Loading…
Taiwan's largest equipment leasing and financing company, serving SMEs across Asia.
Taiwan's largest equipment leasing and financing company, serving SMEs across Asia.
Lends to small firms by leasing equipment and financing purchases, earning the gap between what it charges and what bonds and bank loans cost it, so credit quality sets profit. It operates across Taiwan, China and Southeast Asia, with China and Taiwan the biggest markets.
In one line: A smaller Element Fleet-style leasing finance company.
Moat: narrow (scale, distribution). Regional scale and local underwriting expertise across multiple Asian SME leasing markets.
Headquarters: Taipei, Taiwan · Founded: 1977
Size Chailease (5871.TW) is a Taiwan Financials company (Finance/Rental/Leasing) with a market value of $5.74B, the 82nd largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$102.00 on 6 Nov 2026.
Performance Over six months the shares fell 9.5%, against -2.3% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 8th lowest of 21 in its peer set.
Growth Revenue fell 4.2% over the last twelve months (peer median +12.4%); the operating margin is 30.2% (peer median 35.1%).
Valuation It trades at 0.97× book value against a peer median of 2.04× (4th cheapest of 21).
Price implies The share price implies a return on equity of about 3.8%; Chailease delivers 11.5%, so the price asks less than the business earns today.
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$95.9B | NT$96.7B | NT$102B | NT$97.4B | NT$86.6B |
| Revenue growth | — | -5% | +4% | +12% | — |
| Gross profit | NT$61.8B | NT$62.1B | NT$66.0B | NT$63.8B | NT$60.2B |
| EBITDA | NT$38.5B | NT$37.0B | NT$39.0B | NT$40.6B | NT$43.6B |
| Net income | NT$20.1B | NT$19.8B | NT$22.6B | NT$25.0B | NT$27.2B |
| Free cash flow | NT$23.6B | NT$20.6B | NT$20.0B | -NT$16.2B | NT$17.1B |
| Capital expenditure | NT$622M | NT$763M | NT$838M | NT$1.10B | NT$309M |
| Total debt | NT$684B | NT$682B | NT$693B | NT$679B | NT$629B |
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.
| Company | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE |
|---|---|---|---|---|---|---|
| Chailease 5871.TW | $5.74B | -10% | -4% | 12% | 0.97× | 3.8% |
| Tokyo Century 8439.T | $7.50B | +12% | +8% | 12% | 1.01× | 7.7% |
| Orix 8591.T | $35.7B | +2% | +17% | 14% | 1.26× | 12.4% |
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 | 5871.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -3.3% | +0.4% | 8th lowest of 21 |
| 6-month return | -9.5% | -2.3% | 8th lowest of 21 |
| Return on equity | 11.5% | 12.4% | 8th lowest of 21 |
| Price / book | 0.97× | 2.04× | 4th cheapest of 21 |
| Trailing P/E | 9.1× | 16.6× | 4th cheapest of 21 |
| ROE the price implies | 3.8% | 22.5% | least demanding of 21 |
| ROE delivered | 11.5% | 12.4% | 8th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Chailease 5871.TW | Taiwan | $5.74B | -10% | -4% | 12% | 0.97× | 3.8% | 11.5% |
| Element Fleet Management EFN.TO | Canada | $5.61B | -31% | +5% | 11% | 2.06× | 9.2% | 10.6% |
| SBI Cards & Payment Services SBICARD.NS | India | $5.89B | -10% | +6% | 16% | 3.24× | 40.7% | 16.3% |
| Credit Acceptance CACC | United States | $5.37B | -1% | +2% | 23% | 3.86× | 38.2% | 22.7% |
| OneMain OMF | United States | $6.42B | 0% | +6% | 23% | 1.90× | 18.5% | 22.7% |
| Figure Technology Solutions FIGR | United States | $5.10B | -40% | +66% | 26% | 3.58× | 26.5% | 26.2% |
| Herc HRI | United States | $5.08B | +14% | +19% | 6% | 2.56× | 33.3% | 6.3% |
| Sundaram Finance SUNDARMFIN.NS | India | $4.95B | -11% | +14% | 14% | 2.89× | 35.3% | 14.4% |
| Jiangsu Financial Leasing 600901.SS | China | $6.66B | +12% | +14% | 13% | 1.67× | 5.9% | 13.5% |
| HDB Financial Services HDBFS.NS | India | $4.71B | -24% | +11% | 14% | 2.01× | 30.2% | 14.3% |
| Bajaj Housing Finance BAJAJHFL.NS | India | $7.05B | -9% | +17% | 12% | 2.77× | 41.1% | 12.4% |
| Nelnet NNI | United States | $4.67B | +7% | -7% | 8% | 1.24× | 10.1% | 8.1% |
| BOC Aviation 2588.HK | Hong Kong | $7.09B | -3% | -2% | 12% | 1.01× | 6.2% | 11.8% |
| Piramal Finance PIRAMALFIN.NS | India | $7.17B | +13% | +71% | 7% | 1.58× | 13.0% | 6.5% |
| L&T Finance LTF.NS | India | $7.36B | -9% | +17% | 12% | 2.38× | 45.8% | 12.3% |
| Bohai Leasing 000415.SZ | China | $4.44B | +2% | -7% | 18% | 0.90× | 6.3% | 17.8% |
| Poonawalla Fincorp POONAWALLA.NS | India | $4.42B | +4% | +77% | 9% | 3.02× | 47.4% | 9.2% |
| Tokyo Century 8439.T | Japan | $7.50B | +12% | +8% | 12% | 1.01× | 7.7% | 11.6% |
| ACOM 8572.T | Japan | $4.38B | -12% | +7% | 9% | 0.96× | 5.6% | 9.3% |
| Blue Owl Technology Finance OTF | United States | $4.36B | -13% | +95% | 5% | 0.58× | 4.9% | 4.8% |
| Enova International ENVA | United States | $4.22B | -1% | +20% | 27% | 2.72× | 26.6% | 26.8% |