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← CockpitCompetitor Analysis › 2201.TW Yulon Motor Co.,LtdOpen in the cockpit ↗

Yulon Motor Co.,Ltd2201.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Consumer Discretionary›Motor Vehicles
Momentum strong 70
Competitor Analysis ▸ ChartsOpen in the cockpit
Mkt cap
$860M
US dollars, full cap
Free float
61%
of shares outstanding
$/day
$2.12M
20-day average traded
Fwd P/E
12.6×
forward earnings
ROIC−WACC
-3.6 pp
WACC 5.0%
Hurdle
+18 pp
Req g minus delivered
Close · TWDNT$26.75
1D-3.1%
1W-7.4%
1M-5.6%
3M-1.6%
6M-1.3%
YTD-19.3%
1Y-18.1%
ATR %2.7%
52w lowhigh38.3% off high

What Yulon Motor does

Employees: 1,088

Yulon Motor at a glance

Size Yulon Motor (2201.TW) is a Taiwan Consumer Discretionary company (Motor Vehicles) with a market value of $860M, the 300th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$26.75 on 6 Nov 2026.

Performance Over six months the shares fell 1.3%, against -15.9% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 7th highest of 20 in its peer set.

Growth Revenue fell 8.4% over the last twelve months (peer median +10.7%); the operating margin is 8.2% (peer median 1.4%).

Valuation It trades at 12.6× forward earnings against a peer median of 16.6× (6th cheapest of 13).

Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +18 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 3.6 points below its cost of capital (5.0% WACC).

Relative performance

8010012011 May 202611 Aug 20266 Nov 20262201.TW 99Peer median 84
Six months, rebased to 100: Yulon Motor against the median of its 20 peers (local-currency closes).

Yulon Motor financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$71.2BNT$72.4BNT$85.8BNT$82.1BNT$77.1B
Revenue growth—-16%+4%+7%—
Gross profitNT$19.9BNT$20.3BNT$23.1BNT$24.3BNT$23.6B
EBITDANT$16.8BNT$17.3BNT$19.5BNT$20.7BNT$21.8B
Net incomeNT$948MNT$979MNT$3.95BNT$4.69B-NT$4.70B
Free cash flowNT$12.6BNT$18.3BNT$18.0B-NT$13.3B-NT$29.7B
Capital expenditureNT$1.04BNT$2.72BNT$7.10BNT$1.97BNT$1.28B
Total debtNT$237BNT$238BNT$250BNT$261BNT$251B

Quarterly statements and history in the cockpit →

Yulon Motor 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

-50%0%-20%0%+20%000957PIAAEBI2204OLECTRA0009136008411333SMLMAH000572600375300825PSNY600686DOM7222245174892201.TW6-month return →1-month return →
Up and to the right = strong over both horizons. Yulon Motor is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×200×400×000957PIAAEBI2204OLECTRA000913600841300825DOM2201.TWRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yulon Motor is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%000957PIA2204600841SMLMAH6003756006862201.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. Yulon Motor is the large dot.

Yulon Motor competitors and peer comparison

How Yulon Motor 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.

Yulon Motor against its 20 peers (data as of 6 Nov 2026)
Measure2201.TWPeer medianRank in peer set
1-month return-5.6%-3.7%8th lowest of 20
6-month return-1.3%-15.9%7th highest of 20
Distance from 52-week high-38.3%-37.0%10th lowest of 20
Revenue growth (TTM)-8.4%+10.7%2nd lowest of 19
Operating margin8.2%1.4%2nd highest of 19
Forward P/E12.6×16.6×6th cheapest of 13
Growth the price implies (Req g, 7 yrs)14.9%3.4%2nd most demanding of 10
Growth delivered (Del g)-2.6%+4.0%2nd lowest of 9
Hurdle (Req g minus delivered)+17.5 pp-1.0 pp2nd most demanding of 9
ROIC minus cost of capital-3.6 pp-2.7 pp9th lowest of 18
EV / EBITDA16.5×8.2×3rd most expensive of 8
Net debt / EBITDA13.0×1.2×most indebted of 9

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Yulon Motor 2201.TWTaiwan$860M-1%-8%8%12.6×14.9%-2.6%
Zhongtong Bus 000957.SZChina$857M-18%+6%6%11.6×-16.1%+10.7%
Piaggio & C PIA.MIItaly$862M+24%-5%7%17.0×2.6%+2.7%
Aebi Schmidt AEBIUnited States$867M-3%+49%6%11.3×11.9%n/a
China Motor 2204.TWTaiwan$867M-4%+6%4%8.4×3.7%+0.8%
Guangdong Lvtong New Energy Electric Vehicle Tech 301322.SZChina$869M+5%+63%-3%n/an/an/a
Olectra Greentech OLECTRA.NSIndia$891M-19%+38%12%23.7×n/an/a
Zhejiang Qianjiang Motorcycle 000913.SZChina$896M-16%0%2%17.2×n/an/a
Shanghai New Power Automotive Technology 600841.SSChina$914M-39%+15%-5%19.5×2.1%-23.6%
Breton Technology 1333.HKHong Kong$915M+5%+16%-24%n/an/an/a
SML Mahindra SMLMAH.NSIndia$806M+35%+22%7%n/a23.6%+36.9%
Kuen Tong Technology 7965.TWOTaiwan$796Mn/an/an/an/an/an/a
Haima Automobile 000572.SZChina$792M-43%-48%-27%n/an/an/a
Hanma Technology 600375.SSChina$786M-39%+38%0%n/a11.1%+0.5%
IAT Automobile Technology 300825.SZChina$786M+9%+7%-8%538.0×n/an/a
Polestar Automotive Holding UK PLC Sponsored ADR PSNYUnited States$778M-79%+18%-47%n/an/an/a
Xiamen King Long Motor 600686.SSChina$967M-42%-3%2%9.1×-1.1%+12.0%
Dometic DOM.STSweden$755M-29%-6%-13%11.4×3.4%+5.4%
Nissan Shatai 7222.TJapan$747M-4%+15%4%n/an/an/a
Luyuan Group Holding (Cayman) 2451.HKHong Kong$722M+24%-3%1%26.3×n/an/a
Voyah Automotive Technology 7489.HKHong Kong$704M-75%n/an/a16.2×n/an/a

Questions

Which companies are Yulon Motor's closest peers?
The cockpit's peer set: Zhongtong Bus (000957.SZ), Piaggio & C (PIA.MI), Aebi Schmidt (AEBI), China Motor (2204.TW), Guangdong Lvtong New Energy Electric Vehicle Tech (301322.SZ), Olectra Greentech (OLECTRA.NS), Zhejiang Qianjiang Motorcycle (000913.SZ), Shanghai New Power Automotive Technology (600841.SS).
Is Yulon Motor expensive compared with its peers?
On forward p/e it trades at 12.6× against a peer median of 16.6×, 6th cheapest of 13 in its peer set. For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +18 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Yulon Motor stock performed?
Over six months to 6 Nov 2026 the shares returned -1.3% against -15.9% for the median peer; over one year -18.1%.

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.