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Bison Electronics Inc (3659) Fair Value & Analysis

Technology · TW · Market cap 1.1B TWD

BE Bison Electronics Inc 3659 · TWO
Price18.60 TWD
Fair Value51.68 TWD
Upside+177.9%
Quality66/100
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Mixed Growth
Thin margins · 3.7% net margin
Low debt · generates free cash flow
Ranks above peers (10/14)
Narrow moat 43/100
Evidence: High Range 38.76 TWD – 64.60 TWD Share as image

Fair value as of: Jul 21, 2026

From 26 valuation models · updated 20 days ago

Fair value updated Jul 21, 2026, revised from 52.30 TWD to 51.68 TWD (−1.2%) since Jun 25, 2026. Share price −15.6% over the past month.

A solid business, screening 178% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (38.76 TWD). The market is more pessimistic than our downside scenario.
  • Solid quality (66/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

38.65 TWD 11.61 TWD Fair Value 51.68 TWD Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 21, 2026.

How to read this chart

60‑month range 11.61 TWD – 38.65 TWD · fair‑value band 38.76 TWD – 64.60 TWD · the 18.60 TWD price screens below the 51.68 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.

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Analysis

Bison Electronics Inc (3659) currently trades at 18.60 TWD, while our model-based Fair Value estimate is 51.68 TWD, implying the stock looks roughly 177.9% undervalued today. The Quality Score stands at 66/100 (solid quality), in the Technology 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, Bison Electronics Inc generated revenue of 2.7B TWD at a net margin of 3.7%. Revenue declined 2.9% year over year. It earns a return on equity of 9.3%. Net debt stands at 92.9M TWD. Fundamentals as of Jul 21, 2026

Our scenario range runs from 38.76 TWD (bear case) to 64.60 TWD (bull case); at 18.60 TWD, the current price sits below 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, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -67% fair-value upside, at 178%, 3659 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 40.64 TWD 53.66 TWD 69.47 TWD 80
Residual Income 16.37 TWD 17.62 TWD 19.45 TWD 76
Rev-Margin DCF 33.91 TWD 48.86 TWD 65.55 TWD 74
All 26 models by family
DCF Models
FCF DCF 40.18 TWD 54.82 TWD 73.58 TWD 38
Owner Earnings 18.87 TWD 25.16 TWD 33.22 TWD 31
5Y Revenue Exit 33.91 TWD 48.38 TWD 66.17 TWD 39
5Y EBITDA Exit 49.04 TWD 75.88 TWD 106.38 TWD 41
5Y P/E Exit 38.20 TWD 56.18 TWD 74.36 TWD 38
10Y Revenue Exit 35.46 TWD 48.29 TWD 64.29 TWD 36
10Y EBITDA Exit 44.88 TWD 65.48 TWD 91.60 TWD 37
10Y P/E Exit 38.64 TWD 53.17 TWD 69.85 TWD 35
Earnings-Based
Graham-Dodd 12.55 TWD 33.86 TWD 44.34 TWD 54
Lynch FV 6.63 TWD 9.47 TWD 12.31 TWD 50
PEG = 1.0 6.63 TWD 9.47 TWD 12.31 TWD 46
EPV 18.06 TWD 20.14 TWD 21.87 TWD 59
Dividend Discount
Gordon GGM 14.59 TWD 26.28 TWD 36.18 TWD 70
DDM Multi-Stage 14.59 TWD 21.41 TWD 27.70 TWD 61
Multiples
P/E Multiple 38.76 TWD 51.68 TWD 64.60 TWD 63
P/S Multiple 23.53 TWD 31.38 TWD 39.22 TWD 58
P/B Multiple 23.53 TWD 31.38 TWD 39.22 TWD 55
EV/EBIT 59.10 TWD 77.87 TWD 96.63 TWD 53
EV/EBITDA 62.44 TWD 82.32 TWD 102.20 TWD 54
EV/Revenue 31.27 TWD 43.47 TWD 55.66 TWD 43
Asset-Based
NCAV (Graham) 9.98 TWD 13.37 TWD 19.95 TWD 50
Growth DCF
Growth DCF 40.64 TWD 53.66 TWD 69.47 TWD 80
Rev-Margin DCF 33.91 TWD 48.86 TWD 65.55 TWD 74
Economic Profit
Residual Income 16.37 TWD 17.62 TWD 19.45 TWD 76
ROIC Compounder 18.06 TWD 20.21 TWD 23.05 TWD 72
Growth Earnings
Growth-Adj P/E 29.91 TWD 42.73 TWD 55.55 TWD 68

Widest divergence: DCF Models (53.17 TWD) versus Earnings-Based (9.47 TWD). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 2.7B TWD
Revenue growth (YoY) -2.9%
Net margin 3.7%
Return on equity 9.3%
Free cash flow 225M TWD FY2025
P/E ratio 11.3
More key figures
Operating margin 3.4%
EPS (TTM) 1.84 TWD
EPS growth (YoY) -23.4%
Net debt 92.9M TWD FY2024

Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 66/100

Of which business quality 66 · Market factors (momentum, volatility) 17

Profitability 45
Margins and returns on capital today
Quality Growth 49
Are margins and returns improving?
Cashflow 64
Earnings quality: real cash, not paper profit
Fin. Strength 75
Balance sheet, leverage, solvency risk
Investment 72
Disciplined investing over empire-building
Low Volatility 43
Calm price path (market factor)
Momentum 9
Price trend over the last 3–12 months (market factor)
52W Momentum 0
Distance to the 52-week high (market factor)
Net Issuance 96
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

Bison Electronics Inc., together with its subsidiary, Kunshan BaiChuang Optoelectronics Co., Ltd, engages in the sale of camera modules to computer manufacturers in Mainland China, Taiwan, and internationally. The company also offers compact camera modules; safe zone viewing and warning systems; and wireless viewing and recording system.

Full company description

Bison Electronics Inc., together with its subsidiary, Kunshan BaiChuang Optoelectronics Co., Ltd, engages in the sale of camera modules to computer manufacturers in Mainland China, Taiwan, and internationally. The company also offers compact camera modules; safe zone viewing and warning systems; and wireless viewing and recording system. Its products are used in imaging products, such as video camera modules for notebook computers, industrial handheld displays, home care, and automotive image related products, etc. Bison Electronics Inc. was founded in 2003 and is headquartered in Taipei, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Bison Electronics Inc reported revenue of 2.7B TWD in FY2025 versus 1.9B TWD in FY2021, a compound +9.2%/yr. Reported net income was 101M TWD in FY2025, compounding −1.3%/yr from FY2021.

Growth Quality 84/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
2.7B TWD
Latest YoY
−0.9%
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.
+9.6%
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.
+14.4%
Avg. growth/yr (17Y) 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.
+3.6%
Revenue +9.2%/yr
FY21 1.9B TWD
FY22 2.1B TWD
FY23 2.5B TWD
FY24 2.7B TWD
FY25 2.7B TWD
Net income −1.3%/yr
FY21 106M TWD
FY22 114M TWD
FY23 137M TWD
FY24 214M TWD
FY25 101M TWD
Character of growth · EPS growth decomposed (2013-2024) +11.1 % p.a.
Revenue per share +1.4 pp

of which total revenue +0.8 pp · buybacks/dilution +0.7 pp

EBIT margin +11.0 pp
Tax rate −0.7 pp
Residual (interest, one-offs) −0.6 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). "Bison Electronics Inc Fair Value". https://www.fairvalue-calculator.com/stock/3659

Peer Group

Computer Hardware · 215 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 66 · Top 25%
Fair Value upside +178% · Top 25%
Return on equity (TTM) 9% · Above median
Return on assets 4% · Above median
Net margin (TTM) 4% · Above median
Operating margin (TTM) 3% · Below median
Revenue growth -3% · Below median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.09× · Higher than median

Valuation Multiples vs Computer Hardware median · lower = cheaper

P/E (TTM) 11.3× · Cheaper than 75% of peers
P/B 1.04× · Cheaper than median
P/S (TTM) 0.42× · Cheaper than median
P/FCF 0.2× · Cheaper than 75% of peers
EV/EBITDA 4.4× · Cheaper 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 100 · sector 0
FUTURE 0 · sector 57
PAST 37 · sector 26
HEALTH 95 · sector 97
DIVIDEND 0 · sector 44

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 Computer Hardware stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).

Stock Price Fair Value vs Fair Value
Compal Electronics, Inc CEIR $0.0310 $0.0276 -11%
Dell Technologies Inc DELL $434.97 $163.87 -62%
Arista Networks, Inc ANET $168.56 $43.74 -74%
Western Digital Corporation WDC $513.84 $74.05 -86%
Wiwynn Corporation 6669 4,685 TWD 1,559 TWD -67%
Hangzhou Hikvision Digital Technology Co 002415 ¥34.12 ¥30.11 -12%
Quanta Computer Inc 2382 373.50 TWD 297.22 TWD -20%
Shenzhen Longsys Electronics Co 301308 ¥587.60 ¥60.86 -90%
Lenovo Group 0992 HK$23.16 HK$3.07 -87%
Dawning Information Industry Co 603019 ¥106.13 ¥28.88 -73%

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Frequently asked questions

Is Bison Electronics Inc (3659) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of 51.68 TWD versus a price of 18.60 TWD, about +178% (undervalued).
What is the fair value of 3659?
Our model-based fair value for Bison Electronics Inc is 51.68 TWD (as of Jul 21, 2026), built from audited fundamentals. The current price is 18.60 TWD.
What is the quality score of 3659?
Bison Electronics Inc has a Quality Score of 66/100. 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 Bison Electronics Inc (3659)?
Bison Electronics Inc reported trailing-twelve-month revenue of about 2.7B TWD (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 3659?
The net profit margin of Bison Electronics Inc is about 3.7%, meaning it keeps roughly 3.7% 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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