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U-MEDIA Communications, Inc (6470) Fair Value & Analysis

Technology · TW · Market cap 1.8B TWD

UM U-MEDIA Communications, Inc 6470 · TWO
Price42.75 TWD
Fair Value77.37 TWD
Upside+81.0%
Quality68/100
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Weak Growth
Thin margins · 6.9% net margin
Low debt · generates free cash flow
5.18% dividend yield
Ranks above peers (12/14)
Narrow moat 41/100
Evidence: High Range 58.02 TWD – 96.71 TWD Share as image

Fair value as of: Jul 21, 2026

From 22 valuation models · updated 20 days ago

Share price −11.3% over the past month.

A solid business, screening 81% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (58.02 TWD). The market is more pessimistic than our downside scenario.
  • Solid quality (68/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

90.70 TWD 35.05 TWD Fair Value 77.37 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 35.05 TWD – 90.70 TWD · fair‑value band 58.02 TWD – 96.71 TWD · the 42.75 TWD price screens below the 77.37 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.

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Analysis

U-MEDIA Communications, Inc (6470) currently trades at 42.75 TWD, while our model-based Fair Value estimate is 77.37 TWD, implying the stock looks roughly 81.0% undervalued today. The Quality Score stands at 68/100 (solid quality), in the Technology 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, U-MEDIA Communications, Inc generated revenue of 1.7B TWD at a net margin of 6.9%. Revenue declined 51.5% year over year. It earns a return on equity of 10.4%. The balance sheet holds a net cash position of 848M TWD. Fundamentals as of Jul 21, 2026

Our scenario range runs from 58.02 TWD (bear case) to 96.71 TWD (bull case); at 42.75 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 22% below its 52-week high and 9% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -61% fair-value upside, at 81%, 6470 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 78.84 TWD 93.58 TWD 116.72 TWD 80
Residual Income 27.55 TWD 31.15 TWD 50.58 TWD 76
Rev-Margin DCF 68.89 TWD 86.97 TWD 109.56 TWD 74
All 22 models by family
DCF Models
FCF DCF 77.19 TWD 92.72 TWD 119.15 TWD 38
Owner Earnings 63.77 TWD 75.30 TWD 94.92 TWD 31
5Y Revenue Exit 68.89 TWD 85.60 TWD 109.96 TWD 39
5Y EBITDA Exit 73.21 TWD 93.04 TWD 119.46 TWD 41
5Y P/E Exit 75.88 TWD 97.64 TWD 123.84 TWD 38
10Y Revenue Exit 71.34 TWD 83.54 TWD 96.40 TWD 36
10Y EBITDA Exit 74.64 TWD 87.78 TWD 101.55 TWD 37
10Y P/E Exit 76.12 TWD 90.40 TWD 103.93 TWD 35
Earnings-Based
Graham-Dodd 26.30 TWD 33.59 TWD 38.27 TWD 54
EPV 51.17 TWD 54.72 TWD 57.68 TWD 59
Multiples
P/E Multiple 58.02 TWD 77.37 TWD 96.71 TWD 63
P/S Multiple 49.32 TWD 65.76 TWD 82.20 TWD 58
P/B Multiple 49.32 TWD 65.76 TWD 82.20 TWD 55
EV/EBIT 85.39 TWD 105.48 TWD 125.58 TWD 53
EV/EBITDA 77.59 TWD 95.09 TWD 112.58 TWD 54
EV/Revenue 65.74 TWD 83.15 TWD 100.57 TWD 43
Asset-Based
NCAV (Graham) 15.69 TWD 21.03 TWD 31.38 TWD 50
Growth DCF
Growth DCF 78.84 TWD 93.58 TWD 116.72 TWD 80
Rev-Margin DCF 68.89 TWD 86.97 TWD 109.56 TWD 74
Economic Profit
Residual Income 27.55 TWD 31.15 TWD 50.58 TWD 76
ROIC Compounder 51.20 TWD 55.30 TWD 59.04 TWD 72
Growth Earnings
Growth-Adj P/E 41.05 TWD 58.64 TWD 76.24 TWD 68

Widest divergence: DCF Models (87.78 TWD) versus Asset-Based (21.03 TWD). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 1.7B TWD
Revenue growth (YoY) -51.5%
Net margin 6.9%
Return on equity 10.4%
Free cash flow 241M TWD FY2025
P/E ratio 12.7
More key figures
Operating margin 3.6%
EPS (TTM) 3.82 TWD
Dividend yield 5.2%
EPS growth (YoY) -49.1%
Net cash 848M TWD FY2023

