Tainet Communication System Corp (4905) Fair Value & Analysis
Technology · TW · Market cap 2.0B TWD
Fair value as of: Jul 23, 2026
From 16 valuation models · updated 18 days ago
Fair value updated Jul 23, 2026, revised from 71.21 TWD to 67.42 TWD (−5.3%) since Jul 11, 2026. Share price +1.5% over the past month.
Below-average quality, currently priced close to our fair value.
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- A fairly wide model range (35.16 TWD to 67.42 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 23, 2026.
How to read this chart
60‑month range 50.10 TWD – 123.50 TWD · fair‑value band 35.16 TWD – 67.42 TWD · the 68.20 TWD price screens above the 67.42 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.
Analysis
Tainet Communication System Corp (4905) currently trades at 68.20 TWD, while our model-based Fair Value estimate is 67.42 TWD, implying the stock looks roughly 1.1% fairly valued 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: medium).
Over the trailing twelve months, Tainet Communication System Corp generated revenue of 785M TWD at a net margin of 15.5%. Revenue grew 38.5% year over year. It earns a return on equity of 4.6%. Net debt stands at 736M TWD. Fundamentals as of Jul 23, 2026
Our scenario range runs from 35.16 TWD (bear case) to 67.42 TWD (bull case); at 68.20 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 37% below its 52-week high and 15% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -61% fair-value upside, at -1%, 4905 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 16 models by family
Widest divergence: Growth Earnings (124.37 TWD) versus Economic Profit (5.33 TWD). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 43 · Market factors (momentum, volatility) 47
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
Tainet Communication System Corp. provides carrier class access equipment to telecommunication companies, service operators, and business users worldwide. The company offers Ethernet access devices, fiber optics, VoIP gateway products, xDSL and analog modems, LTE routers, PON, and optical transceivers.
Full company description
Tainet Communication System Corp. provides carrier class access equipment to telecommunication companies, service operators, and business users worldwide. The company offers Ethernet access devices, fiber optics, VoIP gateway products, xDSL and analog modems, LTE routers, PON, and optical transceivers. It also provides wireless access and data communication; voice services in complex network environments and VoIP gateway communication; xDSL Ethernet, multi service extension, and railway solutions for TRA; TDM over IP communication; and copper over fiber connectivity solutions. Tainet Communication System Corp. was founded in 1980 and is headquartered in Taipei, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Tainet Communication System Corp reported revenue of 727M TWD in FY2025 versus 59.3M TWD in FY2021, a compound +87.1%/yr. Reported net income was 80.7M TWD in FY2025, compounding +13.9%/yr from FY2021.
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Peer Group
Communication Equipment · 286 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 Communication Equipment 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.
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 Communication Equipment stocks, each showing price versus our Fair Value estimate (as of Jul 23, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Cisco Systems, Inc CSCO | $119.25 | $43.05 | -64% |
| Zhongji Innolight Co 300308 | ¥1,094 | ¥171.09 | -84% |
| Foxconn Industrial Internet Co 601138 | ¥56.50 | ¥28.65 | -49% |
| Eoptolink Technology Inc 300502 | ¥482.88 | ¥155.05 | -68% |
| Nokia Oyj NOK | $11.25 | $2.67 | -76% |
| Motorola Solutions, Inc MSI | $413.31 | $190.43 | -54% |
| Suzhou TFC Optical Communication Co 300394 | ¥244.13 | ¥32.04 | -87% |
| Telefonaktiebolaget LM Ericsson (publ), ERIC | $11.72 | $15.96 | +36% |
| Accton Technology Corporation 2345 | 2,090 TWD | 846.28 TWD | -60% |
| ZTE Corporation 000063 | ¥40.00 | ¥15.75 | -61% |
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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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