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TSEC Corporation (6443) Fair Value & Analysis

Technology · TW · Market cap 14.6B TWD

TC TSEC Corporation 6443 · TW
Price26.00 TWD
Fair Value24.20 TWD
Upside-6.9%
Quality38/100
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Weak Growth
Low debt · generates free cash flow
Mixed vs. peers (4/10)
Narrow moat 9/100
Evidence: Medium Range 24.20 TWD – 66.80 TWD Share as image

Fair value as of: Jul 21, 2026

From 9 valuation models · updated 19 days ago

Fair value updated Jul 21, 2026, revised from 24.07 TWD to 24.20 TWD (+0.5%) since Jul 12, 2026. Share price −17.5% over the past month.

Below-average quality, currently priced close to our fair value.

What matters now

  • The model range is unusually wide (24.20 TWD to 66.80 TWD). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
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Price vs Fair Value (5 years)

52.30 TWD 11.95 TWD Fair Value 24.20 TWD Mar 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 11.95 TWD – 52.30 TWD · fair‑value band 24.20 TWD – 66.80 TWD · the 26.00 TWD price screens above the 24.20 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.

Full chart & analysis →

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Analysis

TSEC Corporation (6443) currently trades at 26.00 TWD, while our model-based Fair Value estimate is 24.20 TWD, implying the stock looks roughly 6.9% fairly valued today. The Quality Score stands at 38/100 (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: medium).

Trailing-twelve-month revenue stands at 1.5B TWD. Revenue declined 45.2% year over year. It earns a return on equity of -62.1%. Net debt stands at 1.9B TWD. Fundamentals as of Jul 21, 2026

Our scenario range runs from 24.20 TWD (bear case) to 66.80 TWD (bull case); at 26.00 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 54% below its 52-week high and 118% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -7% fair-value upside, at -7%, 6443 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 BearBaseBull Evidence
Highest evidence
Growth DCF 1.95 TWD 3.21 TWD 5.35 TWD 80
Rev-Margin DCF 1.52 TWD 2.95 TWD 4.71 TWD 74
Gordon GGM 3.86 TWD 4.22 TWD 4.78 TWD 70
All 9 models by family
DCF Models
FCF DCF 1.80 TWD 3.09 TWD 5.48 TWD 38
5Y Revenue Exit 1.52 TWD 2.87 TWD 4.84 TWD 39
10Y Revenue Exit 1.52 TWD 2.54 TWD 3.63 TWD 36
Dividend Discount
Gordon GGM 3.86 TWD 4.22 TWD 4.78 TWD 70
DDM Multi-Stage 3.86 TWD 4.84 TWD 6.22 TWD 61
Multiples
EV/Revenue 1.59 TWD 2.91 TWD 4.23 TWD 43
Asset-Based
NCAV (Graham) 3.55 TWD 4.75 TWD 7.10 TWD 50
Growth DCF
Growth DCF 1.95 TWD 3.21 TWD 5.35 TWD 80
Rev-Margin DCF 1.52 TWD 2.95 TWD 4.71 TWD 74

Widest divergence: Asset-Based (4.75 TWD) versus DCF Models (2.87 TWD). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 1.5B TWD
Revenue growth (YoY) -45.2%
Net margin -214%
Return on equity -62.1%
Free cash flow 173M TWD FY2025
Operating margin -18.8%
More key figures
EPS (TTM) -6.24 TWD
EPS growth (YoY) -84.1%
Net debt 1.9B 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 40 · Market factors (momentum, volatility) 47

Profitability 2
Margins and returns on capital today
Quality Growth 0
Are margins and returns improving?
Cashflow 49
Earnings quality: real cash, not paper profit
Fin. Strength 54
Balance sheet, leverage, solvency risk
Investment 90
Disciplined investing over empire-building
Low Volatility 45
Calm price path (market factor)
Momentum 37
Price trend over the last 3–12 months (market factor)
52W Momentum 65
Distance to the 52-week high (market factor)
Net Issuance 65
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

TSEC Corporation engages in the research and development, production, and sales of solar cells and modules in Asia, Europe, and internationally. The company operates through Solar Module and Other segments.

Full company description

TSEC Corporation engages in the research and development, production, and sales of solar cells and modules in Asia, Europe, and internationally. The company operates through Solar Module and Other segments. It is involved in the sale of solar related products; energy storage system of regulation reserve; rental of solar power generating equipment; sale of self-generated electricity, and provision of energy technology services. In addition, the company provides system integration services for power plant construction and maintenance. The company was incorporated in 2010 and is headquartered in New Taipei City, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

TSEC Corporation reported revenue of 1.8B TWD in FY2025 versus 6.2B TWD in FY2021, a compound −26.2%/yr. Reported net income was −3.2B TWD in FY2025.

Growth Quality 23/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
1.8B TWD
Latest YoY
−59.6%
Avg. growth/yr (3Y)
−41.3%
Avg. growth/yr (5Y)
−17.0%
Avg. growth/yr (13Y)
−2.0%
Revenue −26.2%/yr
FY21 6.2B TWD
FY22 9.0B TWD
FY23 8.3B TWD
FY24 4.5B TWD
FY25 1.8B TWD
Net income
FY21 46.3M TWD
FY22 190M TWD
FY23 527M TWD
FY24 −600M TWD
FY25 −3.2B TWD

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Cite: Fair Value Calculator (2026). "TSEC Corporation Fair Value". https://www.fairvalue-calculator.com/stock/6443

Peer Group

Solar · 119 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 38 · Below median
Fair Value upside −7% · Above median
Return on assets -13% · Bottom 25%
Operating margin (TTM) -19% · Bottom 25%
Revenue growth -45% · Bottom 25%
Debt / equity 0.39× · Higher than median

Valuation Multiples vs Solar median · lower = cheaper

P/B 0.12× · Cheaper than 75% of peers
P/S (TTM) 0.30× · Cheaper than median
P/FCF 2.6× · 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 24 · sector 22
FUTURE 0 · sector 0
PAST 0 · sector 0
HEALTH 81 · sector 85
DIVIDEND 0 · sector 14

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

Stock Price Fair Value vs Fair Value
First Solar, Inc FSLR $221.03 $284.45 +29%
Nextpower Inc NXT $111.50 $69.61 -38%
Waaree Energies Limited WAAREEENER ₹2,923 ₹3,613 +24%
Tongwei Co 600438 ¥13.08 ¥12.13 -7%
Jinko Solar Co 688223 ¥4.39 ¥4.75 +8%
Hengdian Group 002056 ¥21.64 ¥22.76 +5%
CSI Solar Co 688472 ¥10.11 ¥7.01 -31%
Enphase Energy, Inc ENPH $44.83 $22.20 -50%
Premier Energies Limited PREMIERENE ₹1,086 ₹912.32 -16%
Trina Solar Co 688599 ¥12.98 ¥7.97 -39%

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Frequently asked questions

Is TSEC Corporation (6443) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of 24.20 TWD versus a price of 26.00 TWD, about −7% (fairly valued).
What is the fair value of 6443?
Our model-based fair value for TSEC Corporation is 24.20 TWD (as of Jul 21, 2026), built from audited fundamentals. The current price is 26.00 TWD.
What is the quality score of 6443?
TSEC Corporation 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 TSEC Corporation (6443)?
TSEC Corporation reported trailing-twelve-month revenue of about 1.5B TWD (latest available figure, 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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