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BizLink Holding (3665) Fair Value & Analysis

Industrials · TW · Market cap 344B TWD

BH BizLink Holding 3665 · TW
Price2,200 TWD
Fair Value969.40 TWD
Upside-55.9%
Quality63/100
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Healthy Growth
Solidly profitable · 12.7% net margin
Low debt · generates free cash flow
0.77% dividend yield
Mixed vs. peers (7/15)
Wide moat 65/100
Evidence: High Range 624.20 TWD – 1,571 TWD Share as image

Fair value as of: Jul 18, 2026

From 26 valuation models · updated 20 days ago

Share price +15.8% over the past month.

A solid business, but screening 56% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (1,571 TWD). The favourable scenario is already priced in.
  • Solid but not exceptional quality (63/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (624.20 TWD to 1,571 TWD) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

2,940 TWD 190.52 TWD Fair Value 969.40 TWD Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range 190.52 TWD – 2,940 TWD · fair‑value band 624.20 TWD – 1,571 TWD · the 2,200 TWD price screens above the 969.40 TWD fair value. Dashed = 300-day average. As of Jul 18, 2026.

Full chart & analysis →

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Analysis

BizLink Holding (3665) currently trades at 2,200 TWD, while our model-based Fair Value estimate is 969.40 TWD, implying the stock looks roughly 55.9% overvalued today. We read business quality at 63/100 (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: high).

Over the trailing twelve months, BizLink Holding generated revenue of 76.0B TWD at a net margin of 12.7%. Revenue grew 29.4% year over year. It earns a return on equity of 23.1%. Net debt stands at 3.4B TWD. Fundamentals as of Jul 18, 2026

Our scenario range runs from 624.20 TWD (bear case) to 1,571 TWD (bull case); at 2,200 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 27% below its 52-week high and 256% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -48% fair-value upside, at -56%, 3665 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 BearBaseBull Evidence
Highest evidence
Growth DCF 427.48 TWD 880.01 TWD 1,761 TWD 80
Residual Income 320.96 TWD 430.80 TWD 1,966 TWD 76
Rev-Margin DCF 573.22 TWD 1,152 TWD 2,000 TWD 74
All 26 models by family
DCF Models
FCF DCF 443.53 TWD 779.86 TWD 1,730 TWD 38
Owner Earnings 679.77 TWD 1,519 TWD 3,309 TWD 31
5Y Revenue Exit 573.22 TWD 1,134 TWD 2,107 TWD 39
5Y EBITDA Exit 663.41 TWD 1,333 TWD 2,417 TWD 41
5Y P/E Exit 622.61 TWD 1,303 TWD 2,170 TWD 38
10Y Revenue Exit 511.70 TWD 1,120 TWD 1,993 TWD 36
10Y EBITDA Exit 600.20 TWD 1,288 TWD 2,536 TWD 37
10Y P/E Exit 571.09 TWD 1,212 TWD 2,298 TWD 35
Earnings-Based
Graham-Dodd 313.90 TWD 2,076 TWD 2,907 TWD 54
Lynch FV 605.88 TWD 865.54 TWD 1,125 TWD 50
PEG = 1.0 605.88 TWD 865.54 TWD 1,125 TWD 46
EPV 506.88 TWD 593.69 TWD 670.86 TWD 59
Dividend Discount
Gordon GGM 112.33 TWD 245.23 TWD 412.60 TWD 70
DDM Multi-Stage 112.33 TWD 200.88 TWD 255.57 TWD 61
Multiples
P/E Multiple 692.43 TWD 923.24 TWD 1,154 TWD 63
P/S Multiple 588.57 TWD 784.76 TWD 980.95 TWD 58
P/B Multiple 537.87 TWD 717.16 TWD 896.46 TWD 55
EV/EBIT 877.03 TWD 1,164 TWD 1,452 TWD 53
EV/EBITDA 765.03 TWD 1,015 TWD 1,265 TWD 54
EV/Revenue 596.05 TWD 845.10 TWD 1,094 TWD 43
Asset-Based
NCAV (Graham) 119.53 TWD 160.17 TWD 239.05 TWD 50
Growth DCF
Growth DCF 427.48 TWD 880.01 TWD 1,761 TWD 80
Rev-Margin DCF 573.22 TWD 1,152 TWD 2,000 TWD 74
Economic Profit
Residual Income 320.96 TWD 430.80 TWD 1,966 TWD 76
ROIC Compounder 630.07 TWD 928.45 TWD 1,362 TWD 72
Growth Earnings
Growth-Adj P/E 828.03 TWD 1,183 TWD 1,538 TWD 68

Widest divergence: DCF Models (1,212 TWD) versus Asset-Based (160.17 TWD). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 76.0B TWD
Revenue growth (YoY) +29.4%
Net margin 12.7%
Return on equity 23.1%
Free cash flow 5.2B TWD FY2025
P/E ratio 47.4
More key figures
Operating margin 14.9%
EPS (TTM) 46.42 TWD
Dividend yield 0.8%
EPS growth (YoY) +39.6%
Net debt 3.4B TWD FY2025

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 63/100

Of which business quality 61 · Market factors (momentum, volatility) 67

Profitability 61
Margins and returns on capital today
Quality Growth 80
Are margins and returns improving?
Cashflow 41
Earnings quality: real cash, not paper profit
Fin. Strength 85
Balance sheet, leverage, solvency risk
Investment 36
Disciplined investing over empire-building
Low Volatility 45
Calm price path (market factor)
Momentum 73
Price trend over the last 3–12 months (market factor)
52W Momentum 82
Distance to the 52-week high (market factor)
Net Issuance 58
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

BizLink Holding Inc., together with its subsidiaries, provides connection harness application solutions in the United States, China, Germany, Malaysia, Taiwan, Italy, Slovak, and internationally. It operates through Computing and Transportation, Industrial Application, and Home Appliance segments.

