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Size Excelsior Medical (4104.TW) is a Taiwan Health Care company (Medical Distributors) with a market value of $409M, the 518th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$71.80 on 6 Nov 2026.
Performance Over six months the shares gained 1.4%, against -6.5% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 6.3% over the last twelve months (peer median +2.1%); the operating margin is 7.8% (peer median 0.9%).
Valuation It trades at 1.6× enterprise value to sales against a peer median of 1.2× (9th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -3 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.1 points below its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$9.20B | NT$8.79B | NT$8.54B | NT$8.24B | NT$7.19B |
| Revenue growth | — | +3% | +4% | +15% | — |
| Gross profit | NT$1.86B | NT$1.80B | NT$1.72B | NT$1.62B | NT$1.46B |
| EBITDA | NT$1.04B | NT$1.04B | NT$1.05B | NT$969M | NT$829M |
| Net income | NT$894M | NT$806M | NT$771M | NT$747M | NT$667M |
| Free cash flow | NT$790M | -NT$1.27B | NT$2.65B | NT$178M | NT$718M |
| Capital expenditure | NT$94.1M | NT$83.0M | NT$121M | NT$143M | NT$173M |
| Total debt | NT$2.41B | NT$2.16B | NT$1.43B | NT$1.44B | NT$808M |
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 | 4104.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.1% | -1.8% | 10th highest of 21 |
| 6-month return | +1.4% | -6.5% | 7th highest of 21 |
| Distance from 52-week high | -14.7% | -27.2% | 7th highest of 21 |
| Revenue growth (TTM) | +6.3% | +2.1% | 9th highest of 21 |
| Operating margin | 7.8% | 0.9% | 5th highest of 21 |
| EV / Sales | 1.6× | 1.2× | 9th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 2.9% | 2.7% | 8th least demanding of 15 |
| Growth delivered (Del g) | +5.7% | +4.9% | 8th highest of 15 |
| Hurdle (Req g minus delivered) | -2.8 pp | -4.1 pp | 7th most demanding of 15 |
| ROIC minus cost of capital | -1.1 pp | -2.4 pp | 9th highest of 20 |
| EV / EBITDA | 14.3× | 7.2× | most expensive of 4 |
| Net debt / EBITDA | -1.9× | 1.3× | 3rd least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Excelsior Medical 4104.TW | Taiwan | $409M | +1% | +6% | 8% | 1.6× | 2.9% | +5.7% |
| Vital KSK 3151.T | Japan | $428M | +7% | +2% | 1% | 0.1× | 0.4% | +2.6% |
| Gongwin Biopharm 6617.TWO | Taiwan | $388M | +50% | +22% | -571% | 267.5× | n/a | n/a |
| Shanghai Universal Biotech 301166.SZ | China | $376M | -6% | +15% | -4% | 1.2× | n/a | n/a |
| Shenzhen Neptunus Bioengineering 000078.SZ | China | $475M | -60% | -22% | -1% | 0.6× | 59.0% | -7.8% |
| Thalys Medical Technology 603716.SS | China | $501M | -29% | -41% | -17% | 4.1× | n/a | n/a |
| Rongfeng 000668.SZ | China | $327M | -5% | +61% | 14% | 5.3× | 11.4% | +30.0% |
| Medios ILM1.DE | Germany | $324M | -9% | +10% | 2% | 0.2× | -1.3% | +27.1% |
| Goodwill E-Health Info 688246.SS | China | $323M | -25% | -30% | -68% | 6.4× | n/a | n/a |
| Shanghai Lily & Beauty Cosmetics 605136.SS | China | $517M | -21% | +10% | 0% | 1.2× | 12.2% | -18.1% |
| Nagaileben 7447.T | Japan | $319M | -1% | +1% | 22% | 1.6× | n/a | n/a |
| Arata 2733.T | Japan | $552M | -7% | +3% | 1% | 0.1× | -7.1% | +3.8% |
| Shanghai Pioneer 1345.HK | Hong Kong | $300M | -18% | -6% | 11% | 1.7× | -6.7% | -1.4% |
| GKHT Medical Technology 301370.SZ | China | $569M | -22% | -11% | 1% | 0.8× | 14.4% | +7.5% |
| Shanghai New World 600628.SS | China | $623M | -11% | -2% | 6% | 2.4× | 0.3% | +1.0% |
| Neuca NEU.WA | Poland | $817M | -1% | +8% | 2% | 0.3× | 5.0% | +8.1% |
| Entero Healthcare Solutions ENTERO.NS | India | $875M | +50% | +32% | 4% | 1.2× | 21.8% | +29.9% |
| Shanghai Haohai Biological Technology 6826.HK | Hong Kong | $926M | -27% | -5% | -2% | 2.0× | 17.2% | +12.4% |
| Guangxi LiuYao 603368.SS | China | $994M | +2% | +2% | 5% | 0.4× | -9.5% | +6.0% |
| Arjo ARJO-B.ST | Sweden | $1.02B | +48% | 0% | 8% | 1.3× | -1.3% | +3.9% |
| DocMorris DOCM.SW | Switzerland | $1.02B | +136% | +11% | -8% | 0.9× | n/a | n/a |