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Taiwan Hopax Chemicals Manufacturing Co (6509) Fair Value & Analysis

Basic Materials · TW · Market cap 9.3B TWD

TH Taiwan Hopax Chemicals Manufacturing Co 6509 · TWO
Price47.70 TWD
Fair Value48.86 TWD
Upside+2.4%
Quality65/100
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Healthy Growth
Solidly profitable · 12.9% net margin
Low debt · generates free cash flow
2.92% dividend yield
Ranks above peers (12/14)
Moderate moat 62/100
Evidence: High Range 36.64 TWD – 61.07 TWD Share as image

Fair value as of: Jul 23, 2026

From 25 valuation models · updated 18 days ago

Fair value updated Jul 23, 2026, revised from 49.08 TWD to 48.86 TWD (−0.4%) since Jul 12, 2026. Share price −8.6% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • Our model range runs from 36.64 TWD (bear) to 61.07 TWD (bull), base 48.86 TWD. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 65/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

75.05 TWD 23.87 TWD Fair Value 48.86 TWD Mar 2021 Aug 2026

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 23.87 TWD – 75.05 TWD · fair‑value band 36.64 TWD – 61.07 TWD · the 47.70 TWD price screens below the 48.86 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.

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Analysis

Taiwan Hopax Chemicals Manufacturing Co (6509) currently trades at 47.70 TWD, while our model-based Fair Value estimate is 48.86 TWD, implying the stock looks roughly 2.4% fairly valued today. The Quality Score stands at 65/100 (solid quality), in the Basic Materials 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, Taiwan Hopax Chemicals Manufacturing Co generated revenue of 4.9B TWD at a net margin of 12.9%. Revenue grew 5.3% year over year. It earns a return on equity of 12.5%. Net debt stands at 810M TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 36.64 TWD (bear case) to 61.07 TWD (bull case); at 47.70 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 10% below its 52-week high and 59% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at 2%, 6509 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 51.08 TWD 67.24 TWD 88.35 TWD 80
Residual Income 23.56 TWD 26.37 TWD 40.99 TWD 76
Rev-Margin DCF 38.79 TWD 52.56 TWD 67.48 TWD 74
All 25 models by family
DCF Models
FCF DCF 49.99 TWD 67.49 TWD 91.37 TWD 38
Owner Earnings 31.51 TWD 41.37 TWD 54.81 TWD 31
5Y Revenue Exit 38.79 TWD 51.92 TWD 67.79 TWD 39
5Y EBITDA Exit 46.84 TWD 66.23 TWD 87.70 TWD 41
5Y P/E Exit 43.62 TWD 60.49 TWD 77.16 TWD 38
10Y Revenue Exit 42.04 TWD 54.39 TWD 69.20 TWD 36
10Y EBITDA Exit 47.67 TWD 63.84 TWD 83.37 TWD 37
10Y P/E Exit 45.70 TWD 60.05 TWD 75.86 TWD 35
Earnings-Based
Graham-Dodd 19.54 TWD 45.69 TWD 58.77 TWD 54
PEG = 1.0 7.81 TWD 11.15 TWD 14.50 TWD 46
EPV 40.64 TWD 45.84 TWD 50.33 TWD 59
Dividend Discount
Gordon GGM 11.54 TWD 19.16 TWD 27.84 TWD 70
DDM Multi-Stage 11.54 TWD 16.78 TWD 22.34 TWD 61
Multiples
P/E Multiple 36.64 TWD 48.86 TWD 61.07 TWD 63
P/S Multiple 27.79 TWD 37.05 TWD 46.32 TWD 58
P/B Multiple 36.64 TWD 48.86 TWD 61.07 TWD 55
EV/EBIT 51.29 TWD 65.81 TWD 80.33 TWD 53
EV/EBITDA 50.29 TWD 64.48 TWD 78.67 TWD 54
EV/Revenue 33.66 TWD 44.77 TWD 55.89 TWD 43
Asset-Based
NCAV (Graham) 13.29 TWD 17.81 TWD 26.58 TWD 50
Growth DCF
Growth DCF 51.08 TWD 67.24 TWD 88.35 TWD 80
Rev-Margin DCF 38.79 TWD 52.56 TWD 67.48 TWD 74
Economic Profit
Residual Income 23.56 TWD 26.37 TWD 40.99 TWD 76
ROIC Compounder 41.93 TWD 49.27 TWD 57.12 TWD 72
Growth Earnings
Growth-Adj P/E 28.14 TWD 40.20 TWD 52.26 TWD 68

