Ace Pillar Co (8374) Fair Value & Analysis
Industrials · TW · Market cap 8.9B TWD
Fair value as of: Jul 23, 2026
From 16 valuation models · updated 18 days ago
Share price +3.6% over the past month.
A solid business, but screening 79% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (22.89 TWD). The favourable scenario is already priced in.
- Solid but not exceptional quality (57/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 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
60‑month range 21.38 TWD – 155.36 TWD · fair‑value band 14.14 TWD – 22.89 TWD · the 88.90 TWD price screens above the 18.52 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.
Analysis
Ace Pillar Co (8374) currently trades at 88.90 TWD, while our model-based Fair Value estimate is 18.52 TWD, implying the stock looks roughly 79.2% overvalued today. The Quality Score stands at 57/100 (solid 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: medium).
Over the trailing twelve months, Ace Pillar Co generated revenue of 4.7B TWD at a net margin of -0.8%. Revenue grew 23.5% year over year. It earns a return on equity of 2.8%. The balance sheet holds a net cash position of 114M TWD. Fundamentals as of Jul 23, 2026
Our scenario range runs from 14.14 TWD (bear case) to 22.89 TWD (bull case); at 88.90 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 27% below its 52-week high and 38% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -35% fair-value upside, at -79%, 8374 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 16 models by family
Widest divergence: DCF Models (30.34 TWD) versus Asset-Based (11.78 TWD). Highest evidence: Growth DCF (80).
Notify me when 8374 reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
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 57 · Market factors (momentum, volatility) 35
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
Ace Pillar Co., Ltd., together with its subsidiaries, engages in the distribution of automation electromechanical components in Taiwan, China, Europe, the Americas, and internationally.
Full company description
Ace Pillar Co., Ltd., together with its subsidiaries, engages in the distribution of automation electromechanical components in Taiwan, China, Europe, the Americas, and internationally. The company offers IPC, motion and CNC controllers, PLC, HMI, ethernet solution, remote I/O, static eliminator, sensor, power supplier, and high-precision measurement; VFDs and smart energy saving, elevator-specific variable frequency drive, slide module, and precision positioning, as well as permanent-magnet synchronous, servo, linear, and DD motors; and reducer, coupling, power lock, electromagnetic clutch, safety brake, LED, ball screw/linear guide, and ball bearing/freebear. It also provides F.R.L combination, cylinder, fitting, vacuum pump, hydraulic, flow and reed switches, and other pneumatic fluid components, as well as solenoid, fluid, and liquid valves; robotic arm and machine vision; strapping machine, electric servo press, and smart screwdriving system; charging pile and energy; and software products. In addition, the company offers automation technology services, including advice, design, testing, repair, and post-sales services. Further, it is involved in electromechanical integration; intelligent services of automation control and industrial transmission systems; and sale and repair services of semiconductor optoelectronic equipment, consumables, and energy management products. The company offers its products under the Delta, CKD, AirTAC, Magnescale, TRANSPAK, Schneider, ABB, Epson, Techman Robot, DFI, PMI, Liming, MIKI PULLEY, PISCO, Nidec, INTORQ, AKribis, Mactech, Duplomatic, PBA SYSTEMS, Ewellix, Nabtesco, NIKKI, ATLANTA, ETP, CCS, PATLITE, FREEBEAR, TPI, TOYO, Vacutronics, HELICAL, Insynerger, Beijer, Mech-Mind, Moxa, TPM, and ACE PILLAR brand names. It serves smart manufacturing, energy, and medical, as well as semiconductor, food manufacturing, and AIoT industries. The company was incorporated in 1984 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
Ace Pillar Co reported revenue of 4.4B TWD in FY2025 versus 3.6B TWD in FY2021, a compound +5.7%/yr. Reported net income was −61.7M TWD in FY2025.
8374 screens 79% overvalued. Compare with W.W. Grainger, Inc →
Peer Group
Industrial Distribution · 102 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 Industrial Distribution 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 Industrial Distribution stocks, each showing price versus our Fair Value estimate (as of Jul 23, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| W.W. Grainger, Inc GWW | $1,376 | $625.61 | -55% |
| Fastenal Company FAST | $45.49 | $20.64 | -55% |
| Ferguson Enterprises Inc FERG | $232.02 | $151.92 | -35% |
| WESCO International, Inc WCC | $326.71 | $213.01 | -35% |
| Watsco, Inc WSO | $385.16 | $268.10 | -30% |
| Toromont Industries Ltd TIH | C$232.22 | C$127.90 | -45% |
| Applied Industrial Technologies, Inc AIT | $329.35 | $191.65 | -42% |
| Finning International Inc FTT | C$102.50 | C$76.38 | -25% |
| Addtech AB ADDTB | kr 329.20 | kr 156.35 | -53% |
| Core & Main, Inc CNM | $44.66 | $49.47 | +11% |
Compare Ace Pillar Co with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Industrials stocks →
Frequently asked questions
Is Ace Pillar Co (8374) overvalued or undervalued?
What is the fair value of 8374?
What is the quality score of 8374?
What is the revenue of Ace Pillar Co (8374)?
What is the net profit margin of 8374?
Does Ace Pillar Co pay a dividend?
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.
Track Ace Pillar Co and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.