Obermatt

Novatek Microelectronics

TAI:3034 · TW0003034005
Semiconductors & Semiconductor EquipmentLarge

360

79
EV / EBIT91
Price / Owner Earnings66
Owner Earnings Yield97
Dividend Yield97
Price/Sales55
EV / Gross Profit94
Price/Book53
Return on Capital88
Cash Return on Capital87
Return on Equity86
EBIT Margin66
Gross Profitability73
Cash Conversion20
Accruals40
Owner Earnings Margin65
Sales growth20
Profit Growth84
Long-Term EPS Growth40
Owner Earnings Growth23
Reinvestment24
Price momentum15
Debt load91
Refinancing57
Debt Payback100
Liquidity100
Analyst ratings17
Opinion Changes50
Price Target Upside23
Market mood53
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Novatek Microelectronics clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryTaiwan
IndustrySemiconductors & Semiconductor Equipment
SizeLarge
TypePublic Company
ExchangeTWSE
Founded1997
Employees860
ISINTW0003034005
Last UpdateApr 2, 2026
Themes
SensorsDetectors, Sensors and MemsWearablesElectronicsManufacturingSemiconductor

Description

Analysis

Bargain bin

Novatek Microelectronics Corp. falls in the bargain bin: the price is low relative to peers, but the business metrics give reason to pause. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is fair. You pay 19.7× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 6% yearly growth; analysts expect 11%. The price, in other words, assumes less than the experts do.

The trajectory is tepid and the balance sheet is sturdy. The company scores 10/20 on our value-creation score: creating some value. Analyst sentiment is cautious.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
90
2023202420252026

All-time high

100

Jan 2024

All-time low

58

Jun 2024

Average rank

86

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
55
32
45
54
Price/Earnings
65
75
78
84
Price/Book
53
23
22
25
Dividend Yield
97
95
98
100
Value (overall)
83
73
45
77

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →