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Size Taiwan Optical Platform (6464.TW) is a Taiwan Communication Services company (Cable/Satellite TV) with a market value of $311M, the 639th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$76.90 on 6 Nov 2026.
Performance Over six months the shares gained 4.8%, against -7.9% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 3rd highest of 8 in its peer set.
Growth Revenue was unchanged over the last twelve months (peer median +0.8%); the operating margin is 26.5% (peer median 2.4%).
Valuation It trades at 3.8× enterprise value to sales against a peer median of 3.2× (4th most expensive of 8).
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 +1%, so the hurdle is -3 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.2 points above its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$4.42B | NT$4.45B | NT$4.37B | NT$4.18B | NT$4.36B |
| Revenue growth | — | +2% | +5% | -4% | — |
| Gross profit | NT$2.13B | NT$2.16B | NT$2.18B | NT$2.12B | NT$2.21B |
| EBITDA | NT$1.65B | NT$1.67B | NT$1.76B | NT$1.81B | NT$1.92B |
| Net income | NT$580M | NT$541M | NT$879M | NT$738M | NT$874M |
| Free cash flow | NT$763M | NT$685M | NT$883M | NT$1.07B | NT$1.02B |
| Capital expenditure | NT$585M | NT$634M | NT$444M | NT$317M | NT$271M |
| Total debt | NT$6.95B | NT$7.63B | NT$7.98B | NT$8.31B | NT$8.41B |
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 | 6464.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.4% | -2.5% | 3rd highest of 8 |
| 6-month return | +4.8% | -7.9% | 3rd highest of 8 |
| Distance from 52-week high | -4.6% | -35.1% | highest of 8 |
| Revenue growth (TTM) | 0.0% | +0.8% | 4th lowest of 8 |
| Operating margin | 26.5% | 2.4% | highest of 8 |
| EV / Sales | 3.8× | 3.2× | 4th most expensive of 8 |
| Growth the price implies (Req g, 7 yrs) | -2.3% | 15.7% | 2nd least demanding of 6 |
| Growth delivered (Del g) | +0.6% | -3.9% | 3rd highest of 6 |
| Hurdle (Req g minus delivered) | -2.8 pp | +5.1 pp | 2nd least demanding of 6 |
| ROIC minus cost of capital | +1.2 pp | -0.6 pp | 3rd highest of 8 |
| EV / EBITDA | 10.0× | 10.4× | 2nd cheapest of 4 |
| Net debt / EBITDA | 3.5× | 3.8× | 2nd least indebted of 4 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Taiwan Optical Platform 6464.TW | Taiwan | $311M | +5% | 0% | 26% | 3.8× | -2.3% | +0.6% |
| AMC Global Media AMCX | United States | $346M | -5% | -5% | 8% | 0.7× | -4.9% | -3.9% |
| Viaplay VPLAY-A.ST | Sweden | $615M | +32% | +20% | 3% | 0.6× | n/a | n/a |
| Hubei Broadcasting & Television Information Network 000665.SZ | China | $698M | -15% | +1% | -48% | 5.4× | n/a | n/a |
| Stingray RAY.TO | Canada | $786M | +11% | +32% | 20% | 3.2× | 5.5% | +13.1% |
| Shenzhen Topway Video Communication 002238.SZ | China | $810M | -8% | -16% | -22% | 4.7× | 16.0% | -5.8% |
| Guangxi Beitou Technology 600936.SS | China | $925M | -11% | +13% | 2% | 2.4× | 15.7% | +10.6% |
| Guizhou Broadcasting & TV Information Network 600996.SS | China | $1.22B | -23% | -7% | -89% | 13.0× | 30.2% | -18.3% |