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SemiLEDS Corporation (LEDS) fair value: what the stock is really worth

As of Nov 6, 2026: fair value (intrinsic value) of SemiLEDS Corporation stock $2.52, price $2.36, upside +6.8%, quality 44 out of 100. Rating: fairly valued. Calculated from audited financials with 7 of our 26 valuation models and 37 quality factors, updated daily.

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Technology US · Based in Taiwan

SC SemiLEDS Corporation logo Thin data Nov 6, 2026

SemiLEDS Corporation

LEDS · US
Fairly valued, weak quality

The stock costs about what our calculation considers fair.

Low debt
Generates free cash flow
Fair value $2.52 · Fairly valued
Quality 44/100
Mixed Growth (revenue 5y +47.9 %/yr in USD)
Revenue last quarter 49% below a year ago.
Loss-making · -3.9% net margin (TTM)
Trails peers (4/11)
Narrow moat 22/100
Thin data
⟳ Cyclical
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What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

Price vs Fair Value

$10.21 $1.02 Fair Value $2.52 Aug 2021 Nov 2026

White line = price, green steps = our fair value per fiscal year. As of Nov 6, 2026.

How to read this chart

60‑month range $1.02 – $10.21 · fair‑value band $1.95 – $3.33 · the $2.36 price screens below the $2.52 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 6, 2026.

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Company profile

SemiLEDs Corporation develops, manufactures, and sells light emitting diode (LED) chips, components, and modules and systems in the United States, Taiwan, the Netherlands, Japan, and internationally.

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The company also sells enhanced vertical, LED product series in blue, white, green, and UV; LED chips to packagers or distributors; and lighting products primarily to original design manufacturers of lighting products and the end-users of lighting devices, as well as packs and sells its LED products.

Its products are used for general lighting applications, including commercial, industrial, and residential lighting; LED luminaries and LED retrofits; and specialty industrial applications, including ultraviolet curing of polymers, LED light therapy in medical/cosmetic applications, counterfeit detection, germicidal and viricidal devices, LED lighting for horticulture applications, architectural lighting, and entertainment lighting.

SemiLEDs Corporation was incorporated in 2005 and is based in Chu-Nan, Taiwan.

Stock analysis

SemiLEDS Corporation (LEDS) currently trades at $2.36, while our model-based Fair Value estimate is $2.52, so the stock looks roughly fairly valued today (gap 6.3%).

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Valuation

Bull case: the Growth DCF group reads highest at a median of $2.61 per share, and 6 of the 7 models we run sit above the $2.36 price.

Bear case: the DCF Models group reads lowest at $2.52, and 1 of the 7 models stay below the price. Data coverage for this calculation is low.

Scenario range: $1.95 (bear) to $3.33 (bull), the price of $2.36 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.

Quality & growth

The Quality Score stands at 44/100 (below-average quality), in the Technology sector.

Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.

SemiLEDS Corporation reported revenue of $43.0M in FY2025 versus $4.7M in FY2021, a compound +73.6%/yr. Reported net income was −$1.1M in FY2025.

Key figures

Market cap $19.5M Micro · P/S ratio 0.67 · EPS (TTM) $−0.1400 · Net margin −3.9% · Return on equity −28.7% · Return on assets (EBIT) −20.7% (5-year average) · Operating margin 15.6% · Revenue (TTM) $25.9M.

Competitive moat

Our AI-assisted moat analysis scores the competitive advantage at 22 out of 100 (medium confidence).

What moves the price

The share trades about 22% below its 52-week high and 121% above its 52-week low, currently above its 200-day average.

For context, the median of 10 Technology peers we cover trades at −7% fair-value upside, at 7%, LEDS screens cheaper than that median.

Fair Value models

Bear $1.95 Fair Value $2.52 Bull $3.33
Price $2.36 · Upside +6.8%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds. Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Best data coverage
FCF DCF $1.99 $2.52 $3.42 82
Growth DCF $2.05 $2.49 $3.18 80
5Y Revenue Exit $1.95 $2.68 $3.75 73
All 7 models by family
DCF Models
FCF DCF $1.99 $2.52 $3.42 82
5Y Revenue Exit $1.95 $2.68 $3.75 73
10Y Revenue Exit $1.92 $2.43 $2.97 68
Multiples
EV/Revenue $1.78 $2.55 $3.33 53
Asset-Based
NCAV (Graham) $0.1600 $0.2200 $0.3200 54
Growth DCF
Growth DCF $2.05 $2.49 $3.18 80
Rev-Margin DCF $1.95 $2.73 $3.69 73

Open the full fair value analysis →

Quality Score breakdown

Overall quality 44/100

It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.

Profitability 26
How much profit the company makes from its sales and capital
Quality Growth 80
Are margins and returns getting better?
Cashflow 41
Do the profits arrive as real cash?
Financial strength 35
Debt, balance sheet and risk of trouble
Investment 100
Does it invest with discipline instead of growing at any price?
Low Volatility 12
How calm the share price moves, does not count
Price momentum 41
Price momentum of the last 3 to 12 months, does not count
Near the 52-week high 39
Distance to the 52-week high, does not count
New shares 5
Buys back shares or issues new ones?