Full company description

BizLink Holding Inc., together with its subsidiaries, provides connection harness application solutions in the United States, China, Germany, Malaysia, Taiwan, Italy, Slovak, and internationally. It operates through Computing and Transportation, Industrial Application, and Home Appliance segments. The company offers automotive solutions, including automotive and high voltage wire harnesses, EV busbar, and autonomous driving and EV charging solutions; and data center solutions, such as cables, DAC, loopbacks, power whips, server cables, WDM, connectors, data center busbar and busbar connectors, server connectors, optics, and rack busbar. It also provides industrial and medical solutions comprising AI docking and dangles, industrial and medical wire harnesses and raw cables, medical equipment box build and system integration, semiconductor equipment cables, computerized tomography, magnetic resonance imaging system, medical raw wires, and ultrasound systems; and semiconductor equipment solutions, which consists of box build and system integration. In addition, the company offers prototyping/NPI, box build and system integration, and OEM/ODM/EMS services. Further, it is involved in the manufacture of smart instrumentational sensors and functional materials, telecommunication equipment, and fiberfill moldings; wholesale and retail of computer peripherals; and provision of asset management services. The company serves the AI data center, AI edge, AI humanoid, aerospace and defense, automation and drives, automotive, box build, core and mobile networks, electrical appliances, equipment solutions, industrial robotics and automation system training, machinery, medical cable and system solutions, medical robotics, rolling stock, semiconductor technology, shipbuilding and marine, silicone cable solutions, and system integration industries. It also exports its products. BizLink Holding Inc. was incorporated in 1996 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

BizLink Holding reported revenue of 71.2B TWD in FY2025 versus 28.6B TWD in FY2021, a compound +25.7%/yr. Reported net income was 9.0B TWD in FY2025, compounding +45.0%/yr from FY2021.

Growth Quality 95/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
71.2B TWD
Latest YoY
+31.7%
Avg. growth/yr (3Y)
+9.8%
Avg. growth/yr (5Y)
+25.9%
Avg. growth/yr (18Y)
+18.0%
Revenue +25.7%/yr
FY21 28.6B TWD
FY22 53.8B TWD
FY23 51.1B TWD
FY24 54.1B TWD
FY25 71.2B TWD
Net income +45.0%/yr
FY21 2.0B TWD
FY22 3.8B TWD
FY23 2.3B TWD
FY24 4.4B TWD
FY25 9.0B TWD

3665 screens 56% overvalued. Compare with Contemporary Amperex Technology Co →

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Cite: Fair Value Calculator (2026). "BizLink Holding Fair Value". https://www.fairvalue-calculator.com/stock/3665

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Electrical Equipment & Parts · 519 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 63 · Top 25%
Fair Value upside −56% · Below median
Return on equity (TTM) 23% · Top 25%
Return on assets 11% · Top 25%
Net margin (TTM) 13% · Top 25%
Operating margin (TTM) 15% · Top 25%
Revenue growth 29% · Top 25%
Dividend yield (TTM) 0.8% · Below median
Debt / equity 0.25× · Higher than median

Valuation Multiples vs Electrical Equipment & Parts median · lower = cheaper

P/E (TTM) 38.2× · Pricier than median
P/B 7.38× · Pricier than 75% of peers
P/S (TTM) 4.53× · Pricier than 75% of peers
P/FCF 2.1× · Cheaper than median
EV/EBITDA 22.5× · Pricier than median
PEG 1.61× · 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 0
FUTURE 100 · sector 57
PAST 93 · sector 27
HEALTH 88 · sector 97
DIVIDEND 15 · sector 18

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

Insider activity: 40/100

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 Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
Contemporary Amperex Technology Co 3750 HK$675.50 HK$391.44 -42%
ABB Ltd ABBN CHF 83.82 CHF 35.46 -58%
Delta Electronics (Thailand) Public Company TDED 12.39 SGD 1.48 SGD -88%
LG Energy Solution, Ltd 373220 334,000 KRW 201,455 KRW -40%
WEG S.A WEGE3 13,210 ARS 7,948 ARS -40%
Sungrow Power Supply Co 300274 ¥114.79 ¥123.83 +8%
Shenzhen Inovance Technology Co 300124 ¥63.43 ¥33.04 -48%
HD Hyundai Electric Co 267260 823,000 KRW 371,133 KRW -55%
LS ELECTRIC Co 010120 190,000 KRW 31,517 KRW -83%
Sieyuan Electric Co 002028 ¥151.73 ¥71.69 -53%

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Frequently asked questions

Is BizLink Holding (3665) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of 969.40 TWD versus a price of 2,200 TWD, about −56% (overvalued).
What is the fair value of 3665?
Our model-based fair value for BizLink Holding is 969.40 TWD (as of Jul 18, 2026), built from audited fundamentals. The current price is 2,200 TWD.
What is the quality score of 3665?
BizLink Holding has a Quality Score of 63/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals are shown separately in the detail view.
What is the revenue of BizLink Holding (3665)?
BizLink Holding reported trailing-twelve-month revenue of about 76.0B TWD (latest available figure, as of Jul 18, 2026).
What is the net profit margin of 3665?
The net profit margin of BizLink Holding is about 12.7%, meaning it keeps roughly 12.7% of revenue as net income. Based on the latest reported figures.
Does BizLink Holding pay a dividend?
BizLink Holding currently shows a dividend yield of about 0.77% relative to its recent price (as of Jul 18, 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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