Taiflex Scientific Co (8039) Fair Value & Analysis
Technology · TW · Market cap 55.9B TWD
Fair value as of: Jul 21, 2026
From 26 valuation models · updated 20 days ago
Fair value updated Jul 21, 2026, revised from 38.67 TWD to 38.59 TWD (−0.2%) since Jul 12, 2026. Share price +69.6% over the past month.
A solid business, but screening 84% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (50.67 TWD). The favourable scenario is already priced in.
- Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (25.30 TWD to 50.67 TWD) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
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 30.62 TWD – 240.00 TWD · fair‑value band 25.30 TWD – 50.67 TWD · the 237.50 TWD price screens above the 38.59 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.
Analysis
Taiflex Scientific Co (8039) currently trades at 237.50 TWD, while our model-based Fair Value estimate is 38.59 TWD, implying the stock looks roughly 83.8% overvalued today. The Quality Score stands at 56/100 (solid 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, Taiflex Scientific Co generated revenue of 10.8B TWD at a net margin of 5.8%. Revenue grew 8.5% year over year. It earns a return on equity of 5.9%. The balance sheet holds a net cash position of 2.0B TWD. Fundamentals as of Jul 21, 2026
Our scenario range runs from 25.30 TWD (bear case) to 50.67 TWD (bull case); at 237.50 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 near its 52-week high, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -73% fair-value upside, at -84%, 8039 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 26 models by family
Widest divergence: Dividend Discount (36.89 TWD) versus Earnings-Based (13.33 TWD). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 56 · Market factors (momentum, volatility) 85
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
Taiflex Scientific Co., Ltd., an investment holding company, engages in the manufacture, wholesale, and retail of electronic parts and components in Taiwan, Mainland China, and internationally.
Full company description
Taiflex Scientific Co., Ltd., an investment holding company, engages in the manufacture, wholesale, and retail of electronic parts and components in Taiwan, Mainland China, and internationally. It offers flexible copper-clad laminate and cover layer; generation and selling of electricity from renewables; and FPC materials such as FCCL, coverlay, bonding sheet, stiffener, and composited film for battery, industrial control, automotive applications, comprehensive product specifications, FPC circuit protection, and components. It also provides PTFE CCL which is used in antenna and automotive millimeter wave radar applications; and assembly materials. In addition, the company involved in the trading of electronic materials and coating materials for high polymer film and copper foil. Taiflex Scientific Co., Ltd. was incorporated in 1997 and is headquartered in Kaohsiung, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Taiflex Scientific Co reported revenue of 10.6B TWD in FY2025 versus 9.4B TWD in FY2021, a compound +3.1%/yr. Reported net income was 535M TWD in FY2025, compounding −7.6%/yr from FY2021.
8039 screens 84% overvalued. Compare with Delta Electronics, Inc →
Peer Group
Electronic Components · 626 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 Electronic Components 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 Electronic Components stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Delta Electronics, Inc 2308 | 1,880 TWD | 515.23 TWD | -73% |
| Hon Hai Precision Industry Co 2317 | 242.50 TWD | 270.47 TWD | +12% |
| Luxshare Precision Industry Co 002475 | ¥62.14 | ¥38.44 | -38% |
| Samsung Electro-Mechanics Co 009150 | 1,260,000 KRW | 166,421 KRW | -87% |
| Elite Material Co 2383 | 4,990 TWD | 714.36 TWD | -86% |
| Yageo Corporation 2327 | 699.00 TWD | 216.55 TWD | -69% |
| Shengyi Technology Co 600183 | ¥132.29 | ¥27.45 | -79% |
| Shennan Circuits Co 002916 | ¥364.00 | ¥93.50 | -74% |
| Victory Giant Technology (HuiZhou) Co 2476 | HK$297.00 | HK$103.98 | -65% |
| Wus Printed Circuit (Kunshan) Co 002463 | ¥127.80 | ¥31.95 | -75% |
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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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