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← CockpitCompetitor Analysis › 2466.TW Cosmo Electronics CorporationOpen in the cockpit ↗

Cosmo Electronics Corporation2466.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Semiconductors
Momentum leader 100
Mkt cap
$1.57B
US dollars, full cap
Free float
82%
of shares outstanding
$/day
$19.6M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-9.7 pp
WACC 5.0%
Hurdle
n/a
no reverse DCF
Close · TWDNT$299.00
1D+0.5%
1W-15.5%
1M+92.9%
3M+214.4%
6M+448.6%
YTD+350.3%
1Y+466.3%
ATR %9.3%
52w lowhigh25.6% off high

What Cosmo Electronics does

No business profile yet.

Cosmo Electronics at a glance

Size Cosmo Electronics (2466.TW) is a Taiwan Information Technology company (Semiconductors) with a market value of $1.57B, the 195th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$299.00 on 6 Nov 2026.

Performance Over six months the shares gained 448.6%, against -18.7% for the median peer and -3.4% for the Taiwan market (cap-weighted) — highest of 20 in its peer set.

Growth Revenue fell 18.8% over the last twelve months (peer median +19.0%); the operating margin is -20.3% (peer median 7.1%).

Valuation It trades at 58.9× enterprise value to sales against a peer median of 3.8× (most expensive of 21).

Capital Return on invested capital runs 9.7 points below its cost of capital (5.0% WACC).

Relative performance

20040060011 May 202611 Aug 20266 Nov 20262466.TW 561Peer median 78
Six months, rebased to 100: Cosmo Electronics against the median of its 20 peers (local-currency closes).

Cosmo Electronics financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$900MNT$949MNT$1.11BNT$1.05BNT$1.39B
Revenue growth—-14%+5%-24%—
Gross profitNT$82.2M-NT$20.6MNT$136MNT$154MNT$335M
EBITDA-NT$95.6M-NT$186M-NT$29.1M-NT$154,000NT$151M
Net incomeNT$272MNT$42.4M-NT$29.0MNT$30.1MNT$111M
Free cash flow-NT$119M-NT$56.8M-NT$236MNT$18.3M-NT$114M
Capital expenditureNT$37.9MNT$70.5MNT$177MNT$58.3MNT$137M
Total debtNT$1.26BNT$1.32BNT$1.74BNT$2.07BNT$2.00B

Quarterly statements and history in the cockpit →

Cosmo Electronics 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

0%+200%+400%-50%0%+50%+100%688535SILEX030530688233429A6885526882098150SHLS3001182466.TW6-month return →1-month return →
Up and to the right = strong over both horizons. Cosmo Electronics is the large dot.

Fundamentals: revenue growth against valuation

-25%0%+25%+50%+75%0×20×40×688535SILEX03053062783000776882331256429A688552815024672441SENSSHLSHIMX30011868850381542466.TWRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Cosmo Electronics is the large dot.

Cosmo Electronics competitors and peer comparison

How Cosmo Electronics 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.

Cosmo Electronics against its 20 peers (data as of 6 Nov 2026)
Measure2466.TWPeer medianRank in peer set
1-month return+92.9%-18.6%highest of 20
6-month return+448.6%-18.7%highest of 20
Distance from 52-week high-25.6%-48.8%4th highest of 21
Revenue growth (TTM)-18.8%+19.0%2nd lowest of 21
Operating margin-20.3%7.1%4th lowest of 21
EV / Sales58.9×3.8×most expensive of 21
ROIC minus cost of capital-9.7 pp-4.5 pp6th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Cosmo Electronics 2466.TWTaiwan$1.57B+449%-19%-20%58.9×n/an/a
Jiangsu HHCK Advanced Materials 688535.SSChina$1.58B-19%+154%7%11.2×n/an/a
Silex Microsystems SILEX.STSweden$1.55B-32%+13%26%10.3×38.0%+13.0%
Wonik 030530.KSSouth Korea$1.59B-14%-14%1%4.8×n/an/a
Taiwan Surface Mounting Technology 6278.TWTaiwan$1.60B-2%+5%7%0.8×6.5%+3.8%
NSING Technologies 300077.SZChina$1.61B-32%+47%1%6.5×n/an/a
Thinkon Semiconductor Jinzhou 688233.SSChina$1.62B-11%+12%18%22.0×44.7%+18.0%
Beijing ESWIN Computing Technology 1256.HKHong Kong$1.50Bn/a+20%-57%4.4×n/an/a
Tekscend Photomask 429A.TJapan$1.64B-36%+10%22%1.6×6.4%+8.7%
Aerospace Nanhu Electronic Information Technology 688552.SSChina$1.64B-19%+19%-6%11.0×35.8%+1.0%
Shenzhen Injoinic Technology 688209.SSChina$1.64B+5%+13%11%5.8×n/an/a
ChipMOS Technologies 8150.TWTaiwan$1.49B-17%+19%8%2.0×n/an/a
C Sun Mfg 2467.TWTaiwan$1.48B-47%+72%22%5.2×12.7%+8.4%
Shanghai Anlogic Infotech 688107.SSChina$1.67B-26%+70%-25%11.1×n/an/a
Greatek Electronics 2441.TWTaiwan$1.68B+4%+24%21%2.5×1.6%+2.7%
Sensirion SENS.SWSwitzerland$1.46B+3%+1%12%3.3×10.4%+6.2%
Shoals Technologies SHLSUnited States$1.70B+14%+49%11%2.9×n/an/a
Himax Technologies HIMXUnited States$1.45B-51%-8%5%1.4×30.3%-1.3%
Risen Energy 300118.SZChina$1.71B-42%-52%-39%3.1×38.4%-4.7%
Changzhou Fusion New Material 688503.SSChina$1.71B-53%+41%2%1.0×n/an/a
Kaga Electronics 8154.TJapan$1.42B+6%+24%4%0.3×n/an/a

Questions

Which companies are Cosmo Electronics's closest peers?
The cockpit's peer set: Jiangsu HHCK Advanced Materials (688535.SS), Silex Microsystems (SILEX.ST), Wonik (030530.KS), Taiwan Surface Mounting Technology (6278.TW), NSING Technologies (300077.SZ), Thinkon Semiconductor Jinzhou (688233.SS), Beijing ESWIN Computing Technology (1256.HK), Tekscend Photomask (429A.T).
Is Cosmo Electronics expensive compared with its peers?
On ev / sales it trades at 58.9× against a peer median of 3.8×, most expensive of 21 in its peer set.
How has Cosmo Electronics stock performed?
Over six months to 6 Nov 2026 the shares returned +448.6% against -18.7% for the median peer; over one year +466.3%.

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.