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Chenbro Micom Co (8210) Fair Value & Analysis

Technology · TW · Market cap 147B TWD

CM Chenbro Micom Co 8210 · TW
Price1,045 TWD
Fair Value549.69 TWD
Upside-47.4%
Quality65/100
Healthy Growth
Solidly profitable · 16.9% net margin
Low debt · generates free cash flow
1.17% dividend yield
Mixed vs. peers (6/14)
Wide moat 81/100
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Evidence: High Range 318.35 TWD – 696.79 TWD Share as image

Fair value as of: Jul 11, 2026

From 26 valuation models · updated 19 days ago

Share price −19.3% over the past month.

What matters now

  • The price sits above even our optimistic bull case (696.79 TWD). The favourable scenario is already priced in.
  • Solid but not exceptional quality (65/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (318.35 TWD to 696.79 TWD) leaves room in how you read the outcome.

Price vs Fair Value (12 months)

1,539 TWD 471.47 TWD Fair Value 549.69 TWD Jul 2025 Jul 2026

12‑month range 471.47 TWD – 1,539 TWD · fair‑value band 318.35 TWD – 696.79 TWD · the 1,045 TWD price screens above the 549.69 TWD fair value. As of Jul 11, 2026.

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Analysis

Chenbro Micom Co (8210) currently trades at 1,045 TWD, while our model-based Fair Value estimate is 549.69 TWD, implying the stock looks roughly 47.4% overvalued today. We read business quality at 65/100 (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, Chenbro Micom Co generated revenue of 25.0B TWD at a net margin of 16.9%. Revenue grew 71.1% year over year. It earns a return on equity of 41.7%. The balance sheet holds a net cash position of 2.7B TWD. Fundamentals as of Jul 11, 2026

Our scenario range runs from 318.35 TWD (bear case) to 696.79 TWD (bull case); at 1,045 TWD, the current price sits above that range. The share trades about 34% below its 52-week high and 226% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -35% fair-value upside, at -47%, 8210 screens richer than that median.

Key figures & financial health

Revenue (TTM) 25.0B TWD
Revenue growth (YoY) +71.1%
Net margin 16.9%
Return on equity 41.7%
Free cash flow 2.1B TWD FY2025
P/E ratio 41.3
More key figures
Operating margin 25.0%
EPS (TTM) 28.36 TWD
Dividend yield 1.0%
EPS growth (YoY) +86.7%
Net cash 2.7B TWD FY2025

Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 65/100
Profitability 75
Quality Growth 86
Cashflow 46
Fin. Strength 87
Investment 29
Low Volatility 26
Momentum 62
52W Momentum 76
Net Issuance 68

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

Chenbro Micom Co., Ltd. engages in the research and development, design, manufacture, processing, and sale of computer peripherals and their consumables and main systems in the United States, China, Taiwan, Singapore, Europe, and internationally. It provides barebone servers; and rackmount, tower server, and PC chassis products.

Full company description

Chenbro Micom Co., Ltd. engages in the research and development, design, manufacture, processing, and sale of computer peripherals and their consumables and main systems in the United States, China, Taiwan, Singapore, Europe, and internationally. It provides barebone servers; and rackmount, tower server, and PC chassis products. The company offers storage expansion kits; and OEM, ODM, JDM services. In addition, it is involved in the software design and engineering activities; and export and import of computer products and peripherals. The company was incorporated in 1983 and is headquartered in New Taipei City, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Chenbro Micom Co reported revenue of 22.0B TWD in FY2025 versus 9.4B TWD in FY2021, a compound +23.6%/yr. Reported net income was 3.6B TWD in FY2025, compounding +51.6%/yr from FY2021.

Revenue +23.6%/yr
FY21 9.4B TWD
FY22 10.6B TWD
FY23 11.2B TWD
FY24 14.5B TWD
FY25 22.0B TWD
Net income +51.6%/yr
FY21 673M TWD
FY22 999M TWD
FY23 1.1B TWD
FY24 1.9B TWD
FY25 3.6B TWD

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Cite: Fair Value Calculator (2026). "Chenbro Micom Co Fair Value". https://www.fairvalue-calculator.com/stock/8210

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 / 0
FUTURE 100 / 55
PAST 100 / 23
HEALTH 94 / 97
DIVIDEND 23 / 42

Insider activity: 45/100

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 Computer Hardware stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).

Stock Price Fair Value vs Fair Value
Compal Electronics, Inc CEIR $0.0310 $0.0200 -35%
Dell Technologies Inc DELL $369.83 $406.27 +10%
Arista Networks, Inc ANET $174.56 $79.13 -55%
Western Digital Corporation WDC $490.09 $126.56 -74%
Wiwynn Corporation 6669 4,900 TWD 3,451 TWD -30%
Hangzhou Hikvision Digital Technology Co 002415 ¥30.38 ¥23.47 -23%
Quanta Computer Inc 2382 373.50 TWD 297.22 TWD -20%
Shenzhen Longsys Electronics Co 301308 ¥616.16 ¥60.86 -90%
Lenovo Group 0992 HK$23.00 HK$3.91 -83%
Dawning Information Industry Co 603019 ¥82.70 ¥20.01 -76%

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Frequently asked questions

Is Chenbro Micom Co (8210) overvalued or undervalued?
As of Jul 11, 2026, our model estimates a fair value of 549.69 TWD versus a price of 1,045 TWD, about −47% (overvalued).
What is the fair value of 8210?
Our model-based fair value for Chenbro Micom Co is 549.69 TWD (as of Jul 11, 2026), built from audited fundamentals. The current price is 1,045 TWD.
What is the quality score of 8210?
Chenbro Micom Co has a Quality Score of 65/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Chenbro Micom Co (8210)?
Chenbro Micom Co reported trailing-twelve-month revenue of about 25.0B TWD (latest available figure, as of Jul 11, 2026).
What is the net profit margin of 8210?
The net profit margin of Chenbro Micom Co is about 16.9%, meaning it keeps roughly 16.9% of revenue as net income. Based on the latest reported figures.
Does Chenbro Micom Co pay a dividend?
Chenbro Micom Co currently shows a dividend yield of about 0.99% relative to its recent price (as of Jul 11, 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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