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WT Microelectronics Co Ltd (3036) Fair Value & Analysis

Technology · TW · Market cap 259B TWD (≈ $8.2B) · ISIN TW0003036000

What is WT Microelectronics Co Ltd really worth?

WM WT Microelectronics Co Ltd 3036 · TW
Price192.50 TWD
Fair Value285.94 TWD
Upside+48.5%
Quality37/100

Below-average quality, trading 33% below our fair value of 285.94 TWD.

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Strengths

Healthy Growth (revenue 5y +27.2 %/yr)
Low debt · generates free cash flow
Ranks above peers (10/14)

Risks

!Thin margins · 1.3% net margin
!Narrow moat 39/100

For context

·4.05% dividend yield
Evidence: High Range 205.91 TWD – 365.96 TWD

Fair value as of: Aug 22, 2026

From 26 valuation models · updated 14 days ago

Share price −14.4% over the past month.

What runs behind every stock

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

What matters now

  • The large discount to fair value meets weak quality (37/100). That raises the risk this is a value trap rather than a bargain.
  • The price is below even our cautious bear case (205.91 TWD). The market is more pessimistic than our downside scenario.

Price vs Fair Value (5 years)

301.50 TWD 37.63 TWD Fair Value 285.94 TWD Mar 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 22, 2026.

How to read this chart

60‑month range 37.63 TWD – 301.50 TWD · fair‑value band 205.91 TWD – 365.96 TWD · the 192.50 TWD price screens below the 285.94 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 22, 2026.

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Analysis

WT Microelectronics Co Ltd (3036) currently trades at 192.50 TWD, while our model-based Fair Value estimate is 285.94 TWD, implying the stock looks roughly 32.7% undervalued today. The Quality Score stands at 37/100 (below-average quality), in the Technology sector. Bull case: the DCF Models group reads highest at a median of 412.60 TWD per share, and 19 of the 26 models we run sit above the 192.50 TWD price. Bear case: the Asset-Based group reads lowest at 61.93 TWD, and 7 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, WT Microelectronics Co Ltd generated revenue of 1.4T TWD at a net margin of 1.3%. Revenue grew 99.8% year over year. It earns a return on equity of 16.2%. Net debt stands at 43.5B TWD. Fundamentals as of Aug 22, 2026

Our scenario range runs from 205.91 TWD (bear case) to 365.96 TWD (bull case); at 192.50 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 last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 38% below its 52-week high and 63% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −62% fair-value upside, at 49%, 3036 screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly 2.51 TWD per share, which is 0.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

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 224.04 TWD 364.26 TWD 822.72 TWD 74
EPV 129.04 TWD 152.68 TWD 173.69 TWD 74
Growth DCF 210.88 TWD 412.59 TWD 837.74 TWD 73
All 26 models by family
DCF Models
FCF DCF 224.04 TWD 364.26 TWD 822.72 TWD 74
Owner Earnings 173.28 TWD 412.60 TWD 937.47 TWD 69
5Y Revenue Exit 174.31 TWD 315.64 TWD 602.86 TWD 69
5Y EBITDA Exit 234.58 TWD 440.85 TWD 834.37 TWD 71
5Y P/E Exit 222.07 TWD 493.07 TWD 855.07 TWD 67
10Y Revenue Exit 182.22 TWD 399.51 TWD 582.06 TWD 65
10Y EBITDA Exit 233.39 TWD 525.82 TWD 1,078 TWD 63
10Y P/E Exit 224.18 TWD 499.60 TWD 987.83 TWD 60
Earnings-Based
Graham-Dodd 72.35 TWD 504.59 TWD 708.11 TWD 63
Lynch FV 171.91 TWD 245.58 TWD 319.25 TWD 61
PEG = 1.0 171.91 TWD 245.58 TWD 319.25 TWD 57
EPV 129.04 TWD 152.68 TWD 173.69 TWD 74
Dividend Discount
Gordon GGM 52.88 TWD 115.45 TWD 194.24 TWD 65
DDM Multi-Stage 52.88 TWD 94.57 TWD 120.31 TWD 66
Multiples
P/E Multiple 223.45 TWD 297.93 TWD 372.41 TWD 63
P/S Multiple 135.66 TWD 180.89 TWD 226.11 TWD 58
P/B Multiple 135.66 TWD 180.89 TWD 226.11 TWD 55
EV/EBIT 290.40 TWD 388.83 TWD 487.26 TWD 66
EV/EBITDA 235.18 TWD 315.20 TWD 395.23 TWD 67
EV/Revenue 144.39 TWD 208.37 TWD 272.35 TWD 53
Asset-Based
NCAV (Graham) 46.22 TWD 61.93 TWD 92.44 TWD 54
Growth DCF
Growth DCF 210.88 TWD 412.59 TWD 837.74 TWD 73
Rev-Margin DCF 174.31 TWD 361.74 TWD 654.56 TWD 69
Economic Profit
Residual Income 86.09 TWD 101.11 TWD 194.76 TWD 72
ROIC Compounder 162.10 TWD 244.84 TWD 310.80 TWD 71
Growth Earnings
Growth-Adj P/E 256.01 TWD 365.73 TWD 475.45 TWD 67

