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Employees: 738
Size Allied Supreme (4770.TW) is a Taiwan Materials company (Chemicals: Specialty) with a market value of $629M, the 374th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$260.00 on 6 Nov 2026.
Performance Over six months the shares gained 11.8%, against -22.0% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 3rd highest of 20 in its peer set.
Growth Revenue fell 15.1% over the last twelve months (peer median +10.8%); the operating margin is 19.3% (peer median 3.9%).
Valuation It trades at 14.2× forward earnings against a peer median of 17.0× (5th cheapest of 9).
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 +12%, so the hurdle is -9 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 9.4 points above its cost of capital (6.2% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$4.81B | NT$4.73B | NT$6.46B | NT$5.69B | NT$6.14B |
| Revenue growth | — | -27% | +13% | -7% | — |
| Gross profit | NT$1.51B | NT$1.51B | NT$2.59B | NT$2.61B | NT$2.74B |
| EBITDA | NT$1.13B | NT$1.20B | NT$2.19B | NT$2.17B | NT$2.25B |
| Net income | NT$838M | NT$816M | NT$1.73B | NT$1.68B | NT$1.78B |
| Free cash flow | NT$1.03B | NT$1.42B | NT$1.24B | NT$636M | NT$498M |
| Capital expenditure | NT$152M | NT$188M | NT$239M | NT$197M | NT$391M |
| Total debt | NT$109M | NT$483M | NT$436M | NT$514M | NT$434M |
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 | 4770.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.3% | -11.2% | 7th highest of 21 |
| 6-month return | +11.8% | -22.0% | 3rd highest of 20 |
| Distance from 52-week high | -17.7% | -47.5% | 4th highest of 21 |
| Revenue growth (TTM) | -15.1% | +10.8% | 2nd lowest of 21 |
| Operating margin | 19.3% | 3.9% | highest of 21 |
| Forward P/E | 14.2× | 17.0× | 5th cheapest of 9 |
| Growth the price implies (Req g, 7 yrs) | 3.4% | 1.1% | 5th most demanding of 10 |
| Growth delivered (Del g) | +12.4% | +6.8% | 2nd highest of 10 |
| Hurdle (Req g minus delivered) | -9.1 pp | -2.8 pp | 4th least demanding of 10 |
| ROIC minus cost of capital | +9.4 pp | -2.8 pp | highest of 20 |
| EV / EBITDA | 15.1× | 13.4× | 3rd most expensive of 7 |
| Net debt / EBITDA | -3.2× | 1.0× | least indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Allied Supreme 4770.TW | Taiwan | $629M | +12% | -15% | 19% | 14.2× | 3.4% | +12.4% |
| Chori 8014.T | Japan | $629M | -6% | +3% | 4% | n/a | -13.4% | +6.7% |
| Hangzhou Gaoxin Materials Technology 300478.SZ | China | $631M | +11% | -21% | -9% | n/a | 30.8% | -0.9% |
| Xilong Scientific 002584.SZ | China | $632M | -11% | +23% | 1% | n/a | n/a | n/a |
| Miracll Chemicals 300848.SZ | China | $632M | -45% | +23% | 1% | 12.2× | n/a | n/a |
| LOTTE Fine Chem 004000.KS | South Korea | $634M | -51% | +18% | 7% | 4.5× | -8.2% | +6.8% |
| Yueyang Xingchang Petro-Chemical 000819.SZ | China | $636M | -29% | +44% | 1% | n/a | n/a | n/a |
| Longyan Zhuoyue New Energy 688196.SS | China | $622M | -38% | +2% | 1% | 35.0× | n/a | n/a |
| Hubei Hongyuan Pharmaceutical Technology 301246.SZ | China | $639M | -47% | +45% | 12% | n/a | n/a | n/a |
| Argus (Shanghai) Textile Chemicals 603790.SS | China | $618M | -11% | +21% | 14% | n/a | 11.7% | +0.7% |
| Anshan Hifichem 300758.SZ | China | $615M | -22% | +11% | 9% | 45.2× | 15.5% | +8.2% |
| Hongbaoli 002165.SZ | China | $645M | -32% | +10% | -19% | n/a | n/a | n/a |
| Foosung 093370.KS | South Korea | $648M | -38% | +27% | 8% | 21.9× | n/a | n/a |
| Formosan Union Chemical 1709.TW | Taiwan | $607M | +128% | -3% | 14% | n/a | -1.6% | +1.2% |
| Beijing Shougang LanzaTech Technology 2553.HK | Hong Kong | $653M | n/a | 0% | -45% | n/a | n/a | n/a |
| Zanyu Technology 002637.SZ | China | $605M | -34% | -3% | 3% | 9.3× | -0.9% | +11.0% |
| Balaji Amines BALAMINES.NS | India | $604M | +15% | +21% | 19% | 36.2× | n/a | n/a |
| Jiangsu Baichuan High-Tech New Materials 002455.SZ | China | $656M | -42% | +9% | 1% | n/a | n/a | n/a |
| Waga Energy WAGA.PA | France | $659M | -3% | +7% | -20% | n/a | n/a | n/a |
| Ishihara Sangyo Kaisha 4028.T | Japan | $596M | -22% | +1% | 11% | 9.5× | 1.1% | +8.8% |
| Jiangsu Hengxing New Material Technology 603276.SS | China | $596M | +7% | +29% | 8% | n/a | 18.5% | +15.2% |