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Lungteh Shipbuilding Co (6753) Fair Value & Analysis

Industrials · TW · Market cap 16.1B TWD

LS Lungteh Shipbuilding Co 6753 · TW
Price142.00 TWD
Fair Value122.46 TWD
Upside-13.8%
Quality42/100
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Healthy Growth
Solidly profitable · 15.6% net margin
Low debt · generates free cash flow
0.87% dividend yield
Ranks above peers (10/14)
Wide moat 71/100
Evidence: High Range 91.84 TWD – 164.38 TWD Share as image

Fair value as of: Jul 23, 2026

From 26 valuation models · updated 18 days ago

Share price −4.1% over the past month.

Below-average quality, and screening another 14% overvalued on our models.

What matters now

  • Our model range runs from 91.84 TWD (bear) to 164.38 TWD (bull), base 122.46 TWD. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 42/100 (below-average quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

203.50 TWD 21.83 TWD Fair Value 122.46 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 21.83 TWD – 203.50 TWD · fair‑value band 91.84 TWD – 164.38 TWD · the 142.00 TWD price screens above the 122.46 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.

Full chart & analysis →

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Analysis

Lungteh Shipbuilding Co (6753) currently trades at 142.00 TWD, while our model-based Fair Value estimate is 122.46 TWD, implying the stock looks roughly 13.8% overvalued today. The Quality Score stands at 42/100 (below-average quality), in the Industrials 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, Lungteh Shipbuilding Co generated revenue of 5.3B TWD at a net margin of 15.6%. Revenue grew 7.1% year over year. It earns a return on equity of 18.8%. The balance sheet holds a net cash position of 1.3B TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 91.84 TWD (bear case) to 164.38 TWD (bull case); at 142.00 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 34% below its 52-week high and 58% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -59% fair-value upside, at -14%, 6753 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 86.33 TWD 144.83 TWD 249.47 TWD 80
Residual Income 39.59 TWD 52.07 TWD 147.68 TWD 76
Rev-Margin DCF 79.71 TWD 129.15 TWD 196.84 TWD 74
All 26 models by family
DCF Models
FCF DCF 87.82 TWD 150.07 TWD 280.12 TWD 38
Owner Earnings 24.00 TWD 28.72 TWD 37.54 TWD 31
5Y Revenue Exit 79.71 TWD 131.03 TWD 203.17 TWD 39
5Y EBITDA Exit 98.42 TWD 171.75 TWD 267.92 TWD 41
5Y P/E Exit 100.31 TWD 175.86 TWD 266.64 TWD 38
10Y Revenue Exit 79.80 TWD 130.78 TWD 214.47 TWD 36
10Y EBITDA Exit 94.56 TWD 161.56 TWD 271.63 TWD 37
10Y P/E Exit 95.84 TWD 164.67 TWD 270.50 TWD 35
Earnings-Based
Graham-Dodd 39.65 TWD 219.06 TWD 304.02 TWD 54
Lynch FV 61.07 TWD 87.24 TWD 113.41 TWD 50
PEG = 1.0 61.07 TWD 87.24 TWD 113.41 TWD 46
EPV 75.85 TWD 85.30 TWD 93.57 TWD 59
Dividend Discount
Gordon GGM 11.07 TWD 23.03 TWD 36.53 TWD 70
DDM Multi-Stage 11.07 TWD 19.42 TWD 24.17 TWD 61
Multiples
P/E Multiple 91.84 TWD 122.46 TWD 153.07 TWD 63
P/S Multiple 67.12 TWD 89.49 TWD 111.86 TWD 58
P/B Multiple 74.35 TWD 99.13 TWD 123.92 TWD 55
EV/EBIT 112.38 TWD 143.45 TWD 174.52 TWD 53
EV/EBITDA 108.13 TWD 137.79 TWD 167.44 TWD 54
EV/Revenue 75.55 TWD 99.71 TWD 123.87 TWD 43
Asset-Based
NCAV (Graham) 20.02 TWD 26.82 TWD 40.03 TWD 50
Growth DCF
Growth DCF 86.33 TWD 144.83 TWD 249.47 TWD 80
Rev-Margin DCF 79.71 TWD 129.15 TWD 196.84 TWD 74
Economic Profit
Residual Income 39.59 TWD 52.07 TWD 147.68 TWD 76
ROIC Compounder 85.06 TWD 108.45 TWD 138.48 TWD 72
Growth Earnings
Growth-Adj P/E 88.51 TWD 126.45 TWD 164.38 TWD 68

Widest divergence: DCF Models (150.07 TWD) versus Dividend Discount (19.42 TWD). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 5.3B TWD
Revenue growth (YoY) +7.1%
Net margin 15.6%
Return on equity 18.8%
Free cash flow 580M TWD FY2025
P/E ratio 21.0
More key figures
Operating margin 29.0%
EPS (TTM) 5.72 TWD
Dividend yield 1.1%
EPS growth (YoY) +80.8%
Net cash 1.3B TWD FY2025

