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Size Run Long Construction (1808.TW) is a Taiwan Consumer Discretionary company (Homebuilding) with a market value of $844M, the 303rd largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$31.25 on 6 Nov 2026.
Performance Over six months the shares gained 10.4%, against -11.2% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 740.9% over the last twelve months (peer median +7.3%); the operating margin is 25.2% (peer median 5.9%).
Valuation It trades at 2.5× enterprise value to sales against a peer median of 1.1× (6th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about -12% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is -9 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 6.4 points above its cost of capital (5.0% WACC).
Next results Next results expected around 16 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$18.9B | NT$6.50B | NT$8.79B | NT$30.7B | NT$2.49B |
| Revenue growth | — | -26% | -71% | +1,134% | — |
| Gross profit | NT$5.73B | NT$2.46B | NT$3.92B | NT$11.2B | NT$773M |
| EBITDA | NT$4.84B | NT$1.86B | NT$2.95B | NT$9.54B | NT$269M |
| Net income | NT$3.78B | NT$1.30B | NT$2.26B | NT$7.70B | NT$157M |
| Free cash flow | NT$10.1B | -NT$1.82B | -NT$8.16B | NT$17.9B | -NT$8.29B |
| Capital expenditure | NT$7.69M | NT$14.9M | NT$9.27M | NT$10.3M | NT$8.45M |
| Total debt | NT$30.0B | NT$33.9B | NT$29.5B | NT$21.0B | NT$33.8B |
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 | 1808.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.3% | 0.0% | 10th lowest of 21 |
| 6-month return | +10.4% | -11.2% | 6th highest of 21 |
| Distance from 52-week high | -30.0% | -28.5% | 10th lowest of 21 |
| Revenue growth (TTM) | +740.9% | +7.3% | highest of 21 |
| Operating margin | 25.2% | 5.9% | 4th highest of 21 |
| EV / Sales | 2.5× | 1.1× | 6th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | -12.0% | -7.9% | 6th least demanding of 14 |
| Growth delivered (Del g) | -3.2% | +1.8% | 6th lowest of 14 |
| Hurdle (Req g minus delivered) | -8.8 pp | -5.7 pp | 7th least demanding of 14 |
| ROIC minus cost of capital | +6.4 pp | +0.4 pp | 5th highest of 21 |
| EV / EBITDA | 9.8× | 10.5× | 4th cheapest of 10 |
| Net debt / EBITDA | 4.0× | 2.8× | 6th most indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Run Long Construction 1808.TW | Taiwan | $844M | +10% | +741% | 25% | 2.5× | -12.0% | -3.2% |
| Shanghai Tongji Science & Technology Industrial 600846.SS | China | $870M | -27% | +51% | 3% | 1.0× | 7.8% | -6.8% |
| Dexterra DXT.TO | Canada | $876M | +59% | +9% | 6% | 1.3× | 5.1% | +17.2% |
| Tokyu Construction 1720.T | Japan | $774M | -21% | +11% | 5% | 0.2× | -13.6% | +8.1% |
| Chongqing Construction Engineering 600939.SS | China | $773M | -11% | -28% | -4% | 1.1× | -7.9% | -16.8% |
| Takamatsu Construction 1762.T | Japan | $769M | +16% | +6% | 6% | 0.3× | n/a | n/a |
| Huaku Development 2548.TW | Taiwan | $928M | -21% | +331% | 22% | 1.4× | -18.6% | +10.0% |
| Cathay Real Estate Development 2501.TW | Taiwan | $719M | -9% | +14% | 19% | 0.8× | -20.7% | +11.7% |
| Black Diamond BDI.TO | Canada | $1.02B | +25% | +26% | 12% | 3.2× | n/a | n/a |
| Legacy Housing LEGH | United States | $694M | +25% | -3% | 33% | 3.7× | 3.5% | -1.4% |
| LGI Homes LGIH | United States | $1.06B | -2% | -2% | 4% | 1.4× | 18.3% | -6.4% |
| Atal 1AT.WA | Poland | $668M | -5% | +40% | 26% | 2.6× | -3.9% | +1.8% |
| Shenzhen Centralcon Investment 000042.SZ | China | $637M | -34% | +116% | 14% | 1.0× | -14.2% | -24.7% |
| Dream Finders Homes DFH | United States | $1.12B | -13% | -11% | 3% | 0.7× | n/a | n/a |
| Vistry VTY.L | United Kingdom | $1.12B | -19% | -8% | -9% | 0.4× | n/a | n/a |
| CEVIA Enviro 000885.SZ | China | $1.16B | -14% | -2% | 27% | 3.6× | -8.3% | +14.0% |
| Kindom Development 2520.TW | Taiwan | $600M | +15% | +10% | 16% | 1.1× | -13.2% | -3.5% |
| Okumura 1833.T | Japan | $1.19B | -17% | 0% | 5% | 0.8× | n/a | n/a |
| Hovnanian Enterprises HOV | United States | $594M | -6% | -10% | 3% | 0.5× | 4.8% | +4.9% |
| JSL Construction & Development 2540.TW | Taiwan | $1.25B | -14% | -35% | 3% | 8.6× | n/a | n/a |
| Nishimatsu Construction 1820.T | Japan | $1.28B | -11% | +14% | 8% | 0.9× | n/a | n/a |