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← CockpitCompetitor Analysis › 3715.TW Dynamic Holding Co LtdOpen in the cockpit ↗

Dynamic Holding Co Ltd3715.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Electronic Components

Taiwanese maker of electronic components; specific product lines and customers unconfirmed.

Momentum weak 22
Competitor Analysis ▸ ChartsOpen in the cockpit
Mkt cap
$846M
US dollars, full cap
Free float
89%
of shares outstanding
$/day
$26.8M
20-day average traded
Fwd P/E
16.3×
forward earnings
ROIC−WACC
+4.5 pp
WACC 5.0%
Hurdle
n/a
no reverse DCF
Next earnings
131 days
17 Mar 2027
Close · TWDNT$98.70
1D-4.6%
1W-17.8%
1M-25.8%
3M-5.5%
6M-49.8%
YTD-22.6%
1Y+6.3%
ATR %9.0%
52w lowhigh51.5% off high

What Dynamic does

Taiwanese maker of electronic components; specific product lines and customers unconfirmed.

Where it sits in the supply chain

  • Information Technology hardware
  • Electronic components
  • Component manufacturing

Moat: none

Headquarters: Taiwan

Dynamic at a glance

Size Dynamic (3715.TW) is a Taiwan Information Technology company (Electronic Components) with a market value of $846M, the 302nd largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$98.70 on 6 Nov 2026.

Performance Over six months the shares fell 49.8%, against -17.0% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 2nd lowest of 21 in its peer set.

Growth Revenue grew 42.7% over the last twelve months (peer median +17.6%); the operating margin is 4.7% (peer median 8.4%).

Valuation It trades at 16.3× forward earnings against a peer median of 19.1× (6th cheapest of 14).

Capital Return on invested capital runs 4.5 points above its cost of capital (5.0% WACC).

Next results Next results expected around 17 Mar 2027 (exchange calendar; dates can move).

Relative performance

507510012511 May 202611 Aug 20266 Nov 2026Peer median 803715.TW 53
Six months, rebased to 100: Dynamic against the median of its 20 peers (local-currency closes).

Dynamic financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$26.6BNT$19.5BNT$17.8BNT$15.7BNT$15.3B
Revenue growth—+9%+13%+3%—
Gross profitNT$6.02BNT$3.49BNT$3.94BNT$3.61BNT$2.55B
EBITDAn/aNT$2.84BNT$2.80BNT$3.03BNT$1.71B
Net income-NT$304MNT$749MNT$1.05BNT$1.00BNT$547M
Free cash flown/a-NT$5.42B-NT$3.50B-NT$22.6M-NT$1.57B
Capital expendituren/aNT$6.05BNT$5.25BNT$3.10BNT$3.07B
Total debtn/aNT$16.0BNT$11.7BNT$8.26BNT$6.72B

Quarterly statements and history in the cockpit →

Dynamic 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

-50%0%+50%-30%-20%-10%0%002885BSLHTRO3009646886553008026884163013210027826886776034893016286807649161736875LEHN546930025269963715.TW6-month return →1-month return →
Up and to the right = strong over both horizons. Dynamic is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%20×40×BSLHTRO300802688416002782688677603489680764916875LEHN69963715.TWRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Dynamic is the large dot.

Dynamic competitors and peer comparison

How Dynamic 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.

Dynamic against its 20 peers (data as of 6 Nov 2026)
Measure3715.TWPeer medianRank in peer set
1-month return-25.8%-20.0%7th lowest of 21
6-month return-49.8%-17.0%2nd lowest of 21
Distance from 52-week high-51.5%-42.8%7th lowest of 21
Revenue growth (TTM)+42.7%+17.6%4th highest of 21
Operating margin4.7%8.4%8th lowest of 21
Forward P/E16.3×19.1×6th cheapest of 14
ROIC minus cost of capital+4.5 pp-1.3 pp3rd highest 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
Dynamic 3715.TWTaiwan$846M-50%+43%5%16.3×n/an/a
Shenzhen Jingquanhua Electronics 002885.SZChina$840M-34%+9%4%n/a27.6%+20.6%
Basler BSL.DEGermany$823M-7%+31%15%19.1×23.8%+5.7%
Hexatronic HTRO.STSweden$821M-17%+7%6%15.0×12.9%+28.3%
Jiangsu Allfavor Intelligent Circuits Technology 300964.SZChina$821M+1%+78%8%n/an/an/a
Shenzhen Xunjiexing Technology 688655.SSChina$810M-13%+70%0%n/an/an/a
Jutze Intelligent Technology 300802.SZChina$801M-6%+18%12%39.4×32.6%+10.0%
Zbit Semiconductor 688416.SSChina$798M-34%+122%19%27.3×30.7%+13.5%
Highbroad Advanced Material (Hefei) 301321.SZChina$902M+28%+22%0%n/a35.6%+5.8%
Shenzhen Click Technology 002782.SZChina$903M-36%+10%3%13.9×18.2%+34.0%
Qingdao NovelBeam Technology 688677.SSChina$904M-54%+11%28%30.4×22.1%+17.0%
Bafang Electric (Suzhou) 603489.SSChina$906M-31%+18%13%31.0×13.8%-0.8%
Shenzhen Q&D Circuits 301628.SZChina$917M-26%+37%13%n/an/an/a
Japan Aviation Electronics Industry 6807.TJapan$922M-13%+10%3%19.4×n/an/a
Pegavision 6491.TWTaiwan$926M+41%+18%28%13.4×-4.5%+12.1%
Prosperity Dielectrics 6173.TWOTaiwan$927M+131%+12%20%18.4×35.6%-4.9%
Megachips 6875.TJapan$772M-17%+2%1%3.4×n/an/a
LEM LEHN.SWSwitzerland$768M+74%-6%9%20.0×6.4%-0.9%
HannStar Board 5469.TWTaiwan$937M-25%+32%8%n/an/an/a
Kingsignal Technology 300252.SZChina$941M-38%+21%0%n/an/an/a
Nichicon 6996.TJapan$758M-27%0%5%13.0×15.3%+7.9%

Questions

Which companies are Dynamic's closest peers?
The cockpit's peer set: Shenzhen Jingquanhua Electronics (002885.SZ), Basler (BSL.DE), Hexatronic (HTRO.ST), Jiangsu Allfavor Intelligent Circuits Technology (300964.SZ), Shenzhen Xunjiexing Technology (688655.SS), Jutze Intelligent Technology (300802.SZ), Zbit Semiconductor (688416.SS), Highbroad Advanced Material (Hefei) (301321.SZ).
Is Dynamic expensive compared with its peers?
On forward p/e it trades at 16.3× against a peer median of 19.1×, 6th cheapest of 14 in its peer set.
How has Dynamic stock performed?
Over six months to 6 Nov 2026 the shares returned -49.8% against -17.0% for the median peer; over one year +6.3%.

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.