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MPI Corporation (6223) Fair Value & Analysis

Technology · TW · Market cap 549B TWD

MC MPI Corporation 6223 · TWO
Price6,440 TWD
Fair Value738.64 TWD
Upside-88.5%
Quality55/100
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Expensive Growth
Highly profitable · 25.4% net margin
Low debt · negative free cash flow
0.35% dividend yield
Mixed vs. peers (6/12)
Wide moat 88/100
Evidence: High Range 517.05 TWD – 1,054 TWD Share as image

Fair value as of: Aug 14, 2026

From 17 valuation models · updated today

Fair value updated Aug 14, 2026, revised from 609.44 TWD to 738.64 TWD (+21.2%) since Jul 17, 2026. Share price +1.7% over the past month.

A solid business, but screening 89% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (1,054 TWD). The favourable scenario is already priced in.
  • Solid but not exceptional quality (55/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (517.05 TWD to 1,054 TWD) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

7,355 TWD 68.05 TWD Fair Value 738.64 TWD Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 14, 2026.

How to read this chart

60‑month range 68.05 TWD – 7,355 TWD · fair‑value band 517.05 TWD – 1,054 TWD · the 6,440 TWD price screens above the 738.64 TWD fair value. Dashed = 300-day average. As of Aug 14, 2026.

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Analysis

MPI Corporation (6223) currently trades at 6,440 TWD, while our model-based Fair Value estimate is 738.64 TWD, implying the stock looks roughly 88.5% overvalued today. The Quality Score stands at 55/100 (solid 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, MPI Corporation generated revenue of 14.5B TWD at a net margin of 25.4%. Revenue grew 39.0% year over year. It earns a return on equity of 28.1%. The balance sheet holds a net cash position of 705M TWD. Fundamentals as of Aug 14, 2026

Our scenario range runs from 517.05 TWD (bear case) to 1,054 TWD (bull case); at 6,440 TWD, 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. The share trades about 3% below its 52-week high, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -72% fair-value upside, at -89%, 6223 screens richer than that median.

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.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (45.84 TWD to 1,047 TWD). Read the values as a conservative anchor, not as a price target.
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
Residual Income 227.29 TWD 310.99 TWD 1,716 TWD 76
ROIC Compounder 433.20 TWD 563.27 TWD 727.22 TWD 72
Gordon GGM 64.76 TWD 141.37 TWD 237.87 TWD 70
All 17 models by family
DCF Models
Owner Earnings 43.97 TWD 45.84 TWD 49.27 TWD 31
Earnings-Based
Graham-Dodd 220.46 TWD 1,047 TWD 1,441 TWD 54
Lynch FV 278.46 TWD 397.81 TWD 517.15 TWD 50
PEG = 1.0 278.46 TWD 397.81 TWD 517.15 TWD 46
EPV 387.87 TWD 448.94 TWD 503.21 TWD 59
Dividend Discount
Gordon GGM 64.76 TWD 141.37 TWD 237.87 TWD 70
DDM Multi-Stage 64.76 TWD 115.81 TWD 147.33 TWD 61
Multiples
P/E Multiple 680.84 TWD 907.79 TWD 1,135 TWD 63
P/S Multiple 413.37 TWD 551.16 TWD 688.95 TWD 58
P/B Multiple 413.37 TWD 551.16 TWD 688.95 TWD 55
EV/EBIT 733.90 TWD 964.58 TWD 1,195 TWD 53
EV/EBITDA 669.96 TWD 879.34 TWD 1,089 TWD 54
EV/Revenue 391.72 TWD 541.66 TWD 691.61 TWD 43
Asset-Based
NCAV (Graham) 74.39 TWD 99.69 TWD 148.79 TWD 50
Economic Profit
Residual Income 227.29 TWD 310.99 TWD 1,716 TWD 76
ROIC Compounder 433.20 TWD 563.27 TWD 727.22 TWD 72
Growth Earnings
Growth-Adj P/E 517.05 TWD 738.64 TWD 960.24 TWD 68

Widest divergence: Growth Earnings (738.64 TWD) versus DCF Models (45.84 TWD). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 14.5B TWD
Revenue growth (YoY) +39.0%
Net margin 25.4%
Return on equity 28.1%
Free cash flow −1.9B TWD FY2025
P/E ratio 192.6
More key figures
Operating margin 32.4%
EPS (TTM) 33.44 TWD
EPS growth (YoY) +63.2%
Net cash 705M TWD FY2023

Figures from reported company fundamentals · as of Aug 14, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 55/100

Of which business quality 54 · Market factors (momentum, volatility) 71

Profitability 69
Margins and returns on capital today
Quality Growth 48
Are margins and returns improving?
Cashflow 17
Earnings quality: real cash, not paper profit
Fin. Strength 92
Balance sheet, leverage, solvency risk
Investment 0
Disciplined investing over empire-building
Low Volatility 19
Calm price path (market factor)
Momentum 96
Price trend over the last 3–12 months (market factor)
52W Momentum 91
Distance to the 52-week high (market factor)
Net Issuance 79
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.

About the company

MPI Corporation, together with its subsidiaries, manufactures, processes, repairs, imports/exports, and trades in semiconductor manufacturing and testing equipment in Taiwan, China, the United States, Singapore, Korea, and internationally. It offers probe cards comprising cantilever, kestrel, FCB, EVS, and osprey probe cards.

