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AP Memory Technology Corporation (6531) Fair Value & Analysis

Technology · TW · Market cap 145B TWD

AM AP Memory Technology Corporation 6531 · TW
Price951.00 TWD
Fair Value152.28 TWD
Upside-84.0%
Quality80/100
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Healthy Growth
Highly profitable · 23.6% net margin
Low debt · generates free cash flow
0.76% dividend yield
Mixed vs. peers (8/14)
Wide moat 72/100
Evidence: High Range 114.21 TWD – 190.35 TWD Share as image

Fair value as of: Jul 16, 2026

From 26 valuation models · updated 25 days ago

Share price +2.7% over the past month.

A strong business, but screening 84% overvalued on our models.

What matters now

  • A high-quality business (quality 80/100), 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 (190.35 TWD). The favourable scenario is already priced in.
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Price vs Fair Value (5 years)

1,190 TWD 134.61 TWD Fair Value 152.28 TWD Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range 134.61 TWD – 1,190 TWD · fair‑value band 114.21 TWD – 190.35 TWD · the 951.00 TWD price screens above the 152.28 TWD fair value. Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

AP Memory Technology Corporation (6531) currently trades at 951.00 TWD, while our model-based Fair Value estimate is 152.28 TWD, implying the stock looks roughly 84.0% overvalued today. The Quality Score stands at 80/100 (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: high).

Over the trailing twelve months, AP Memory Technology Corporation generated revenue of 6.8B TWD at a net margin of 23.6%. Revenue grew 115.4% year over year. It earns a return on equity of 13.3%. The balance sheet holds a net cash position of 7.0B TWD. Fundamentals as of Jul 16, 2026

Our scenario range runs from 114.21 TWD (bear case) to 190.35 TWD (bull case); at 951.00 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 27% below its 52-week high and 248% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -67% fair-value upside, at -84%, 6531 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.

Model BearBaseBull Evidence
Highest evidence
Growth DCF 243.25 TWD 340.00 TWD 478.85 TWD 80
Residual Income 66.85 TWD 74.11 TWD 103.54 TWD 76
Rev-Margin DCF 150.45 TWD 194.26 TWD 244.04 TWD 74
All 26 models by family
DCF Models
FCF DCF 239.95 TWD 349.37 TWD 516.66 TWD 38
Owner Earnings 133.91 TWD 183.94 TWD 260.43 TWD 31
5Y Revenue Exit 150.45 TWD 191.69 TWD 241.61 TWD 39
5Y EBITDA Exit 164.49 TWD 217.98 TWD 278.37 TWD 41
5Y P/E Exit 178.88 TWD 244.94 TWD 313.10 TWD 38
10Y Revenue Exit 179.16 TWD 224.48 TWD 281.05 TWD 36
10Y EBITDA Exit 189.97 TWD 242.75 TWD 309.15 TWD 37
10Y P/E Exit 199.15 TWD 261.48 TWD 335.69 TWD 35
Earnings-Based
Graham-Dodd 51.77 TWD 162.14 TWD 215.78 TWD 54
Lynch FV 35.39 TWD 50.56 TWD 65.72 TWD 50
PEG = 1.0 35.39 TWD 50.56 TWD 65.72 TWD 46
EPV 110.14 TWD 121.06 TWD 130.62 TWD 59
Dividend Discount
Gordon GGM 64.12 TWD 133.31 TWD 211.49 TWD 70
DDM Multi-Stage 64.12 TWD 106.32 TWD 139.92 TWD 61
Multiples
P/E Multiple 114.21 TWD 152.28 TWD 190.35 TWD 63
P/S Multiple 65.24 TWD 86.99 TWD 108.74 TWD 58
P/B Multiple 97.08 TWD 129.43 TWD 161.79 TWD 55
EV/EBIT 160.59 TWD 199.26 TWD 237.92 TWD 53
EV/EBITDA 134.02 TWD 163.83 TWD 193.63 TWD 54
EV/Revenue 105.50 TWD 131.59 TWD 157.69 TWD 43
Asset-Based
NCAV (Graham) 37.59 TWD 50.37 TWD 75.18 TWD 50
Growth DCF
Growth DCF 243.25 TWD 340.00 TWD 478.85 TWD 80
Rev-Margin DCF 150.45 TWD 194.26 TWD 244.04 TWD 74
Economic Profit
Residual Income 66.85 TWD 74.11 TWD 103.54 TWD 76
ROIC Compounder 114.88 TWD 133.25 TWD 154.41 TWD 72
Growth Earnings
Growth-Adj P/E 95.14 TWD 135.92 TWD 176.69 TWD 68

Widest divergence: DCF Models (224.48 TWD) versus Asset-Based (50.37 TWD). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 6.8B TWD
Revenue growth (YoY) +115%
Net margin 23.6%
Return on equity 13.3%
Free cash flow 2.8B TWD FY2025
P/E ratio 131.5
More key figures
Operating margin 28.0%
EPS (TTM) 7.68 TWD
Dividend yield 0.8%
EPS growth (YoY) +97.0%
Net cash 7.0B TWD FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 80/100

Of which business quality 78 · Market factors (momentum, volatility) 59

Profitability 49
Margins and returns on capital today
Quality Growth 39
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 100
Balance sheet, leverage, solvency risk
Investment 80
Disciplined investing over empire-building
Low Volatility 0
Calm price path (market factor)
Momentum 85
Price trend over the last 3–12 months (market factor)
52W Momentum 83
Distance to the 52-week high (market factor)
Net Issuance 94
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

AP Memory Technology Corporation, together with its subsidiaries, designs, develops, licenses, manufactures, and sells customized memory-related integrated circuit (IC) chip products and technologies in China, Singapore, Taiwan, Europe, the United States, and internationally.

