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Size Kaimei Electronic (2375.TW) is a Taiwan Information Technology company (Electronic Components) with a market value of $285M, the 668th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$86.70 on 6 Nov 2026.
Performance Over six months the shares fell 3.7%, against -16.5% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 6.8% over the last twelve months (peer median +14.3%); the operating margin is 7.8% (peer median 6.3%).
Valuation It trades at 16.2× forward earnings against a peer median of 11.3× (2nd most expensive of 11).
Price implies For today's price to make sense, revenue must grow about 17% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +20 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 6.4 points below its cost of capital (10.2% WACC).
Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$5.78B | NT$5.55B | NT$5.26B | NT$4.81B | NT$5.87B |
| Revenue growth | — | +5% | +9% | -18% | — |
| Gross profit | NT$1.04B | NT$1.06B | NT$940M | NT$323M | NT$960M |
| EBITDA | NT$873M | NT$903M | NT$833M | NT$681M | NT$760M |
| Net income | NT$452M | NT$405M | NT$495M | NT$265M | NT$612M |
| Free cash flow | NT$30.0M | NT$526M | NT$847M | NT$1.07B | NT$802M |
| Capital expenditure | NT$426M | NT$272M | NT$221M | NT$215M | NT$521M |
| Total debt | NT$1.88B | NT$2.57B | NT$3.36B | NT$3.63B | NT$8.37B |
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 | 2375.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -31.2% | -20.2% | 5th lowest of 21 |
| 6-month return | -3.7% | -16.5% | 9th highest of 21 |
| Distance from 52-week high | -63.4% | -41.8% | 3rd lowest of 21 |
| Revenue growth (TTM) | +6.8% | +14.3% | 5th lowest of 21 |
| Operating margin | 7.8% | 6.3% | 8th highest of 21 |
| Forward P/E | 16.2× | 11.3× | 2nd most expensive of 11 |
| Growth the price implies (Req g, 7 yrs) | 16.9% | -7.6% | most demanding of 8 |
| Growth delivered (Del g) | -3.0% | +8.8% | lowest of 8 |
| Hurdle (Req g minus delivered) | +19.8 pp | -12.3 pp | most demanding of 8 |
| ROIC minus cost of capital | -6.4 pp | -0.5 pp | 5th lowest of 21 |
| EV / EBITDA | 9.4× | 6.3× | 5th most expensive of 16 |
| Net debt / EBITDA | -1.4× | 0.4× | 3rd least indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Kaimei Electronic 2375.TW | Taiwan | $285M | -4% | +7% | 8% | 16.2× | 16.9% | -3.0% |
| Taiwan PCB Techvest 8213.TW | Taiwan | $286M | -3% | +8% | 4% | n/a | n/a | n/a |
| poLight PLT.OL | Norway | $281M | +78% | +245% | -278% | n/a | n/a | n/a |
| DAEDUCK 008060.KS | South Korea | $280M | -27% | +36% | 10% | n/a | -8.6% | +233.4% |
| Kenmec Mechanical Engineering 6125.TWO | Taiwan | $291M | -37% | +29% | -10% | n/a | n/a | n/a |
| Nepes 033640.KS | South Korea | $273M | -50% | +11% | 7% | 11.5× | 14.0% | +8.7% |
| CMK 6958.T | Japan | $270M | 0% | +13% | 4% | 14.3× | n/a | n/a |
| DK Tech 290550.KS | South Korea | $304M | -19% | +26% | 6% | 11.2× | n/a | n/a |
| iBASE Technology 8050.TWO | Taiwan | $312M | +17% | -5% | 2% | n/a | n/a | n/a |
| ComNav Technology 688592.SS | China | $312M | -38% | +16% | -3% | n/a | n/a | n/a |
| Ever Ohms Technology 6834.TW | Taiwan | $258M | +129% | +20% | 7% | n/a | n/a | n/a |
| BH Co., Ltd. 090460.KS | South Korea | $319M | -60% | +9% | 4% | 6.0× | -13.0% | +20.0% |
| Tamura 6768.T | Japan | $339M | -22% | +8% | 4% | 9.3× | n/a | n/a |
| Axiomtek 3088.TWO | Taiwan | $340M | -14% | +35% | 12% | 11.8× | -3.5% | +8.8% |
| Proact IT PACT.ST | Sweden | $354M | +8% | +4% | 7% | 11.7× | -5.8% | +5.2% |
| Vizionfocus 4771.TW | Taiwan | $355M | +8% | +26% | 29% | 10.2× | n/a | n/a |
| IRISO Electronics 6908.T | Japan | $359M | -28% | +10% | 9% | 19.5× | -7.6% | +11.1% |
| Kinko Optical 6209.TW | Taiwan | $359M | -5% | +67% | 11% | n/a | n/a | n/a |
| Apex International 4927.TW | Taiwan | $359M | -24% | -10% | -22% | n/a | n/a | n/a |
| Trigiant 1300.HK | Hong Kong | $368M | -1% | +26% | 12% | n/a | -13.0% | -2.4% |
| Korea Electric Terminal 025540.KS | South Korea | $369M | -45% | -4% | 8% | 5.1× | n/a | n/a |