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← CockpitCompetitor Analysis › 3363.TWO FOCI Fiber Optic Communications, Inc.Open in the cockpit ↗

FOCI Fiber Optic Communications, Inc.3363.TWOCompetitor analysis, valuation and peers

Taiwan · TWD·Industrials›Electrical Products

Taiwanese maker of fiber-optic components such as connectors and transceivers used in telecom and data-center networks.

≈ A smaller Taiwanese fiber-optic component supplierMomentum laggard 2
Mkt cap
$1.24B
US dollars, full cap
Free float
90%
of shares outstanding
$/day
$45.1M
20-day average traded
Fwd P/E
92.0×
forward earnings
ROIC−WACC
-22.9 pp
WACC 9.6%
Hurdle
n/a
no reverse DCF
Close · TWDNT$360.50
1D-10.0%
1W-24.0%
1M-45.7%
3M-36.0%
6M-58.7%
YTD-20.0%
1Y-0.3%
ATR %10.5%
52w lowhigh66.2% off high

What FOCI Fiber Optic Communications does

Taiwanese maker of fiber-optic components such as connectors and transceivers used in telecom and data-center networks.

In one line: A smaller Taiwanese fiber-optic component supplier.

Products and services

  • Fiber-optic connectors
  • Optical transceivers

Customers

  • Telecom equipment makers
  • Data-center networking OEMs

Where it sits in the supply chain

  • Information Technology hardware
  • Optical components
  • Fiber-optic connectors, transceivers

What could go right

  • Data-center/telecom network build-outs

What could go wrong

  • Telecom capex cyclicality

Moat: narrow (process know-how). Precision optical-component manufacturing know-how in a niche telecom-equipment supply chain.

Headquarters: Taiwan

Named competitors

FOCI Fiber Optic Communications at a glance

Size FOCI Fiber Optic Communications (3363.TWO) is a Taiwan Industrials company (Electrical Products) with a market value of $1.24B, the 236th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$360.50 on 6 Nov 2026.

Performance Over six months the shares fell 58.7%, against -32.0% for the median peer and -3.4% for the Taiwan market (cap-weighted) — lowest of 20 in its peer set.

Growth Revenue fell 1.5% over the last twelve months (peer median +13.2%); the operating margin is -16.0% (peer median 3.1%).

Valuation It trades at 92.0× forward earnings against a peer median of 21.2× (2nd most expensive of 13).

Capital Return on invested capital runs 22.9 points below its cost of capital (9.6% WACC).

Relative performance

40608010011 May 202611 Aug 20266 Nov 2026Peer median 633363.TWO 44
Six months, rebased to 100: FOCI Fiber Optic Communications against the median of its 20 peers (local-currency closes).

FOCI Fiber Optic Communications financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$1.71BNT$1.89BNT$1.36BNT$1.27BNT$1.62B
Revenue growth—+39%+7%-22%—
Gross profitNT$178MNT$355MNT$179MNT$178MNT$297M
EBITDA-NT$140MNT$123MNT$20.9MNT$40.0MNT$194M
Net income-NT$134MNT$16.2M-NT$48.3MNT$12.1MNT$47.0M
Free cash flow-NT$349M-NT$226M-NT$101MNT$87.5MNT$192M
Capital expenditureNT$283MNT$225MNT$217MNT$112MNT$26.2M
Total debtNT$262MNT$258MNT$100MNT$97.8MNT$281M

Quarterly statements and history in the cockpit →

FOCI Fiber Optic Communications 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

-60%-40%-20%-40%-20%0%002580603612300777010170VLX603248020150AMPX300863000049058610485A688032ATLANTAELE60131136773011550026540009223363.TWO6-month return →1-month return →
Up and to the right = strong over both horizons. FOCI Fiber Optic Communications is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%50×100×603612300777VLX300863058610ATLANTAELE60131136773011550009223363.TWORevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. FOCI Fiber Optic Communications is the large dot.

