Globe Union Industrial Corp (9934) Fair Value & Analysis
Industrials · TW · Market cap 4.4B TWD
Fair value as of: Jul 21, 2026
From 9 valuation models · updated 20 days ago
Share price +16.5% over the past month.
Below-average quality, and screening another 47% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (6.34 TWD). The favourable scenario is already priced in.
- Weak quality (42/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The models converge in a tight band (5.78 TWD to 6.34 TWD), unusually little disagreement for a valuation.
Price vs Fair Value (5 years)
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 9.04 TWD – 20.45 TWD · fair‑value band 5.78 TWD – 6.34 TWD · the 12.00 TWD price screens above the 6.34 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 21, 2026.
Analysis
Globe Union Industrial Corp (9934) currently trades at 12.00 TWD, while our model-based Fair Value estimate is 6.34 TWD, implying the stock looks roughly 47.2% overvalued today. The Quality Score stands at 42/100 (below-average 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, Globe Union Industrial Corp generated revenue of 17.7B TWD at a net margin of -0.2%. Revenue grew 6.3% year over year. It earns a return on equity of -0.4%. Net debt stands at 3.3B TWD. Fundamentals as of Jul 21, 2026
Our scenario range runs from 5.78 TWD (bear case) to 6.34 TWD (bull case); at 12.00 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 near its 52-week high and 34% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -33% fair-value upside, at -47%, 9934 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 9 models by family
Widest divergence: Multiples (13.02 TWD) versus Dividend Discount (3.58 TWD). Highest evidence: ROIC Compounder (72).
Notify me when 9934 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 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 41 · Market factors (momentum, volatility) 74
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
Globe Union Industrial Corp., through its subsidiaries, engages in the manufacture and sale of plumbing products in the United States, Mainland China, the United Kingdom, Canada, and internationally.
Full company description
Globe Union Industrial Corp., through its subsidiaries, engages in the manufacture and sale of plumbing products in the United States, Mainland China, the United Kingdom, Canada, and internationally. It offers faucets and related parts; showerheads and vitreous products; porcelain bathroom fittings; kitchen and bathroom products and accessories; and fixtures and fittings, valves, and other plumbing related products. The company also provides marketing and sales support services, as well as operates a sales and maintenance center; as a trust company; and in the consulting industry. In addition, it invests in, develops, and manufactures hardware products. The company markets its products under the Gerber, Prima, Lenz, Prima, and Bathrooms To Love brands. It serves as an OEM source of products. The company was incorporated in 1979 and is headquartered in Taichung, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Globe Union Industrial Corp reported revenue of 17.4B TWD in FY2025 versus 19.5B TWD in FY2021, a compound −2.8%/yr. Reported net income was −118M TWD in FY2025.
of which total revenue −1.0 pp · buybacks/dilution −1.2 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
9934 screens 47% overvalued. Compare with Trane Technologies plc →
Peer Group
Building Products & Equipment · 247 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.
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 Building Products & Equipment stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Trane Technologies plc TT | $469.98 | $212.34 | -55% |
| Johnson Controls International plc JCI | $142.81 | $45.65 | -68% |
| Carrier Global Corporation CARR | $68.61 | $17.35 | -75% |
| Compagnie de Saint-Gobain S.A SGO | €76.62 | €101.60 | +33% |
| Geberit AG GEBN | CHF 523.20 | CHF 307.66 | -41% |
| Lennox International Inc LII | $543.93 | $363.09 | -33% |
| Kingspan Group KRX | €87.30 | €70.76 | -19% |
| Masco Corporation MAS | $78.04 | $54.36 | -30% |
| PT Impack Pratama Industri Tbk, IMPC | 1,420 IDR | 179.76 IDR | -87% |
| NIBE Industrier AB NIBEB | kr 36.03 | kr 25.37 | -30% |
Compare Globe Union Industrial Corp with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Industrials stocks →
Frequently asked questions
Is Globe Union Industrial Corp (9934) overvalued or undervalued?
What is the fair value of 9934?
What is the quality score of 9934?
What is the revenue of Globe Union Industrial Corp (9934)?
What is the net profit margin of 9934?
Does Globe Union Industrial Corp 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 Globe Union Industrial Corp 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.