CMSC, Inc (7707) Fair Value & Analysis
Technology · TW · Market cap 5.3B TWD
Fair value as of: Jul 23, 2026
From 22 valuation models · updated 18 days ago
Fair value updated Jul 23, 2026, revised from 16.01 TWD to 29.34 TWD (+83.2%) since Jul 12, 2026. Share price −20.6% over the past month.
Below-average quality, and screening another 72% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (36.67 TWD). The favourable scenario is already priced in.
- Weak quality (40/100) and above fair value at the same time, the margin of safety is missing on both counts.
Price vs Fair Value (3 years)
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
32‑month range 75.20 TWD – 371.06 TWD · fair‑value band 22.01 TWD – 36.67 TWD · the 104.50 TWD price screens above the 29.34 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.
Analysis
CMSC, Inc (7707) currently trades at 104.50 TWD, while our model-based Fair Value estimate is 29.34 TWD, implying the stock looks roughly 71.9% overvalued today. The Quality Score stands at 40/100 (below-average 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, CMSC, Inc generated revenue of 649M TWD at a net margin of 4.0%. Revenue grew 5.5% year over year. It earns a return on equity of 3.6%. The balance sheet holds a net cash position of 848M TWD. Fundamentals as of Jul 23, 2026
Our scenario range runs from 22.01 TWD (bear case) to 36.67 TWD (bull case); at 104.50 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 49% below its 52-week high and 37% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -67% fair-value upside, at -72%, 7707 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.
All 22 models by family
Widest divergence: DCF Models (26.73 TWD) versus Earnings-Based (9.86 TWD). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 43 · Market factors (momentum, volatility) 24
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
CMSC, Inc. designs and manufactures integrated circuits in Taiwan, Japan, South Korea, and internationally. The company's product portfolio includes modules, system-in-packages, PCBs, and customized systems, as well as engages in the physical design, optimization, and SOC integration service; analog IC front-end and back-end design service; and IC chip …
Full company description
CMSC, Inc. designs and manufactures integrated circuits in Taiwan, Japan, South Korea, and internationally. The company's product portfolio includes modules, system-in-packages, PCBs, and customized systems, as well as engages in the physical design, optimization, and SOC integration service; analog IC front-end and back-end design service; and IC chip engineering and mass production management. It also offers system-on-chip and ASIC design services; IP solutions; and process migration services. The company was founded in 1990 and is based in Hsinchu City, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
CMSC, Inc reported revenue of 649M TWD in FY2025 versus 383M TWD in FY2021, a compound +14.1%/yr. Reported net income was 26.1M TWD in FY2025, compounding −7.3%/yr from FY2021.
7707 screens 72% overvalued. Compare with NVIDIA Corporation →
Peer Group
Semiconductors · 318 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 Semiconductors 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 Semiconductors stocks, each showing price versus our Fair Value estimate (as of Jul 23, 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 1MU | €784.90 | €185.67 | -76% |
| 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
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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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