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5601 Fair Value & Analysis

Industrials · Market cap 1.9B TWD

5 5601 5601 · TWO
Price29.00 TWD
Fair Value8.71 TWD
Upside-70.0%
Quality62/100
Healthy Growth
Highly profitable · 28.8% net margin
generates free cash flow
1.27% dividend yield
Trails peers (3/13)
Moderate moat 62/100
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Evidence: High Range 6.60 TWD – 10.59 TWD Share as image

Fair value as of: Jul 30, 2026

From 22 valuation models · updated today

Share price −10.8% over the past month.

What matters now

  • The price sits above even our optimistic bull case (10.59 TWD). The favourable scenario is already priced in.
  • Solid but not exceptional quality (62/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (12 months)

38.50 TWD 29.00 TWD Fair Value 8.71 TWD Jul 2025 Jul 2026

12‑month range 29.00 TWD – 38.50 TWD · fair‑value band 6.60 TWD – 10.59 TWD · the 29.00 TWD price screens above the 8.71 TWD fair value. As of Jul 30, 2026.

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Analysis

5601 (5601) currently trades at 29.00 TWD, while our model-based Fair Value estimate is 8.71 TWD, implying the stock looks roughly 70.0% overvalued today. We read business quality at 62/100 (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, 5601 generated revenue of 93.7M TWD at a net margin of 28.8%. Revenue grew 0.5% year over year. It earns a return on equity of 1.9%. The balance sheet holds a net cash position of 33.8M TWD. Fundamentals as of Jul 30, 2026

Our scenario range runs from 6.60 TWD (bear case) to 10.59 TWD (bull case); at 29.00 TWD, the current price sits above that range. The share trades about 25% below its 52-week high and 1% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -23% fair-value upside, at -70%, 5601 screens richer than that median.

Key figures & financial health

Revenue (TTM) 93.7M TWD
Revenue growth (YoY) +0.5%
Net margin 28.8%
Return on equity 1.9%
Free cash flow 31.2M TWD FY2025
P/E ratio 69.0
More key figures
Operating margin 34.2%
EPS (TTM) 0.4200 TWD
Dividend yield 1.3%
EPS growth (YoY) -0.2%
Net cash 33.8M TWD FY2023

Figures from reported company fundamentals · as of Jul 30, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 62/100
Profitability 31
Quality Growth 48
Cashflow 87
Fin. Strength 77
Investment 99
Low Volatility 98
Momentum 20
52W Momentum 5
Net Issuance 82

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.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

5601 reported revenue of 93.6M TWD in FY2025 versus 78.6M TWD in FY2021, a compound +4.5%/yr. Reported net income was 27.2M TWD in FY2025, compounding +10.6%/yr from FY2021.

Revenue +4.5%/yr
FY21 78.6M TWD
FY22 86.5M TWD
FY23 88.3M TWD
FY24 91.9M TWD
FY25 93.6M TWD
Net income +10.6%/yr
FY21 18.1M TWD
FY22 28.7M TWD
FY23 31.1M TWD
FY24 25.4M TWD
FY25 27.2M TWD

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Cite: Fair Value Calculator (2026). "5601 Fair Value". https://www.fairvalue-calculator.com/stock/5601

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 / 46
FUTURE 3 / 8
PAST 8 / 26
HEALTH 0 / 94
DIVIDEND 25 / 55

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 Integrated Freight & Logistics stocks, each showing price versus our Fair Value estimate (as of Jul 30, 2026).

Stock Price Fair Value vs Fair Value
United Parcel Service, Inc UPS 1,881 MXN 1,488 MXN -21%
FedEx Corporation FDX €279.20 €124.00 -56%
Deutsche Post AG DHL €51.20 €49.70 -3%
DSV A/S DSV kr 1,540 kr 1,188 -23%
Kuehne + Nagel International AG KNIN CHF 192.75 CHF 118.00 -39%
J.B. Hunt Transport Services, Inc JBHT $280.75 $100.80 -64%
S.F. Holding 002352 ¥31.91 ¥48.64 +52%
C.H. Robinson Worldwide, Inc CHRW $187.07 $86.56 -54%
Expeditors International of Washington, Inc EXPD $160.13 $107.79 -33%
ZTO Express (Cayman) Inc 2057 HK$180.10 HK$328.95 +83%

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Frequently asked questions

Is 5601 overvalued or undervalued?
As of Jul 30, 2026, our model estimates a fair value of 8.71 TWD versus a price of 29.00 TWD, about −70% (overvalued). Model-based estimate, not financial advice.
What is the fair value of 5601?
Our model-based fair value for 5601 is 8.71 TWD (as of Jul 30, 2026), built from audited fundamentals. The current price is 29.00 TWD.
What is the quality score of 5601?
5601 has a Quality Score of 62/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of 5601?
5601 reported trailing-twelve-month revenue of about 93.7M TWD (latest available figure, as of Jul 30, 2026).
What is the net profit margin of 5601?
The net profit margin of 5601 is about 28.8%, meaning it keeps roughly 28.8% of revenue as net income. Based on the latest reported figures.
Does 5601 pay a dividend?
5601 currently shows a dividend yield of about 1.27% relative to its recent price (as of Jul 30, 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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