BOE Varitronix Limited (VARXF) Fair Value & Analysis
Technology · US · Market cap $489M
BOE Varitronix Limited
VARXF · US
Fair value as of: Jul 21, 2026
From 24 valuation models · updated 2 days ago
Fair value updated Jul 21, 2026, revised from $8.96 to $0.4636 (−94.8%) since Jun 25, 2026.
Price vs Fair Value (12 months)
12‑month range $0.5128 – $0.8235 · fair‑value band $0.3833 – $0.5792 · the $0.6343 price screens above the $0.4636 fair value. As of Jul 21, 2026.
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BOE Varitronix Limited (VARXF) currently trades at $0.6343, while our model-based Fair Value estimate is $0.4636, implying the stock looks roughly 26.9% overvalued today. We read business quality at 46/100 (below-average quality), in the 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: high).
Over the trailing twelve months, BOE Varitronix Limited generated revenue of $14.0B at a net margin of 2.5%. Revenue declined 0.1% year over year. It earns a return on equity of 7.2%. The balance sheet holds a net cash position of $2.9B. Fundamentals as of Jul 21, 2026
Our scenario range runs from $0.3833 (bear case) to $0.5792 (bull case); at $0.6343, the current price sits above that range. The share trades about 23% below its 52-week high and 24% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -70% fair-value upside, at -27%, VARXF screens cheaper than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 21, 2026. TTM = trailing twelve months.
About the company
BOE Varitronix Limited, an investment holding company, designs, manufactures, and sells liquid crystal display and related products in the People's Republic of China, Europe, the United States, Korea, Japan, and internationally. It primarily provides thin film transistor (TFT) products, touch panel display modules, and automotive system products. The company also offers display products for use in automotive digital instrument cluster displays, center information displays, head-up displays, rear view and side view e-mirror displays, and highly-integrated digital cockpit displays, as well as mobile phones, tablets, notebooks, monitors, televisions, and automotive displays; and products for use in industrial applications, such as white goods, home automation, and other products. In addition, it provides marketing and sales consulting services. The company was founded in 1978 and is headquartered in Kwun Tong, Hong Kong. BOE Varitronix Limited is a subsidiary of BOE Technology Group …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
BOE Varitronix Limited reported revenue of $14.0B in FY2025 versus $7.7B in FY2021, a compound +15.9%/yr. Reported net income was $345M in FY2025, compounding +1.3%/yr from FY2021.
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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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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.