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Manufacturer of tantalum capacitors and tantalum powder used in electronics.
Manufacturer of tantalum capacitors and tantalum powder used in electronics.
Moat: narrow (process know-how, scale). Established tantalum capacitor manufacturing know-how in a concentrated global supplier base.
Headquarters: Kaohsiung, Taiwan · Employees: 994
Size Holy Stone Enterprise (3026.TW) is a Taiwan Information Technology company (Semiconductors) with a market value of $2.39B, the 146th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$475.50 on 6 Nov 2026.
Performance Over six months the shares gained 91.3%, against -31.9% for the median peer and -3.4% for the Taiwan market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 17.1% over the last twelve months (peer median +21.8%); the operating margin is 2.3% (peer median 9.1%).
Valuation It trades at 21.0× forward earnings against a peer median of 29.4× (4th cheapest of 17).
Capital Return on invested capital runs 10.5 points below its cost of capital (13.1% WACC).
Next results Next results expected around 10 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$15.6B | NT$13.4B | NT$12.8B | NT$13.2B | NT$15.1B |
| Revenue growth | — | +5% | -3% | -12% | — |
| Gross profit | NT$4.38B | NT$2.45B | NT$2.02B | NT$2.21B | NT$3.06B |
| EBITDA | n/a | NT$1.81B | NT$1.34B | NT$1.42B | NT$2.03B |
| Net income | NT$2.14B | NT$1.09B | NT$973M | NT$850M | NT$1.23B |
| Free cash flow | n/a | NT$1.07B | NT$1.21B | NT$1.05B | -NT$27.7M |
| Capital expenditure | n/a | NT$275M | NT$456M | NT$639M | NT$1.19B |
| Total debt | n/a | NT$3.64B | NT$3.33B | NT$3.06B | NT$3.78B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Holy Stone Enterprise 3026.TW | $2.39B | +91% | +17% | 2% | 21.0× | n/a |
| Yageo 2327.TW | $23.3B | +8% | +32% | 27% | 13.9× | 17.7% |
| Vishay Intertechnology VSH | $3.57B | -32% | +18% | 5% | 13.2× | 18.8% |
| Kyocera 6971.T | $23.4B | +3% | +7% | 6% | 22.5× | 21.3% |
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 | 3026.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -41.8% | -18.4% | 2nd lowest of 21 |
| 6-month return | +91.3% | -31.9% | highest of 21 |
| Distance from 52-week high | -54.5% | -56.8% | 8th highest of 21 |
| Revenue growth (TTM) | +17.1% | +21.8% | 10th lowest of 21 |
| Operating margin | 2.3% | 9.1% | 8th lowest of 21 |
| Forward P/E | 21.0× | 29.4× | 4th cheapest of 17 |
| ROIC minus cost of capital | -10.5 pp | -2.3 pp | 5th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Holy Stone Enterprise 3026.TW | Taiwan | $2.39B | +91% | +17% | 2% | 21.0× | n/a | n/a |
| Acter 5536.TWO | Taiwan | $2.39B | -26% | +28% | 16% | 10.0× | -6.0% | +24.3% |
| Sunrun RUN | United States | $2.40B | -32% | +63% | 2% | 38.7× | n/a | n/a |
| DB HiTek 000990.KS | South Korea | $2.41B | -48% | +29% | 21% | 8.9× | 2.3% | +8.3% |
| MLS 002745.SZ | China | $2.36B | +11% | +19% | -4% | 24.0× | 2.4% | +0.1% |
| Shanghai Fullhan Microelectronics 300613.SZ | China | $2.35B | +14% | +91% | 26% | 43.1× | n/a | n/a |
| Hefei Chipmore Technology 688352.SS | China | $2.45B | +7% | -1% | 7% | 53.1× | n/a | n/a |
| Wuxi NCE Power 605111.SS | China | $2.45B | -3% | +28% | 19% | 30.4× | 27.2% | +14.5% |
| Gpixel Changchun Microelectronics 3277.HK | Hong Kong | $2.45B | -48% | +27% | 33% | 28.0× | 6.9% | +9.7% |
| NVTS NVTS | United States | $2.32B | -53% | -29% | -273% | n/a | n/a | n/a |
| Great Microwave Technology 688270.SS | China | $2.46B | -41% | +8% | 32% | 69.6× | 48.7% | +23.2% |
| Chunghwa Precision Test Tech 6510.TWO | Taiwan | $2.30B | -37% | +24% | 32% | 28.3× | 24.4% | +2.7% |
| Hermes Testing Solutions 7856.TWO | Taiwan | $2.29B | -32% | +52% | 12% | 46.2× | 52.1% | +51.8% |
| Giantec Semiconductor 688123.SS | China | $2.27B | -23% | +13% | 22% | 23.3× | 39.2% | +19.8% |
| StarPower Semiconductor 603290.SS | China | $2.50B | -33% | +4% | 1% | 76.8× | 26.3% | +33.0% |
| Xiamen Changelight 300102.SZ | China | $2.26B | -50% | -38% | -2% | 71.3× | 34.6% | +21.1% |
| PENG PENG | United States | $2.52B | -5% | +26% | 10% | 9.2× | n/a | n/a |
| GCL System Integration Technology 002506.SZ | China | $2.26B | -39% | -32% | -10% | n/a | 31.8% | +20.8% |
| POWI POWI | United States | $2.25B | -45% | +2% | 8% | 22.9× | 35.9% | -1.9% |
| OUST OUST | United States | $2.54B | +38% | +64% | -29% | n/a | n/a | n/a |
| Ennostar 3714.TW | Taiwan | $2.23B | -23% | -5% | -13% | n/a | n/a | n/a |