Widest divergence: DCF Models (412.60 TWD) versus Asset-Based (61.93 TWD). Highest evidence: FCF DCF (74).

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Key figures & financial health

P/E ratio 18.7
P/S ratio 0.21 P/E × margin
EPS (TTM) 10.31 TWD price ÷ EPS = P/E 18.7
Dividend yield 4.1% payout 75.7%
Net margin 1.1% FY2025
Return on equity 16.2% TTM
More key figures
Profitability
Return on assets (EBIT) 4.6% avg 5y
Operating margin 2.0% TTM
Growth
Revenue (TTM) 1.4T TWD TTM
Revenue growth (YoY) +99.8% 3y avg +27.3%
EPS growth (YoY) +111%
Balance sheet & cash flow
Free cash flow 16.3B TWD FY2025
Net debt 43.5B TWD FY2025 · ≈ 2.7 yrs of FCF

Figures from reported company fundamentals · as of Aug 22, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 37/100

Of which business quality 40 · Market factors (momentum, volatility) 59

Profitability 42
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 47
Earnings quality: real cash, not paper profit
Fin. Strength 48
Balance sheet, leverage, solvency risk
Investment 33
Disciplined investing over empire-building
Low Volatility 64
Calm price path (market factor)
Momentum 51
Price trend over the last 3–12 months (market factor)
52W Momentum 66
Distance to the 52-week high (market factor)
Net Issuance 12
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

WT Microelectronics Co., Ltd., together with its subsidiaries, provides electronic component distribution services in the United States, Taiwan, Mainland China, and internationally. The company also provides professional supply chain management; value-added technical support; component application; and product development timeline facilitation services.

Full company description

WT Microelectronics Co., Ltd., together with its subsidiaries, provides electronic component distribution services in the United States, Taiwan, Mainland China, and internationally. The company also provides professional supply chain management; value-added technical support; component application; and product development timeline facilitation services. Its products are used in various fields, such as automotive electronics, industrial and instrument, communication, datacenter and server, consumer electronics, PC and peripherals, and mobile phones. WT Microelectronics Co., Ltd. was founded in 1993 and is headquartered in New Taipei City, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

WT Microelectronics Co Ltd reported revenue of 1.2T TWD in FY2025 versus 448B TWD in FY2021, a compound +27.3%/yr. Reported net income was 13.5B TWD in FY2025, compounding +14.3%/yr from FY2021.

