Apogee Optocom Co (6426) Fair Value & Analysis
Technology · TW · Market cap 6.4B TWD
Fair value as of: Jul 23, 2026
From 13 valuation models · updated 18 days ago
Fair value updated Jul 23, 2026, revised from 28.47 TWD to 28.41 TWD (−0.2%) since Jul 12, 2026. Share price +16.0% over the past month.
A strong business, but screening 87% overvalued on our models.
What matters now
- A high-quality business (quality 75/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case (36.58 TWD). The favourable scenario is already priced in.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 23, 2026.
How to read this chart
60‑month range 50.21 TWD – 288.50 TWD · fair‑value band 21.66 TWD – 36.58 TWD · the 217.50 TWD price screens above the 28.41 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.
Analysis
Apogee Optocom Co (6426) currently trades at 217.50 TWD, while our model-based Fair Value estimate is 28.41 TWD, implying the stock looks roughly 86.9% overvalued today. The Quality Score stands at 75/100 (high 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: medium).
Over the trailing twelve months, Apogee Optocom Co generated revenue of 543M TWD at a net margin of 3.7%. Revenue grew 56.1% year over year. It earns a return on equity of 2.2%. The balance sheet holds a net cash position of 235M TWD. Fundamentals as of Jul 23, 2026
Our scenario range runs from 21.66 TWD (bear case) to 36.58 TWD (bull case); at 217.50 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 26% below its 52-week high and 238% 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 -87%, 6426 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.
All 13 models by family
Widest divergence: DCF Models (31.23 TWD) versus Dividend Discount (6.19 TWD). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 72 · Market factors (momentum, volatility) 57
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
Apogee Optocom Co., Ltd. operates as a communication component manufacturer in Taiwan. The company offers image, biomedicine, and aerospace, including 3D sensing, fluorescent, fiber laser, and notch filters, as well as imaging applications, such as black, and triple band filters; active and passive optical filters; and data center products.
Full company description
Apogee Optocom Co., Ltd. operates as a communication component manufacturer in Taiwan. The company offers image, biomedicine, and aerospace, including 3D sensing, fluorescent, fiber laser, and notch filters, as well as imaging applications, such as black, and triple band filters; active and passive optical filters; and data center products. It provides optical coating services, including DBR and ODR, mid-to-far infrared, index match ITO, metal, and UV range filter coating services; and measurement services, white light interferometer, spectrophotometer, fourier-transform infrared spectroscopy, and thin film analyzer. Apogee Optocom Co., Ltd. was founded in 2003 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
Apogee Optocom Co reported revenue of 487M TWD in FY2025 versus 519M TWD in FY2021, a compound −1.6%/yr. Reported net income was −30.0M TWD in FY2025.
6426 screens 87% overvalued. Compare with Cisco Systems, Inc →
Peer Group
Communication Equipment · 288 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.
VALUE 0: the price sits above our fair-value range.
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 23, 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% |
| Accton Technology Corporation 2345 | 2,090 TWD | 846.28 TWD | -60% |
| Telefonaktiebolaget LM Ericsson (publ), ERICB | kr 98.54 | kr 157.82 | +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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