Open the full quality analysis →

Insider trades

In the last 6 months, no officer or director bought or sold shares on the open market.

Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.

Source: SEC Form 4, as of Nov 6, 2026. All filings at the SEC ↗

Revenue & earnings trend

Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card. 62/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
+729.8%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+82.7%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+47.9%
Start year 2020 (pandemic). Over 10 years: +11.8% a year
Revenue growth 18 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+10.7%
Profit margin (trend) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
−34.4% (2020) → −3.7% (2025)
What shareholders gained per year ⓘWe only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed

Growth Forecast

Little optimism in the price
The price assumes less growth than the company has delivered so far.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+1.8%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect
n/a
No analyst forecast available.
After inflation (USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about −0.5% a year for the price.

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Peer Groupⓘ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.Semiconductors · 369 stocks

Beats the industry median on 4/10 measures
A mixed picture versus its industry peers.
Valuation
Quality Score 44 · Below median
Fair Value upside +6.8% · Top 25%
Profitability
Return on assets −7.3% · Bottom 25%
Net margin (12 months) −3.9% · Bottom 25%
Operating margin (12 months) 15.6% · Above median
Growth and dividend
Revenue growth (quarter YoY) −48.6% · Bottom 25%
Balance sheet
Debt / equity 0.16× · Above median

Valuation Multiplesvs Semiconductors median · lower = cheaper

P/B 7.02× · Priciest 25%
P/S (12 months) 0.75× · Cheapest 25%
Price / free cash flow (fiscal year) 11.9× · Cheapest 25%

Strength profile in five axes (Snowflake)

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE (fair-value potential)42 · sector 0
FUTURE (revenue growth)0 · sector 100
PAST (return on equity)0 · sector 28
HEALTH (low debt)92 · sector 96
DIVIDEND (yield)0 · sector 21

Context: sector, industry, market

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

Similar stocks

10 more Semiconductors stocks, each showing price versus our Fair Value estimate.

Stock Price Fair Value vs Fair Value Compare
SK hynix Inc 000660 1,132,000 KRW 1,501,896 KRW +33% vs LEDS
Taiwan Semiconductor Manufacturing Company TSM $375.44 $412.98 +10% vs LEDS
NVIDIA Corporation NVDA $186.64 $198.56 +6% vs LEDS
Broadcom Inc AVGO $293.69 $300.84 +2% vs LEDS
Intel Corporation INTC $56.28 $52.14 −7% vs LEDS
Micron Technology, Inc MU $690.00 $619.48 −10% vs LEDS
Analog Devices, Inc ADI $363.56 $262.04 −28% vs LEDS
Marvell Technology, Inc MRVL $141.20 $87.64 −38% vs LEDS
Advanced Micro Devices, Inc AMD $449.04 $148.02 −67% vs LEDS
Texas Instruments Incorporated TXN $277.36 $81.25 −71% vs LEDS

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SemiLEDS Corporation: fair value per Fair Value Calculator

Cite: Fair Value Calculator (2026). "SemiLEDS Corporation Fair Value". https://www.fairvalue-calculator.com/stock/LEDS