Full company description

MPI Corporation, together with its subsidiaries, manufactures, processes, repairs, imports/exports, and trades in semiconductor manufacturing and testing equipment in Taiwan, China, the United States, Singapore, Korea, and internationally. It offers probe cards comprising cantilever, kestrel, FCB, EVS, and osprey probe cards. The company also provides probe systems, RF and high-power characterization platforms, photonics automation, high bandwidth memory test, and thermal technologies. In addition, it offers celadon systems, including multiprobe, high performance cables, production wafer level burn-in, 3KV high voltage test, cryogenic, multisite testing-rail system, parametric test, wafer level reliability and burn-in, and modeling and characterization services. Further, the company provides MPI Thermal Cycling Test Systems for semiconductor, automotive, aerospace/defence, electronic test, fiber optics, advanced technology telecommunications, and sensors; and accessories, such as thermal end effectors, hi-temp silicon insulation foam rubber and non-conductive shrouds, thermal glass caps, flex-hose extenders in a range of lengths, and hood and clamshell style thermal test chamber. It serves automotive, datacenters, aerospace, and emerging computing platforms. MPI Corporation was incorporated in 1995 and is headquartered in Zhubei, Taiwan.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

MPI Corporation reported revenue of 13.4B TWD in FY2025 versus 6.5B TWD in FY2021, a compound +19.7%/yr. Reported net income was 3.2B TWD in FY2025, compounding +46.3%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
13.4B TWD
Latest YoY
+31.5%
Avg. 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.
+21.6%
Avg. 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.
+17.7%
Avg. growth/yr (19Y) 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.
+10.5%
Revenue +19.7%/yr
FY21 6.5B TWD
FY22 7.4B TWD
FY23 8.1B TWD
FY24 10.2B TWD
FY25 13.4B TWD
Net income +46.3%/yr
FY21 694M TWD
FY22 1.2B TWD
FY23 1.3B TWD
FY24 2.3B TWD
FY25 3.2B TWD
Character of growth · EPS growth decomposed (2012-2023) +10.8 % p.a.
Revenue per share +7.1 pp

of which total revenue +9.1 pp · buybacks/dilution −2.1 pp

EBIT margin +4.0 pp
Tax rate −0.3 pp
Residual (interest, one-offs) +0.1 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

6223 screens 89% overvalued. Compare with ASML Holding →

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Cite: Fair Value Calculator (2026). "MPI Corporation Fair Value". https://www.fairvalue-calculator.com/stock/6223

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Semiconductor Equipment & Materials · 210 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 55 · Above median
Fair Value upside −89% · Bottom 25%
Return on equity (TTM) 28% · Top 25%
Return on assets 12% · Top 25%
Net margin (TTM) 25% · Top 25%
Operating margin (TTM) 32% · Top 25%
Revenue growth 39% · Top 25%
Dividend yield (TTM) 0.4% · Bottom 25%
Debt / equity 0.09× · Higher than median

Valuation Multiples vs Semiconductor Equipment & Materials median · lower = cheaper

P/E (TTM) 192.6× · Pricier than 75% of peers
P/B 37.64× · Pricier than 75% of peers
P/S (TTM) 37.91× · Pricier than 75% of peers

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 · sector 0
FUTURE 100 · sector 58
PAST 100 · sector 30
HEALTH 95 · sector 96
DIVIDEND 7 · sector 16

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.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Semiconductor Equipment & Materials stocks, each showing price versus our Fair Value estimate (as of Aug 14, 2026).

Stock Price Fair Value vs Fair Value
ASML Holding ASML C$46.39 C$21.15 -54%
Applied Materials, Inc AMAT $548.15 $183.10 -67%
Lam Research Corporation LRCX $326.11 $91.80 -72%
KLA Corporation KLAC $200.47 $74.58 -63%
NAURA Technology Group 002371 ¥760.00 ¥205.30 -73%
Advanced Micro-Fabrication Equipment Inc 688012 ¥380.95 ¥55.05 -86%
Piotech Inc 688072 ¥685.11 ¥89.27 -87%
Hon. Precision, Inc 7769 6,480 TWD 1,804 TWD -72%
HANMI Semiconductor Co 042700 217,500 KRW 47,976 KRW -78%
Wonik IPS Co 240810 120,000 KRW 36,380 KRW -70%

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Frequently asked questions

Is MPI Corporation (6223) overvalued or undervalued?
As of Aug 14, 2026, our model estimates a fair value of 738.64 TWD versus a price of 6,440 TWD, about −89% (overvalued).
What is the fair value of 6223?
Our model-based fair value for MPI Corporation is 738.64 TWD (as of Aug 14, 2026), built from audited fundamentals. The current price is 6,440 TWD.
What is the quality score of 6223?
MPI Corporation has a Quality Score of 55/100. 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 MPI Corporation (6223)?
MPI Corporation reported trailing-twelve-month revenue of about 14.5B TWD (latest available figure, as of Aug 14, 2026).
What is the net profit margin of 6223?
The net profit margin of MPI Corporation is about 25.4%, meaning it keeps roughly 25.4% of revenue as net income. Based on the latest reported figures.

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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