Sunfun Info Co., Ltd. AI Stock Analysis
Sunfun Info Co., Ltd. (5278) AI Stock Analysis
Sunfun Info Co., Ltd.
(TPEx:5278)
The score is driven mainly by sound financial performance: growing revenue, a 2025 earnings rebound, stable mid-50% gross margins, reliable free cash flow and a much stronger balance sheet after the equity expansion. The key drags are the multi-year compression in operating margin and the sharp drop in return on equity to 9.4%, which leaves the enlarged capital base yet to prove productive. Valuation is supportive, with a 5.5% dividend yield backed by cash flow against a moderate 20.4 P/E, while technicals show a mild short-term uptrend in a low-volatility stock that remains just below its 200-day average.
Sunfun Info Co., Ltd. (5278) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- TWD 7.20B
- Dividend Yield
- 5.48%
- Average Volume (3M)
- 99.64K
- Price to Earnings (P/E)
- 21.0
- Beta (1Y)
- 0.13
- Revenue Growth
- 16.37%
- EPS Growth
- 66.96%
- Country
- TW
- Employees
- 100
- Sector
- General
- Sector Strength
- 55
- Industry
- Internet Content & Information
Sunfun Info Co., Ltd. Business Overview & Revenue Model
Company Description
Sunfun Info Co., Ltd., established in 2002 and based in Taipei, Taiwan, specializes in a diverse array of online platform services. The company's core business in Taiwan involves operating popular digital dating and social networking applications, in...
Sunfun Info Co., Ltd. Financial Statement Overview
Summary
Sunfun Info combines solid revenue growth (NT$1.03bn in 2020 to NT$2.63bn in 2025, +18% in the latest year) with a strong 2025 profit rebound — net income up to NT$365m from NT$201m and net margin recovering to 13.9%. Gross margin is stable in the mid-50% range and the asset-light model converts almost all operating cash flow (NT$344m) into free cash flow (NT$343m). The 2025 recapitalization lifted equity to NT$3.90bn and cut debt-to-equity to 0.38 from 1.79, materially reducing financial risk. Offsetting this are a long-term slide in operating margin from 23.8% to 14.8%, a sharp fall in return on equity to 9.4% from 31.7% as the enlarged capital base is not yet productive, and a thinner cash-flow-to-debt cushion (0.29 vs 0.67 in 2020).
Income Statement
76PositiveBalance Sheet
73PositiveCash Flow
78Positive| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 2.84B | 2.63B | 2.23B | 2.06B | 1.83B | 1.65B |
| Gross Profit | 1.60B | 1.48B | 1.20B | 1.21B | 1.04B | 885.07M |
| EBITDA | 480.14M | 402.80M | 308.32M | 382.63M | 317.06M | 322.33M |
| Net Income | 452.31M | 364.88M | 201.05M | 297.74M | 246.25M | 249.79M |
Balance Sheet | ||||||
| Total Assets | 8.26B | 7.67B | 2.22B | 1.46B | 1.13B | 907.41M |
| Cash, Cash Equivalents and Short-Term Investments | 7.10B | 6.68B | 1.52B | 848.72M | 658.08M | 545.39M |
| Total Debt | 2.02B | 1.50B | 1.13B | 541.50M | 296.38M | 114.78M |
| Total Liabilities | 3.07B | 2.07B | 1.55B | 968.88M | 680.71M | 470.25M |
| Stockholders Equity | 3.66B | 3.90B | 633.94M | 493.52M | 446.82M | 436.87M |
Cash Flow | ||||||
| Free Cash Flow | 338.48M | 343.02M | 180.80M | 209.84M | 171.49M | 220.75M |
| Operating Cash Flow | 339.18M | 343.88M | 190.97M | 211.98M | 174.80M | 221.35M |
| Investing Cash Flow | -111.15M | 1.49B | 183.25M | -281.14M | -43.70M | -49.01M |
| Financing Cash Flow | 4.92B | 64.04M | 547.07M | 131.00K | -55.70M | -183.58M |
Sunfun Info Co., Ltd. Peers Comparison
Overall Rating
TW:313077Outperform- TW:527872Outperform
TW:264069Neutral
TW:308646.6Neutral
TW:618043Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| TW:3130 | 77Outperform | TWD 6.77B | 12.31 | ― | 7.23% | 6.28% | 13.49% |
| TW:5278 | 72Outperform | TWD 7.27B | 21.00 | ― | 5.48% | 16.37% | 66.96% |
| TW:2640 | 69Neutral | TWD 7.79B | 13.69 | ― | 6.13% | 6.14% | 2.06% |
| Sector * | 55Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
| TW:3086 | 47Neutral | TWD 5.89B | -398.10 | ― | 0.06% | -2.07% | -17.71% |
| TW:6180 | 43Neutral | TWD 7.19B | -48.93 | ― | 2.50% | -2.36% | -11.76% |
* General Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| TW:5278 | Sunfun Info Co., Ltd. | 24.15 | -6.22 | -20.49% | |
| TW:2640 | Taiwan Taxi Co., Ltd. | 130.50 | 4.58 | 3.64% | |
| TW:3086 | Wayi International Digital Entertainment Co., Ltd. | 20.50 | -2.50 | -10.87% | |
| TW:3130 | 104 Corporation | 203.50 | -8.40 | -3.96% | |
| TW:6180 | Gamania Digital Entertainment Co. Ltd. | 41.00 | -11.97 | -22.59% | |
| TW:8359 | Cashbox Partyworld Co., Ltd. | 54.10 | -9.13 | -14.43% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Nov 09, 2026