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

Quality Score breakdown

Overall quality 68/100

Of which business quality 70 · Market factors (momentum, volatility) 45

Profitability 54
Margins and returns on capital today
Quality Growth 49
Are margins and returns improving?
Cashflow 71
Earnings quality: real cash, not paper profit
Fin. Strength 100
Balance sheet, leverage, solvency risk
Investment 76
Disciplined investing over empire-building
Low Volatility 76
Calm price path (market factor)
Momentum 36
Price trend over the last 3–12 months (market factor)
52W Momentum 22
Distance to the 52-week high (market factor)
Net Issuance 64
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

U-MEDIA Communications, Inc. engages in research, development, and manufacture of the broadband and IoT streaming technologies in Taiwan and the United States. It offers SMB products, such as outdoors, 5G routers and bridges, wi-fi routers and EAPs, and wired routers.

Full company description

U-MEDIA Communications, Inc. engages in research, development, and manufacture of the broadband and IoT streaming technologies in Taiwan and the United States. It offers SMB products, such as outdoors, 5G routers and bridges, wi-fi routers and EAPs, and wired routers. It also provides smart home products, including wi-fi routers, APs, and extenders; 5G CPEs and adapters; and LTE routers. In addition, the company offers LTE and 5G routers for mobiles; and internet appliances, such as streaming music boxes, M2M routers, IoT gateways, and cloud management systems. The company was founded in 1993 and is headquartered in Hsinchu City, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

U-MEDIA Communications, Inc reported revenue of 2.0B TWD in FY2025 versus 1.7B TWD in FY2021, a compound +3.2%/yr. Reported net income was 146M TWD in FY2025, compounding +6.9%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
2.0B TWD
Latest YoY
−0.6%
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.
−8.8%
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.
−2.3%
Avg. growth/yr (8Y) 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.
+2.6%
Revenue +3.2%/yr
FY21 1.7B TWD
FY22 2.6B TWD
FY23 2.4B TWD
FY24 2.0B TWD
FY25 2.0B TWD
Net income +6.9%/yr
FY21 112M TWD
FY22 201M TWD
FY23 154M TWD
FY24 136M TWD
FY25 146M TWD

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Cite: Fair Value Calculator (2026). "U-MEDIA Communications, Inc Fair Value". https://www.fairvalue-calculator.com/stock/6470

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.

Quality Score 68 · Top 25%
Fair Value upside +81% · Top 25%
Return on equity (TTM) 10% · Above median
Return on assets 5% · Top 25%
Net margin (TTM) 7% · Above median
Operating margin (TTM) 4% · Below median
Revenue growth -52% · Bottom 25%
Dividend yield (TTM) 5.2% · Top 25%

Valuation Multiples vs Communication Equipment median · lower = cheaper

P/E (TTM) 12.2× · Cheaper than 75% of peers
P/B 1.49× · Cheaper than median
P/S (TTM) 1.06× · Cheaper than median
P/FCF 0.2× · Cheaper than 75% of peers
EV/EBITDA 5.7× · Cheaper 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 100 · sector 0
FUTURE 0 · sector 30
PAST 42 · sector 15
HEALTH 100 · sector 98
DIVIDEND 100 · sector 25

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 Communication Equipment stocks, each showing price versus our Fair Value estimate (as of Jul 21, 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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Frequently asked questions

Is U-MEDIA Communications, Inc (6470) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of 77.37 TWD versus a price of 42.75 TWD, about +81% (undervalued).
What is the fair value of 6470?
Our model-based fair value for U-MEDIA Communications, Inc is 77.37 TWD (as of Jul 21, 2026), built from audited fundamentals. The current price is 42.75 TWD.
What is the quality score of 6470?
U-MEDIA Communications, Inc has a Quality Score of 68/100. 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 U-MEDIA Communications, Inc (6470)?
U-MEDIA Communications, Inc reported trailing-twelve-month revenue of about 1.7B TWD (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 6470?
The net profit margin of U-MEDIA Communications, Inc is about 6.9%, meaning it keeps roughly 6.9% of revenue as net income. Based on the latest reported figures.
Does U-MEDIA Communications, Inc pay a dividend?
U-MEDIA Communications, Inc currently shows a dividend yield of about 5.18% 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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