Taiwan Speciality Chemicals Corporation (4772) Fair Value & Analysis
Basic Materials · TW · Market cap 36.3B TWD
Fair value as of: Jul 18, 2026
From 26 valuation models · updated 23 days ago
Fair value updated Jul 18, 2026, revised from 85.34 TWD to 83.97 TWD (−1.6%) since Jul 11, 2026. Share price −15.1% over the past month.
A solid business, but screening 64% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (104.97 TWD). The favourable scenario is already priced in.
- Solid but not exceptional quality (62/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (4 years)
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
46‑month range 64.53 TWD – 372.01 TWD · fair‑value band 62.98 TWD – 104.97 TWD · the 233.00 TWD price screens above the 83.97 TWD fair value. Dashed = 300-day average. As of Jul 18, 2026.
Analysis
Taiwan Speciality Chemicals Corporation (4772) currently trades at 233.00 TWD, while our model-based Fair Value estimate is 83.97 TWD, implying the stock looks roughly 64.0% overvalued today. The Quality Score stands at 62/100 (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: medium).
Over the trailing twelve months, Taiwan Speciality Chemicals Corporation generated revenue of 1.7B TWD at a net margin of 42.3%. Revenue grew 290.0% year over year. It earns a return on equity of 21.2%. Net debt stands at 9.5M TWD. Fundamentals as of Jul 18, 2026
Our scenario range runs from 62.98 TWD (bear case) to 104.97 TWD (bull case); at 233.00 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 41% below its 52-week high and 12% 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 -64%, 4772 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.
All 26 models by family
Widest divergence: Growth Earnings (195.07 TWD) versus Asset-Based (16.87 TWD). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 64 · Market factors (momentum, volatility) 27
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
Taiwan Speciality Chemicals Corporation manufactures and sells precision chemical materials, and specialty electronic-grade gases and chemicals in Taiwan, America, Asia, Northeast Asia (Japan and South Korea), and Europe. It offers electronic grade disilane and trisilane, and related silicon products.
Full company description
Taiwan Speciality Chemicals Corporation manufactures and sells precision chemical materials, and specialty electronic-grade gases and chemicals in Taiwan, America, Asia, Northeast Asia (Japan and South Korea), and Europe. It offers electronic grade disilane and trisilane, and related silicon products. The company was founded in 2013 and is based in Changhua, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Taiwan Speciality Chemicals Corporation reported revenue of 2.0B TWD in FY2025 versus 516M TWD in FY2021, a compound +40.2%/yr. Reported net income was 620M TWD in FY2025, compounding +33.6%/yr from FY2021.
4772 screens 64% overvalued. Compare with Linde plc →
Peer Group
Specialty Chemicals · 676 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.
Insider activity: 40/100
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 18, 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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