Mechema Chemicals International Corp (4721) Fair Value & Analysis
Basic Materials · TW · Market cap 5.5B TWD
Fair value as of: Jul 21, 2026
From 26 valuation models · updated 20 days ago
Fair value updated Jul 21, 2026, revised from 47.53 TWD to 47.48 TWD (−0.1%) since Jul 11, 2026. Share price −8.9% over the past month.
A solid business, but screening 36% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (63.97 TWD). The favourable scenario is already priced in.
- Solid but not exceptional quality (68/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (30.20 TWD to 63.97 TWD) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
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 44.25 TWD – 163.48 TWD · fair‑value band 30.20 TWD – 63.97 TWD · the 73.70 TWD price screens above the 47.48 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.
Analysis
Mechema Chemicals International Corp (4721) currently trades at 73.70 TWD, while our model-based Fair Value estimate is 47.48 TWD, implying the stock looks roughly 35.6% overvalued today. The Quality Score stands at 68/100 (solid quality), in the Basic Materials 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, Mechema Chemicals International Corp generated revenue of 2.8B TWD at a net margin of 10.5%. Revenue grew 59.1% year over year. It earns a return on equity of 21.9%. Net debt stands at 203M TWD. Fundamentals as of Jul 21, 2026
Our scenario range runs from 30.20 TWD (bear case) to 63.97 TWD (bull case); at 73.70 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 26% below its 52-week high and 27% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at -36%, 4721 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.
All 26 models by family
Widest divergence: Multiples (51.17 TWD) versus Asset-Based (12.12 TWD). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 64 · Market factors (momentum, volatility) 42
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
Mechema Chemicals International Corp. manufactures, imports, exports, and trades cobalt acetate, manganese acetate, cobalt compounds, and manganese compounds, as well as engages in the trading, import, and export of cobalt metal and manganese metal in Taiwan, China, South Korea, Thailand, Malaysia, Indonesia, Japan, and internationally.
Full company description
Mechema Chemicals International Corp. manufactures, imports, exports, and trades cobalt acetate, manganese acetate, cobalt compounds, and manganese compounds, as well as engages in the trading, import, and export of cobalt metal and manganese metal in Taiwan, China, South Korea, Thailand, Malaysia, Indonesia, Japan, and internationally. It offers battery cathode and catalyst materials. The company provides sulfate, acetate, and bromide solution molecular cobalt related products; sulfate, chloride, carbonate, and acetate nickel; and black and green nickel oxide products. In addition, it offers CTA waste catalyst recovery and PTA mother liquor systems. Mechema Chemicals International Corp. was founded in 1981 and is based in Taoyuan City, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Mechema Chemicals International Corp reported revenue of 2.5B TWD in FY2025 versus 4.1B TWD in FY2021, a compound −11.5%/yr. Reported net income was 226M TWD in FY2025, compounding −11.1%/yr from FY2021.
of which total revenue +8.7 pp · buybacks/dilution +0.0 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).
4721 screens 36% overvalued. Compare with Linde plc →
Peer Group
Specialty Chemicals · 673 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.
Valuation Multiples vs Specialty Chemicals median · lower = cheaper
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: 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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Linde plc LIN | $489.98 | $222.03 | -55% |
| Nan Ya Plastics Corporation 1303 | 181.50 TWD | 255.83 TWD | +41% |
| Wanhua Chemical Group 600309 | ¥70.04 | ¥68.03 | -3% |
| Novozymes A/S NSISB | kr 428.20 | kr 179.66 | -58% |
| Asian Paints Limited ASIANPAINT | ₹2,689 | ₹668.81 | -75% |
| Solar Industries India Limited SOLARINDS | ₹18,236 | ₹2,793 | -85% |
| Pidilite Industries Limited PIDILITIND | ₹1,560 | ₹351.84 | -77% |
| PT Chandra Asri Pacific Tbk TPIA | 1,805 IDR | 2,888 IDR | +60% |
| Linde India Limited LINDEINDIA | ₹7,115 | ₹757.93 | -89% |
| Berger Paints India Limited BERGEPAINT | ₹493.70 | ₹164.29 | -67% |
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Frequently asked questions
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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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