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Global Mixed-Mode Technology Inc (8081) Fair Value & Analysis

Technology · TW · Market cap 20.8B TWD

GM Global Mixed-Mode Technology Inc 8081 · TW
Price256.00 TWD
Fair Value327.26 TWD
Upside+27.8%
Quality71/100
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Mixed Growth
Solidly profitable · 17.5% net margin
generates free cash flow
6.85% dividend yield
Ranks above peers (12/13)
Wide moat 66/100
Evidence: Medium Range 224.77 TWD – 395.99 TWD Share as image

Fair value as of: Jul 21, 2026

From 26 valuation models · updated 19 days ago

Share price −13.4% over the past month.

A solid business, screening 28% undervalued on our models.

What matters now

  • The rarer combination: high quality (71/100) AND below fair value. That earns a closer look rather than a quick verdict.
  • Our model range runs from 224.77 TWD (bear) to 395.99 TWD (bull), base 327.26 TWD. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 71/100 (solid quality) with medium evidence: read the verdict with care.
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Price vs Fair Value (5 years)

341.50 TWD 105.47 TWD Fair Value 327.26 TWD Mar 2021 Aug 2026

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 105.47 TWD – 341.50 TWD · fair‑value band 224.77 TWD – 395.99 TWD · the 256.00 TWD price screens below the 327.26 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.

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Analysis

Global Mixed-Mode Technology Inc (8081) currently trades at 256.00 TWD, while our model-based Fair Value estimate is 327.26 TWD, implying the stock looks roughly 27.8% undervalued today. The Quality Score stands at 71/100 (solid quality), in the Technology 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: medium), always confirm before acting.

Over the trailing twelve months, Global Mixed-Mode Technology Inc generated revenue of 8.6B TWD at a net margin of 17.5%. Revenue declined 2.2% year over year. It earns a return on equity of 18.1%. The balance sheet holds a net cash position of 4.5B TWD. Fundamentals as of Jul 21, 2026

Our scenario range runs from 224.77 TWD (bear case) to 395.99 TWD (bull case); at 256.00 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 15% below its 52-week high and 28% 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 28%, 8081 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 BearBaseBull Evidence
Highest evidence
Residual Income 111.71 TWD 135.37 TWD 296.94 TWD 76
Growth DCF 206.84 TWD 286.95 TWD 404.09 TWD 72
Gordon GGM 146.98 TWD 305.60 TWD 484.81 TWD 70
All 26 models by family
DCF Models
FCF DCF 204.99 TWD 297.16 TWD 441.78 TWD 38
Owner Earnings 256.03 TWD 379.16 TWD 572.35 TWD 31
5Y Revenue Exit 216.80 TWD 325.39 TWD 466.18 TWD 39
5Y EBITDA Exit 226.58 TWD 344.06 TWD 483.14 TWD 41
5Y P/E Exit 262.16 TWD 411.99 TWD 572.62 TWD 38
10Y Revenue Exit 205.63 TWD 304.61 TWD 442.03 TWD 36
10Y EBITDA Exit 217.44 TWD 317.72 TWD 455.22 TWD 37
10Y P/E Exit 240.30 TWD 365.42 TWD 524.85 TWD 35
Earnings-Based
Graham-Dodd 120.84 TWD 414.24 TWD 555.98 TWD 54
Lynch FV 95.41 TWD 136.30 TWD 177.19 TWD 50
PEG = 1.0 95.41 TWD 136.30 TWD 177.19 TWD 46
EPV 213.11 TWD 239.80 TWD 263.15 TWD 59
Dividend Discount
Gordon GGM 146.98 TWD 305.60 TWD 484.81 TWD 70
DDM Multi-Stage 146.98 TWD 254.24 TWD 320.74 TWD 61
Multiples
P/E Multiple 266.56 TWD 355.42 TWD 444.27 TWD 63
P/S Multiple 189.62 TWD 252.83 TWD 316.04 TWD 58
P/B Multiple 213.51 TWD 284.68 TWD 355.86 TWD 55
EV/EBIT 317.19 TWD 405.26 TWD 493.33 TWD 53
EV/EBITDA 259.19 TWD 327.93 TWD 396.67 TWD 54
EV/Revenue 229.96 TWD 305.81 TWD 381.66 TWD 43
Asset-Based
NCAV (Graham) 47.45 TWD 63.58 TWD 94.89 TWD 50
Growth DCF
Growth DCF 206.84 TWD 286.95 TWD 404.09 TWD 72
Rev-Margin DCF 216.80 TWD 324.32 TWD 450.95 TWD 67
Economic Profit
Residual Income 111.71 TWD 135.37 TWD 296.94 TWD 76
ROIC Compounder 223.49 TWD 264.73 TWD 309.95 TWD 67
Growth Earnings
Growth-Adj P/E 229.49 TWD 327.85 TWD 426.20 TWD 68

Widest divergence: Growth Earnings (327.85 TWD) versus Asset-Based (63.58 TWD). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 8.6B TWD
Revenue growth (YoY) -2.2%
Net margin 17.5%
Return on equity 18.1%
Free cash flow 1.1B TWD FY2025
P/E ratio 16.3
More key figures
Operating margin 17.6%
EPS (TTM) 17.75 TWD
Dividend yield 5.9%
EPS growth (YoY) -4.2%
Net cash 4.5B TWD FY2025

Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 71/100

Of which business quality 70 · Market factors (momentum, volatility) 58

Profitability 65
Margins and returns on capital today
Quality Growth 42
Are margins and returns improving?
Cashflow 57
Earnings quality: real cash, not paper profit
Fin. Strength 100
Balance sheet, leverage, solvency risk
Investment 74
Disciplined investing over empire-building
Low Volatility 65
Calm price path (market factor)
Momentum 60
Price trend over the last 3–12 months (market factor)
52W Momentum 47
Distance to the 52-week high (market factor)
Net Issuance 74
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

Global Mixed-Mode Technology Inc. engages in the production, manufacturing, and sales of digital and analog hybrid integrated circuits in Taiwan and internationally.

Full company description

Global Mixed-Mode Technology Inc. engages in the production, manufacturing, and sales of digital and analog hybrid integrated circuits in Taiwan and internationally. The company offers amplifier series products, including operational amplifiers, comparators, integrated buffers, mono and stereo audio amplifiers, stereo headphone drivers, and DDR terminators; and analog, and single and dual power switches. It also provides synchronous quasi-PWM step down converters and controllers, asynchronous step-down converters, synchronous step-down converters and controllers, dual synchronous step-down converters, synchronous step down converters with LDO, lighting drivers, step up controllers and converters, charge pumps and current sources, LED backlight drivers, photoflash chargers, level shifters, integrated PMICs for LCDs, local dimming LED drivers, and chargers. In addition, the company offers multi-channel PMIC products and motor drivers; delay time embedded and adjustable products; thermal switches, temperature transducers, digital interface temperature sensors, sensor and fan controllers, and fan controllers and drivers; and single and dual output products. Its products are used in various applications, which include notebook PCs, servers, workstations, and 3C consumer products, including mobile phones, networking, and liquid crystal display monitors. Further, the company is involved in the design and development of software and relevant technical consultation; sells self-developed software; and research, design, development, import, export, and wholesale of electronic products and special equipment. Global Mixed-Mode Technology Inc. was founded in 1985 and is headquartered in Hsinchu City, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Global Mixed-Mode Technology Inc reported revenue of 8.7B TWD in FY2025 versus 9.4B TWD in FY2021, a compound −2.1%/yr. Reported net income was 1.5B TWD in FY2025, compounding −8.6%/yr from FY2021.

Growth Quality 66/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
8.7B TWD
Latest YoY
+5.0%
Avg. growth/yr (3Y)
+1.0%
Avg. growth/yr (5Y)
+3.2%
Avg. growth/yr (23Y)
+14.9%
Revenue −2.1%/yr
FY21 9.4B TWD
FY22 8.4B TWD
FY23 7.9B TWD
FY24 8.3B TWD
FY25 8.7B TWD
Net income −8.6%/yr
FY21 2.2B TWD
FY22 1.9B TWD
FY23 1.5B TWD
FY24 1.5B TWD
FY25 1.5B TWD

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Cite: Fair Value Calculator (2026). "Global Mixed-Mode Technology Inc Fair Value". https://www.fairvalue-calculator.com/stock/8081

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 71 · Top 25%
Fair Value upside +28% · Top 25%
Return on equity (TTM) 18% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 17% · Top 25%
Operating margin (TTM) 18% · Above median
Revenue growth -2% · Below median
Dividend yield (TTM) 6.9% · Top 25%

Valuation Multiples vs Semiconductors median · lower = cheaper

P/E (TTM) 13.7× · Cheaper than 75% of peers
P/B 2.56× · Cheaper than median
P/S (TTM) 2.41× · Cheaper than median
P/FCF 0.6× · Cheaper than 75% of peers
EV/EBITDA 9.7× · 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 70 · sector 0
FUTURE 0 · sector 60
PAST 73 · sector 24
HEALTH 0 · sector 97
DIVIDEND 100 · sector 22

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 21, 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

Is Global Mixed-Mode Technology Inc (8081) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of 327.26 TWD versus a price of 256.00 TWD, about +28% (undervalued).
What is the fair value of 8081?
Our model-based fair value for Global Mixed-Mode Technology Inc is 327.26 TWD (as of Jul 21, 2026), built from audited fundamentals. The current price is 256.00 TWD.
What is the quality score of 8081?
Global Mixed-Mode Technology Inc has a Quality Score of 71/100. 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 Global Mixed-Mode Technology Inc (8081)?
Global Mixed-Mode Technology Inc reported trailing-twelve-month revenue of about 8.6B TWD (latest available figure, as of Jul 21, 2026).
What is the net profit margin of 8081?
The net profit margin of Global Mixed-Mode Technology Inc is about 17.5%, meaning it keeps roughly 17.5% of revenue as net income. Based on the latest reported figures.
Does Global Mixed-Mode Technology Inc pay a dividend?
Global Mixed-Mode Technology Inc currently shows a dividend yield of about 5.86% relative to its recent price (as of Jul 21, 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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