EN DE

Dimerco Express Corporation (5609) Fair Value & Analysis

Industrials · TW · Market cap 11.1B TWD

DE Dimerco Express Corporation 5609 · TWO
Price79.40 TWD
Fair Value124.05 TWD
Upside+56.2%
Quality73/100
Watch Dimerco Express Corporation for free, get notified when fair value or trend changes. Watch for free
Healthy Growth
Thin margins · 3.8% net margin
Low debt · generates free cash flow
7.22% dividend yield
Ranks above peers (11/14)
Moderate moat 47/100
Evidence: High Range 93.04 TWD – 153.20 TWD Share as image

Fair value as of: Jul 21, 2026

From 24 valuation models · updated 20 days ago

Fair value updated Jul 21, 2026, revised from 168.00 TWD to 124.05 TWD (−26.2%) since Jun 25, 2026. Share price +0.6% over the past month.

A solid business, screening 56% undervalued on our models.

What matters now

  • The rarer combination: high quality (73/100) AND below fair value. That earns a closer look rather than a quick verdict.
  • The price is below even our cautious bear case (93.04 TWD). The market is more pessimistic than our downside scenario.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

85.54 TWD 34.35 TWD Fair Value 124.05 TWD Feb 2021 Aug 2026

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 34.35 TWD – 85.54 TWD · fair‑value band 93.04 TWD – 153.20 TWD · the 79.40 TWD price screens below the 124.05 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Dimerco Express Corporation (5609) currently trades at 79.40 TWD, while our model-based Fair Value estimate is 124.05 TWD, implying the stock looks roughly 56.2% undervalued today. The Quality Score stands at 73/100 (solid quality), in the Industrials 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, Dimerco Express Corporation generated revenue of 29.6B TWD at a net margin of 3.8%. Revenue declined 0.9% year over year. It earns a return on equity of 18.8%. The balance sheet holds a net cash position of 4.2B TWD. Fundamentals as of Jul 21, 2026

Our scenario range runs from 93.04 TWD (bear case) to 153.20 TWD (bull case); at 79.40 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 7% below its 52-week high and 10% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -11% fair-value upside, at 56%, 5609 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 156.42 TWD 215.88 TWD 300.94 TWD 80
Residual Income 52.39 TWD 68.89 TWD 229.23 TWD 76
Rev-Margin DCF 125.78 TWD 175.43 TWD 232.65 TWD 74
All 24 models by family
DCF Models
FCF DCF 154.27 TWD 221.32 TWD 323.39 TWD 38
Owner Earnings 142.65 TWD 203.27 TWD 295.56 TWD 31
5Y Revenue Exit 125.78 TWD 174.57 TWD 235.85 TWD 39
5Y EBITDA Exit 136.87 TWD 195.29 TWD 262.55 TWD 41
5Y P/E Exit 148.24 TWD 216.52 TWD 287.63 TWD 38
10Y Revenue Exit 132.50 TWD 179.44 TWD 240.81 TWD 36
10Y EBITDA Exit 142.04 TWD 193.81 TWD 261.15 TWD 37
10Y P/E Exit 149.29 TWD 208.53 TWD 280.27 TWD 35
Earnings-Based
Graham-Dodd 54.40 TWD 167.71 TWD 222.83 TWD 54
Lynch FV 36.23 TWD 51.76 TWD 67.29 TWD 50
PEG = 1.0 36.23 TWD 51.76 TWD 67.29 TWD 46
EPV 101.81 TWD 113.29 TWD 123.33 TWD 59
Multiples
P/E Multiple 126.00 TWD 168.00 TWD 210.00 TWD 63
P/S Multiple 102.00 TWD 136.00 TWD 170.00 TWD 58
P/B Multiple 102.00 TWD 136.00 TWD 170.00 TWD 55
EV/EBIT 146.99 TWD 185.00 TWD 223.02 TWD 53
EV/EBITDA 139.31 TWD 174.77 TWD 210.22 TWD 54
EV/Revenue 114.34 TWD 149.22 TWD 184.11 TWD 43
Asset-Based
NCAV (Graham) 22.52 TWD 30.18 TWD 45.04 TWD 50
Growth DCF
Growth DCF 156.42 TWD 215.88 TWD 300.94 TWD 80
Rev-Margin DCF 125.78 TWD 175.43 TWD 232.65 TWD 74
Economic Profit
Residual Income 52.39 TWD 68.89 TWD 229.23 TWD 76
ROIC Compounder 104.64 TWD 119.94 TWD 135.66 TWD 72
Growth Earnings
Growth-Adj P/E 103.84 TWD 148.35 TWD 192.85 TWD 68

Widest divergence: DCF Models (195.29 TWD) versus Asset-Based (30.18 TWD). Highest evidence: Growth DCF (80).

Notify me when 5609 reaches fair value

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.

Key figures & financial health

Revenue (TTM) 29.6B TWD
Revenue growth (YoY) -0.9%
Net margin 3.8%
Return on equity 18.8%
Free cash flow 1.5B TWD FY2025
P/E ratio 9.9
More key figures
Operating margin 3.6%
EPS (TTM) 7.94 TWD
Dividend yield 7.2%
EPS growth (YoY) +1.2%
Net cash 4.2B TWD FY2023

Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 73/100

Of which business quality 73 · Market factors (momentum, volatility) 69

Profitability 67
Margins and returns on capital today
Quality Growth 34
Are margins and returns improving?
Cashflow 55
Earnings quality: real cash, not paper profit
Fin. Strength 99
Balance sheet, leverage, solvency risk
Investment 97
Disciplined investing over empire-building
Low Volatility 98
Calm price path (market factor)
Momentum 50
Price trend over the last 3–12 months (market factor)
52W Momentum 70
Distance to the 52-week high (market factor)
Net Issuance 87
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

Dimerco Express Corporation, together with its subsidiaries, operates as a shipping and logistics company in Asia, the Americas, and Europe.

