 184.03 TWD, implying the stock looks roughly 86.3% overvalued today. The Quality Score stands at 45/100 (below-average quality), in the Technology 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, Universal Microwave Technology, Inc generated revenue of 2.9B TWD at a net margin of 22.0%. Revenue grew 64.5% year over year. It earns a return on equity of 20.8%. The balance sheet holds a net cash position of 290M TWD. Fundamentals as of Aug 13, 2026

Our scenario range runs from 131.31 TWD (bear case) to 228.99 TWD (bull case); at 1,345 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 39% below its 52-week high and 349% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -50% fair-value upside, at -86%, 3491 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
Residual Income 51.77 TWD 62.76 TWD 114.26 TWD 76
ROIC Compounder 93.99 TWD 115.60 TWD 141.27 TWD 72
Gordon GGM 57.38 TWD 119.31 TWD 189.27 TWD 70
All 16 models by family
Earnings-Based
Graham-Dodd 51.23 TWD 175.46 TWD 235.48 TWD 54
Lynch FV 40.40 TWD 57.71 TWD 75.02 TWD 50
PEG = 1.0 40.40 TWD 57.71 TWD 75.02 TWD 46
EPV 88.00 TWD 99.92 TWD 110.35 TWD 59
Dividend Discount
Gordon GGM 57.38 TWD 119.31 TWD 189.27 TWD 70
DDM Multi-Stage 57.38 TWD 99.22 TWD 125.22 TWD 61
Multiples
P/E Multiple 158.21 TWD 210.94 TWD 263.68 TWD 63
P/S Multiple 96.05 TWD 128.07 TWD 160.09 TWD 58
P/B Multiple 96.05 TWD 128.07 TWD 160.09 TWD 55
EV/EBIT 166.79 TWD 216.88 TWD 266.98 TWD 53
EV/EBITDA 151.38 TWD 196.33 TWD 241.29 TWD 54
EV/Revenue 92.49 TWD 125.05 TWD 157.61 TWD 43
Asset-Based
NCAV (Graham) 26.29 TWD 35.23 TWD 52.58 TWD 50
Economic Profit
Residual Income 51.77 TWD 62.76 TWD 114.26 TWD 76
ROIC Compounder 93.99 TWD 115.60 TWD 141.27 TWD 72
Growth Earnings
Growth-Adj P/E 131.31 TWD 187.59 TWD 243.87 TWD 68

Widest divergence: Growth Earnings (187.59 TWD) versus Asset-Based (35.23 TWD). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 2.9B TWD
Revenue growth (YoY) +64.5%
Net margin 22.0%
Return on equity 20.8%
Free cash flow −345M TWD FY2025
P/E ratio 178.1
More key figures
Operating margin 30.8%
EPS (TTM) 7.55 TWD
Dividend yield 0.4%
EPS growth (YoY) +45.2%
Net cash 290M TWD FY2023

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 45/100

Of which business quality 46 · Market factors (momentum, volatility) 59

Profitability 56
Margins and returns on capital today
Quality Growth 23
Are margins and returns improving?
Cashflow 24
Earnings quality: real cash, not paper profit
Fin. Strength 94
Balance sheet, leverage, solvency risk
Investment 9
Disciplined investing over empire-building
Low Volatility 22
Calm price path (market factor)
Momentum 73
Price trend over the last 3–12 months (market factor)
52W Momentum 77
Distance to the 52-week high (market factor)
Net Issuance 44
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

Universal Microwave Technology, Inc. manufactures and sells electronic components in Taiwan, Mainland China, Asia, Europe, the United States, and Oceania. The company operates through Microwave/Millimeter Wave Products; Radio Frequency Products; and Communication Network Engineering Services segment.

