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Size Anpec Electronics (6138.TWO) is a Taiwan Information Technology company (Semiconductors) with a market value of $449M, the 481st largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$200.50 on 6 Nov 2026.
Performance Over six months the shares fell 20.3%, against -21.3% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 18.2% over the last twelve months (peer median +8.7%); the operating margin is 19.0% (peer median 2.1%).
Valuation It trades at 10.5× forward earnings against a peer median of 23.3× (4th cheapest of 12).
Price implies For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -8 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 39.1 points above its cost of capital (9.9% WACC).
Next results Next results expected around 17 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$7.93B | NT$7.48B | NT$6.09B | NT$5.42B | NT$6.38B |
| Revenue growth | — | +23% | +12% | -15% | — |
| Gross profit | NT$3.00B | NT$2.67B | NT$2.14B | NT$1.72B | NT$2.61B |
| EBITDA | NT$1.73B | NT$1.51B | NT$1.11B | NT$858M | NT$1.52B |
| Net income | NT$1.12B | NT$951M | NT$720M | NT$511M | NT$964M |
| Free cash flow | NT$1.38B | NT$1.33B | NT$1.11B | NT$723M | NT$502M |
| Capital expenditure | NT$224M | NT$220M | NT$222M | NT$264M | NT$183M |
| Total debt | NT$117M | NT$116M | NT$124M | NT$456M | NT$266M |
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 | 6138.TWO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -30.3% | -24.3% | 8th lowest of 21 |
| 6-month return | -20.3% | -21.3% | 11th highest of 21 |
| Distance from 52-week high | -54.5% | -48.2% | 6th lowest of 21 |
| Revenue growth (TTM) | +18.2% | +8.7% | 10th highest of 21 |
| Operating margin | 19.0% | 2.1% | 4th highest of 20 |
| Forward P/E | 10.5× | 23.3× | 4th cheapest of 12 |
| Growth the price implies (Req g, 7 yrs) | -1.6% | 18.2% | least demanding of 8 |
| Growth delivered (Del g) | +6.8% | +8.4% | 3rd lowest of 7 |
| Hurdle (Req g minus delivered) | -8.3 pp | +9.8 pp | least demanding of 7 |
| ROIC minus cost of capital | +39.1 pp | -3.9 pp | highest of 20 |
| EV / EBITDA | 7.2× | 12.2× | 3rd cheapest of 10 |
| Net debt / EBITDA | -1.9× | -0.0× | 4th least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Anpec Electronics 6138.TWO | Taiwan | $449M | -20% | +18% | 19% | 10.5× | -1.6% | +6.8% |
| Guangzhou Anyka Microelectronics 688620.SS | China | $449M | -11% | +70% | 1% | 66.7× | n/a | n/a |
| Taiwan-Asia Semiconductor 2340.TW | Taiwan | $448M | -19% | 0% | -26% | 35.7× | n/a | n/a |
| S & S Tech 101490.KS | South Korea | $451M | -71% | +20% | 20% | 11.5× | n/a | n/a |
| Japan Electronic Materials 6855.T | Japan | $451M | -31% | +38% | 26% | 9.7× | 10.9% | +9.7% |
| Triductor Technology (Suzhou) 688259.SS | China | $446M | -30% | -32% | -16% | 23.3× | 55.4% | +11.6% |
| IntelliEPI Inc. (Cayman) 4971.TWO | Taiwan | $452M | -60% | +31% | 19% | 41.6× | n/a | n/a |
| PCL Technologies 4977.TW | Taiwan | $454M | -23% | -26% | 2% | 60.0× | n/a | n/a |
| Truelight 3234.TWO | Taiwan | $443M | +8% | +10% | -24% | n/a | n/a | n/a |
| Cheng Mei Instrument Technology 7853.TWO | Taiwan | $442M | -20% | +2% | -46% | n/a | n/a | n/a |
| Phoenix Pioneer Technology 6920.TWO | Taiwan | $442M | -44% | +32% | -10% | n/a | n/a | n/a |
| Clenergy Technology 603628.SS | China | $441M | -13% | -21% | 4% | n/a | 13.0% | +18.4% |
| ITH 6962.TW | Taiwan | $436M | -17% | -3% | 2% | 5.3× | 1.4% | -4.9% |
| China Chippacking Technology 688216.SS | China | $463M | -14% | +56% | 2% | n/a | 20.2% | +7.0% |
| SAMT 031330.KS | South Korea | $464M | -9% | +104% | 8% | n/a | n/a | n/a |
| MiCo 059090.KS | South Korea | $431M | -18% | +60% | 6% | n/a | n/a | n/a |
| Maxic Technology 688458.SS | China | $468M | -14% | +7% | -14% | n/a | n/a | n/a |
| Lake Materials 281740.KS | South Korea | $468M | -58% | +6% | 11% | 13.9× | n/a | n/a |
| Contrel Technology 8064.TWO | Taiwan | $469M | -33% | +28% | 15% | n/a | 18.2% | -5.5% |
| TSEC 6443.TW | Taiwan | $423M | -31% | -55% | -122% | 9.1× | n/a | n/a |
| SEMCO Technologies ALSEM.PA | France | $421M | -34% | +7% | n/a | 29.4× | 26.2% | n/a |