Full company description

Dimerco Express Corporation, together with its subsidiaries, operates as a shipping and logistics company in Asia, the Americas, and Europe. The company provides air freight services, including consolidated, standard, and expedited and next flight out, as well as charter services; ocean freight services, such as buyer's consolidation, cross-dock, project logistics, and EDI/API support for rapid data integration services; road and rail services; and multimodal transport, including sea/air freight, air/sea freight, and cross-border road freight services. It also offers customs brokerage services, such as customs clearance, trade compliance consulting, FTZ operation, and digitization of custom procedures; and contract logistics services comprising warehousing and distribution, bonded warehouse, and service logistics solutions. In addition, the company provides supply chain solutions, such as project logistics, purchase order management, data integration, and supply chain consulting services; customs brokerage and compliance; and cargo insurance, as well as automotive logistics services. It serves aerospace, automotive, consumer electronics, semiconductors, medical devices and equipment, and fashion and lifestyle industries. The company was formerly known as Dimerco Express Taiwan Corp. and changed its name to Dimerco Express Corporation in June 2012. Dimerco Express Corporation was founded in 1971 and is headquartered in Taipei, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Dimerco Express Corporation reported revenue of 29.7B TWD in FY2025 versus 39.0B TWD in FY2021, a compound −6.6%/yr. Reported net income was 1.1B TWD in FY2025, compounding −16.4%/yr from FY2021.

Growth Quality 70/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
29.7B 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.
−10.3%
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.
+5.3%
Avg. growth/yr (16Y) 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.
+5.4%
Revenue −6.6%/yr
FY21 39.0B TWD
FY22 41.2B TWD
FY23 22.0B TWD
FY24 28.9B TWD
FY25 29.7B TWD
Net income −16.4%/yr
FY21 2.3B TWD
FY22 2.5B TWD
FY23 1.0B TWD
FY24 955M TWD
FY25 1.1B TWD
Character of growth · EPS growth decomposed (2012-2023) +32.2 % p.a.
Revenue per share +9.5 pp

of which total revenue +9.2 pp · buybacks/dilution +0.3 pp

EBIT margin +17.4 pp
Tax rate +1.2 pp
Residual (interest, one-offs) +4.2 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

Watch 5609: get an alert when its fair value changes →

Share or link this analysis
For bloggers & editors: embed code + live data

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). "Dimerco Express Corporation Fair Value". https://www.fairvalue-calculator.com/stock/5609

Peer Group

Integrated Freight & Logistics · 218 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 73 · Top 25%
Fair Value upside +56% · Top 25%
Return on equity (TTM) 19% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 4% · Above median
Operating margin (TTM) 4% · Below median
Revenue growth -1% · Below median
Dividend yield (TTM) 7.2% · Top 25%

Valuation Multiples vs Integrated Freight & Logistics median · lower = cheaper

P/E (TTM) 9.9× · Cheaper than 75% of peers
P/B 1.75× · Pricier than median
P/S (TTM) 0.38× · Cheaper than median
P/FCF 0.2× · Cheaper than 75% of peers
EV/EBITDA 4.9× · 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 100 · sector 46
FUTURE 0 · sector 8
PAST 75 · sector 26
HEALTH 100 · sector 94
DIVIDEND 100 · sector 56

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 21, 2026).

Stock Price Fair Value vs Fair Value
United Parcel Service, Inc UPS $117.72 $104.58 -11%
FedEx Corporation FDX $314.69 $347.68 +10%
Deutsche Post AG DHL €57.22 €53.18 -7%
DSV A/S DSV kr 1,660 kr 712.57 -57%
Kuehne + Nagel International AG KNIN CHF 209.90 CHF 147.92 -30%
J.B. Hunt Transport Services, Inc JBHT $291.41 $133.80 -54%
S.F. Holding 002352 ¥31.91 ¥48.64 +52%
C.H. Robinson Worldwide, Inc CHRW $193.50 $86.56 -55%
Expeditors International of Washington, Inc EXPD $172.02 $115.95 -33%
ZTO Express (Cayman) Inc 2057 HK$181.40 HK$241.93 +33%

Compare Dimerco Express Corporation with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Industrials stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is Dimerco Express Corporation (5609) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of 124.05 TWD versus a price of 79.40 TWD, about +56% (undervalued).
What is the fair value of 5609?
Our model-based fair value for Dimerco Express Corporation is 124.05 TWD (as of Jul 21, 2026), built from audited fundamentals. The current price is 79.40 TWD.
What is the quality score of 5609?
Dimerco Express Corporation has a Quality Score of 73/100. 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 Dimerco Express Corporation (5609)?
Dimerco Express Corporation reported trailing-twelve-month revenue of about 29.6B TWD (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 5609?
The net profit margin of Dimerco Express Corporation is about 3.8%, meaning it keeps roughly 3.8% of revenue as net income. Based on the latest reported figures.
Does Dimerco Express Corporation pay a dividend?
Dimerco Express Corporation currently shows a dividend yield of about 7.22% relative to its recent price (as of Jul 21, 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.

14 days Pro free · no card

Track Dimerco Express Corporation and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.