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Concord International Securities Co (5864) Fair Value & Analysis

Financial Services · TW · Market cap 16.5B TWD

CI Concord International Securities Co 5864 · TWO
Price28.80 TWD
Fair Value22.66 TWD
Upside-21.3%
Quality38/100
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Expensive Growth
Highly profitable · 90.9% net margin
negative free cash flow
1.41% dividend yield
Mixed vs. peers (6/12)
Wide moat 87/100
Evidence: High Range 16.99 TWD – 28.32 TWD Share as image

Fair value as of: Jul 21, 2026

From 2 valuation models · updated 19 days ago

Fair value updated Jul 21, 2026, revised from 25.15 TWD to 22.66 TWD (−9.9%) since Jun 26, 2026. Share price −28.6% over the past month.

Below-average quality, and screening another 21% overvalued on our models.

What matters now

  • Weak quality (38/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

47.71 TWD 6.16 TWD Fair Value 22.66 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 6.16 TWD – 47.71 TWD · fair‑value band 16.99 TWD – 28.32 TWD · the 28.80 TWD price screens above the 22.66 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 21, 2026.

Full chart & analysis →

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Analysis

Concord International Securities Co (5864) currently trades at 28.80 TWD, while our model-based Fair Value estimate is 22.66 TWD, implying the stock looks roughly 21.3% overvalued today. The Quality Score stands at 38/100 (below-average quality), in the Financial Services 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, Concord International Securities Co generated revenue of 3.5B TWD at a net margin of 90.9%. It earns a return on equity of 38.8%. Net debt stands at 2.4B TWD. The stock trades on a trailing P/E of 18.5. Fundamentals as of Jul 21, 2026

Our scenario range runs from 16.99 TWD (bear case) to 28.32 TWD (bull case); at 28.80 TWD, 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 46% below its 52-week high and 157% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at 11% fair-value upside, at -21%, 5864 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
P/B Multiple 10.32 TWD 13.76 TWD 17.19 TWD 55
NCAV (Graham) 8.09 TWD 10.84 TWD 16.18 TWD 50
All 2 models by family
Multiples
P/B Multiple 10.32 TWD 13.76 TWD 17.19 TWD 55
Asset-Based
NCAV (Graham) 8.09 TWD 10.84 TWD 16.18 TWD 50

Widest divergence: Multiples (13.76 TWD) versus Asset-Based (10.84 TWD). Highest evidence: P/B Multiple (55).

Key figures & financial health

Revenue (TTM) 3.5B TWD
Revenue growth (YoY) +614%
Net margin 90.9%
Return on equity 38.8%
Free cash flow −1.9B TWD FY2025
P/E ratio 14.2
More key figures
Operating margin 93.8%
EPS (TTM) 2.30 TWD
Dividend yield 1.4%
EPS growth (YoY) +3,895%
Net debt 2.4B TWD FY2025

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

Quality Score breakdown

Overall quality 38/100

Of which business quality 35 · Market factors (momentum, volatility) 63

Profitability 45
Margins and returns on capital today
Quality Growth 33
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 72
Balance sheet, leverage, solvency risk
Investment 7
Disciplined investing over empire-building
Low Volatility 11
Calm price path (market factor)
Momentum 91
Price trend over the last 3–12 months (market factor)
52W Momentum 75
Distance to the 52-week high (market factor)
Net Issuance 40
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

Concord International Securities Co., Ltd provides brokerage, underwriting, stock agency, and consulting services in Taiwan.

