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Sesoda Corporation1708.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Materials›Chemicals: Agricultural
Momentum strong 60
Competitor Analysis ▸ ChartsOpen in the cockpit
Mkt cap
$335M
US dollars, full cap
Free float
75%
of shares outstanding
$/day
$3.88M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+5.2 pp
WACC 5.0%
Hurdle
-16 pp
Req g minus delivered
Close · TWDNT$44.50
1D-4.3%
1W-8.9%
1M-21.6%
3M-10.5%
6M+10.7%
YTD+38.4%
1Y+46.9%
ATR %4.2%
52w lowhigh30.7% off high

What Sesoda does

Employees: 184

Sesoda at a glance

Size Sesoda (1708.TW) is a Taiwan Materials company (Chemicals: Agricultural) with a market value of $335M, the 608th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$44.50 on 6 Nov 2026.

Performance Over six months the shares gained 10.7%, against -28.1% for the median peer and -3.4% for the Taiwan market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue grew 3.5% over the last twelve months (peer median +8.1%); the operating margin is 17.8% (peer median 2.8%).

Valuation It trades at 1.9× enterprise value to sales against a peer median of 1.5× (5th most expensive of 20).

Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -16 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 5.2 points above its cost of capital (5.0% WACC).

Relative performance

10015011 May 202611 Aug 20266 Nov 20261708.TW 114Peer median 73
Six months, rebased to 100: Sesoda against the median of its 20 peers (local-currency closes).

Sesoda financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$6.50BNT$6.16BNT$6.37BNT$5.88BNT$8.03B
Revenue growth—-3%+8%-27%—
Gross profitNT$2.02BNT$1.94BNT$2.09BNT$839MNT$2.83B
EBITDANT$1.71BNT$1.69BNT$1.77BNT$753MNT$2.27B
Net incomeNT$1.03BNT$818MNT$949M-NT$28.5MNT$1.20B
Free cash flowNT$1.04BNT$1.17BNT$1.54BNT$500MNT$1.33B
Capital expenditureNT$333MNT$325MNT$349MNT$385MNT$406M
Total debtNT$3.09BNT$3.20BNT$4.53BNT$5.03BNT$4.49B

Quarterly statements and history in the cockpit →

Sesoda competitor charts

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.

Performance: 6-month against 1-month return

-30%-20%-10%0%+10%-20%-15%-10%-5%300796605033300804603086NFL6601002513002942JUBLCPL600470300575NACLINDRALLIS603970ATT0024966007310023911708.TW6-month return →1-month return →
Up and to the right = strong over both horizons. Sesoda is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%0×2×4×6×300796605033300804603086NFL002513002942JUBLCPL600470300575603585NACLINDRALLIS603970ATT0024966007310023911708.TWRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Sesoda is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%-10%0%10%20%002942JUBLCPL300575603585RALLIS6039706007311708.TWGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Sesoda is the large dot.

Sesoda competitors and peer comparison

How Sesoda compares with its peers

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.

Sesoda against its 20 peers (data as of 6 Nov 2026)
Measure1708.TWPeer medianRank in peer set
1-month return-21.6%-13.2%lowest of 21
6-month return+10.7%-28.1%highest of 21
Distance from 52-week high-30.7%-36.8%3rd highest of 21
Revenue growth (TTM)+3.5%+8.1%8th lowest of 21
Operating margin17.8%2.8%highest of 21
EV / Sales1.9×1.5×5th most expensive of 20
Growth the price implies (Req g, 7 yrs)-7.6%2.3%2nd least demanding of 8
Growth delivered (Del g)+8.8%+7.5%4th highest of 8
Hurdle (Req g minus delivered)-16.4 pp-2.2 pp2nd least demanding of 8
ROIC minus cost of capital+5.2 pp-0.8 pp3rd highest of 21
EV / EBITDA7.3×10.8×2nd cheapest of 7
Net debt / EBITDA0.8×1.3×5th least indebted of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Sesoda 1708.TWTaiwan$335M+11%+4%18%1.9×-7.6%+8.8%
BSM Chemical 300796.SZChina$326M-33%-5%1%2.2×n/an/a
Shaanxi Meibang Pharmaceutical 605033.SSChina$347M-26%+15%7%2.0×n/an/a
Yingde Greatchem Chemicals 300804.SZChina$348M-29%-9%1%3.6×n/an/a
Shandong CYNDA Chemical (Group) 603086.SSChina$322M-32%-4%1%1.2×n/an/a
National Fertilizers NFL.NSIndia$321M-21%+23%3%0.1×n/an/a
Cheerwin 6601.HKHong Kong$321M-23%+25%10%n/an/an/a
Jiangsu Lanfeng Biochemical 002513.SZChina$310M-33%+5%-14%1.3×n/an/a
Zhejiang XinNong Chemical 002942.SZChina$370M-29%+13%9%1.7×10.7%-1.4%
Jubilant Agri and Consumer Products JUBLCPL.NSIndia$302M+3%+20%9%1.4×24.3%+23.6%
Anhui Liuguo Chemical 600470.SSChina$376M-31%-2%-7%1.1×n/an/a
Jiangsu Flag Chemical Industry 300575.SZChina$383M-19%+21%1%1.3×0.5%+7.5%
Suli 603585.SSChina$384M-33%+9%9%1.5×2.3%+12.3%
NACL Industries NACLIND.NSIndia$290M-35%+12%5%1.8×n/an/a
Rallis India RALLIS.NSIndia$389M-28%+7%10%1.2×20.1%+3.6%
Sino-Agri Leading Biosciences 603970.SSChina$403M-24%+5%2%0.4×-9.0%+11.1%
Grupa Azoty Spolka Akcyjna ATT.WAPoland$406M-24%-3%-4%0.7×n/an/a
Jiangsu Huifeng Bio Agriculture 002496.SZChina$409M-15%+40%-31%6.4×n/an/a
Epigral EPIGRAL.NSIndia$418M-33%+13%15%1.6×n/an/a
Hunan Haili Chemical Industry 600731.SSChina$459M-19%-24%11%1.5×-5.8%-3.6%
Jiangsu Changqing Agrochemical 002391.SZChina$461M-28%-2%3%1.8×n/an/a

Questions

Which companies are Sesoda's closest peers?
The cockpit's peer set: BSM Chemical (300796.SZ), Shaanxi Meibang Pharmaceutical (605033.SS), Yingde Greatchem Chemicals (300804.SZ), Shandong CYNDA Chemical (Group) (603086.SS), National Fertilizers (NFL.NS), Cheerwin (6601.HK), Jiangsu Lanfeng Biochemical (002513.SZ), Zhejiang XinNong Chemical (002942.SZ).
Is Sesoda expensive compared with its peers?
On ev / sales it trades at 1.9× against a peer median of 1.5×, 5th most expensive of 20 in its peer set. For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -16 pp: the price already allows for a slowdown.
How has Sesoda stock performed?
Over six months to 6 Nov 2026 the shares returned +10.7% against -28.1% for the median peer; over one year +46.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.