Taiwan Optical Platform Co (6464) Fair Value & Analysis
Communication Services · TW · Market cap 10.6B TWD
Fair value as of: Jul 21, 2026
From 25 valuation models · updated 20 days ago
Fair value updated Jul 21, 2026, revised from 56.37 TWD to 54.20 TWD (−3.8%) since Jul 12, 2026. Share price −0.6% over the past month.
A solid business, but screening 30% overvalued on our models.
What matters now
- Solid but not exceptional quality (50/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (48.92 TWD to 93.40 TWD) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
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 72.90 TWD – 95.16 TWD · fair‑value band 48.92 TWD – 93.40 TWD · the 77.10 TWD price screens above the 54.20 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.
Analysis
Taiwan Optical Platform Co (6464) currently trades at 77.10 TWD, while our model-based Fair Value estimate is 54.20 TWD, implying the stock looks roughly 29.7% overvalued today. The Quality Score stands at 50/100 (solid quality), in the Communication 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, Taiwan Optical Platform Co generated revenue of 4.4B TWD at a net margin of 12.0%. Revenue declined 6.2% year over year. It earns a return on equity of 6.3%. Net debt stands at 6.6B TWD. Fundamentals as of Jul 21, 2026
Our scenario range runs from 48.92 TWD (bear case) to 93.40 TWD (bull case); at 77.10 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 6% below its 52-week high and 6% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -52% fair-value upside, at -30%, 6464 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.
All 25 models by family
Widest divergence: Growth Earnings (69.89 TWD) versus Growth DCF (32.26 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 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 48 · 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
Taiwan Optical Platform Co., Ltd. operates as a channel copyright agency for cable TV systems in Taiwan. The company also produces and distributes films; produces television programs; and provides investment, shareholding, and consultancy services, as well as online shopping, channel licensing, and advertising services.
Full company description
Taiwan Optical Platform Co., Ltd. operates as a channel copyright agency for cable TV systems in Taiwan. The company also produces and distributes films; produces television programs; and provides investment, shareholding, and consultancy services, as well as online shopping, channel licensing, and advertising services. In addition, it is involved in operating cable television system; broadcasting and television; wholesale and retail telecommunication equipment; audio-visual platform and film content production; production of TV shows; information software business; and retail business. The company was formerly known as Bao Yue Investment Co., Ltd. and changed its name to Taiwan Optical Platform Co., Ltd. in January 2013. Taiwan Optical Platform Co., Ltd. was incorporated in 2006 and is based in Taichung City, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Taiwan Optical Platform Co reported revenue of 4.5B TWD in FY2025 versus 4.3B TWD in FY2021, a compound +1.0%/yr. Reported net income was 541M TWD in FY2025, compounding −15.8%/yr from FY2021.
of which total revenue +4.0 pp · buybacks/dilution +0.1 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).
6464 screens 30% overvalued. Compare with Netflix, Inc →
Peer Group
Entertainment · 265 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 Entertainment 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 Entertainment stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Netflix, Inc ZNFL | C$6.77 | C$2.96 | -56% |
| The Walt Disney Company DIS | $96.30 | $89.55 | -7% |
| Warner Bros. Discovery, Inc WBD | $26.87 | $9.13 | -66% |
| Live Nation Entertainment, Inc LYV | $178.44 | $46.89 | -74% |
| Universal Music Group UMG | €18.91 | €14.78 | -22% |
| TKO Group TKO | $184.40 | $22.16 | -88% |
| Empresas Cablevisión, S.A. CABLECPO | 55.00 MXN | 60.49 MXN | +10% |
| Beijing Enlight Media Co 300251 | ¥11.77 | ¥10.97 | -7% |
| PT MNC Digital Entertainment Tbk, MSIN | 456.00 IDR | 221.09 IDR | -52% |
| Prime Focus Limited PFOCUS | ₹298.25 | ₹63.45 | -79% |
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Frequently asked questions
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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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