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ITMAX System Berhad, an investment holding company, (5309) Fair Value & Analysis

Industrials · MY · Market cap 4.9B MYR

IS ITMAX System Berhad, an investment holding company, 5309 · KLSE
Price4.60 MYR
Fair Value1.80 MYR
Upside-60.9%
Quality54/100
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Expensive Growth
Highly profitable · 37.5% net margin
Low debt · negative free cash flow
0.49% dividend yield
Mixed vs. peers (8/14)
Wide moat 85/100
Evidence: High Range 1.35 MYR – 4.10 MYR Share as image

Fair value as of: Jul 16, 2026

From 17 valuation models · updated 25 days ago

Fair value updated Jul 16, 2026, revised from 1.81 MYR to 1.80 MYR (−0.6%) since Jul 11, 2026. Share price −3.2% over the past month.

A solid business, but screening 61% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (4.10 MYR). The favourable scenario is already priced in.
  • The model range is unusually wide (1.35 MYR to 4.10 MYR). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (54/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (4 years)

5.09 MYR 1.32 MYR Fair Value 1.80 MYR Dec 2022 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

44‑month range 1.32 MYR – 5.09 MYR · fair‑value band 1.35 MYR – 4.10 MYR · the 4.60 MYR price screens above the 1.80 MYR fair value. Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

ITMAX System Berhad, an investment holding company, (5309) currently trades at 4.60 MYR, while our model-based Fair Value estimate is 1.80 MYR, implying the stock looks roughly 60.9% overvalued today. The Quality Score stands at 54/100 (solid quality), in the Industrials 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, ITMAX System Berhad, an investment holding company, generated revenue of 262M MYR at a net margin of 37.5%. Revenue grew 29.8% year over year. It earns a return on equity of 22.7%. The balance sheet holds a net cash position of 72.6M MYR. Fundamentals as of Jul 16, 2026

Our scenario range runs from 1.35 MYR (bear case) to 4.10 MYR (bull case); at 4.60 MYR, 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 11% below its 52-week high and 28% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at 10% fair-value upside, at -61%, 5309 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.

Model BearBaseBull Evidence
Highest evidence
Residual Income 0.5900 MYR 0.8300 MYR 3.97 MYR 76
ROIC Compounder 1.23 MYR 1.90 MYR 2.38 MYR 72
Gordon GGM 0.0500 MYR 0.1000 MYR 0.1600 MYR 70
All 17 models by family
DCF Models
Owner Earnings 0.1700 MYR 0.2600 MYR 0.4300 MYR 31
Earnings-Based
Graham-Dodd 0.6100 MYR 4.28 MYR 6.00 MYR 54
Lynch FV 2.21 MYR 3.16 MYR 4.10 MYR 50
PEG = 1.0 2.21 MYR 3.16 MYR 4.10 MYR 46
EPV 0.9400 MYR 1.07 MYR 1.19 MYR 59
Dividend Discount
Gordon GGM 0.0500 MYR 0.1000 MYR 0.1600 MYR 70
DDM Multi-Stage 0.0500 MYR 0.0900 MYR 0.1100 MYR 61
Multiples
P/E Multiple 1.35 MYR 1.80 MYR 2.26 MYR 63
P/S Multiple 0.4500 MYR 0.6000 MYR 0.7400 MYR 58
P/B Multiple 1.08 MYR 1.44 MYR 1.80 MYR 55
EV/EBIT 1.78 MYR 2.34 MYR 2.89 MYR 53
EV/EBITDA 1.52 MYR 1.99 MYR 2.46 MYR 54
EV/Revenue 0.5200 MYR 0.7000 MYR 0.8800 MYR 43
Asset-Based
NCAV (Graham) 0.2400 MYR 0.3200 MYR 0.4800 MYR 50
Economic Profit
Residual Income 0.5900 MYR 0.8300 MYR 3.97 MYR 76
ROIC Compounder 1.23 MYR 1.90 MYR 2.38 MYR 72
Growth Earnings
Growth-Adj P/E 2.85 MYR 4.07 MYR 5.29 MYR 68

Widest divergence: Growth Earnings (4.07 MYR) versus Dividend Discount (0.0900 MYR). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 262M MYR
Revenue growth (YoY) +29.8%
Net margin 37.5%
Return on equity 22.7%
Free cash flow −17.2M MYR FY2025
P/E ratio 53.2
More key figures
Operating margin 54.6%
EPS (TTM) 0.0900 MYR
Dividend yield 0.5%
EPS growth (YoY) +24.7%
Net cash 72.6M MYR FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 54/100

Of which business quality 55 · Market factors (momentum, volatility) 59

Profitability 66
Margins and returns on capital today
Quality Growth 67
Are margins and returns improving?
Cashflow 33
Earnings quality: real cash, not paper profit
Fin. Strength 92
Balance sheet, leverage, solvency risk
Investment 6
Disciplined investing over empire-building
Low Volatility 87
Calm price path (market factor)
Momentum 43
Price trend over the last 3–12 months (market factor)
52W Momentum 54
Distance to the 52-week high (market factor)
Net Issuance 41
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

ITMAX System Berhad, an investment holding company, engages in the supply, installation, and provision of public space networked systems in Malaysia. The company offers smart video surveillance, smart parking, smart traffic management, as well as smart street lighting and communication networks.

