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Taiwan Secom Co (9917) Fair Value & Analysis

Industrials · TW · Market cap 47.7B TWD

TS Taiwan Secom Co 9917 · TW
Price108.00 TWD
Fair Value115.13 TWD
Upside+6.6%
Quality68/100
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Healthy Growth
Solidly profitable · 15.8% net margin
Low debt · generates free cash flow
5.30% dividend yield
Ranks above peers (10/15)
Wide moat 68/100
Evidence: High Range 86.35 TWD – 151.08 TWD Share as image

Fair value as of: Jul 23, 2026

From 25 valuation models · updated 17 days ago

Share price +2.4% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • Our model range runs from 86.35 TWD (bear) to 151.08 TWD (bull), base 115.13 TWD. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 68/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

148.50 TWD 75.63 TWD Fair Value 115.13 TWD Mar 2021 Aug 2026

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 75.63 TWD – 148.50 TWD · fair‑value band 86.35 TWD – 151.08 TWD · the 108.00 TWD price screens below the 115.13 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 23, 2026.

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Analysis

Taiwan Secom Co (9917) currently trades at 108.00 TWD, while our model-based Fair Value estimate is 115.13 TWD, implying the stock looks roughly 6.6% fairly valued today. The Quality Score stands at 68/100 (solid quality), in the Industrials 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: high), always confirm before acting.

Over the trailing twelve months, Taiwan Secom Co generated revenue of 19.0B TWD at a net margin of 15.8%. Revenue grew 1.0% year over year. It earns a return on equity of 21.1%. Net debt stands at 3.0B TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 86.35 TWD (bear case) to 151.08 TWD (bull case); at 108.00 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 13% below its 52-week high and 4% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at 10% fair-value upside, at 7%, 9917 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.

Model BearBaseBull Evidence
Highest evidence
Growth DCF 82.06 TWD 114.50 TWD 158.98 TWD 80
Residual Income 41.25 TWD 49.73 TWD 124.56 TWD 76
Rev-Margin DCF 62.83 TWD 91.71 TWD 123.09 TWD 74
All 25 models by family
DCF Models
FCF DCF 79.88 TWD 114.93 TWD 165.21 TWD 38
Owner Earnings 79.42 TWD 114.26 TWD 164.25 TWD 31
5Y Revenue Exit 62.83 TWD 90.72 TWD 124.76 TWD 39
5Y EBITDA Exit 91.97 TWD 142.78 TWD 199.71 TWD 41
5Y P/E Exit 90.22 TWD 139.66 TWD 189.09 TWD 38
10Y Revenue Exit 66.93 TWD 93.11 TWD 125.11 TWD 36
10Y EBITDA Exit 86.74 TWD 128.38 TWD 179.94 TWD 37
10Y P/E Exit 85.64 TWD 126.27 TWD 172.17 TWD 35
Earnings-Based
Graham-Dodd 46.05 TWD 111.12 TWD 143.51 TWD 54
PEG = 1.0 19.63 TWD 28.04 TWD 36.45 TWD 46
EPV 55.09 TWD 63.84 TWD 71.50 TWD 59
Dividend Discount
Gordon GGM 48.51 TWD 86.52 TWD 135.21 TWD 70
DDM Multi-Stage 48.51 TWD 72.52 TWD 98.83 TWD 61
Multiples
P/E Multiple 106.67 TWD 142.23 TWD 177.78 TWD 63
P/S Multiple 64.12 TWD 85.50 TWD 106.87 TWD 58
P/B Multiple 86.35 TWD 115.13 TWD 143.92 TWD 55
EV/EBIT 90.13 TWD 119.31 TWD 148.49 TWD 53
EV/EBITDA 112.38 TWD 148.97 TWD 185.57 TWD 54
EV/Revenue 56.45 TWD 79.53 TWD 102.62 TWD 43
Asset-Based
NCAV (Graham) 15.35 TWD 20.58 TWD 30.71 TWD 50
Growth DCF
Growth DCF 82.06 TWD 114.50 TWD 158.98 TWD 80
Rev-Margin DCF 62.83 TWD 91.71 TWD 123.09 TWD 74
Economic Profit
Residual Income 41.25 TWD 49.73 TWD 124.56 TWD 76
ROIC Compounder 57.46 TWD 70.14 TWD 84.03 TWD 72
Growth Earnings
Growth-Adj P/E 81.35 TWD 116.21 TWD 151.08 TWD 68

Widest divergence: Growth Earnings (116.21 TWD) versus Asset-Based (20.58 TWD). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 19.0B TWD
Revenue growth (YoY) +1.0%
Net margin 15.8%
Return on equity 21.1%
Free cash flow 3.2B TWD FY2025
P/E ratio 18.0
More key figures
Operating margin 17.6%
EPS (TTM) 6.76 TWD
Dividend yield 5.3%
EPS growth (YoY) -37.1%
Net debt 3.0B TWD FY2025

Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 68/100

Of which business quality 66 · Market factors (momentum, volatility) 52

Profitability 57
Margins and returns on capital today
Quality Growth 49
Are margins and returns improving?
Cashflow 72
Earnings quality: real cash, not paper profit
Fin. Strength 79
Balance sheet, leverage, solvency risk
Investment 69
Disciplined investing over empire-building
Low Volatility 99
Calm price path (market factor)
Momentum 36
Price trend over the last 3–12 months (market factor)
52W Momentum 26
Distance to the 52-week high (market factor)
Net Issuance 68
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

Taiwan Secom Co., Ltd. provides security services in Taiwan. The company manufactures, processes, and sells security-related system equipment and parts.

