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7722.TW

SELLREMOVE

LINE Pay Taiwan Limited · Technology · Taiwan · $690M · Avg Vol: $3M/d

23
StockRank
Q
46
V
45
M
19
P/E (TTM)
45.4x
ROE
4.5%
D/E
0.1x
Dividend %
0.4%
Director Trades · 180d
None in 180d →
Buybacks · 180d
None in 180d →
AI CONVICTION THESIS

LINE Pay Taiwan is a high-quality digital payment network with strong local market share, but it lacks direct alignment with our 18-month high-conviction macro themes and faces rising domestic merchant fee competition.

COMPANY DESCRIPTION

LINE Pay Taiwan Limited is the leading mobile payment and digital wallet platform in Taiwan, leveraging the dominant market penetration of the LINE messaging application. The company provides seamless mobile payment, financial product distribution, and merchant marketing services to millions of active users and hundreds of thousands of merchant points. Its massive user base and deeply integrated ecosystem create a powerful network effect and high barriers to entry.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGR
Revenue—122.1M155.7M198.9M248.7M26.8%
EPS0.080.240.260.34—58.5%
Shares—60.0M60.0M68.0M68.0M+13.3%
Debt—2.3M6.6M5.3M25.2M120.9%
Equity—154.9M170.2M325.3M341.2M30.1%
Op CF—58.7M-38.5M83.3M10.1M-44.3%
Inv CF—-1.5M-17.4M-7.5M-10.8M—
Fin CF—-1.7M3.0M130.0M-5.9M—
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PRICE (1Y)+25.9%
7.998.929.8510.7811.71May 14Jun 4Jun 25
SMA 50SMA 200
Close
$10.46
RSI (14)
60.9
52W High
$24.94
From 52W High
0.4%

SCORE BREAKDOWN

Quality
46
ROIC
5.9%46.3
ROE
4.5%40.4
GP/Assets
12.0%27.9
Op. Margin
5.2%44.9
FCF/Assets
2.4%51.3
Piotroski
537.5
Int. Cover
38.7x66.6
D/E Ratio
0.07x71.6
Current Ratio
1.88x47.1
Value
45
P/E (TTM)
45.4x41.1
EV/EBITDA
19.8x49.4
P/FCF
43.8x38.0
P/B
2.1x67.4
P/S
2.7x54.2
Div Yield
0.4%24.6
Momentum
19
52W High %
42%10.0
RS 6M
-107%6.2
SMA 50/200
0.64x1.7
EPS Rev 4W
+0.5%68.9
EPS Rev 12W
—N/A
EPS Improve
+145%66.8
Q Growth
-17%23.7

FUNDAMENTALS

Market Cap
$690M
P/E (Forward)
18.5x
Gross Margin
29.9%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 7722.TW are excluded.

TickerCompanyMkt CapStockRankSignal
7722.TWLINE Pay Taiwan Limited(you)$690M23SELL
6462.TWOEgis Technology Inc.$352M16STRONG SELL
OWLSObook Holdings Inc.$500M5STRONG SELL
7749.TWINTELLIGO TECHNOLOGY INC$703M60HOLD
3555.TWOBaaS Innovation Co., Ltd.$255M43HOLD
7823.TWCYCRAFT TECHNOLOGY CORPORATION$86M13STRONG SELL
7721.TWMicroprogram Information Co.,Ltd$135M43HOLD
7547.TWOIntumit, Inc.$64M48HOLD
6689.TWeCloudvalley Digital Technology Co., Ltd.$144M64HOLD
3149.TWG-TECH Optoelectronics Corporation$747M22SELL

Peer medians: ROE 7.4% · P/E 34.1x · Gross margin 24.0%

LINE Pay Taiwan Limited (7722.TW) — Stock Score Summary

LINE Pay Taiwan Limited (7722.TW) has a MoatMap StockRank of 23/100 based on Quality (46/100), Value (45/100), and Momentum (19/100) factor scores. The current signal is SELL. LINE Pay Taiwan is a high-quality digital payment network with strong local market share, but it lacks direct alignment with our 18-month high-conviction macro themes and faces rising domestic merchant fee competition.

LINE Pay Taiwan Limited is the leading mobile payment and digital wallet platform in Taiwan, leveraging the dominant market penetration of the LINE messaging application. The company provides seamless mobile payment, financial product distribution, and merchant marketing services to millions of active users and hundreds of thousands of merchant points. Its massive user base and deeply integrated ecosystem create a powerful network effect and high barriers to entry.

Key Financial Metrics

Price$10.46
Market Cap$690M
P/E (TTM)45.42
P/E (Forward)18.54
Price/Book2.05
Return on Equity4.5%
Return on Invested Capital5.9%
Debt/Equity7.09
Gross Margin29.9%
Operating Margin5.2%
Revenue Growth15.5%
Dividend Yield0.4%
Free Cash Flow$16M

LINE Pay Taiwan Limited operates in the Software - Infrastructure industry, part of the Technology sector (Taiwan).

Frequently Asked Questions

What is LINE Pay Taiwan Limited’s (7722.TW) StockRank?
MoatMap’s StockRank for LINE Pay Taiwan Limited (7722.TW) is 23/100, with a Sell signal. It is a composite of Quality (46), Value (45), and Momentum (19) factor ranks across MoatMap’s 20,000+ stock universe.
Does LINE Pay Taiwan Limited have an economic moat?
LINE Pay Taiwan Limited (7722.TW) has a Quality factor score of 46/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is LINE Pay Taiwan Limited a buy, hold, or sell?
MoatMap’s current signal for LINE Pay Taiwan Limited (7722.TW) is Sell, based on a StockRank of 23/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is LINE Pay Taiwan Limited in?
LINE Pay Taiwan Limited (7722.TW) operates in the Technology sector, specifically the Software - Infrastructure industry (Taiwan).
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