Global Lighting Technologies Inc (4935) Fair Value & Analysis
Technology · TW · Market cap 4.6B TWD
Fair value as of: Jul 21, 2026
From 24 valuation models · updated 20 days ago
Share price −3.5% over the past month.
A solid business, but screening 23% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (33.42 TWD). The favourable scenario is already priced in.
- Solid but not exceptional quality (57/100) and above fair value, neither a clear bargain nor a standout compounder.
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 33.70 TWD – 87.21 TWD · fair‑value band 20.87 TWD – 33.42 TWD · the 34.90 TWD price screens above the 26.73 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.
Analysis
Global Lighting Technologies Inc (4935) currently trades at 34.90 TWD, while our model-based Fair Value estimate is 26.73 TWD, implying the stock looks roughly 23.4% overvalued today. The Quality Score stands at 57/100 (solid 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: high).
Over the trailing twelve months, Global Lighting Technologies Inc generated revenue of 5.0B TWD at a net margin of 3.5%. Revenue declined 24.9% year over year. It earns a return on equity of 2.1%. The balance sheet holds a net cash position of 3.6B TWD. Fundamentals as of Jul 21, 2026
Our scenario range runs from 20.87 TWD (bear case) to 33.42 TWD (bull case); at 34.90 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 35% below its 52-week high, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -73% fair-value upside, at -23%, 4935 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 24 models by family
Widest divergence: DCF Models (62.83 TWD) versus Earnings-Based (11.89 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 58 · Market factors (momentum, volatility) 38
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
Global Lighting Technologies Inc. designs, manufactures, and sells light guide plates and plastic components application products in Asia, the United States, and internationally. It develops optical molds. The company is also involved in manufacturing, and sales of plastic and electronic components; and wholesale and retail sale of electronic materials.
Full company description
Global Lighting Technologies Inc. designs, manufactures, and sells light guide plates and plastic components application products in Asia, the United States, and internationally. It develops optical molds. The company is also involved in manufacturing, and sales of plastic and electronic components; and wholesale and retail sale of electronic materials. Its products are used in LCD display applications, back-lighted keyboards, front-lighted illuminations, e-readers, electronic products, indoor LED lighting, decorations, indoor and outdoor automotive lightings, flexible light guide plates, luminous clothing/accessories, exit signs, situational table lamps, and led beauty and makeup mirrors. The company was incorporated in 2000 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
Global Lighting Technologies Inc reported revenue of 5.4B TWD in FY2025 versus 10.9B TWD in FY2021, a compound −16.3%/yr. Reported net income was 172M TWD in FY2025, compounding −39.4%/yr from FY2021.
of which total revenue −0.7 pp · buybacks/dilution +0.2 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).
4935 screens 23% overvalued. Compare with Delta Electronics, Inc →
Peer Group
Electronic Components · 625 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 Electronic Components 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 Electronic Components stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Delta Electronics, Inc 2308 | 1,880 TWD | 515.23 TWD | -73% |
| Hon Hai Precision Industry Co 2317 | 242.50 TWD | 270.47 TWD | +12% |
| Luxshare Precision Industry Co 002475 | ¥62.14 | ¥38.44 | -38% |
| Samsung Electro-Mechanics Co 009150 | 1,260,000 KRW | 166,421 KRW | -87% |
| Elite Material Co 2383 | 4,990 TWD | 714.36 TWD | -86% |
| Yageo Corporation 2327 | 699.00 TWD | 216.55 TWD | -69% |
| Shengyi Technology Co 600183 | ¥132.29 | ¥27.45 | -79% |
| Shennan Circuits Co 002916 | ¥364.00 | ¥93.50 | -74% |
| Victory Giant Technology (HuiZhou) Co 2476 | HK$297.00 | HK$103.98 | -65% |
| Wus Printed Circuit (Kunshan) Co 002463 | ¥127.80 | ¥31.95 | -75% |
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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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