Full company description

Universal Microwave Technology, Inc. manufactures and sells electronic components in Taiwan, Mainland China, Asia, Europe, the United States, and Oceania. The company operates through Microwave/Millimeter Wave Products; Radio Frequency Products; and Communication Network Engineering Services segment. The company offers diplexers and multiplexers, filters, couplers, OMT products, industrial parts, antennas, radio frequency cables, radio frequency connectors, wire harnesses, waveguide and machined components, microwave, high-frequency communication components, antennas, and RF connectors. It also provides remote mount kit; circulator and isolator; interference filter; low-orbit satellites and microsatellites; telecommunications infrastructure equipment components and materials; communication equipment components; and other electronic components. In addition, the company is involved in the general investment businesses, and communication network engineering services. It serves millimeter wave and 5G, satcom and LEO, wireless backhaul, precision machining, and base station. Universal Microwave Technology, Inc. was founded in 1999 and is headquartered in Keelung, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Universal Microwave Technology, Inc reported revenue of 2.5B TWD in FY2025 versus 1.8B TWD in FY2021, a compound +8.7%/yr. Reported net income was 518M TWD in FY2025, compounding +21.7%/yr from FY2021.

Growth Quality 54/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
2.5B TWD
Latest YoY
+5.0%
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.
+10.1%
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.
+10.6%
Avg. growth/yr (8Y) 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.
+6.5%
Revenue +8.7%/yr
FY21 1.8B TWD
FY22 1.8B TWD
FY23 1.6B TWD
FY24 2.3B TWD
FY25 2.5B TWD
Net income +21.7%/yr
FY21 237M TWD
FY22 271M TWD
FY23 200M TWD
FY24 547M TWD
FY25 518M TWD

3491 screens 86% overvalued. Compare with Cisco Systems, Inc →

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Cite: Fair Value Calculator (2026). "Universal Microwave Technology, Inc Fair Value". https://www.fairvalue-calculator.com/stock/3491

Peer Group

Communication Equipment · 303 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 −86% · Bottom 25%
Return on equity (TTM) 21% · Top 25%
Return on assets 9% · Top 25%
Net margin (TTM) 22% · Top 25%
Operating margin (TTM) 31% · Top 25%
Revenue growth 65% · Top 25%
Dividend yield (TTM) 0.5% · Below median
Debt / equity 0.04× · Higher than median

Valuation Multiples vs Communication Equipment median · lower = cheaper

P/E (TTM) 178.1× · Pricier than 75% of peers
P/B 25.77× · Pricier than 75% of peers
P/S (TTM) 32.69× · 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 0
FUTURE 100 · sector 34
PAST 83 · sector 15
HEALTH 98 · sector 98
DIVIDEND 10 · sector 23

VALUE 0: the price sits above our fair-value range.

Insider activity: 45/100

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 Communication Equipment stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Cisco Systems, Inc CSCO $120.43 $61.53 -49%
Zhongji Innolight Co 300308 ¥921.00 ¥171.09 -81%
Foxconn Industrial Internet Co 601138 ¥65.60 ¥28.65 -56%
Eoptolink Technology Inc 300502 ¥429.90 ¥176.99 -59%
Nokia Oyj NOK $10.32 $3.77 -63%
Motorola Solutions, Inc MSI $469.74 $236.33 -50%
Suzhou TFC Optical Communication Co 300394 ¥240.05 ¥43.67 -82%
Accton Technology Corporation 2345 2,270 TWD 1,135 TWD -50%
Telefonaktiebolaget LM Ericsson (publ), ERICB kr 97.78 kr 157.82 +61%
ZTE Corporation 000063 ¥35.59 ¥19.72 -45%

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Frequently asked questions

Is Universal Microwave Technology, Inc (3491) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 184.03 TWD versus a price of 1,345 TWD, about −86% (overvalued).
What is the fair value of 3491?
Our model-based fair value for Universal Microwave Technology, Inc is 184.03 TWD (as of Aug 13, 2026), built from audited fundamentals. The current price is 1,345 TWD.
What is the quality score of 3491?
Universal Microwave Technology, Inc 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 Universal Microwave Technology, Inc (3491)?
Universal Microwave Technology, Inc reported trailing-twelve-month revenue of about 2.9B TWD (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 3491?
The net profit margin of Universal Microwave Technology, Inc is about 22.0%, meaning it keeps roughly 22.0% of revenue as net income. Based on the latest reported figures.
Does Universal Microwave Technology, Inc pay a dividend?
Universal Microwave Technology, Inc currently shows a dividend yield of about 0.35% relative to its recent price (as of Aug 13, 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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