Full company description

Concord International Securities Co., Ltd provides brokerage, underwriting, stock agency, and consulting services in Taiwan. The company offers brokerage services, including business of buying and selling securities on behalf of clients in centralized or over-the-counter markets, customer acquisition and business development, credit investigation and control of customer credit, compilation and provision of securities information, agency services for centralized custody and allocation of client securities, self-operated credit transaction business, guidance for client operations, loan and lending business, liquidation and settlement of stocks and bonds, ancillary services for futures traders, agency for buying and selling, handling other matters related to brokerage business. It is also involved in the accepting futures trading and options trading brokerage business of futures products and options products; trade various securities and financial derivatives in centralized markets, over-the-counter markets, futures markets, and other markets; assisting and guiding enterprises in applying for public offerings and offerings of various securities, or assisting with securities issuance, emerging market listings, and OTC listing services, assisting in fundraising for securities issuance, assisting in evaluation of cash capital increases for listed enterprises and related underwriting business, providing consulting services in capital planning, finance and business management, and other matters related to securities underwriting business, bond business; subcontracting business; and lending business. In addition, it offers loan funds. Concord International Securities Co., Ltd was founded in 1989 and is headquartered in Tainan City, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Concord International Securities Co reported revenue of 570M TWD in FY2025 versus 678M TWD in FY2021, a compound −4.2%/yr. Reported net income was 1.2B TWD in FY2025, compounding +13.4%/yr from FY2021.

Growth Quality 44/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
570M TWD
Latest YoY
−20.6%
Avg. growth/yr (3Y)
+1.0%
Avg. growth/yr (5Y)
+6.2%
Avg. growth/yr (16Y)
+2.8%
Revenue −4.2%/yr
FY21 678M TWD
FY22 554M TWD
FY23 495M TWD
FY24 718M TWD
FY25 570M TWD
Net income +13.4%/yr
FY21 703M TWD
FY22 −225M TWD
FY23 876M TWD
FY24 688M TWD
FY25 1.2B TWD

5864 screens 21% overvalued. Compare with Huatai Securities Co →

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Cite: Fair Value Calculator (2026). "Concord International Securities Co Fair Value". https://www.fairvalue-calculator.com/stock/5864

Peer Group

Capital Markets · 425 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 37 · Bottom 25%
Fair Value upside −21% · Below median
Return on equity (TTM) 39% · Top 25%
Return on assets 28% · Top 25%
Net margin (TTM) 91% · Top 25%
Operating margin (TTM) 94% · Top 25%
Revenue growth 614% · Top 25%
Dividend yield (TTM) 1.4% · Below median

Valuation Multiples vs Capital Markets median · lower = cheaper

P/E (TTM) 14.2× · Cheaper than median
P/B 2.02× · Pricier than median
P/S (TTM) 4.69× · Pricier than median
EV/EBITDA 62.1× · Pricier than 75% of peers

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 5 · sector 9
FUTURE 100 · sector 96
PAST 100 · sector 30
HEALTH 0 · sector 93
DIVIDEND 28 · sector 36

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 Capital Markets stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).

Stock Price Fair Value vs Fair Value
Huatai Securities Co HTSC $0.2700 $0.0400 -85%
Mirae Asset Securities Co 006800 38,750 KRW 31,645 KRW -18%
Meritz Financial Group 138040 117,000 KRW 87,706 KRW -25%
Korea Investment Holdings 071050 239,000 KRW 318,825 KRW +33%
NH Investment & Securities Co 005940 31,000 KRW 37,133 KRW +20%
Samsung Securities Co 016360 107,700 KRW 126,487 KRW +17%
Motilal Oswal Financial Services Limited MOTILALOFS ₹967.00 ₹299.65 -69%
Kiwoom Securities Co 039490 322,000 KRW 358,091 KRW +11%
SSI Securities Corporation SSI 24,250 VND 28,021 VND +16%
Bolsas y Mercados Argentinos S.A BYMA 313.75 ARS 120.22 ARS -62%

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Frequently asked questions

Is Concord International Securities Co (5864) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of 22.66 TWD versus a price of 28.80 TWD, about −21% (overvalued).
What is the fair value of 5864?
Our model-based fair value for Concord International Securities Co is 22.66 TWD (as of Jul 21, 2026), built from audited fundamentals. The current price is 28.80 TWD.
What is the quality score of 5864?
Concord International Securities Co has a Quality Score of 38/100. 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 Concord International Securities Co (5864)?
Concord International Securities Co reported trailing-twelve-month revenue of about 3.5B TWD (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 5864?
The net profit margin of Concord International Securities Co is about 90.9%, meaning it keeps roughly 90.9% of revenue as net income. Based on the latest reported figures.
Does Concord International Securities Co pay a dividend?
Concord International Securities Co currently shows a dividend yield of about 1.16% 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.

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