Sercomm Corporation (5388) Fair Value & Analysis
Technology · TW · Market cap 25.5B TWD
Fair value as of: Jul 21, 2026
From 25 valuation models · updated 19 days ago
Fair value updated Jul 21, 2026, revised from 75.87 TWD to 75.44 TWD (−0.6%) since Jul 11, 2026. Share price +10.0% over the past month.
Below-average quality, and screening another 17% overvalued on our models.
What matters now
- Weak quality (43/100) and above fair value at the same time, the margin of safety is missing on both counts.
- A fairly wide model range (45.40 TWD to 100.01 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 21, 2026.
How to read this chart
60‑month range 53.18 TWD – 149.00 TWD · fair‑value band 45.40 TWD – 100.01 TWD · the 91.40 TWD price screens above the 75.44 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.
Analysis
Sercomm Corporation (5388) currently trades at 91.40 TWD, while our model-based Fair Value estimate is 75.44 TWD, implying the stock looks roughly 17.5% overvalued today. The Quality Score stands at 43/100 (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: high).
Over the trailing twelve months, Sercomm Corporation generated revenue of 59.3B TWD at a net margin of 2.0%. Revenue grew 46.6% year over year. It earns a return on equity of 7.7%. Net debt stands at 257M TWD. Fundamentals as of Jul 21, 2026
Our scenario range runs from 45.40 TWD (bear case) to 100.01 TWD (bull case); at 91.40 TWD, the current price sits within 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 19% below its 52-week high and 22% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -61% fair-value upside, at -17%, 5388 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 25 models by family
Widest divergence: Multiples (79.33 TWD) versus Growth DCF (15.82 TWD). Highest evidence: Growth DCF (80).
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 43 · Market factors (momentum, volatility) 51
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
Sercomm Corporation engages in the provision of integrated networking and telecom solutions, and equipment in the Americas, Asia, Europe, and internationally. The company offers mobile IOT devices, customer premises equipment, small cell and mobile module solutions.
Full company description
Sercomm Corporation engages in the provision of integrated networking and telecom solutions, and equipment in the Americas, Asia, Europe, and internationally. The company offers mobile IOT devices, customer premises equipment, small cell and mobile module solutions. It also offers IoT solutions such as monitoring, safety and security, mobility, and home control solutions. In addition, the company provides broadband solutions including network repeater, FWA CPE, FTTx, DOCSIS, home connectivity, and streamer solutions; and private network solutions comprising small cell, switch, SMB camera, IoT sensor solutions. Further, it offers enterprise solutions and network; and software-defined wide area network services. The company serves first-tier telecom operators, retail brands, and service providers. Sercomm Corporation was incorporated in 1992 and is based in Taipei, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Sercomm Corporation reported revenue of 54.0B TWD in FY2025 versus 43.9B TWD in FY2021, a compound +5.3%/yr. Reported net income was 1.2B TWD in FY2025, compounding +8.6%/yr from FY2021.
5388 screens 17% overvalued. Compare with Cisco Systems, Inc →
Peer Group
Communication Equipment · 290 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 21, 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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