Widest divergence: DCF Models (60.05 TWD) versus Dividend Discount (16.78 TWD). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 4.9B TWD
Revenue growth (YoY) +5.3%
Net margin 12.9%
Return on equity 12.5%
Free cash flow 824M TWD FY2025
P/E ratio 16.9
More key figures
Operating margin 22.6%
EPS (TTM) 2.73 TWD
Dividend yield 3.0%
EPS growth (YoY) +42.9%
Net debt 810M TWD FY2023

Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 65/100

Of which business quality 66 · Market factors (momentum, volatility) 80

Profitability 46
Margins and returns on capital today
Quality Growth 37
Are margins and returns improving?
Cashflow 78
Earnings quality: real cash, not paper profit
Fin. Strength 92
Balance sheet, leverage, solvency risk
Investment 56
Disciplined investing over empire-building
Low Volatility 75
Calm price path (market factor)
Momentum 86
Price trend over the last 3–12 months (market factor)
52W Momentum 75
Distance to the 52-week high (market factor)
Net Issuance 73
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

Taiwan Hopax Chemicals Manufacturing Co., Ltd. manufactures, processes, and sells chemical raw materials for pharmaceutical, industrial, paper making, and office stationery industries in Taiwan, rest of Asia, Europe, America, and internationally. It operates through Specialty Chemicals, Fine Chemicals, Office Stationery, and Other segments.

Full company description

Taiwan Hopax Chemicals Manufacturing Co., Ltd. manufactures, processes, and sells chemical raw materials for pharmaceutical, industrial, paper making, and office stationery industries in Taiwan, rest of Asia, Europe, America, and internationally. It operates through Specialty Chemicals, Fine Chemicals, Office Stationery, and Other segments. The company offers paper making chemicals, such as hollow resins, dispersant, lubricants, anionic (cationic) surface sizing agent, ultra-fine dispersant for wet-grinding calcium carbonate, medium alkaline sizing agent, anion neutralizing agent, cohesion enhancer, retention and drainage aid, and titanium dioxide dispersant; and chemical materials for water treatment, including polymers, COD removal agent, fly ash curing agent, metal capturing agent, polyaluminum chloride, sedimentation control agent, geotechnical stabilizer, chelating agent, and dispersant. It also provides NCR chemicals comprising NTR, color developers, microcapsules, spacer, wall materials, and emulsifiers; fine chemicals, including biological cleaning agents, biological buffers, waterborne polyurethane, sulfonate chain modifiers, additives for electroplating and lithium-ion batteries, and aldehyde removal additives; office supplies, such as repositionable self-adhesive products (Stick'N), self-adhesive markers and tapes, sticky products for education purposes, and customized sticky products; and de-formaldehyde removal products, anti-bacterial, home cleaning, pet care, and NBC mesh products. In addition, the company provides office stationery, medical supplies, and biotechnology, as well as engages in investment activities. The company was formerly known as Taiwan Hopax Chemical Industrial Co., Ltd. and changed its name to Taiwan Hopax Chemicals Manufacturing Co., Ltd. in October 1996. Taiwan Hopax Chemicals Manufacturing Co., Ltd. was incorporated in 1975 and is headquartered in Kaohsiung, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Taiwan Hopax Chemicals Manufacturing Co reported revenue of 4.9B TWD in FY2025 versus 4.7B TWD in FY2021, a compound +0.8%/yr. Reported net income was 567M TWD in FY2025, compounding +7.3%/yr from FY2021.

