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Size Apogee Optocom (6426.TW) is a Taiwan Information Technology company (Telecommunications Equipment) with a market value of $256M, the 687th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$220.00 on 6 Nov 2026.
Performance Over six months the shares fell 10.2%, against -28.3% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue grew 65.3% over the last twelve months (peer median +2.9%); the operating margin is 18.7% (peer median -5.0%).
Valuation It trades at 12.4× enterprise value to sales against a peer median of 3.5× (4th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 45% a year for seven years (Req g). Recent delivered growth is -7%, so the hurdle is +53 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 8.1 points above its cost of capital (13.1% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$637M | NT$487M | NT$330M | NT$363M | NT$624M |
| Revenue growth | — | +48% | -9% | -42% | — |
| Gross profit | NT$259M | NT$106M | -NT$48.3M | -NT$13.8M | NT$208M |
| EBITDA | NT$219M | NT$100M | -NT$21.0M | NT$16.0M | NT$245M |
| Net income | NT$153M | -NT$30.0M | -NT$138M | -NT$103M | NT$89.6M |
| Free cash flow | NT$94.3M | NT$67.9M | NT$38.2M | -NT$19.3M | NT$283M |
| Capital expenditure | NT$45.3M | NT$16.1M | NT$18.4M | NT$39.9M | NT$22.6M |
| Total debt | NT$16.1M | NT$32.4M | NT$33.6M | NT$48.1M | NT$56.9M |
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 | 6426.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -38.5% | -14.3% | lowest of 21 |
| 6-month return | -10.2% | -28.3% | 3rd highest of 21 |
| Distance from 52-week high | -46.6% | -49.6% | 8th highest of 21 |
| Revenue growth (TTM) | +65.3% | +2.9% | 4th highest of 21 |
| Operating margin | 18.7% | -5.0% | 3rd highest of 21 |
| EV / Sales | 12.4× | 3.5× | 4th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 45.3% | 29.0% | 2nd most demanding of 12 |
| Growth delivered (Del g) | -7.3% | +6.4% | 3rd lowest of 12 |
| Hurdle (Req g minus delivered) | +52.6 pp | -5.5 pp | 2nd most demanding of 12 |
| ROIC minus cost of capital | +8.1 pp | -10.8 pp | 3rd highest of 21 |
| EV / EBITDA | 36.1× | 9.6× | 4th most expensive of 9 |
| Net debt / EBITDA | -2.5× | -5.6× | 3rd most indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Apogee Optocom 6426.TW | Taiwan | $256M | -10% | +65% | 19% | 12.4× | 45.3% | -7.3% |
| Zinwell 2485.TW | Taiwan | $280M | -58% | +75% | -14% | 2.6× | n/a | n/a |
| Grand Kangxi Communication Technologies (Shanghai) 688653.SS | China | $300M | -18% | +22% | 4% | 1.9× | 29.5% | +53.1% |
| Addvalue Technologies A31.SI | Singapore | $306M | -25% | +54% | 20% | 11.9× | 30.3% | +54.3% |
| Icom 6820.T | Japan | $319M | +16% | +5% | 9% | 0.6× | -11.1% | +5.8% |
| Beilong Precision Technology 301567.SZ | China | $320M | -29% | +2% | -9% | 5.2× | n/a | n/a |
| Gospell Digital Technology 002848.SZ | China | $322M | -18% | +332% | -6% | 3.3× | n/a | n/a |
| Intellian Technologies 189300.KS | South Korea | $329M | -67% | +41% | 8% | 1.6× | n/a | n/a |
| Lootom Telcovideo Network (Wuxi) 300555.SZ | China | $337M | -17% | -17% | -75% | 17.3× | n/a | n/a |
| Beijing InHand Networks Technology 688080.SS | China | $346M | -31% | +6% | 19% | 1.9× | 4.0% | +20.2% |
| 3onedata 688618.SS | China | $349M | -41% | -9% | -4% | 6.5× | 32.4% | +11.3% |
| Fullink Technology 301067.SZ | China | $352M | -26% | -26% | -15% | 4.1× | n/a | n/a |
| Comba Telecom Systems 2342.HK | Hong Kong | $352M | -44% | +4% | 5% | 0.3× | -7.5% | -2.0% |
| Hangzhou Prevail Optoelectronic Equipment 300710.SZ | China | $352M | -28% | -15% | -19% | 9.4× | 58.6% | -12.0% |
| Beijing Hanbang Technology 300449.SZ | China | $353M | -19% | -11% | -40% | 14.7× | 29.0% | -17.4% |
| Zhuhai Raysharp Technology 301042.SZ | China | $357M | -68% | -1% | 6% | 3.6× | n/a | n/a |
| AVIT 300264.SZ | China | $361M | -40% | -63% | -68% | 40.9× | n/a | n/a |
| Toa 6809.T | Japan | $362M | -5% | +12% | 10% | 0.6× | -10.6% | +6.4% |
| Joyware Electronics 300270.SZ | China | $376M | -38% | +66% | -7% | 10.3× | 10.1% | -4.2% |
| Hillstone Networks 688030.SS | China | $386M | -14% | -8% | -16% | 3.5× | n/a | n/a |
| Clearfield CLFD | United States | $389M | -28% | -27% | 2% | 2.3× | 42.9% | +10.0% |