Semilux International Ltd (SELX) Fair Value & Analysis

Information Technology · US · Market cap $14.7M

Below-average quality, and screening another 29% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case ($0.0214). The favourable scenario is already priced in.
• Weak quality (24/100) and above fair value at the same time, the margin of safety is missing on both counts.
• Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.

Price vs Fair Value (4 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 31, 2026.

How to read this chart

49‑month range $0.0241 – $11.06 · fair‑value band $0.0186 – $0.0214 · the $0.0241 price screens above the $0.0170 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 31, 2026.

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Analysis

Semilux International Ltd (SELX) currently trades at $0.0241, while our model-based Fair Value estimate is $0.0170, implying the stock looks roughly 29.5% overvalued today. The Quality Score stands at 24/100 (below-average quality), in the Information Technology 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: low).

Trailing-twelve-month revenue stands at $116M. Revenue declined 24.6% year over year. It earns a return on equity of -86.6%. Net debt stands at $41.8M. Fundamentals as of Jul 31, 2026

Our scenario range runs from $0.0186 (bear case) to $0.0214 (bull case); at $0.0241, 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.

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

Semilux International Ltd., through its subsidiaries, develops, manufactures, and sells laser module and its components. It is an optical technology company, which engages in customization design and supply of optical components.

Full company description

Semilux International Ltd., through its subsidiaries, develops, manufactures, and sells laser module and its components. It is an optical technology company, which engages in customization design and supply of optical components. It designs and produces high-precision optics and fluorescent modules; and engages in sale of artificial intelligence related products, as well as investment holding activities. It offers laser lights modules and related optical components use in commercial projectors, car lights, and optical sensors; laser lights module consists of laser diodes and fluorescent chips; color filters use in optical/laser modules; color filter wheels; fluorescent chip and wheel; and wafer level optics. The company was founded in 2009 and is based in Taichung, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Semilux International Ltd reported revenue of $120M in FY2025 versus $126M in FY2021, a compound −1.2%/yr. Reported net income was −$121M in FY2025.

SELX screens 29% overvalued. Compare with Formpipe Software AB →

Peer Group

Information Technology · 3403 stocks

How this stock ranks against its sector: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Information Technology 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.

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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.