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Macronix International Co Ltd (2337) Fair Value & Analysis

Technology · TW · Market cap 263B TWD (≈ $8.3B) · ISIN TW0002337003

What is Macronix International Co Ltd really worth?

MI Macronix International Co Ltd 2337 · TW
Price121.50 TWD
Fair Value247.01 TWD
Upside+103.3%
Quality57/100

A solid business, trading 51% below our fair value of 247.01 TWD.

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Strengths

Low debt · generates free cash flow

Risks

!Weak Growth (revenue 5y −6.2 %/yr)
!Loss-making · -2.0% net margin
!Mixed vs. peers (8/14)
!Narrow moat 31/100
!Evidence only medium, so the estimate is less certain
!Weak on dividend: 6 out of 100
Evidence: Medium Range 144.22 TWD – 350.12 TWD

Fair value as of: Aug 29, 2026

From 12 valuation models · updated 6 days ago

Fair value updated Aug 29, 2026, revised from 251.19 TWD to 247.01 TWD (−1.7%) since Aug 13, 2026. Share price +3.4% over the past month.

What runs behind every stock

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

What matters now

  • The price is below even our cautious bear case (144.22 TWD). The market is more pessimistic than our downside scenario.
  • Solid quality (57/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (144.22 TWD to 350.12 TWD) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

185.50 TWD 17.05 TWD Fair Value 247.01 TWD Apr 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 29, 2026.

How to read this chart

60‑month range 17.05 TWD – 185.50 TWD · fair‑value band 144.22 TWD – 350.12 TWD · the 121.50 TWD price screens below the 247.01 TWD fair value. Dashed = 300-day average. As of Aug 29, 2026.

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Analysis

Macronix International Co Ltd (2337) currently trades at 121.50 TWD, while our model-based Fair Value estimate is 247.01 TWD, implying the stock looks roughly 50.8% undervalued today. The Quality Score stands at 57/100 (solid quality), in the Technology sector. How firm this estimate is: it rests on 13 models at a data quality of 94/100, which puts the evidence level at medium.

Over the trailing twelve months, Macronix International Co Ltd generated revenue of 33.2B TWD at a net margin of −2.0%. Revenue grew 70.6% year over year. It earns a return on equity of −1.4%. Net debt stands at 10.1B TWD. Fundamentals as of Aug 29, 2026

Our scenario range runs from 144.22 TWD (bear case) to 350.12 TWD (bull case); at 121.50 TWD, the current price sits below 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 33% below its 52-week high, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −59% fair-value upside, at 103%, 2337 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

Model 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. Evidence
Highest evidence
FCF DCF 15.09 TWD 21.33 TWD 34.27 TWD 79
Growth DCF 15.84 TWD 22.00 TWD 33.73 TWD 78
5Y EBITDA Exit 10.03 TWD 14.12 TWD 19.76 TWD 75
All 12 models by family
DCF Models
FCF DCF 15.09 TWD 21.33 TWD 34.27 TWD 79
5Y Revenue Exit 12.98 TWD 19.13 TWD 28.39 TWD 72
5Y EBITDA Exit 10.03 TWD 14.12 TWD 19.76 TWD 75
10Y Revenue Exit 13.23 TWD 18.71 TWD 24.87 TWD 67
10Y EBITDA Exit 11.78 TWD 15.35 TWD 19.22 TWD 70
Dividend Discount
Gordon GGM 4.62 TWD 5.58 TWD 6.66 TWD 69
DDM Multi-Stage 4.62 TWD 6.23 TWD 8.34 TWD 67
Multiples
EV/EBITDA 8.49 TWD 11.74 TWD 15.00 TWD 67
EV/Revenue 12.85 TWD 18.91 TWD 24.97 TWD 53
Asset-Based
NCAV (Graham) 11.87 TWD 15.91 TWD 23.74 TWD 54
Growth DCF
Growth DCF 15.84 TWD 22.00 TWD 33.73 TWD 78
Rev-Margin DCF 12.98 TWD 19.49 TWD 27.76 TWD 72

Widest divergence: Growth DCF (19.49 TWD) versus Dividend Discount (5.58 TWD). Highest evidence: FCF DCF (79).

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Key figures & financial health

P/S ratio 8.71 TTM
EPS (TTM) −1.77 TWD
Dividend yield 0.3%
Net margin −11.4% FY2025
Return on equity −1.4% TTM
Return on assets (EBIT) 2.8% avg 5y
More key figures
Profitability
Operating margin 18.5% TTM
Growth
Revenue (TTM) 33.2B TWD TTM
Revenue growth (YoY) +70.6% 3y avg −12.8%
EPS growth (YoY) −97.5%
Balance sheet & cash flow
Free cash flow 3.0B TWD FY2025
Net debt 10.1B TWD FY2025 · ≈ 3.4 yrs of FCF

Figures from reported company fundamentals · as of Aug 29, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 57/100

Of which business quality 56 · Market factors (momentum, volatility) 46

Profitability 7
Margins and returns on capital today
Quality Growth 41
Are margins and returns improving?
Cashflow 53
Earnings quality: real cash, not paper profit
Fin. Strength 81
Balance sheet, leverage, solvency risk
Investment 92
Disciplined investing over empire-building
Low Volatility 8
Calm price path (market factor)
Momentum 52
Price trend over the last 3–12 months (market factor)
52W Momentum 80
Distance to the 52-week high (market factor)
Net Issuance 82
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Macronix International Co., Ltd. engages in the design, manufacture, and supply of integrated circuits and memory chips. The company provides a range of NOR flash, NAND flash, e MMC, and read-only memory products.

