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Employees: 710
Size Allis Electric (1514.TW) is a Taiwan Industrials company (Electrical Products) with a market value of $665M, the 355th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$79.70 on 6 Nov 2026.
Performance Over six months the shares fell 32.2%, against -31.2% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 23.5% over the last twelve months (peer median +17.3%); the operating margin is 10.3% (peer median 1.9%).
Valuation It trades at 19.4× forward earnings against a peer median of 24.3× (4th cheapest of 8).
Price implies For today's price to make sense, revenue must grow about 9% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is -7 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 5.2 points above its cost of capital (7.2% WACC).
Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$11.3B | NT$10.6B | NT$8.88B | NT$9.48B | NT$7.71B |
| Revenue growth | — | +19% | -6% | +23% | — |
| Gross profit | NT$2.16B | NT$1.98B | NT$1.70B | NT$1.69B | NT$1.29B |
| EBITDA | NT$1.26B | NT$1.15B | NT$965M | NT$991M | NT$551M |
| Net income | NT$989M | NT$893M | NT$801M | NT$752M | NT$509M |
| Free cash flow | NT$717M | NT$372M | NT$584M | -NT$303M | -NT$6.02M |
| Capital expenditure | NT$122M | NT$113M | NT$155M | NT$252M | NT$200M |
| Total debt | NT$2.55B | NT$2.96B | NT$2.23B | NT$2.74B | NT$2.57B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 1514.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -21.9% | -10.0% | 6th lowest of 21 |
| 6-month return | -32.2% | -31.2% | 11th highest of 21 |
| Distance from 52-week high | -45.6% | -49.0% | 7th highest of 21 |
| Revenue growth (TTM) | +23.5% | +17.3% | 9th highest of 21 |
| Operating margin | 10.3% | 1.9% | 2nd highest of 21 |
| Forward P/E | 19.4× | 24.3× | 4th cheapest of 8 |
| Growth the price implies (Req g, 7 yrs) | 8.9% | 19.7% | 4th least demanding of 10 |
| Growth delivered (Del g) | +15.6% | +11.8% | 4th highest of 10 |
| Hurdle (Req g minus delivered) | -6.7 pp | +1.5 pp | 2nd least demanding of 10 |
| ROIC minus cost of capital | +5.2 pp | -4.1 pp | 2nd highest of 20 |
| EV / EBITDA | 18.4× | n/a | — |
| Net debt / EBITDA | 0.9× | n/a | — |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Allis Electric 1514.TW | Taiwan | $665M | -32% | +24% | 10% | 19.4× | 8.9% | +15.6% |
| Guangdong Greenway Technology 688345.SS | China | $668M | -17% | +39% | 3% | 27.5× | n/a | n/a |
| Henan Carve Electronics Technology 301182.SZ | China | $657M | -34% | +32% | -17% | n/a | n/a | n/a |
| Jiangsu SINOJIT Wind Energy Technology 601218.SS | China | $657M | -30% | +28% | 8% | n/a | 0.3% | -7.2% |
| Suzhou Huazhijie Telecom 603400.SS | China | $675M | -36% | +14% | 8% | 18.7× | n/a | n/a |
| VITZROCELL 082920.KS | South Korea | $675M | -64% | +21% | 28% | 11.5× | -7.9% | +16.5% |
| Huarui Electrical Appliance 300626.SZ | China | $678M | -6% | +7% | 5% | n/a | 45.1% | +2.5% |
| Guangdong Rifeng Electric 002953.SZ | China | $679M | -22% | +11% | 3% | n/a | 19.7% | +22.7% |
| Zhongfu Shenying Carbon Fiber 688295.SS | China | $680M | -45% | +22% | 2% | 160.8× | n/a | n/a |
| Henan Hengxing Science & Technology 002132.SZ | China | $681M | -29% | +3% | 1% | n/a | 10.0% | +12.7% |
| Hubei Wanrun New Energy Technology 688275.SS | China | $648M | -67% | +146% | 4% | 4.6× | n/a | n/a |
| Henan Senyuan Electric 002358.SZ | China | $684M | -32% | +2% | 8% | n/a | n/a | n/a |
| ITM Power ITM.L | United Kingdom | $689M | -53% | +68% | -74% | n/a | n/a | n/a |
| Jiangsu Tongguang Electronic Wire and Cable 300265.SZ | China | $690M | -43% | -4% | -1% | n/a | 36.9% | +11.8% |
| ADS-TEC Energy Public ADSE | United States | $692M | -18% | -42% | -224% | 24.5× | n/a | n/a |
| Tianjin Jingwei Huikai Optoelectronic 300120.SZ | China | $693M | +9% | +30% | -2% | n/a | 53.3% | -3.7% |
| Zhejiang Sunflower Great Health 300111.SZ | China | $635M | -15% | -20% | -10% | n/a | n/a | n/a |
| Zhejiang Founder Motor 002196.SZ | China | $634M | -35% | +26% | 0% | n/a | n/a | n/a |
| Eos Energy Enterprises EOSE | United States | $634M | -78% | +534% | -159% | n/a | n/a | n/a |
| Qingdao Tianneng Heavy Industries 300569.SZ | China | $698M | -25% | +5% | 8% | n/a | 4.5% | +3.1% |
| Jiangsu Huachen Transformer 603097.SS | China | $629M | -4% | +13% | 2% | 24.3× | 27.8% | +27.0% |