Full company description

ITMAX System Berhad, an investment holding company, engages in the supply, installation, and provision of public space networked systems in Malaysia. The company offers smart video surveillance, smart parking, smart traffic management, as well as smart street lighting and communication networks. It also engages in the business of green and sustainable technology solutions; and trading and fabrication of information technology products and services. In addition, the company is involved in the software development and integration business; development and integration of parking and enforcement software, applications, and solutions; and development and integration of medical software, applications, and solutions. Further, it provides leased and managed services of video surveillance and analytics systems, as well as owns and operates fibre optics communications network and related equipment, telecommunication towers and monopoles, and bandwidth services; supply, installation, and maintenance services for networked systems and solutions; and digital infrastructure solutions. The company was incorporated in 2001 and is headquartered in Kuala Lumpur, Malaysia. ITMAX System Berhad operates as a subsidiary of Sena Holdings Sdn Bhd.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

ITMAX System Berhad, an investment holding company, reported revenue of 247M MYR in FY2025 versus 79.8M MYR in FY2021, a compound +32.7%/yr. Reported net income was 93.5M MYR in FY2025, compounding +33.7%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
247M MYR
Latest YoY
+12.1%
Avg. growth/yr (3Y)
+32.0%
Avg. growth/yr (5Y)
+39.0%
Avg. growth/yr (6Y)
+37.1%
Revenue +32.7%/yr
FY21 79.8M MYR
FY22 107M MYR
FY23 150M MYR
FY24 220M MYR
FY25 247M MYR
Net income +33.7%/yr
FY21 29.2M MYR
FY22 40.6M MYR
FY23 63.3M MYR
FY24 80.4M MYR
FY25 93.5M MYR

5309 screens 61% overvalued. Compare with ASSA ABLOY AB →

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Cite: Fair Value Calculator (2026). "ITMAX System Berhad, an investment holding company, Fair Value". https://www.fairvalue-calculator.com/stock/5309

Peer Group

Security & Protection Services · 113 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 54 · Below median
Fair Value upside −61% · Bottom 25%
Return on equity (TTM) 23% · Top 25%
Return on assets 15% · Top 25%
Net margin (TTM) 37% · Top 25%
Operating margin (TTM) 55% · Top 25%
Revenue growth 30% · Top 25%
Dividend yield (TTM) 0.5% · Bottom 25%
Debt / equity 0.02× · Lower than median

Valuation Multiples vs Security & Protection Services median · lower = cheaper

P/E (TTM) 52.1× · Pricier than 75% of peers
P/B 2.39× · Pricier than median
P/S (TTM) 4.54× · Pricier than 75% of peers
EV/EBITDA 6.9× · Cheaper than median
PEG 1.05× · 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 0 · sector 17
FUTURE 100 · sector 38
PAST 91 · sector 21
HEALTH 99 · sector 99
DIVIDEND 10 · sector 49

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.

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 Security & Protection Services stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
ASSA ABLOY AB ASSAB kr 348.40 kr 269.97 -23%
Verisure plc VSURE €10.26 €12.40 +21%
Allegion plc ALLE $137.24 $127.80 -7%
Securitas AB SECUB kr 162.10 kr 186.34 +15%
Zhejiang Dahua Technology Co 002236 ¥16.57 ¥23.58 +42%
MSA Safety Incorporated MSA $169.00 $118.51 -30%
ADT Inc ADT $7.06 $17.10 +142%
The Brink's Company BCO $104.24 $101.84 -2%
Brady Corporation BRC $90.16 $73.43 -19%
The GEO Group GEO $29.46 $32.36 +10%

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Frequently asked questions

Is ITMAX System Berhad, an investment holding company, (5309) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of 1.80 MYR versus a price of 4.60 MYR, about −61% (overvalued).
What is the fair value of 5309?
Our model-based fair value for ITMAX System Berhad, an investment holding company, is 1.80 MYR (as of Jul 16, 2026), built from audited fundamentals. The current price is 4.60 MYR.
What is the quality score of 5309?
ITMAX System Berhad, an investment holding company, has a Quality Score of 54/100. 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 ITMAX System Berhad, an investment holding company, (5309)?
ITMAX System Berhad, an investment holding company, reported trailing-twelve-month revenue of about 262M MYR (latest available figure, as of Jul 16, 2026).
What is the net profit margin of 5309?
The net profit margin of ITMAX System Berhad, an investment holding company, is about 37.5%, meaning it keeps roughly 37.5% of revenue as net income. Based on the latest reported figures.
Does ITMAX System Berhad, an investment holding company, pay a dividend?
ITMAX System Berhad, an investment holding company, currently shows a dividend yield of about 0.47% relative to its recent price (as of Jul 16, 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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