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Size Weltrend Semiconductor (2436.TW) is a Taiwan Information Technology company (Semiconductors) with a market value of $333M, the 611th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$54.10 on 6 Nov 2026.
Performance Over six months the shares fell 26.4%, against -31.0% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 9th highest of 20 in its peer set.
Growth Revenue grew 18.9% over the last twelve months (peer median +6.7%); the operating margin is 8.2% (peer median 3.0%).
Valuation It trades at 36.8× forward earnings against a peer median of 12.2× (2nd most expensive of 9).
Price implies For today's price to make sense, revenue must grow about 14% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +7 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 2.7 points above its cost of capital (7.9% WACC).
Next results Next results expected around 18 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$4.05B | NT$3.57B | NT$3.09B | NT$2.89B | NT$2.89B |
| Revenue growth | — | +15% | +7% | 0% | — |
| Gross profit | NT$1.12B | NT$927M | NT$783M | NT$634M | NT$768M |
| EBITDA | NT$507M | NT$412M | NT$335M | NT$225M | NT$358M |
| Net income | NT$1.10B | NT$551M | NT$276M | NT$209M | NT$147M |
| Free cash flow | NT$412M | NT$176M | NT$423M | NT$848M | -NT$182M |
| Capital expenditure | NT$74.3M | NT$79.9M | NT$64.0M | NT$54.0M | NT$55.5M |
| Total debt | NT$902M | NT$1.17B | NT$1.25B | NT$1.24B | NT$1.57B |
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 | 2436.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -26.1% | -21.6% | 8th lowest of 21 |
| 6-month return | -26.4% | -31.0% | 9th highest of 20 |
| Distance from 52-week high | -35.9% | -51.7% | 3rd highest of 21 |
| Revenue growth (TTM) | +18.9% | +6.7% | 9th highest of 21 |
| Operating margin | 8.2% | 3.0% | 7th highest of 21 |
| Forward P/E | 36.8× | 12.2× | 2nd most expensive of 9 |
| Growth the price implies (Req g, 7 yrs) | 13.7% | 13.7% | 7th least demanding of 13 |
| Growth delivered (Del g) | +6.4% | +4.8% | 6th highest of 13 |
| Hurdle (Req g minus delivered) | +7.3 pp | +8.1 pp | 6th least demanding of 13 |
| ROIC minus cost of capital | +2.7 pp | -2.6 pp | 7th highest of 19 |
| EV / EBITDA | 17.2× | 14.0× | 4th most expensive of 9 |
| Net debt / EBITDA | -4.5× | -0.3× | 4th least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Weltrend Semiconductor 2436.TW | Taiwan | $333M | -26% | +19% | 8% | 36.8× | 13.7% | +6.4% |
| Eris Technology 3675.TWO | Taiwan | $332M | -8% | +15% | 16% | 13.7× | 20.8% | +11.4% |
| Wuxi Hodgen Technology 300279.SZ | China | $335M | -37% | -14% | 5% | n/a | 14.6% | +1.7% |
| Websol Energy System WEBELSOLAR.NS | India | $330M | -37% | +97% | 31% | 9.8× | 9.2% | +46.9% |
| APAC Opto Electronics 4908.TWO | Taiwan | $341M | -42% | +4% | 21% | n/a | 32.8% | +1.9% |
| Jiangsu Smartwin Electronics Technology 301106.SZ | China | $345M | -37% | +7% | 2% | 10.7× | n/a | n/a |
| Goldkey Technology 3135.TW | Taiwan | $345M | -18% | +217% | 18% | 3.2× | n/a | n/a |
| Actron Technology 8255.TWO | Taiwan | $347M | -24% | -4% | 5% | 16.6× | 14.6% | +21.4% |
| Moschip Technologies MOSCHIP.NS | India | $348M | -26% | -1% | -1% | n/a | 48.6% | +40.9% |
| Taiwan Mask 2338.TW | Taiwan | $348M | -31% | -15% | -6% | n/a | 10.5% | +5.3% |
| Brillian Network & Automation Integrated System 6788.TWO | Taiwan | $353M | -32% | +21% | 35% | 20.7× | -1.4% | +28.7% |
| Seoul Semiconductor 046890.KS | South Korea | $358M | -48% | 0% | 0% | 77.0× | 28.9% | -2.5% |
| Weebit Nano WBT.AX | Australia | $361M | -57% | +246% | -378% | n/a | n/a | n/a |
| SEALSQ LAES | United States | $305M | -55% | +145% | -215% | n/a | n/a | n/a |
| EGing Photovoltaic Technology 600537.SS | China | $364M | -36% | -62% | -42% | n/a | 2.9% | -14.0% |
| Leaguer (Shenzhen) Microelectronics 688589.SS | China | $364M | -27% | -10% | 3% | 10.7× | n/a | n/a |
| Sunplus Technology 2401.TW | Taiwan | $365M | -18% | +6% | 3% | n/a | n/a | n/a |
| Alltek Technology 3209.TW | Taiwan | $303M | -21% | +22% | 3% | n/a | n/a | n/a |
| e-Ray Technology 7932.TWO | Taiwan | $302M | n/a | +68% | 6% | n/a | n/a | n/a |
| FocalTech Systems 3545.TW | Taiwan | $301M | -15% | -21% | -4% | n/a | -17.5% | -2.8% |
| NVE NVEC | United States | $368M | -16% | +24% | 62% | n/a | 12.9% | +4.3% |