Growth Quality 90/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
1.2T TWD
Latest YoY
+22.8%
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.
+27.3%
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.
+27.2%
Avg. revenue growth/yr (23Y) 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.
+22.8%
Value creation/yr (5Y, in TWD) Earnings growth per share (CAGR 5 years, EBIT basis) plus dividend yield: value created per share and year. Measured in TWD: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+20.3% (16.2 + 4.1)
Revenue +27.3%/yr
FY21 448B TWD
FY22 571B TWD
FY23 595B TWD
FY24 959B TWD
FY25 1.2T TWD
Net income +14.3%/yr
FY21 7.9B TWD
FY22 7.6B TWD
FY23 4.0B TWD
FY24 8.8B TWD
FY25 13.5B TWD
Character of growth · EPS growth decomposed (2014-2025) +8.6 % p.a.
Revenue per share +14.1 %

of which total revenue +25.0 % · buybacks/dilution −8.7 %

EBIT margin −2.4 %
Tax rate −0.8 %
Residual (interest, one-offs) −1.7 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "WT Microelectronics Co Ltd Fair Value". https://www.fairvalue-calculator.com/stock/3036

Peer Group

Electronic Components · 638 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 37 · Bottom 25%
Fair Value upside +49% · Top 25%
Return on equity (TTM) 16% · Top 25%
Return on assets 3% · Above median
Net margin (TTM) 1% · Below median
Operating margin (TTM) 2% · Below median
Revenue growth 100% · Top 25%
Dividend yield (TTM) 4.1% · Top 25%
Debt / equity 0.29× · Higher than 75% of peers

Valuation Multiples vs Electronic Components median · lower = cheaper

P/E (TTM) 18.7× · Cheaper than 75% of peers
P/B 2.20× · Cheaper than median
P/S (TTM) 0.18× · Cheaper than 75% of peers
P/FCF 0.5× · Cheaper than 75% of peers
EV/EBITDA 9.8× · Cheaper than median

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
VALUE98 · sector 0
FUTURE100 · sector 40
PAST65 · sector 25
HEALTH85 · sector 95
DIVIDEND81 · sector 24

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 Electronic Components stocks, each showing price versus our Fair Value estimate (as of Aug 22, 2026).

Stock Price Fair Value vs Fair Value
Amphenol Corporation APH $157.74 $97.19 −38%
Corning Incorporated GLW CHF 134.64 CHF 35.18 −74%
Delta Electronics, Inc 2308 1,750 TWD 602.37 TWD −66%
Luxshare Precision Industry Co 002475 ¥56.06 ¥38.44 −31%
Samsung Electro-Mechanics Co 009150 1,503,000 KRW 172,954 KRW −88%
Suzhou Dongshan Precision Manufacturing Co 002384 ¥202.11 ¥21.19 −90%
TE Connectivity plc TEL $202.66 $144.42 −29%
Shengyi Technology Co 600183 ¥132.80 ¥36.30 −73%
Flex Ltd FLEX $124.53 $48.10 −61%
Celestica Inc CLS $298.70 $113.54 −62%

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Frequently asked questions

Is WT Microelectronics Co Ltd (3036) overvalued or undervalued?
As of Aug 22, 2026, our model estimates a fair value of 285.94 TWD versus a price of 192.50 TWD, about +49% upside (undervalued).
What is the fair value of 3036?
Our model-based fair value for WT Microelectronics Co Ltd is 285.94 TWD (as of Aug 22, 2026), built from audited fundamentals. The current price: 192.50 TWD.
What is the quality score of 3036?
WT Microelectronics Co Ltd has a Quality Score of 37/100. 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 WT Microelectronics Co Ltd (3036)?
WT Microelectronics Co Ltd reported trailing-twelve-month revenue of about 1.4T TWD (latest available figure, as of Aug 22, 2026).
What is the net profit margin of 3036?
The net profit margin of WT Microelectronics Co Ltd is about 1.3%, meaning it keeps roughly 1.3% of revenue as net income. Based on the latest reported figures.
Does WT Microelectronics Co Ltd pay a dividend?
WT Microelectronics Co Ltd currently shows a dividend yield of about 4.05% relative to its recent price (as of Aug 22, 2026).
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