Pontex Polyblend Co (8935) Fair Value & Analysis

Basic Materials · TW · Market cap 2.1B TWD

Below-average quality, screening 60% undervalued on our models.

What matters now

• The large discount to fair value meets weak quality (26/100). That raises the risk this is a value trap rather than a bargain.
• The price is below even our cautious bear case (18.52 TWD). The market is more pessimistic than our downside scenario.
• The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
• A fairly wide model range (18.52 TWD to 34.65 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 23, 2026.

How to read this chart

60‑month range 7.98 TWD – 30.70 TWD · fair‑value band 18.52 TWD – 34.65 TWD · the 17.55 TWD price screens below the 28.08 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.

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Analysis

Pontex Polyblend Co (8935) currently trades at 17.55 TWD, while our model-based Fair Value estimate is 28.08 TWD, implying the stock looks roughly 60.0% undervalued today. The Quality Score stands at 26/100 (below-average quality), in the Basic Materials 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: low), always confirm before acting.

Over the trailing twelve months, Pontex Polyblend Co generated revenue of 523M TWD at a net margin of -13.8%. Revenue grew 3.9% year over year. It earns a return on equity of -7.9%. Net debt stands at 350M TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 18.52 TWD (bear case) to 34.65 TWD (bull case); at 17.55 TWD, the current price sits below 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 44% below its 52-week high and 26% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at 60%, 8935 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.

Key figures & financial health

Quality Score breakdown

About the company

Pontex Polyblend Co.,Ltd engages in footwear injection molding and engineering plastics compound materials businesses in Taiwan, the Mainland of China, the United States, and internationally.

Full company description

Pontex Polyblend Co.,Ltd engages in footwear injection molding and engineering plastics compound materials businesses in Taiwan, the Mainland of China, the United States, and internationally. It offers ABS, PC, nylon, PP, PBT, NPE, TPU, PLA, PBS, and r-PET plastic compound materials for applications in the areas of 3C/electronic products, industrial equipment parts, auto/moto parts, household goods, sports/toy parts, and medical supplies. The company also provides sports equipment, such as baseball, football, soccer, and bicycle outsoles; and shoe components, including midsoles, shanks, and counters, as well as sports shoes. In addition, it manufactures various women vamps injection products on an OEM basis for the CROCS brand. The company was fouded in 1979 and is headquartered in Taichung City, Taiwan.

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

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

Pontex Polyblend Co reported revenue of 553M TWD in FY2024 versus 1.1B TWD in FY2020, a compound −15.0%/yr. Reported net income was −73.3M TWD in FY2024.

Watch 8935: get an alert when its fair value changes →

Peer Group

Specialty Chemicals · 668 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 Specialty Chemicals 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.

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.

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Frequently asked questions

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.