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ADDCN Technology Co (5287) Fair Value & Analysis

Communication Services · TW · Market cap 8.9B TWD

AT ADDCN Technology Co 5287 · TWO
Price146.50 TWD
Fair Value207.07 TWD
Upside+41.3%
Quality77/100
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Healthy Growth
Highly profitable · 36.2% net margin
Low debt · generates free cash flow
7.00% dividend yield
Ranks above peers (10/14)
Wide moat 91/100
Evidence: High Range 155.18 TWD – 272.23 TWD Share as image

Fair value as of: Jul 23, 2026

From 26 valuation models · updated 18 days ago

Share price −2.3% over the past month.

A strong business, screening 41% undervalued on our models.

What matters now

  • The rarer combination: high quality (77/100) AND below fair value. That earns a closer look rather than a quick verdict.
  • The price is below even our cautious bear case (155.18 TWD). The market is more pessimistic than our downside scenario.
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Price vs Fair Value (5 years)

175.29 TWD 115.12 TWD Fair Value 207.07 TWD Feb 2021 Aug 2026

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 115.12 TWD – 175.29 TWD · fair‑value band 155.18 TWD – 272.23 TWD · the 146.50 TWD price screens below the 207.07 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.

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Analysis

ADDCN Technology Co (5287) currently trades at 146.50 TWD, while our model-based Fair Value estimate is 207.07 TWD, implying the stock looks roughly 41.3% undervalued today. The Quality Score stands at 77/100 (high quality), in the Communication Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, ADDCN Technology Co generated revenue of 2.3B TWD at a net margin of 36.2%. Revenue grew 0.9% year over year. It earns a return on equity of 36.0%. The balance sheet holds a net cash position of 740M TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 155.18 TWD (bear case) to 272.23 TWD (bull case); at 146.50 TWD, the current price sits below 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 17% below its 52-week high and 2% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 2% fair-value upside, at 41%, 5287 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.

Model 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
Highest evidence
Growth DCF 166.93 TWD 233.70 TWD 324.62 TWD 80
Residual Income 78.72 TWD 95.23 TWD 323.73 TWD 76
Rev-Margin DCF 118.31 TWD 167.69 TWD 224.38 TWD 74
All 26 models by family
DCF Models
FCF DCF 164.55 TWD 239.84 TWD 348.77 TWD 38
Owner Earnings 169.35 TWD 247.07 TWD 359.50 TWD 31
5Y Revenue Exit 118.31 TWD 166.03 TWD 225.02 TWD 39
5Y EBITDA Exit 151.87 TWD 228.25 TWD 315.79 TWD 41
5Y P/E Exit 198.35 TWD 314.41 TWD 435.01 TWD 38
10Y Revenue Exit 132.00 TWD 178.72 TWD 238.14 TWD 36
10Y EBITDA Exit 155.18 TWD 220.74 TWD 305.29 TWD 37
10Y P/E Exit 184.05 TWD 278.94 TWD 393.49 TWD 35
Earnings-Based
Graham-Dodd 94.23 TWD 280.47 TWD 371.31 TWD 54
Lynch FV 59.17 TWD 84.53 TWD 109.89 TWD 50
PEG = 1.0 59.17 TWD 84.53 TWD 109.89 TWD 46
EPV 125.44 TWD 142.86 TWD 157.88 TWD 59
Dividend Discount
Gordon GGM 90.22 TWD 179.77 TWD 272.23 TWD 70
DDM Multi-Stage 90.22 TWD 143.79 TWD 189.76 TWD 61
Multiples
P/E Multiple 228.64 TWD 304.85 TWD 381.07 TWD 63
P/S Multiple 100.92 TWD 134.56 TWD 168.20 TWD 58
P/B Multiple 111.00 TWD 148.01 TWD 185.01 TWD 55
EV/EBIT 199.22 TWD 260.58 TWD 321.93 TWD 53
EV/EBITDA 161.26 TWD 209.96 TWD 258.66 TWD 54
EV/Revenue 95.89 TWD 130.50 TWD 165.10 TWD 43
Asset-Based
NCAV (Graham) 21.14 TWD 28.33 TWD 42.29 TWD 50
Growth DCF
Growth DCF 166.93 TWD 233.70 TWD 324.62 TWD 80
Rev-Margin DCF 118.31 TWD 167.69 TWD 224.38 TWD 74
Economic Profit
Residual Income 78.72 TWD 95.23 TWD 323.73 TWD 76
ROIC Compounder 130.58 TWD 154.96 TWD 180.22 TWD 72
Growth Earnings
Growth-Adj P/E 185.35 TWD 264.79 TWD 344.23 TWD 68

Widest divergence: Growth Earnings (264.79 TWD) versus Asset-Based (28.33 TWD). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 2.3B TWD
Revenue growth (YoY) +0.9%
Net margin 36.2%
Return on equity 36.0%
Free cash flow 844M TWD FY2025
P/E ratio 10.7
More key figures
Operating margin 38.5%
EPS (TTM) 13.80 TWD
Dividend yield 7.0%
EPS growth (YoY) -29.8%
Net cash 740M TWD FY2023

Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 77/100

Of which business quality 76 · Market factors (momentum, volatility) 48

Profitability 80
Margins and returns on capital today
Quality Growth 48
Are margins and returns improving?
Cashflow 84
Earnings quality: real cash, not paper profit
Fin. Strength 96
Balance sheet, leverage, solvency risk
Investment 64
Disciplined investing over empire-building
Low Volatility 100
Calm price path (market factor)
Momentum 31
Price trend over the last 3–12 months (market factor)
52W Momentum 16
Distance to the 52-week high (market factor)
Net Issuance 67
Buybacks instead of dilution

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

ADDCN Technology Co., Ltd, together with its subsidiaries, operates online trading platforms in Taiwan and internationally.