Growth Quality 82/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
4.9B TWD
Latest YoY
+2.8%
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.
−3.7%
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.
+6.3%
Avg. growth/yr (16Y) 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.
+3.2%
Revenue +0.8%/yr
FY21 4.7B TWD
FY22 5.5B TWD
FY23 4.5B TWD
FY24 4.7B TWD
FY25 4.9B TWD
Net income +7.3%/yr
FY21 429M TWD
FY22 599M TWD
FY23 430M TWD
FY24 490M TWD
FY25 567M TWD
Character of growth · EPS growth decomposed (2012-2023) +19.6 % p.a.
Revenue per share +3.6 pp

of which total revenue +4.3 pp · buybacks/dilution −0.6 pp

EBIT margin +13.6 pp
Tax rate +3.9 pp
Residual (interest, one-offs) −1.5 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).

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Cite: Fair Value Calculator (2026). "Taiwan Hopax Chemicals Manufacturing Co Fair Value". https://www.fairvalue-calculator.com/stock/6509

Peer Group

Specialty Chemicals · 673 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 65 · Top 25%
Fair Value upside +2% · Above median
Return on equity (TTM) 12% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 13% · Top 25%
Operating margin (TTM) 23% · Top 25%
Revenue growth 5% · Above median
Dividend yield (TTM) 2.9% · Top 25%
Debt / equity 0.02× · Lower than median

Valuation Multiples vs Specialty Chemicals median · lower = cheaper

P/E (TTM) 17.3× · Cheaper than median
P/B 1.78× · Pricier than median
P/S (TTM) 1.89× · Pricier than median
P/FCF 0.4× · Cheaper than median
EV/EBITDA 6.4× · 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 37 · sector 0
FUTURE 27 · sector 19
PAST 50 · sector 23
HEALTH 99 · sector 95
DIVIDEND 58 · 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 Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 23, 2026).

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Novozymes A/S NSISB kr 428.20 kr 179.66 -58%
Asian Paints Limited ASIANPAINT ₹2,689 ₹668.81 -75%
Solar Industries India Limited SOLARINDS ₹18,236 ₹2,793 -85%
Pidilite Industries Limited PIDILITIND ₹1,560 ₹351.84 -77%
PT Chandra Asri Pacific Tbk TPIA 1,805 IDR 2,888 IDR +60%
Linde India Limited LINDEINDIA ₹7,115 ₹757.93 -89%
Berger Paints India Limited BERGEPAINT ₹493.70 ₹164.29 -67%

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Frequently asked questions

Is Taiwan Hopax Chemicals Manufacturing Co (6509) overvalued or undervalued?
As of Jul 23, 2026, our model estimates a fair value of 48.86 TWD versus a price of 47.70 TWD, about +2% (fairly valued).
What is the fair value of 6509?
Our model-based fair value for Taiwan Hopax Chemicals Manufacturing Co is 48.86 TWD (as of Jul 23, 2026), built from audited fundamentals. The current price is 47.70 TWD.
What is the quality score of 6509?
Taiwan Hopax Chemicals Manufacturing Co has a Quality Score of 65/100. 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 Taiwan Hopax Chemicals Manufacturing Co (6509)?
Taiwan Hopax Chemicals Manufacturing Co reported trailing-twelve-month revenue of about 4.9B TWD (latest available figure, as of Jul 23, 2026).
What is the net profit margin of 6509?
The net profit margin of Taiwan Hopax Chemicals Manufacturing Co is about 12.9%, meaning it keeps roughly 12.9% of revenue as net income. Based on the latest reported figures.
Does Taiwan Hopax Chemicals Manufacturing Co pay a dividend?
Taiwan Hopax Chemicals Manufacturing Co currently shows a dividend yield of about 3.02% relative to its recent price (as of Jul 23, 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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