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Size Brave C&H Supply (6538.TWO) is a Taiwan Industrials company (Metal Fabrication) with a market value of $330M, the 616th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$292.50 on 6 Nov 2026.
Performance Over six months the shares gained 258.5%, against -29.6% for the median peer and -3.4% for the Taiwan market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue fell 26.0% over the last twelve months (peer median +9.0%); the operating margin is 4.6% (peer median 3.1%).
Valuation It trades at 7.8× enterprise value to sales against a peer median of 1.9× (2nd most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 53% a year for seven years (Req g). Recent delivered growth is -6%, so the hurdle is +58 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 4.3 points below its cost of capital (7.8% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$1.32B | NT$1.45B | NT$2.21B | NT$2.15B | NT$1.49B |
| Revenue growth | — | -34% | +3% | +45% | — |
| Gross profit | NT$467M | NT$460M | NT$926M | NT$892M | NT$527M |
| EBITDA | NT$175M | NT$193M | NT$615M | NT$588M | NT$295M |
| Net income | NT$66.3M | NT$42.9M | NT$344M | NT$340M | NT$170M |
| Free cash flow | NT$64.0M | NT$420M | NT$253M | NT$66.3M | -NT$411M |
| Capital expenditure | NT$172M | NT$193M | NT$379M | NT$174M | NT$544M |
| Total debt | NT$443M | NT$409M | NT$429M | NT$142M | NT$197M |
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 | 6538.TWO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -12.8% | -15.6% | 7th highest of 21 |
| 6-month return | +258.5% | -29.6% | highest of 21 |
| Distance from 52-week high | -37.5% | -45.5% | 7th highest of 21 |
| Revenue growth (TTM) | -26.0% | +9.0% | lowest of 21 |
| Operating margin | 4.6% | 3.1% | 10th highest of 21 |
| EV / Sales | 7.8× | 1.9× | 2nd most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 52.6% | 2.7% | most demanding of 10 |
| Growth delivered (Del g) | -5.7% | +6.7% | 2nd lowest of 10 |
| Hurdle (Req g minus delivered) | +58.3 pp | -11.3 pp | most demanding of 10 |
| ROIC minus cost of capital | -4.3 pp | -3.4 pp | 10th lowest of 21 |
| EV / EBITDA | 59.3× | 13.3× | most expensive of 11 |
| Net debt / EBITDA | -3.1× | 0.1× | 3rd least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Brave C&H Supply 6538.TWO | Taiwan | $330M | +258% | -26% | 5% | 7.8× | 52.6% | -5.7% |
| Guizhou Wire Rope 600992.SS | China | $326M | -22% | -4% | -10% | 1.7× | n/a | n/a |
| Zhejiang Huaye Plastics Machinery 301616.SZ | China | $335M | -31% | +9% | 8% | 2.3× | n/a | n/a |
| Zhangjiagang Zhonghuan Hailu High-End Equipment 301040.SZ | China | $323M | -33% | -5% | -7% | 3.6× | n/a | n/a |
| Itcenglobal 124500.KS | South Korea | $343M | -63% | +103% | 3% | 0.1× | -17.9% | +31.3% |
| Xiangtan Yongda Machinery Manufacturing 001239.SZ | China | $317M | -20% | +6% | 0% | 1.9× | 18.0% | +21.4% |
| Shenke Slide Bearing 002633.SZ | China | $313M | -28% | +9% | 3% | 6.6× | n/a | n/a |
| NLI NL | United States | $349M | +19% | +6% | 11% | 1.6× | 2.7% | +6.7% |
| Qingdao Victall Railway Co. Ltd. Class 1 605001.SS | China | $309M | -30% | +2% | 5% | 1.7× | n/a | n/a |
| Shandong Liancheng Precision Manufacturing 002921.SZ | China | $357M | -46% | +20% | 1% | 2.0× | n/a | n/a |
| Jiangsu Fasten 000890.SZ | China | $359M | -64% | +30% | -10% | 9.4× | 29.1% | -7.8% |
| Taewoong 044490.KS | South Korea | $299M | -62% | +1% | 1% | 1.2× | 22.3% | +0.3% |
| Taiwan Steel Union 6581.TW | Taiwan | $363M | 0% | +6% | 46% | 4.9× | -7.6% | +6.4% |
| Nippon Denko 5563.T | Japan | $298M | -12% | -2% | 11% | 0.7× | -6.1% | +7.4% |
| Earth-Panda Advanced Magnetic Material 688077.SS | China | $378M | -27% | +36% | 2% | 1.8× | n/a | n/a |
| Anhui Xinbo Aluminum 003038.SZ | China | $379M | -29% | +6% | -3% | 0.9× | n/a | n/a |
| Hvm 295310.KS | South Korea | $389M | -53% | +75% | 8% | 5.8× | n/a | n/a |
| W&B Technology 7744.TWO | Taiwan | $396M | -29% | +177% | 26% | 3.6× | 6.7% | +49.1% |
| KFM Kingdom 3816.HK | Hong Kong | $263M | +32% | +37% | 10% | 2.0× | n/a | n/a |
| LCY Technology 4989.TW | Taiwan | $261M | -50% | +37% | -7% | 2.6× | n/a | n/a |
| SUNG KWANG BEND 014620.KS | South Korea | $421M | -54% | +10% | 15% | 1.8× | -5.0% | +6.3% |