Full company description

AP Memory Technology Corporation, together with its subsidiaries, designs, develops, licenses, manufactures, and sells customized memory-related integrated circuit (IC) chip products and technologies in China, Singapore, Taiwan, Europe, the United States, and internationally. The company provides pseudo static random-access memory (PSRAM) and low power double data rate (LPDDR) for IoT, wearables, and display devices; and stack silicon capacitors for temperature and voltage stability. It also offers VHMTM series, a DRAM working with SoC through WoW 3D stacking technology, including VHMStack and VHMInterposer; and S-SiCap interposer IP for computing and AI applications, as well as wearable devices and smart homes. In addition, the company provides product design and R&D technical services. AP Memory Technology Corporation was incorporated in 2011 and is headquartered in Zhubei, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

AP Memory Technology Corporation reported revenue of 5.7B TWD in FY2025 versus 6.6B TWD in FY2021, a compound −3.8%/yr. Reported net income was 1.2B TWD in FY2025, compounding −11.5%/yr from FY2021.

Growth Quality 90/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
5.7B TWD
Latest YoY
+35.2%
Avg. growth/yr (3Y)
+3.6%
Avg. growth/yr (5Y)
+9.8%
Avg. growth/yr (12Y)
+6.5%
Revenue −3.8%/yr
FY21 6.6B TWD
FY22 5.1B TWD
FY23 4.2B TWD
FY24 4.2B TWD
FY25 5.7B TWD
Net income −11.5%/yr
FY21 2.0B TWD
FY22 1.9B TWD
FY23 1.4B TWD
FY24 1.6B TWD
FY25 1.2B TWD

6531 screens 84% overvalued. Compare with NVIDIA Corporation →

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Cite: Fair Value Calculator (2026). "AP Memory Technology Corporation Fair Value". https://www.fairvalue-calculator.com/stock/6531

Peer Group

Semiconductors · 319 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 80 · Top 25%
Fair Value upside −84% · Bottom 25%
Return on equity (TTM) 13% · Above median
Return on assets 8% · Top 25%
Net margin (TTM) 24% · Top 25%
Operating margin (TTM) 28% · Top 25%
Revenue growth 115% · Top 25%
Dividend yield (TTM) 0.8% · Below median

Valuation Multiples vs Semiconductors median · lower = cheaper

P/E (TTM) 116.3× · Pricier than 75% of peers
P/B 11.88× · Pricier than 75% of peers
P/S (TTM) 21.41× · Pricier than 75% of peers
P/FCF 1.6× · Cheaper than median
EV/EBITDA 73.8× · Pricier 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 0 · sector 0
FUTURE 100 · sector 60
PAST 53 · sector 24
HEALTH 100 · sector 97
DIVIDEND 15 · sector 22

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.

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 Semiconductors stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
NVIDIA Corporation NVDA $211.80 $96.91 -54%
Taiwan Semiconductor Manufacturing Company TSM $398.37 $207.49 -48%
Broadcom Inc 1AVGO €367.75 €121.25 -67%
Micron Technology, Inc ZMIC C$52.57 C$7.50 -86%
SK hynix Inc 000660 2,082,000 KRW 1,109,311 KRW -47%
Advanced Micro Devices, Inc 1AMD €425.20 €56.33 -87%
Intel Corporation INTC C$68.40 C$9.82 -86%
Texas Instruments Incorporated TXN $311.46 $59.75 -81%
MediaTek Inc 2454 3,740 TWD 1,163 TWD -69%
SK Square Co 402340 1,212,000 KRW 868,000 KRW -28%

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Frequently asked questions

Is AP Memory Technology Corporation (6531) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of 152.28 TWD versus a price of 951.00 TWD, about −84% (overvalued).
What is the fair value of 6531?
Our model-based fair value for AP Memory Technology Corporation is 152.28 TWD (as of Jul 16, 2026), built from audited fundamentals. The current price is 951.00 TWD.
What is the quality score of 6531?
AP Memory Technology Corporation has a Quality Score of 80/100. 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 AP Memory Technology Corporation (6531)?
AP Memory Technology Corporation reported trailing-twelve-month revenue of about 6.8B TWD (latest available figure, as of Jul 16, 2026).
What is the net profit margin of 6531?
The net profit margin of AP Memory Technology Corporation is about 23.6%, meaning it keeps roughly 23.6% of revenue as net income. Based on the latest reported figures.
Does AP Memory Technology Corporation pay a dividend?
AP Memory Technology Corporation currently shows a dividend yield of about 0.76% relative to its recent price (as of Jul 16, 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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