Full company description

Macronix International Co., Ltd. engages in the design, manufacture, and supply of integrated circuits and memory chips. The company provides a range of NOR flash, NAND flash, e MMC, and read-only memory products. It also offers wafer foundry services to IC design and IDM companies; ArmorFlash, a security solution for a range of identification, authentication, and encryption requirements; and LybraFlash, a solution for gigabit flash memory. In addition, the company develops integrated circuit systems and software; and provides after-sales services. It serves the consumer, communications, computing, industrial, automotive, networking, IOT, and other markets. It sells its products in Taiwan, Japan, the United States, Europe, and rest of Asia. The company was founded in 1989 and is headquartered in Hsinchu City, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Macronix International Co Ltd reported revenue of 28.9B TWD in FY2025 versus 50.6B TWD in FY2021, a compound −13.1%/yr. Reported net income was −3.3B TWD in FY2025.

Growth Quality 29/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
28.9B TWD
Latest YoY
+11.6%
Avg. revenue growth/yr (3Y) 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.
−12.8%
Avg. revenue growth/yr (5Y) 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.
−6.2%
Avg. revenue growth/yr (25Y) 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.
−0.6%
Value creation/yr 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
Revenue −13.1%/yr
FY21 50.6B TWD
FY22 43.5B TWD
FY23 27.6B TWD
FY24 25.9B TWD
FY25 28.9B TWD
Net income
FY21 12.0B TWD
FY22 9.0B TWD
FY23 −1.7B TWD
FY24 −3.2B TWD
FY25 −3.3B TWD

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Cite: Fair Value Calculator (2026). "Macronix International Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/2337

Peer Group

Semiconductors · 325 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 57 · Above median
Fair Value upside +103% · Top 25%
Return on assets −1% · Below median
Net margin (TTM) −2% · Bottom 25%
Operating margin (TTM) 18% · Top 25%
Revenue growth 71% · Top 25%
Dividend yield (TTM) 0.3% · Bottom 25%
Debt / equity 0.38× · Higher than 75% of peers

Valuation Multiples vs Semiconductors median · lower = cheaper

P/B 0.18× · Cheaper than 75% of peers
P/S (TTM) 0.25× · Cheaper than 75% of peers
P/FCF 2.8× · Cheaper than median
EV/EBITDA 2.5× · Cheaper than 75% of peers
PEG 11.86× · Pricier than 75% of peers

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE100 · sector 0
FUTURE100 · sector 65
PAST0 · sector 25
HEALTH81 · sector 96
DIVIDEND6 · sector 18

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 (as of Aug 29, 2026).

Stock Price Fair Value vs Fair Value
NVIDIA Corporation NVDA $227.98 $98.98 −57%
Taiwan Semiconductor Manufacturing Company TSM $427.30 $296.10 −31%
Broadcom Inc AVGO $371.54 $118.27 −68%
SK hynix Inc 000660 1,647,000 KRW 1,481,291 KRW −10%
Micron Technology, Inc MU $932.86 $148.38 −84%
Advanced Micro Devices, Inc AMD $476.67 $55.02 −88%
Intel Corporation INTC $92.09 $35.41 −62%
Texas Instruments Incorporated TXN $266.54 $78.54 −71%
QUALCOMM Incorporated QCOM $164.78 $147.20 −11%
MediaTek Inc 2454 3,845 TWD 1,559 TWD −59%

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Frequently asked questions

Is Macronix International Co Ltd (2337) overvalued or undervalued?
As of Aug 29, 2026, our model estimates a fair value of 247.01 TWD versus a price of 121.50 TWD, about +103% upside (undervalued).
What is the fair value of 2337?
Our model-based fair value for Macronix International Co Ltd is 247.01 TWD (as of Aug 29, 2026), built from audited fundamentals. The current price: 121.50 TWD.
What is the quality score of 2337?
Macronix International Co Ltd has a Quality Score of 57/100. 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 Macronix International Co Ltd (2337)?
Macronix International Co Ltd reported trailing-twelve-month revenue of about 33.2B TWD (latest available figure, as of Aug 29, 2026).
What is the net profit margin of 2337?
The net profit margin of Macronix International Co Ltd is about −2.0%, meaning it is currently running at a net loss. Based on the latest reported figures.
Does Macronix International Co Ltd pay a dividend?
Macronix International Co Ltd currently shows a dividend yield of about 0.32% relative to its recent price (as of Aug 29, 2026).
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