Frequently asked questions

Is SemiLEDS Corporation (LEDS) overvalued or undervalued?
As of Nov 6, 2026, our model estimates a fair value of $2.52 versus a price of $2.36, about +7% upside (fairly valued).
What is the fair value of LEDS?
Our model-based fair value for SemiLEDS Corporation is $2.52 (as of Nov 6, 2026), built from audited fundamentals. The current price: $2.36.
What is the quality score of LEDS?
SemiLEDS Corporation has a Quality Score of 44/100. 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 price target for SemiLEDS Corporation (LEDS)?
Our model-based price target is the fair value of $2.52 (as of Nov 6, 2026) from 7 valuation models. Cautious scenario $1.95, optimistic scenario $3.33. It is a calculation from audited fundamentals, not an analyst target.
What is the SemiLEDS Corporation stock forecast for 2026?
Our models put fair value at $2.52, about +7% upside versus a price of $2.36 (fairly valued). Cautious scenario $1.95, optimistic scenario $3.33. The calculation is refreshed regularly with new filings.
What is the revenue of SemiLEDS Corporation (LEDS)?
SemiLEDS Corporation reported trailing-twelve-month revenue of about $25.9M (latest available figure, as of Nov 6, 2026).
What growth is priced into SemiLEDS Corporation (LEDS)?
For today's price to be fair in a discounted-cash-flow model, SemiLEDS Corporation would have to grow free cash flow by +1.8 % per year for five years (discount rate 10.9 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +48.0 % per year. As of Nov 6, 2026.
What discount rate (WACC) does the fair value of LEDS use?
Our models discount SemiLEDS Corporation at 10.9 %: a base by market capitalisation (nano), damped by beta 1.49, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For SemiLEDS Corporation that is +1.8 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (10.9 %) and the same formula as our fair value.
How much growth has SemiLEDS Corporation (LEDS) delivered so far?
Over the past 5 years revenue at SemiLEDS Corporation grew +48.0 % a year. The price currently implies free-cash-flow growth of +1.8 % per year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of SemiLEDS Corporation (LEDS) growing?
The median revenue growth in the sector is +11.5 % a year. That is the yardstick for the growth priced into SemiLEDS Corporation (+1.8 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of SemiLEDS Corporation (LEDS)?
The free-cash-flow yield on the price is 8.42 %: that much free cash flow SemiLEDS Corporation produces per unit of market value. When it exceeds the discount rate of our models (10.9 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of SemiLEDS Corporation (LEDS)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For SemiLEDS Corporation it is $2.52 per share (as of Nov 6, 2026), against a price of $2.36. It is the blended result of 7 valuation models in 4 families (DCF Models, Multiples, Asset-Based, Growth DCF).
Is SemiLEDS Corporation stock overvalued or undervalued in 2026?
As of Nov 6, 2026, LEDS trades below its calculated fair value: price $2.36, fair value $2.52, a gap of about +7% (fairly valued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of LEDS?
No. The price is what the market pays today ($2.36); the fair value is what the company's own numbers justify ($2.52). For SemiLEDS Corporation the two are $0.1600 per share apart. That gap is exactly why we show both numbers side by side.
How much is SemiLEDS Corporation worth?
The market values SemiLEDS Corporation at about $19.5M (market capitalisation, as of Nov 6, 2026). Per share that is $2.36; our models calculate a fair value of $2.52 per share.
What do the bullish and bearish scenarios say about LEDS?
Our models span a range for SemiLEDS Corporation: cautious scenario $1.95, base $2.52, optimistic $3.33 per share (as of Nov 6, 2026, price $2.36). The range comes from different growth and margin assumptions, not from analyst opinions.
How solid is the balance sheet of SemiLEDS Corporation (LEDS)?
Balance-sheet figures for SemiLEDS Corporation (as of Nov 6, 2026): return on equity −28.7%, debt of 0.16 per unit of equity. They feed the Quality Score of 44/100, which measures business quality independently of the share price.
How far is LEDS from its 52-week high?
SemiLEDS Corporation trades at $2.36, about 22% below its 52-week high of $3.01 and 121% above the low of $1.07 (as of Nov 6, 2026). Distance from the high says nothing about value: that is what the fair value of $2.52 is for.
Which stocks are comparable to SemiLEDS Corporation?
From the same area (Technology) we also value NVIDIA Corporation, Taiwan Semiconductor Manufacturing Company, Broadcom Inc, Micron Technology, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is SemiLEDS Corporation stock attractive at the current price?
The data as of Nov 6, 2026: price $2.36, calculated fair value $2.52 (+7%), Quality Score 44/100, from 7 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of LEDS calculated?
We run SemiLEDS Corporation through 7 models from 4 families: DCF Models, Multiples, Asset-Based, Growth DCF. Every model gets the same audited fundamentals; the fair value of $2.52 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.3% above its aggregate fair value. SemiLEDS Corporation currently trades 6% below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of SemiLEDS Corporation (LEDS)?
The closing price on Nov 6, 2026 was $2.36. Our model-based fair value is $2.52, about +7% upside (fairly valued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with SemiLEDS Corporation right now?
The price sits close to our fair value, market and models broadly agree here, little valuation tension. Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.

Key figures of SemiLEDS Corporation

How large is the market capitalisation of SemiLEDS Corporation (LEDS)?
The market capitalisation of SemiLEDS Corporation is $19.5M. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of SemiLEDS Corporation (LEDS)?
The price-to-sales ratio of SemiLEDS Corporation is 0.67 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of SemiLEDS Corporation (LEDS)?
Earnings per share at SemiLEDS Corporation are $−0.1400. Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of SemiLEDS Corporation (LEDS)?
The net margin of SemiLEDS Corporation is −3.9% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of SemiLEDS Corporation (LEDS)?
The return on equity (ROE) of SemiLEDS Corporation is −28.7% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of SemiLEDS Corporation (LEDS)?
On an EBIT basis the return on assets of SemiLEDS Corporation is −20.7% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of SemiLEDS Corporation (LEDS)?
The operating margin of SemiLEDS Corporation is 15.6% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at SemiLEDS Corporation (LEDS)?
Revenue at SemiLEDS Corporation is growing −48.6% versus a year earlier (3y avg +82.7%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at SemiLEDS Corporation (LEDS)?
Earnings per share at SemiLEDS Corporation are growing +500% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does SemiLEDS Corporation (LEDS) carry?
The net debt of SemiLEDS Corporation is $256K (fiscal year 2025, ≈ 0.2 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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