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Size Dimerco Express (5609.TWO) is a Taiwan Industrials company (Air Freight/Couriers) with a market value of $333M, the 610th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$77.10 on 6 Nov 2026.
Performance Over six months the shares fell 1.1%, against -13.3% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 1.7% over the last twelve months (peer median +2.8%); the operating margin is 3.8% (peer median 2.1%).
Valuation It trades at 0.2× enterprise value to sales against a peer median of 1.9× (cheapest of 20).
Price implies For today's price to make sense, revenue must grow about -16% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -21 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 38.9 points above its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$31.8B | NT$29.7B | NT$28.9B | NT$22.0B | NT$41.2B |
| Revenue growth | — | +3% | +31% | -46% | — |
| Gross profit | NT$3.87B | NT$3.79B | NT$3.62B | NT$3.52B | NT$5.71B |
| EBITDA | NT$1.52B | NT$1.55B | NT$1.28B | NT$1.36B | NT$2.83B |
| Net income | NT$1.09B | NT$1.13B | NT$955M | NT$1.02B | NT$2.54B |
| Free cash flow | NT$267M | NT$1.53B | NT$626M | NT$669M | NT$3.81B |
| Capital expenditure | NT$28.7M | NT$39.3M | NT$36.4M | NT$28.9M | NT$22.1M |
| Total debt | NT$714M | NT$749M | NT$524M | NT$531M | NT$815M |
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 | 5609.TWO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.8% | -6.9% | 4th highest of 21 |
| 6-month return | -1.1% | -13.3% | 6th highest of 21 |
| Distance from 52-week high | -9.8% | -26.5% | 3rd highest of 21 |
| Revenue growth (TTM) | +1.7% | +2.8% | 10th lowest of 21 |
| Operating margin | 3.8% | 2.1% | 8th highest of 20 |
| EV / Sales | 0.2× | 1.9× | cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | -15.9% | 8.8% | least demanding of 13 |
| Growth delivered (Del g) | +5.3% | +4.7% | 6th highest of 13 |
| Hurdle (Req g minus delivered) | -21.2 pp | +1.9 pp | least demanding of 13 |
| ROIC minus cost of capital | +38.9 pp | -3.8 pp | highest of 19 |
| Net debt / EBITDA | -2.8× | 1.8× | least indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Dimerco Express 5609.TWO | Taiwan | $333M | -1% | +2% | 4% | 0.2× | -15.9% | +5.3% |
| Guangdong Prolto Supply Chain Management 002769.SZ | China | $337M | -39% | -66% | -13% | 11.3× | 41.0% | -42.0% |
| AIT 9381.T | Japan | $327M | -1% | +5% | 7% | 0.6× | -5.2% | +5.0% |
| Shanghai Ace Investment & Development 603329.SS | China | $341M | -19% | -60% | 10% | 1.2× | -6.5% | +10.9% |
| Guangdong Gensho Logistics 603813.SS | China | $323M | -44% | -41% | -30% | 12.0× | n/a | n/a |
| COSCO Shipping International Singapore F83.SI | Singapore | $347M | -18% | +10% | 7% | 1.9× | 17.2% | +0.9% |
| Bondex Supply Chain Management 603836.SS | China | $364M | -14% | +17% | 1% | 0.2× | n/a | n/a |
| Cedar Development 002485.SZ | China | $392M | -2% | -32% | -17% | 5.0× | n/a | n/a |
| Sindhu Trade Links SINDHUTRAD.NS | India | $405M | -12% | -64% | 2% | 9.2× | n/a | n/a |
| Radiant Logistics RLGT | United States | $418M | +8% | +4% | 2% | 0.5× | 16.3% | +0.8% |
| Guangzhou Jiacheng International Logistics 603535.SS | China | $427M | -30% | -29% | -2% | 4.2× | 16.0% | -0.4% |
| Mahindra Logistics MAHLOG.NS | India | $443M | +5% | +20% | 2% | 0.6× | 33.7% | +16.5% |
| HPF 300350.SZ | China | $465M | -13% | +73% | -5% | 5.0× | n/a | n/a |
| Shanghai Shine-Link International Logistics 603648.SS | China | $467M | -15% | +10% | 11% | 1.9× | -0.7% | +0.3% |
| PostNL PNL.AS | Netherlands | $473M | -16% | +2% | 1% | n/a | n/a | n/a |
| Farglory Free Trade Zone Investment 5607.TW | Taiwan | $534M | 0% | +30% | 42% | 6.2× | -2.7% | +16.8% |
| Japan Transcity 9310.T | Japan | $538M | +15% | +1% | 7% | 0.8× | 1.3% | +4.4% |
| Singapore Post S08.SI | Singapore | $546M | -17% | -73% | 3% | 1.9× | n/a | n/a |
| TVS Supply Chain Solutions TVSSCS.NS | India | $547M | -4% | +17% | 2% | 0.4× | 14.4% | +9.7% |
| Hichain Logistics 300873.SZ | China | $560M | -22% | +15% | 14% | 1.8× | 3.2% | +12.1% |
| Xiamen Xinde 000701.SZ | China | $568M | -3% | -22% | n/a | 0.6× | n/a | n/a |