LuxNet (4979) fair value: what the stock is really worth
As of Sep 23, 2026: fair value of LuxNet TWD 108, price TWD 590, upside -81.7%, quality 62 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
Structural break:
The valuation model sees a lasting decline in earnings power for this stock, the confidence band is broken. Treat the target with caution.
Stretched ValuationStrong overvaluation with only moderate quality.
!Fair value 108.00 TWD · Strongly overvalued (−82%)
!Quality 62/100
!Mixed Growth(revenue 5y +30.3 %/yr)
✓Solidly profitable · 17.3% net margin (TTM)
✓Low debt · generates free cash flow
·0.37% dividend yield
!Trails peers(5/14)
✓Wide moat69/100
!Insider activity40/100
!Evidence only low, so the estimate is less certain
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69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 24, 2026.
How to read this chart
60‑month range 15.59 TWD – 718.00 TWD · fair‑value band 51.27 TWD – 141.80 TWD · the 590.00 TWD price screens above the 108.00 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 24, 2026.
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LuxNet Corporation, together with its subsidiaries, manufactures, processes, and sells electronic and active components for optical communication in Taiwan.
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LuxNet Corporation, together with its subsidiaries, manufactures, processes, and sells electronic and active components for optical communication in Taiwan. It offers optical communication laser and photodetector diode components, epitaxial wafers and chips, metal-mounted optical sub-modules, single-phase optical sub-modules, bidirectional and tridirectional optical sub-modules, high-speed optical engines, high-speed active fiber optic cables, and fiber optic communication transceiver modules. The company is also involved in the retail sale of electronic materials. Its products are used in internet, data transmission, and cable television applications. LuxNet Corporation was founded in 1999 and is headquartered in Taoyuan City, Taiwan.
Stock analysis
LuxNet (4979) currently trades at 590.00 TWD, while our model-based Fair Value estimate is 108.00 TWD, implying the stock looks roughly 446.1% overvalued today.
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Valuation
Bull case: the Growth Earnings group reads highest at a median of 214.90 TWD per share, and 0 of the 26 models we run sit above the 590.00 TWD price.
Bear case: the Asset-Based group reads lowest at 18.90 TWD, and 26 of the 26 models stay below the price. Evidence for this calculation is low.
Scenario range: 51.27 TWD (bear) to 141.80 TWD (bull), the price of 590.00 TWD sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 62/100 (solid quality), in the Technology sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
LuxNet reported revenue of 4.4B TWD in FY2025 versus 866M TWD in FY2021, a compound +50.0%/yr. Reported net income was 764M TWD in FY2025.
Key figures
Market cap 83.1B TWD (≈ $2.6B) · P/E ratio 110.7 · P/S ratio 19.3 · EPS (TTM) 5.33 TWD · Dividend yield 0.4% · Net margin 17.4% · Return on equity 20.8% · Return on assets (EBIT) 7.8%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 48 out of 100 (low confidence).
What moves the price
The share trades about 18% below its 52-week high and 230% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Technology peers we cover trades at −17% fair-value upside, at −82%, 4979 screens richer than that median.
Fair Value models
The price assumes far more growth than our models allow for, so the models scatter widely (18.90 TWD to 256.93 TWD). Read the Fair Value as a cautious anchor, not a price target; the Growth Forecast section shows what the price assumes.
Bear 51.27 TWDFair Value 108.00 TWDBull 141.80 TWD
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 9 months old). Earnings retained since then (2.30 TWD per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.86/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
+27.1%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+49.3%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+30.3%
Start year 2020 (pandemic)
Revenue growth 8 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+12.9%
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What shareholders gained per year (last 3 years), in TWD (mathematically smoothed) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 3 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Smoothed = median of all growth paths between the years of the window (trend line on the logarithm of earnings per share): a single extreme year cannot distort the rate. The reported figure stays in the tooltip. Measured in TWD: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+38.1%
Earnings growth per share plus dividend.
Earnings per share, growth per year+37.7%
Dividend (yield on the price)0.4%
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.−14% → 17%
2025 sits 63% above its own trend. The rate follows the median trend of the last 3 years, not that single year.
Growth Forecast
A lot of optimism in the price
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
more than +80 %
Yearly growth needed for the next five years to justify today's price.
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Semiconductors · 340 stocks
Beats the industry median on 5/14 measures
Overall it trails its industry peers.
Valuation
Quality Score62 · Above median
Fair Value upside−82% · Bottom 25%
Profitability
Return on equity (TTM)21% · Top 25%
Return on assets9% · Top 25%
Net margin (TTM)17% · Above median
Operating margin (TTM)21% · Top 25%
Growth and dividend
Revenue growth12% · Below median
Dividend yield (TTM)0.4% · Bottom 25%
Balance sheet
Debt / equity0.18× · Above median
Valuation Multiplesvs Semiconductors median · lower = cheaper
P/E (TTM)110.7× · Priciest 25%
P/B20.88× · Priciest 25%
P/S (TTM)18.42× · Priciest 25%
P/FCF11.1× · Pricier than median
EV/EBITDA93.8× · Priciest 25%
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 0
FUTURE (revenue growth)60· sector 64
PAST (return on equity)83· sector 22
HEALTH (low debt)91· sector 95
DIVIDEND (yield)7· sector 19
VALUE 0: the price sits above our fair-value range.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "LuxNet Fair Value". https://www.fairvalue-calculator.com/stock/4979
Frequently asked questions
Is LuxNet (4979) overvalued or undervalued?
As of Sep 24, 2026, our model estimates a fair value of 108.00 TWD versus a price of 590.00 TWD, about −82% upside (overvalued).
What is the fair value of 4979?
Our model-based fair value for LuxNet is 108.00 TWD (as of Sep 24, 2026), built from audited fundamentals. The current price: 590.00 TWD.
What is the quality score of 4979?
LuxNet has a Quality Score of 62/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for LuxNet (4979)?
Our model-based price target is the fair value of 108.00 TWD (as of Sep 24, 2026) from 26 valuation models. Cautious scenario 51.27 TWD, optimistic scenario 141.80 TWD. It is a calculation from audited fundamentals, not an analyst target.
What is the LuxNet stock forecast for 2026?
Our models put fair value at 108.00 TWD, about −82% upside versus a price of 590.00 TWD (overvalued). Cautious scenario 51.27 TWD, optimistic scenario 141.80 TWD. The calculation is refreshed regularly with new filings.
What is the revenue of LuxNet (4979)?
LuxNet reported trailing-twelve-month revenue of about 4.5B TWD (latest available figure, as of Sep 24, 2026).
Does LuxNet pay a dividend?
LuxNet currently shows a dividend yield of about 0.37% relative to its recent price (as of Sep 24, 2026).
What growth is priced into LuxNet (4979)?
For today's price to be fair in a discounted-cash-flow model, LuxNet would have to grow free cash flow by more than 80 % per year for five years (discount rate 14.3 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +30.3 % per year. As of Sep 24, 2026.
What discount rate (WACC) does the fair value of 4979 use?
Our models discount LuxNet at 14.3 %: a base by market capitalisation (small), damped by beta 2.06, country premium for Taiwan. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For LuxNet that is more than 80 % per year a year over ten years, using the same discount rate (14.3 %) and the same formula as our fair value.
How much growth has LuxNet (4979) delivered so far?
Over the past 5 years revenue at LuxNet grew +30.3 % a year. The price currently implies more than 80 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of LuxNet (4979) growing?
The median revenue growth in the sector is +8.2 % a year. That is the yardstick for the growth priced into LuxNet (more than 80 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of LuxNet (4979)?
The free-cash-flow yield on the price is 0.28 %: that much free cash flow LuxNet produces per unit of market value. When it exceeds the discount rate of our models (14.3 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of LuxNet (4979)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For LuxNet it is 108.00 TWD per share (as of Sep 24, 2026), against a price of 590.00 TWD. It is the blended result of 26 valuation models (cash flow, earnings, asset, dividend).