Full company description

Taiwan Secom Co., Ltd. provides security services in Taiwan. The company manufactures, processes, and sells security-related system equipment and parts. It also offers corporate and building security guarding services; in-flight catering and catering services; and air cargo transporting, building management, aviation, telecom network, car parking lot, light controlling system, information security, and technology support services. In addition, the company sells electric, telecommunication, and fireproof products; produces and sells instant food; connects police-citizens; distributes media and movies; retails POS systems; provides energy-saving solutions technology; and rents mini-storage. Further, it wholesales and installs fire safety equipment; develops and invests in video content; develops media content; operates an information management platform; sells digital signage and monitors; and retails and rents medical equipment, as well as acts as an insurance and custom broker. Additionally, the company engages in investment holding activities, real estate sales and rental, and ATM services. The company was incorporated in 1977 and is based in Taipei, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Taiwan Secom Co reported revenue of 19.0B TWD in FY2025 versus 14.1B TWD in FY2021, a compound +7.7%/yr. Reported net income was 3.0B TWD in FY2025, compounding +4.5%/yr from FY2021.

Growth Quality 83/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
19.0B TWD
Latest YoY
+6.3%
Avg. growth/yr (3Y)
+7.3%
Avg. growth/yr (5Y)
+6.7%
Avg. growth/yr (25Y)
+5.2%
Revenue +7.7%/yr
FY21 14.1B TWD
FY22 15.4B TWD
FY23 17.1B TWD
FY24 17.9B TWD
FY25 19.0B TWD
Net income +4.5%/yr
FY21 2.5B TWD
FY22 2.6B TWD
FY23 2.6B TWD
FY24 2.8B TWD
FY25 3.0B TWD

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Cite: Fair Value Calculator (2026). "Taiwan Secom Co Fair Value". https://www.fairvalue-calculator.com/stock/9917

Peer Group

Security & Protection Services · 113 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 68 · Top 25%
Fair Value upside +7% · Above median
Return on equity (TTM) 21% · Top 25%
Return on assets 6% · Top 25%
Net margin (TTM) 16% · Top 25%
Operating margin (TTM) 18% · Top 25%
Revenue growth 1% · Below median
Dividend yield (TTM) 5.3% · Top 25%
Debt / equity 0.35× · Higher than 75% of peers

Valuation Multiples vs Security & Protection Services median · lower = cheaper

P/E (TTM) 15.9× · Cheaper than median
P/B 3.50× · Pricier than 75% of peers
P/S (TTM) 2.51× · Pricier than 75% of peers
P/FCF 0.5× · Cheaper than 75% of peers
EV/EBITDA 10.7× · Pricier than median
PEG 0.27× · 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 42 · sector 17
FUTURE 5 · sector 38
PAST 84 · sector 21
HEALTH 83 · sector 99
DIVIDEND 100 · sector 49

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 Security & Protection Services stocks, each showing price versus our Fair Value estimate (as of Jul 23, 2026).

Stock Price Fair Value vs Fair Value
ASSA ABLOY AB ASSAB kr 348.40 kr 269.97 -23%
Verisure plc VSURE €10.26 €12.40 +21%
Allegion plc ALLE $137.24 $127.80 -7%
Securitas AB SECUB kr 162.10 kr 186.34 +15%
Zhejiang Dahua Technology Co 002236 ¥16.57 ¥23.58 +42%
MSA Safety Incorporated MSA $169.00 $118.51 -30%
ADT Inc ADT $7.06 $17.10 +142%
The Brink's Company BCO $104.24 $101.84 -2%
Brady Corporation BRC $90.16 $73.43 -19%
The GEO Group GEO $29.46 $32.36 +10%

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Frequently asked questions

Is Taiwan Secom Co (9917) overvalued or undervalued?
As of Jul 23, 2026, our model estimates a fair value of 115.13 TWD versus a price of 108.00 TWD, about +7% (fairly valued).
What is the fair value of 9917?
Our model-based fair value for Taiwan Secom Co is 115.13 TWD (as of Jul 23, 2026), built from audited fundamentals. The current price is 108.00 TWD.
What is the quality score of 9917?
Taiwan Secom Co has a Quality Score of 68/100. 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 Taiwan Secom Co (9917)?
Taiwan Secom Co reported trailing-twelve-month revenue of about 19.0B TWD (latest available figure, as of Jul 23, 2026).
What is the net profit margin of 9917?
The net profit margin of Taiwan Secom Co is about 15.8%, meaning it keeps roughly 15.8% of revenue as net income. Based on the latest reported figures.
Does Taiwan Secom Co pay a dividend?
Taiwan Secom Co currently shows a dividend yield of about 5.30% relative to its recent price (as of Jul 23, 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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