Loading…
No business profile yet.
Size Zero One Technology (3029.TW) is a Taiwan Information Technology company (Computer Communications) with a market value of $566M, the 411th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$112.50 on 6 Nov 2026.
Performance Over six months the shares gained 10.3%, against -14.7% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue grew 76.5% over the last twelve months (peer median +5.2%); the operating margin is 6.1% (peer median 2.4%).
Valuation It trades at 14.3× forward earnings against a peer median of 15.8× (6th cheapest of 13).
Price implies For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is +20%, so the hurdle is -30 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 20.3 points above its cost of capital (5.0% WACC).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$29.2B | NT$24.9B | NT$18.5B | NT$13.9B | NT$12.7B |
| Revenue growth | — | +35% | +33% | +9% | — |
| Gross profit | NT$3.54B | NT$2.93B | NT$2.35B | NT$1.61B | NT$1.45B |
| EBITDA | n/a | NT$1.60B | NT$1.23B | NT$826M | NT$744M |
| Net income | NT$1.31B | NT$1.09B | NT$834M | NT$692M | NT$614M |
| Free cash flow | n/a | NT$1.85B | NT$971M | NT$413M | NT$567M |
| Capital expenditure | n/a | NT$15.1M | NT$61.0M | NT$264M | NT$7.70M |
| Total debt | n/a | NT$262M | NT$77.0M | NT$21.9M | NT$25.1M |
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 | 3029.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -4.3% | -13.0% | 5th highest of 21 |
| 6-month return | +10.3% | -14.7% | 3rd highest of 21 |
| Distance from 52-week high | -13.1% | -36.5% | 2nd highest of 21 |
| Revenue growth (TTM) | +76.5% | +5.2% | highest of 21 |
| Operating margin | 6.1% | 2.4% | 7th highest of 21 |
| Forward P/E | 14.3× | 15.8× | 6th cheapest of 13 |
| Growth the price implies (Req g, 7 yrs) | -9.2% | 2.0% | least demanding of 14 |
| Growth delivered (Del g) | +20.4% | +3.8% | highest of 14 |
| Hurdle (Req g minus delivered) | -29.7 pp | +10.5 pp | least demanding of 14 |
| ROIC minus cost of capital | +20.3 pp | -4.6 pp | 2nd highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Zero One Technology 3029.TW | Taiwan | $566M | +10% | +76% | 6% | 14.3× | -9.2% | +20.4% |
| Sekisui Jushi 4212.T | Japan | $516M | +28% | +5% | 7% | n/a | 1.8% | +3.8% |
| Cheng Uei Precision Industry 2392.TW | Taiwan | $499M | -8% | -10% | -12% | n/a | n/a | n/a |
| Nippon Signal 6741.T | Japan | $645M | -3% | +10% | 11% | 8.8× | -7.9% | +4.2% |
| Guangdong Champion Asia Electronics 603386.SS | China | $670M | +3% | +15% | 3% | 36.2× | n/a | n/a |
| Nedap NEDAP.AS | Netherlands | $691M | +6% | +13% | 12% | 19.8× | -3.6% | +8.1% |
| Wuhan Ligong Guangke 300557.SZ | China | $461M | -28% | +3% | 5% | n/a | 31.7% | +11.1% |
| Beijing Bohui Science & Technology 688004.SS | China | $455M | +63% | -33% | -42% | n/a | 39.5% | -9.9% |
| Allot ALLT | United States | $422M | +10% | +14% | 7% | 24.2× | 23.1% | -5.6% |
| Zyxel 3704.TW | Taiwan | $414M | -4% | +5% | 5% | 9.1× | -5.7% | +2.6% |
| Wanma Technology 300698.SZ | China | $397M | -48% | +6% | 3% | 30.8× | 32.9% | +8.5% |
| Zhongfu Information 300659.SZ | China | $384M | -24% | -28% | -27% | 7.2× | 35.0% | -6.1% |
| Yarward Electronics 301337.SZ | China | $360M | -16% | +20% | -10% | n/a | n/a | n/a |
| Big Technologies BIG.L | United Kingdom | $353M | -14% | +7% | -36% | 14.0× | n/a | n/a |
| Dnake (Xiamen) Intelligent Technology 300884.SZ | China | $351M | -27% | +6% | -8% | 47.0× | n/a | n/a |
| Guangdong Shenglu Telecommunication Tech 002446.SZ | China | $928M | -32% | -10% | 0% | 16.9× | 43.5% | +1.0% |
| Hochiki 6745.T | Japan | $952M | 0% | +5% | 12% | 14.7× | -0.1% | +6.7% |
| Beijing Transtrue Technology 002771.SZ | China | $334M | -28% | -43% | -18% | n/a | -0.5% | -11.0% |
| Guangdong Weide Information Technology 688171.SS | China | $334M | -48% | +39% | 2% | n/a | n/a | n/a |
| SOLiD 050890.KS | South Korea | $321M | -57% | +10% | 10% | 11.6× | 2.0% | +11.5% |
| Guangdong Anjubao Digital Technology 300155.SZ | China | $320M | -24% | -26% | -42% | n/a | n/a | n/a |