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Employees: 246
Size Laser Tek Taiwan (6207.TWO) is a Taiwan Information Technology company (Semiconductors) with a market value of $263M, the 682nd largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$93.60 on 6 Nov 2026.
Performance Over six months the shares gained 37.4%, against -28.8% for the median peer and -3.4% for the Taiwan market (cap-weighted) — highest of 19 in its peer set.
Growth Revenue fell 6.6% over the last twelve months (peer median +15.4%); the operating margin is 4.9% (peer median 6.2%).
Valuation It trades at 7.2× enterprise value to sales against a peer median of 2.0× (4th most expensive of 19).
Price implies For today's price to make sense, revenue must grow about 52% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is +54 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 7.1 points below its cost of capital (8.7% WACC).
Next results Next results expected around 16 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$1.21B | NT$1.11B | NT$1.36B | NT$1.18B | NT$1.39B |
| Revenue growth | — | -18% | +16% | -15% | — |
| Gross profit | NT$405M | NT$344M | NT$429M | NT$387M | NT$451M |
| EBITDA | n/a | NT$106M | NT$166M | NT$165M | NT$225M |
| Net income | NT$134M | NT$71.8M | NT$165M | NT$147M | NT$151M |
| Free cash flow | n/a | NT$69.1M | NT$181M | NT$264M | NT$548M |
| Capital expenditure | n/a | NT$63.4M | NT$7.75M | NT$7.38M | NT$38.1M |
| Total debt | n/a | NT$1.93B | NT$1.79B | NT$1.85B | NT$1.89B |
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 | 6207.TWO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -38.4% | -27.5% | 7th lowest of 21 |
| 6-month return | +37.4% | -28.8% | highest of 19 |
| Distance from 52-week high | -48.4% | -53.5% | 8th highest of 21 |
| Revenue growth (TTM) | -6.6% | +15.4% | 4th lowest of 20 |
| Operating margin | 4.9% | 6.2% | 9th lowest of 20 |
| EV / Sales | 7.2× | 2.0× | 4th most expensive of 19 |
| Growth the price implies (Req g, 7 yrs) | 51.8% | 9.2% | most demanding of 12 |
| Growth delivered (Del g) | -1.8% | +7.1% | 3rd lowest of 12 |
| Hurdle (Req g minus delivered) | +53.6 pp | -6.8 pp | most demanding of 12 |
| ROIC minus cost of capital | -7.1 pp | +1.7 pp | 5th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Laser Tek Taiwan 6207.TWO | Taiwan | $263M | +37% | -7% | 5% | 7.2× | 51.8% | -1.8% |
| Auk 017900.KS | South Korea | $258M | -31% | -1% | 0% | 1.9× | n/a | n/a |
| Lightron Fiber-optic Devices 069540.KS | South Korea | $256M | -39% | +5% | -54% | 12.8× | n/a | n/a |
| OKins Electronics 080580.KS | South Korea | $273M | -18% | +35% | 17% | 3.6× | n/a | n/a |
| LX Semicon 108320.KS | South Korea | $274M | -63% | -13% | 3% | 0.2× | -11.0% | +7.1% |
| BE Epitaxy Semiconductor Technology 7415.TWO | Taiwan | $284M | n/a | n/a | n/a | n/a | n/a | n/a |
| P-DUKE Technology 8109.TWO | Taiwan | $288M | -3% | +25% | 36% | 4.2× | -6.5% | +7.5% |
| Kona I 052400.KS | South Korea | $290M | -45% | +16% | 29% | 1.2× | -20.6% | +17.5% |
| Holtek Semiconductor 6202.TW | Taiwan | $297M | -26% | +15% | 10% | 2.1× | 7.4% | -11.3% |
| FocalTech Systems 3545.TW | Taiwan | $301M | -15% | -21% | -4% | 0.4× | -17.5% | -2.8% |
| e-Ray Technology 7932.TWO | Taiwan | $302M | n/a | +68% | 6% | 12.0× | n/a | n/a |
| Alltek Technology 3209.TW | Taiwan | $303M | -21% | +22% | 3% | 0.2× | n/a | n/a |
| SEALSQ LAES | United States | $305M | -55% | +145% | -215% | n/a | n/a | n/a |
| Websol Energy System WEBELSOLAR.NS | India | $330M | -37% | +97% | 31% | 2.1× | 9.2% | +46.9% |
| Eris Technology 3675.TWO | Taiwan | $332M | -8% | +15% | 16% | 3.6× | 20.8% | +11.4% |
| Weltrend Semiconductor 2436.TW | Taiwan | $333M | -26% | +19% | 8% | 2.1× | 13.7% | +6.4% |
| Wuxi Hodgen Technology 300279.SZ | China | $335M | -37% | -14% | 5% | 1.3× | 14.6% | +1.7% |
| APAC Opto Electronics 4908.TWO | Taiwan | $341M | -42% | +4% | 21% | 10.9× | 32.8% | +1.9% |
| Jiangsu Smartwin Electronics Technology 301106.SZ | China | $345M | -37% | +7% | 2% | 2.0× | n/a | n/a |
| Goldkey Technology 3135.TW | Taiwan | $345M | -18% | +217% | 18% | 0.9× | n/a | n/a |
| Actron Technology 8255.TWO | Taiwan | $347M | -24% | -4% | 5% | 1.5× | 14.6% | +21.4% |