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Taiwanese optical-communications maker of high-density fiber distribution gear and connectors for data centers, plus RF connectors.
Taiwanese optical-communications maker of high-density fiber distribution gear and connectors for data centers, plus RF connectors.
Earns most from optical connection gear for data centers, a line that has outgrown its older RF connector business, and shipments are driven by US cloud customers building AI capacity. It is now moving into silicon photonics and co-packaged optics, where optical parts sit beside the switch chip.
Moat: none (scale). Component supplier in a competitive telecom-connector market.
Headquarters: Taiwan
Size EZconn (6442.TW) is a Taiwan Information Technology company (Electronic Components) with a market value of $2.40B, the 144th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$1,005 on 6 Nov 2026.
Performance Over six months the shares fell 51.2%, against -21.8% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 4th lowest of 21 in its peer set.
Growth Revenue grew 30.0% over the last twelve months (peer median +23.9%); the operating margin is 27.4% (peer median 9.8%).
Valuation It trades at 16.2× forward earnings against a peer median of 27.0× (4th cheapest of 19).
Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +34%, so the hurdle is -19 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 35.1 points above its cost of capital (9.7% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$11.9B | NT$10.5B | NT$6.41B | NT$2.62B | NT$2.94B |
| Revenue growth | — | +64% | +145% | -11% | — |
| Gross profit | NT$7.00B | NT$6.04B | NT$3.54B | NT$899M | NT$904M |
| EBITDA | NT$3.37B | NT$2.64B | NT$1.38B | NT$316M | NT$378M |
| Net income | NT$2.76B | NT$1.78B | NT$1.06B | NT$168M | NT$322M |
| Free cash flow | NT$2.61B | NT$2.75B | NT$1.18B | NT$296M | NT$282M |
| Capital expenditure | NT$152M | NT$169M | NT$411M | NT$302M | NT$65.5M |
| Total debt | NT$925M | NT$2.55B | NT$1.07B | NT$562M | NT$662M |
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 | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| EZconn 6442.TW | $2.40B | -51% | +30% | 27% | 16.2× | 15.3% |
| Browave 3163.TWO | $1.13B | -62% | +21% | 4% | 66.3× | n/a |
| FOCI Fiber Optic Communications 3363.TWO | $1.24B | -59% | -2% | -16% | 92.0× | n/a |
| Corning GLW | $91.4B | -43% | +19% | 17% | 25.4× | 24.7% |
| Amphenol APH | $184B | +21% | +58% | 29% | 21.6× | 15.7% |
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 | 6442.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -41.1% | -18.7% | 4th lowest of 21 |
| 6-month return | -51.2% | -21.8% | 4th lowest of 21 |
| Distance from 52-week high | -60.4% | -54.6% | 6th lowest of 21 |
| Revenue growth (TTM) | +30.0% | +23.9% | 9th highest of 21 |
| Operating margin | 27.4% | 9.8% | 3rd highest of 21 |
| Forward P/E | 16.2× | 27.0× | 4th cheapest of 19 |
| Growth the price implies (Req g, 7 yrs) | 15.3% | 23.4% | 4th least demanding of 9 |
| Growth delivered (Del g) | +34.3% | +10.6% | highest of 9 |
| Hurdle (Req g minus delivered) | -18.9 pp | +7.8 pp | least demanding of 9 |
| ROIC minus cost of capital | +35.1 pp | -3.4 pp | 2nd highest of 21 |
| EV / EBITDA | 21.2× | 11.4× | most expensive of 5 |
| Net debt / EBITDA | -2.3× | 1.5× | 2nd least indebted of 6 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| EZconn 6442.TW | Taiwan | $2.40B | -51% | +30% | 27% | 16.2× | 15.3% | +34.3% |
| Zhuzhou Hongda Electronics 300726.SZ | China | $2.43B | -20% | +11% | 26% | 35.2× | 27.3% | +6.1% |
| Jenoptik JEN.DE | Germany | $2.30B | -21% | -2% | 12% | 18.6× | 10.3% | +11.2% |
| HONG RI DA Technology 301285.SZ | China | $2.50B | -22% | +14% | -13% | 424.7× | n/a | n/a |
| Aoshikang Technology 002913.SZ | China | $2.52B | +2% | +25% | 10% | 34.0× | n/a | n/a |
| Xiamen Hengkun New Material Technology 688727.SS | China | $2.28B | -33% | +20% | 9% | n/a | n/a | n/a |
| Hefei Meyer Optoelectronic Technology 002690.SZ | China | $2.25B | -3% | +3% | 31% | 18.5× | 9.2% | +10.0% |
| Zhejiang Lante Optics 688127.SS | China | $2.56B | -45% | +59% | 31% | 27.8× | 20.5% | +28.5% |
| Optowide Technologies 688195.SS | China | $2.57B | -60% | +68% | 17% | 100.1× | n/a | n/a |
| INESA Intelligent Tech 600602.SS | China | $2.60B | -31% | -2% | 2% | 71.9× | 32.7% | +6.7% |
| Daeduck Electronics 353200.KS | South Korea | $2.61B | -37% | +56% | 16% | 15.0× | 15.3% | +11.8% |
| Fulltech Fiber Glass 1815.TWO | Taiwan | $2.18B | +6% | +49% | 26% | 21.6× | n/a | n/a |
| FIT Hon Teng 6088.HK | Hong Kong | $2.63B | -67% | +11% | 5% | 10.5× | n/a | n/a |
| Primarius Technologies 688206.SS | China | $2.63B | -2% | +30% | -9% | 331.6× | n/a | n/a |
| Knowles KN | United States | $2.65B | -11% | +16% | 15% | 19.1× | 26.3% | -4.9% |
| Shenzhen JOVE Enterprise 300814.SZ | China | $2.65B | -14% | +44% | 7% | n/a | n/a | n/a |
| Shenglan Technology 300843.SZ | China | $2.16B | +2% | +45% | 8% | 66.5× | n/a | n/a |
| Fujian Torch Electron Technology 603678.SS | China | $2.16B | -7% | +82% | 4% | 26.2× | n/a | n/a |
| Electric Connector Technology 300679.SZ | China | $2.14B | -24% | 0% | 4% | 25.1× | 27.9% | +15.8% |
| Dongguan Dingtong Precision Metal 688668.SS | China | $2.09B | -55% | +33% | 16% | 29.5× | n/a | n/a |
| Meiko Electronics 6787.T | Japan | $2.07B | -27% | +22% | 10% | 10.7× | n/a | n/a |