FEAF
TWSE

1217 愛之味

9.29 ▲ 0.06 (0.65%) Close · 2026-11-13 · TWSE
Ask about 1217
This is research, not a buy or sell recommendation. Robo-advice in Taiwan requires an FSC licence; FEAF analyses, explains and monitors, and the investor makes the decision. Judgement thresholds are working rules pending review by the team's finance members.

Plain-language summary of valuation, growth, profitability, balance sheet, and recent MOPS filings.

Your risk profile
Conclusion

Mixed picture: 2 strengths against 2 watch-outs. Weigh them against your own goals.

Points to watch for a moderate profile: see the items marked above.

In plain words

Stock 1217 presents a mixed picture, featuring a P/E ratio of 14.29 close to the Food median of 17.46 and a positive 2025 free cash flow of 66 NT$ million. However, revenue fell -1.6% in 2025 and -4.5% year-on-year in Q2 2026, accompanied by weak profitability with a return on equity of 4.2% and a net margin of 6.5%. Additionally, liabilities accounted for 46.1% of total assets in Q2 2026 while the current price implies an attainable 0.4% perpetual growth rate. Ultimately, the final decision rests with the investor.

Written by gemini-3.6-flash from the facts above; every number was checked against them.

Strengths

+ The current price implies 0.4% perpetual growth, within the 3.5% ceiling: expectations look attainable. source (Valuation) →
+ Free cash flow was positive in 2025: 66 NT$ million. source (Financials) →

Watch-outs

! Revenue fell -1.6% in 2025; latest quarter Q2 2026: -4.5% year on year. source (Financials) →
! Return on equity 4.2% with a 6.5% net margin: weak profitability. source (Key Stats) →

What to check before deciding

?Is the revenue decline temporary or structural?
?What would lift profitability, and how soon?

What the analysis found

+ Valuation (DCF) The current price implies 0.4% perpetual growth, within the 3.5% ceiling: expectations look attainable. source →
· Valuation vs peers P/E 14.29 is close to the Food median of 17.46 (18 listed peers). source →
! Growth Revenue fell -1.6% in 2025; latest quarter Q2 2026: -4.5% year on year. source →
! Profitability Return on equity 4.2% with a 6.5% net margin: weak profitability. source →
· Debt Liabilities are 46.1% of total assets (Q2 2026). source →
+ Cash flow Free cash flow was positive in 2025: 66 NT$ million. source →
· Filings 1 verified alert(s); latest on 2026-11-10: 公告本公司董事會通過115年第三季合併財務報告 source →
· Filings 2 filing(s) are held or rejected and wait for human review. source →