Is LuxNet stock overvalued or undervalued in 2026?
As of Sep 24, 2026, 4979 trades above its calculated fair value: price 590.00 TWD, fair value 108.00 TWD, a gap of about −82% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of 4979?
No. The price is what the market pays today (590.00 TWD); the fair value is what the company's own numbers justify (108.00 TWD). For LuxNet the two are 482.00 TWD per share apart. That gap is exactly why we show both numbers side by side.
How much is LuxNet worth?
The market values LuxNet at about 83.1B TWD (market capitalisation, as of Sep 24, 2026). Per share that is 590.00 TWD; our models calculate a fair value of 108.00 TWD per share.
What do the bullish and bearish scenarios say about 4979?
Our models span a range for LuxNet: cautious scenario 51.27 TWD, base 108.00 TWD, optimistic 141.80 TWD per share (as of Sep 24, 2026, price 590.00 TWD). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of 4979?
LuxNet trades at a price-to-earnings ratio of 110.7 (as of Sep 24, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of 108.00 TWD is built from several models across several years. Other multiples: P/B 20.9, P/S 18.4, EV/EBITDA 93.8.
How solid is the balance sheet of LuxNet (4979)?
Balance-sheet figures for LuxNet (as of Sep 24, 2026): return on equity 20.8%, debt of 0.18 per unit of equity. They feed the Quality Score of 62/100, which measures business quality independently of the share price.
How far is 4979 from its 52-week high?
LuxNet trades at 590.00 TWD, about 18% below its 52-week high of 718.00 TWD and 230% above the low of 179.00 TWD (as of Sep 23, 2026). Distance from the high says nothing about value: that is what the fair value of 108.00 TWD is for.
Which stocks are comparable to LuxNet?
From the same area (Technology) we also value NVIDIA Corporation, Taiwan Semiconductor Manufacturing Company, Broadcom Inc, SK hynix Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is LuxNet stock attractive at the current price?
The data as of Sep 24, 2026: price 590.00 TWD, calculated fair value 108.00 TWD (−82%), Quality Score 62/100, from 26 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of 4979 calculated?
We run LuxNet through 26 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of 108.00 TWD, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.1 % above its aggregate fair value. LuxNet itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of LuxNet (4979)?
The closing price on Sep 23, 2026 was 590.00 TWD. Our model-based fair value is 108.00 TWD, about −82% upside (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with LuxNet right now?
The price sits above even our optimistic bull case (141.80 TWD). The favourable scenario is already priced in. The model range is unusually wide (51.27 TWD to 141.80 TWD). The outcome hinges heavily on assumptions, so read the point estimate with caution. The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution. Solid but not exceptional quality (62/100) and above fair value, neither a clear bargain nor a standout compounder.
Key figures of LuxNet
How large is the market capitalisation of LuxNet (4979)?
The market capitalisation of LuxNet is 83.1B TWD (≈ $2.6B). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of LuxNet (4979)?
The price-to-sales ratio of LuxNet is 19.3 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of LuxNet (4979)?
Earnings per share at LuxNet are 5.33 TWD (price ÷ EPS = P/E 110.7). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of LuxNet (4979)?
The dividend yield of LuxNet is 0.4% (payout 40.9%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of LuxNet (4979)?
The net margin of LuxNet is 17.4% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of LuxNet (4979)?
The return on equity (ROE) of LuxNet is 20.8% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of LuxNet (4979)?
On an EBIT basis the return on assets of LuxNet is 7.8% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of LuxNet (4979)?
The operating margin of LuxNet is 21.0% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at LuxNet (4979)?
Revenue at LuxNet is growing +11.9% versus a year earlier (3y avg +49.3%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at LuxNet (4979)?
Earnings per share at LuxNet are growing +6.9% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net cash does LuxNet (4979) hold?
LuxNet holds more cash than debt, 1.8B TWD net (fiscal year 2023). The company holds more cash than debt, a safety cushion.
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