Full company description

ADDCN Technology Co., Ltd, together with its subsidiaries, operates online trading platforms in Taiwan and internationally. The company operates various platforms, including 591.com.tw, which serves as a property and home service platform; 8891.com.tw, a car trade portal; 518.com.tw, a human resource search platform; and 8591.com.tw, an online virtual treasure trading platform. It also provides 100.com.tw for interior design services; tasker.com.tw, a professional outsourcing platform; chickpt.com.tw for part-time job applications; and 945.com.tw for plumber/electrician, repairman, and cleaner services. In addition, the company engages in system management and maintenance; customer service; and electronic information and network road platform services. ADDCN Technology Co., Ltd was incorporated in 2007 and is based in New Taipei City, Taiwan.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

ADDCN Technology Co reported revenue of 2.3B TWD in FY2025 versus 1.7B TWD in FY2021, a compound +8.3%/yr. Reported net income was 836M TWD in FY2025, compounding +8.1%/yr from FY2021.

Growth Quality 87/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
2.3B TWD
Latest YoY
+2.5%
Avg. growth/yr (3Y) 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.
+5.8%
Avg. growth/yr (5Y) 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.
+8.5%
Avg. growth/yr (10Y) 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.
+5.5%
Revenue +8.3%/yr
FY21 1.7B TWD
FY22 2.0B TWD
FY23 2.1B TWD
FY24 2.3B TWD
FY25 2.3B TWD
Net income +8.1%/yr
FY21 612M TWD
FY22 665M TWD
FY23 711M TWD
FY24 760M TWD
FY25 836M TWD

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Cite: Fair Value Calculator (2026). "ADDCN Technology Co Fair Value". https://www.fairvalue-calculator.com/stock/5287

Peer Group

Internet Content & Information · 151 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.

Quality Score 77 · Top 25%
Fair Value upside +41% · Top 25%
Return on equity (TTM) 36% · Top 25%
Return on assets 13% · Top 25%
Net margin (TTM) 36% · Top 25%
Operating margin (TTM) 38% · Top 25%
Revenue growth 1% · Below median
Dividend yield (TTM) 7.0% · Top 25%
Debt / equity 0.16× · Higher than median

Valuation Multiples vs Internet Content & Information median · lower = cheaper

P/E (TTM) 10.7× · Cheaper than 75% of peers
P/B 3.50× · Pricier than 75% of peers
P/S (TTM) 3.84× · Pricier than 75% of peers
P/FCF 0.3× · Cheaper than 75% of peers
EV/EBITDA 8.3× · Cheaper than median

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 88 · sector 0
FUTURE 5 · sector 31
PAST 100 · sector 10
HEALTH 92 · sector 99
DIVIDEND 100 · sector 43

Insider activity: 45/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Internet Content & Information stocks, each showing price versus our Fair Value estimate (as of Jul 23, 2026).

Stock Price Fair Value vs Fair Value
Alphabet Inc GOOGL $354.46 $145.14 -59%
Meta Platforms, Inc META $669.21 $534.91 -20%
Tencent Holdings 0700 HK$460.20 HK$467.50 +2%
Spotify Technology S.A SPOT $485.38 $209.56 -57%
Baidu, Inc BIDU $113.30 $451.51 +299%
Reddit, Inc RDDT $195.34 $39.59 -80%
Kuaishou Technology, an investment holding company, 1024 HK$44.70 HK$101.03 +126%
NAVER Corporation 035420 191,300 KRW 231,585 KRW +21%
Tencent Music Entertainment Group 1698 HK$34.74 HK$65.78 +89%
REA Group REA A$149.14 A$88.53 -41%

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Frequently asked questions

Is ADDCN Technology Co (5287) overvalued or undervalued?
As of Jul 23, 2026, our model estimates a fair value of 207.07 TWD versus a price of 146.50 TWD, about +41% (undervalued).
What is the fair value of 5287?
Our model-based fair value for ADDCN Technology Co is 207.07 TWD (as of Jul 23, 2026), built from audited fundamentals. The current price is 146.50 TWD.
What is the quality score of 5287?
ADDCN Technology Co has a Quality Score of 77/100. 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 revenue of ADDCN Technology Co (5287)?
ADDCN Technology Co reported trailing-twelve-month revenue of about 2.3B TWD (latest available figure, as of Jul 23, 2026).
What is the net profit margin of 5287?
The net profit margin of ADDCN Technology Co is about 36.2%, meaning it keeps roughly 36.2% of revenue as net income. Based on the latest reported figures.
Does ADDCN Technology Co pay a dividend?
ADDCN Technology Co currently shows a dividend yield of about 7.00% relative to its recent price (as of Jul 23, 2026).

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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