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Size Pan Asia Chemical (4707.TWO) is a Taiwan Materials company (Chemicals: Major Diversified) with a market value of $318M, the 628th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$25.45 on 6 Nov 2026.
Performance Over six months the shares gained 68.5%, against -20.9% for the median peer and -3.4% for the Taiwan market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue fell 9.2% over the last twelve months (peer median +7.3%); the operating margin is -5.5% (peer median 8.6%).
Valuation It trades at 9.4× enterprise value to sales against a peer median of 1.3× (2nd most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 25% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is +26 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 6.0 points below its cost of capital (5.5% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$1.29B | NT$1.34B | NT$1.44B | NT$1.32B | NT$1.83B |
| Revenue growth | — | -7% | +9% | -28% | — |
| Gross profit | NT$19.3M | -NT$32.8M | NT$14.4M | NT$88.6M | NT$265M |
| EBITDA | -NT$6.67M | -NT$54.6M | -NT$10.7M | NT$57.0M | NT$193M |
| Net income | NT$521M | NT$360M | NT$382M | NT$347M | NT$402M |
| Free cash flow | NT$152M | NT$73.2M | NT$38.7M | NT$25.9M | NT$398M |
| Capital expenditure | NT$9.54M | NT$13.2M | NT$2.60M | NT$11.0M | NT$7.97M |
| Total debt | NT$2.22B | NT$2.24B | NT$2.38B | NT$2.06B | NT$2.36B |
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 | 4707.TWO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -15.9% | -9.7% | 8th lowest of 21 |
| 6-month return | +68.5% | -20.9% | highest of 21 |
| Distance from 52-week high | -43.4% | -35.5% | 9th lowest of 21 |
| Revenue growth (TTM) | -9.2% | +7.3% | 2nd lowest of 21 |
| Operating margin | -5.5% | 8.6% | 2nd lowest of 21 |
| EV / Sales | 9.4× | 1.3× | 2nd most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 24.6% | -1.9% | 4th most demanding of 13 |
| Growth delivered (Del g) | -1.6% | +5.8% | lowest of 13 |
| Hurdle (Req g minus delivered) | +26.2 pp | -5.6 pp | 2nd most demanding of 13 |
| ROIC minus cost of capital | -6.0 pp | +0.7 pp | 4th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Pan Asia Chemical 4707.TWO | Taiwan | $318M | +69% | -9% | -5% | 9.4× | 24.6% | -1.6% |
| Zhejiang Dayang Biotech 003017.SZ | China | $315M | -22% | +12% | 7% | 2.1× | n/a | n/a |
| Double Bond Chemical Ind 4764.TW | Taiwan | $313M | -64% | +12% | 11% | 3.5× | 25.8% | +1.6% |
| Hunan Hengguang Technology 301118.SZ | China | $313M | -34% | +16% | 4% | 1.4× | n/a | n/a |
| Daqing Huake 000985.SZ | China | $310M | -21% | +4% | 0% | 0.8× | 31.9% | +0.9% |
| Nippon Fine Chemical 4362.T | Japan | $338M | -6% | -5% | 14% | 1.3× | -2.2% | +2.1% |
| Selena FM SEL.WA | Poland | $340M | +23% | +8% | 10% | 1.0× | -1.5% | +5.3% |
| OCI 456040.KS | South Korea | $349M | -65% | +2% | 5% | 0.2× | n/a | n/a |
| Chemplast Sanmar CHEMPLASTS.NS | India | $353M | -9% | +5% | -3% | 1.0× | n/a | n/a |
| San Fu Chemical 4755.TW | Taiwan | $358M | -21% | -11% | 10% | 2.6× | 12.8% | +4.8% |
| Ingentec 4768.TWO | Taiwan | $370M | -52% | +98% | 0% | 7.9× | n/a | n/a |
| ENF Technology 102710.KS | South Korea | $376M | -38% | +14% | 12% | 0.9× | -8.0% | +6.6% |
| Pentapro Materials 7887.TWO | Taiwan | $266M | -63% | +101% | -25% | 42.4× | n/a | n/a |
| Shandong Newleaf Chemical 002476.SZ | China | $382M | -29% | +15% | 4% | 3.1× | 29.0% | +6.3% |
| Jiangxi Selon Industrial 002748.SZ | China | $382M | -17% | +10% | 7% | 1.2× | -4.4% | +5.0% |
| Jiangsu Hanbon Science & Technology 688755.SS | China | $409M | -23% | +7% | 10% | 2.3× | 12.8% | +15.1% |
| China Sunsine Chemical QES.SI | Singapore | $441M | -10% | +4% | 14% | 0.2× | n/a | n/a |
| MiwonComcl 002840.KS | South Korea | $441M | -9% | +7% | 11% | 1.2× | -4.3% | +8.4% |
| Zhejiang Weihua New Material 603310.SS | China | $442M | -19% | +26% | 2% | 1.9× | n/a | n/a |
| Soken Chemical & Engineering 4972.T | Japan | $451M | +27% | +4% | 13% | 1.2× | -2.3% | +8.8% |
| Miwon Sc 268280.KS | South Korea | $468M | +8% | +7% | 15% | 0.9× | -15.8% | +7.4% |