FOCI Fiber Optic Communications competitors and peer comparison

Head to head with its named competitors (3363.TWO vs 3163.TWO vs 6442.TW)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
FOCI Fiber Optic Communications 3363.TWO$1.24B-59%-2%-16%92.0×n/a
Browave 3163.TWO$1.13B-62%+21%4%66.3×n/a
EZconn 6442.TW$2.40B-51%+30%27%16.2×15.3%

How FOCI Fiber Optic Communications 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.

FOCI Fiber Optic Communications against its 20 peers (data as of 6 Nov 2026)
Measure3363.TWOPeer medianRank in peer set
1-month return-45.7%-16.1%lowest of 21
6-month return-58.7%-32.0%lowest of 20
Distance from 52-week high-66.2%-55.4%3rd lowest of 21
Revenue growth (TTM)-1.5%+13.2%7th lowest of 21
Operating margin-16.0%3.1%5th lowest of 21
Forward P/E92.0×21.2×2nd most expensive of 13
ROIC minus cost of capital-22.9 pp-3.6 pp2nd lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
FOCI Fiber Optic Communications 3363.TWOTaiwan$1.24B-59%-2%-16%92.0×n/an/a
Shandong Sacred Sun Power Sources 002580.SZChina$1.23B-34%+22%4%n/a21.6%+14.2%
Sunstone Development 603612.SSChina$1.25B-32%+28%8%10.1×n/an/a
Sinofibers Technology 300777.SZChina$1.26B-48%-61%-25%40.7×55.1%+16.7%
Taihan Fiberoptics 010170.KSSouth Korea$1.21B-30%+6%-10%n/an/an/a
Volex VLX.LUnited Kingdom$1.27B-20%+9%9%13.4×13.2%+22.3%
Jiangsu Xihua New Energy Technology 603248.SSChina$1.21B-31%+32%33%n/an/an/a
Lotte Energy Materials 020150.KSSouth Korea$1.21B-53%-12%-13%n/an/an/a
Amprius Technologies AMPXUnited States$1.27B-48%+144%-17%n/an/an/a
Ningbo KBE Electrical Technology 300863.SZChina$1.27B-20%+21%4%23.0×n/an/a
Shenzhen Desay Battery Technology 000049.SZChina$1.20B-28%+9%2%19.5×n/an/a
SPG 058610.KSSouth Korea$1.20B-42%-7%5%104.8×40.9%-0.8%
PowerX 485A.TJapan$1.20B-55%+213%-1%n/an/an/a
Hoymiles Power Electronics 688032.SSChina$1.29B-38%+47%-16%n/an/an/a
Atlanta Electricals ATLANTAELE.NSIndia$1.19B-10%+59%16%38.9×20.6%+28.4%
Camel 601311.SSChina$1.29B-26%-4%2%12.8×-0.5%+11.2%
Jiangsu Zenergy Battery Technologies 3677.HKHong Kong$1.19B-56%+58%6%8.1×n/an/a
PFISTERER PFS0.DEGermany$1.18Bn/a+17%14%16.6×15.5%n/a
Jiangsu Haili Wind Power Equipment Technology 301155.SZChina$1.18B-31%-69%-17%78.0×n/an/a
Shenzhen Mason Technologies 002654.SZChina$1.18B-34%-6%1%n/an/an/a
Harbin Electric Corp. Jiamusi Electric Machine 000922.SZChina$1.18B-22%+3%7%25.2×11.1%+15.8%

Questions

Who are FOCI Fiber Optic Communications's main competitors?
Named competitors: Browave Corp (3163.TWO), EZconn Corp (6442.TW). The cockpit's measured peer set (industry) also includes Shandong Sacred Sun Power Sources (002580.SZ), Sunstone Development (603612.SS), Sinofibers Technology (300777.SZ), Taihan Fiberoptics (010170.KS), Volex (VLX.L), Jiangsu Xihua New Energy Technology (603248.SS).
Is FOCI Fiber Optic Communications expensive compared with its peers?
On forward p/e it trades at 92.0× against a peer median of 21.2×, 2nd most expensive of 13 in its peer set.
How has FOCI Fiber Optic Communications stock performed?
Over six months to 6 Nov 2026 the shares returned -58.7% against -32.0% for the median peer; over one year -0.3%.

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.