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

Quality Score breakdown

Overall quality 42/100

Of which business quality 45 · Market factors (momentum, volatility) 52

Profitability 41
Margins and returns on capital today
Quality Growth 31
Are margins and returns improving?
Cashflow 64
Earnings quality: real cash, not paper profit
Fin. Strength 85
Balance sheet, leverage, solvency risk
Investment 12
Disciplined investing over empire-building
Low Volatility 51
Calm price path (market factor)
Momentum 51
Price trend over the last 3–12 months (market factor)
52W Momentum 55
Distance to the 52-week high (market factor)
Net Issuance 4
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

Lungteh Shipbuilding Co., Ltd. engages in the shipbuilding business in Taiwan and Singapore. The company offers naval vessels; patrol, interceptor, and RIB boats; harbor service boats; passenger, ferry, and crew boats; fire, rescue, and surveillance boats; hydrographic and research vessels; and SWATH work vessels and boats. Lungteh Shipbuilding Co., Ltd.

Full company description

Lungteh Shipbuilding Co., Ltd. engages in the shipbuilding business in Taiwan and Singapore. The company offers naval vessels; patrol, interceptor, and RIB boats; harbor service boats; passenger, ferry, and crew boats; fire, rescue, and surveillance boats; hydrographic and research vessels; and SWATH work vessels and boats. Lungteh Shipbuilding Co., Ltd. was founded in 1979 and is based in Yilan City, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Lungteh Shipbuilding Co reported revenue of 5.2B TWD in FY2025 versus 2.2B TWD in FY2021, a compound +23.6%/yr. Reported net income was 684M TWD in FY2025, compounding +33.7%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
5.2B TWD
Latest YoY
+2.5%
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.
+11.0%
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.
+22.1%
Avg. growth/yr (6Y) 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.
+29.9%
Revenue +23.6%/yr
FY21 2.2B TWD
FY22 3.8B TWD
FY23 5.0B TWD
FY24 5.1B TWD
FY25 5.2B TWD
Net income +33.7%/yr
FY21 214M TWD
FY22 287M TWD
FY23 575M TWD
FY24 707M TWD
FY25 684M TWD

6753 screens 14% overvalued. Compare with General Electric Company →

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Cite: Fair Value Calculator (2026). "Lungteh Shipbuilding Co Fair Value". https://www.fairvalue-calculator.com/stock/6753

Peer Group

Aerospace & Defense · 226 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 42 · Below median
Fair Value upside −14% · Top 25%
Return on equity (TTM) 19% · Top 25%
Return on assets 6% · Above median
Net margin (TTM) 16% · Top 25%
Operating margin (TTM) 29% · Top 25%
Revenue growth 7% · Below median
Dividend yield (TTM) 0.9% · Above median
Debt / equity 0.30× · Higher than median

Valuation Multiples vs Aerospace & Defense median · lower = cheaper

P/E (TTM) 24.0× · Cheaper than median
P/B 3.43× · Cheaper than median
P/S (TTM) 3.02× · Pricier than median
P/FCF 0.9× · Cheaper than 75% of peers
EV/EBITDA 11.3× · 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 15 · sector 0
FUTURE 36 · sector 46
PAST 75 · sector 38
HEALTH 85 · sector 94
DIVIDEND 17 · sector 15

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Weapons Defense

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Aerospace & Defense stocks, each showing price versus our Fair Value estimate (as of Jul 23, 2026).

Stock Price Fair Value vs Fair Value
General Electric Company GE $381.22 $116.71 -69%
RTX Corporation RTX $195.93 $88.37 -55%
Airbus SE 1AIR €213.25 €86.20 -60%
The Boeing Company BA $217.11 $48.20 -78%
China CSSC Holdings 600150 ¥34.31 ¥21.90 -36%
HD Hyundai Heavy Industries Co 329180 466,000 KRW 272,966 KRW -41%
Hanwha Aerospace Co 012450 967,000 KRW 573,468 KRW -41%
ASELSAN Elektronik Sanayi ve Ticaret Anonim Sirketi ASELS 337.50 TRY 130.70 TRY -61%
Saab AB SAABB kr 520.40 kr 212.84 -59%
Kongsberg Gruppen ASA KOG kr 277.50 kr 106.93 -61%

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Frequently asked questions

Is Lungteh Shipbuilding Co (6753) overvalued or undervalued?
As of Jul 23, 2026, our model estimates a fair value of 122.46 TWD versus a price of 142.00 TWD, about −14% (overvalued).
What is the fair value of 6753?
Our model-based fair value for Lungteh Shipbuilding Co is 122.46 TWD (as of Jul 23, 2026), built from audited fundamentals. The current price is 142.00 TWD.
What is the quality score of 6753?
Lungteh Shipbuilding Co has a Quality Score of 42/100. 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 Lungteh Shipbuilding Co (6753)?
Lungteh Shipbuilding Co reported trailing-twelve-month revenue of about 5.3B TWD (latest available figure, as of Jul 23, 2026).
What is the net profit margin of 6753?
The net profit margin of Lungteh Shipbuilding Co is about 15.6%, meaning it keeps roughly 15.6% of revenue as net income. Based on the latest reported figures.
Does Lungteh Shipbuilding Co pay a dividend?
Lungteh Shipbuilding Co currently shows a dividend yield of about 1.05% 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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