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Taiwanese maker of electrical/power products; specific product lines and customers unconfirmed.
Taiwanese maker of electrical/power products; specific product lines and customers unconfirmed.
Moat: none
Headquarters: Taiwan
Size Longwell (6290.TWO) is a Taiwan Industrials company (Electrical Products) with a market value of $854M, the 301st largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$166.50 on 6 Nov 2026.
Performance Over six months the shares fell 42.8%, against -39.8% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 8th lowest of 20 in its peer set.
Growth Revenue grew 12.6% over the last twelve months (peer median +8.5%); the operating margin is 15.5% (peer median 5.9%).
Valuation It trades at 15.1× forward earnings against a peer median of 15.3× (6th cheapest of 11).
Price implies For today's price to make sense, revenue must grow about 14% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is +5 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 8.5 points above its cost of capital (10.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$10.5B | NT$10.2B | NT$8.04B | NT$7.36B | NT$7.79B |
| Revenue growth | — | +26% | +9% | -5% | — |
| Gross profit | NT$3.32B | NT$3.19B | NT$2.00B | NT$1.76B | NT$1.44B |
| EBITDA | NT$1.88B | NT$1.98B | NT$1.04B | NT$812M | NT$832M |
| Net income | NT$1.59B | NT$1.41B | NT$1.01B | NT$637M | NT$813M |
| Free cash flow | NT$384M | NT$870M | -NT$180M | NT$1.27B | NT$976M |
| Capital expenditure | NT$287M | NT$321M | NT$618M | NT$621M | NT$148M |
| Total debt | NT$1.66B | NT$472M | NT$447M | NT$690M | NT$2.01B |
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 | 6290.TWO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -40.9% | -11.1% | 2nd lowest of 21 |
| 6-month return | -42.8% | -39.8% | 8th lowest of 20 |
| Distance from 52-week high | -55.6% | -53.6% | 10th lowest of 21 |
| Revenue growth (TTM) | +12.6% | +8.5% | 9th highest of 21 |
| Operating margin | 15.5% | 5.9% | 6th highest of 21 |
| Forward P/E | 15.1× | 15.3× | 6th cheapest of 11 |
| Growth the price implies (Req g, 7 yrs) | 13.7% | 8.0% | 6th most demanding of 13 |
| Growth delivered (Del g) | +9.0% | +10.8% | 5th lowest of 13 |
| Hurdle (Req g minus delivered) | +4.7 pp | -5.3 pp | 3rd most demanding of 13 |
| ROIC minus cost of capital | +8.5 pp | -2.9 pp | 6th highest of 20 |
| EV / EBITDA | 14.4× | 18.5× | 4th cheapest of 7 |
| Net debt / EBITDA | -0.7× | 0.2× | 3rd least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Longwell 6290.TWO | Taiwan | $854M | -43% | +13% | 15% | 15.1× | 13.7% | +9.0% |
| Tellhow Sci-Tech 600590.SS | China | $852M | -56% | -11% | 5% | 16.0× | n/a | n/a |
| LS Eco Energy 229640.KS | South Korea | $848M | -56% | +31% | 7% | 21.7× | 5.4% | +10.6% |
| Shijiazhuang Kelin Electric 603050.SS | China | $844M | -36% | -11% | 2% | n/a | 23.2% | +20.2% |
| KBC 688598.SS | China | $842M | +9% | +47% | -114% | n/a | n/a | n/a |
| Kanohar Electricals KANOHAR.NS | India | $835M | n/a | +45% | 27% | n/a | 21.3% | +29.1% |
| Daejoo Electronic Materials 078600.KS | South Korea | $835M | -53% | +42% | 8% | 44.6× | n/a | n/a |
| Jinlei Technology 300443.SZ | China | $876M | -40% | -14% | 13% | 17.6× | 5.6% | +11.1% |
| Guangzhou Baiyun Electric Equipment 603861.SS | China | $831M | -35% | +6% | 4% | 25.2× | n/a | n/a |
| Hangzhou Weiguang Electronic 002801.SZ | China | $884M | -21% | +11% | 17% | 13.4× | 6.6% | +13.1% |
| Jiangsu New Vision Automotive Electronics 2632.HK | Hong Kong | $820M | -50% | +15% | -5% | n/a | n/a | n/a |
| Esab India ESABINDIA.NS | India | $816M | -29% | +13% | 17% | n/a | 18.3% | +17.2% |
| Beijing Jingwei Hirain Technologies 688326.SS | China | $896M | -40% | +2% | -5% | n/a | n/a | n/a |
| R&S Group Holding AG Pref RSGN.SW | Switzerland | $899M | -22% | +2% | 18% | 14.6× | -7.0% | +2.3% |
| Shenzhen Center Power Tech 002733.SZ | China | $901M | -43% | +16% | 5% | n/a | 16.9% | +6.4% |
| Array Technologies ARRY | United States | $902M | -32% | -16% | 0% | 6.5× | 57.9% | +8.0% |
| Taiwan Puritic 6826.TWO | Taiwan | $807M | -43% | +14% | 16% | n/a | -14.4% | +23.9% |
| NITTO KOGYO 6651.T | Japan | $906M | -17% | +6% | 8% | 11.6× | -2.7% | +7.3% |
| CWB Automotive Electronics 605005.SS | China | $907M | -21% | 0% | 9% | n/a | 9.4% | +9.3% |
| Zhejiang Grandwall Electric Science & Technology 603897.SS | China | $803M | -50% | +15% | 3% | n/a | n/a | n/a |
| Beijing SOJO Electric 300444.SZ | China | $912M | -52% | -11% | -4% | 9.1× | n/a | n/a |