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Taiwanese maker of electrical/power equipment; specific product lines and customers unconfirmed.
Taiwanese maker of electrical/power equipment; specific product lines and customers unconfirmed.
Moat: none
Headquarters: Taiwan · Employees: 1,432
Size Advanced Energy Solution (6781.TW) is a Taiwan Industrials company (Electrical Products) with a market value of $1.82B, the 178th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$705.00 on 6 Nov 2026.
Performance Over six months the shares fell 37.0%, against -21.1% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue grew 38.3% over the last twelve months (peer median +4.2%); the operating margin is 24.2% (peer median 7.8%).
Valuation It trades at 13.5× forward earnings against a peer median of 22.1× (4th cheapest of 16).
Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +20%, so the hurdle is -18 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 54.3 points above its cost of capital (9.2% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$17.9B | NT$16.0B | NT$10.0B | NT$10.0B | NT$15.1B |
| Revenue growth | — | +59% | 0% | -33% | — |
| Gross profit | NT$6.07B | NT$5.40B | NT$3.66B | NT$3.49B | NT$5.36B |
| EBITDA | NT$4.82B | NT$4.28B | NT$2.71B | NT$2.51B | NT$4.20B |
| Net income | NT$3.61B | NT$3.26B | NT$2.17B | NT$1.97B | NT$3.22B |
| Free cash flow | NT$2.96B | NT$2.33B | NT$2.29B | -NT$521M | NT$1.83B |
| Capital expenditure | NT$744M | NT$735M | NT$516M | NT$514M | NT$1.05B |
| Total debt | NT$430M | NT$790M | NT$449M | NT$1.89B | NT$2.59B |
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 | 6781.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -32.9% | -8.1% | 2nd lowest of 21 |
| 6-month return | -37.0% | -21.1% | 3rd lowest of 21 |
| Distance from 52-week high | -54.7% | -43.3% | 4th lowest of 21 |
| Revenue growth (TTM) | +38.3% | +4.2% | 3rd highest of 21 |
| Operating margin | 24.2% | 7.8% | highest of 21 |
| Forward P/E | 13.5× | 22.1× | 4th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | 2.6% | 8.9% | 4th least demanding of 14 |
| Growth delivered (Del g) | +20.5% | +7.1% | 4th highest of 14 |
| Hurdle (Req g minus delivered) | -17.8 pp | +2.4 pp | 3rd least demanding of 14 |
| ROIC minus cost of capital | +54.3 pp | -3.0 pp | highest of 21 |
| EV / EBITDA | 10.0× | 11.1× | 4th cheapest of 7 |
| Net debt / EBITDA | -2.5× | -0.2× | 4th least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Advanced Energy Solution 6781.TW | Taiwan | $1.82B | -37% | +38% | 24% | 13.5× | 2.6% | +20.5% |
| Farasis Energy (Gan Zhou) 688567.SS | China | $1.82B | -29% | -8% | -10% | n/a | -0.9% | +52.1% |
| Guangdong Mingyang Electric 301291.SZ | China | $1.81B | -34% | -17% | 5% | 27.9× | 15.6% | +32.9% |
| Pfeiffer Vacuum Technology PFV.DE | Germany | $1.79B | -3% | 0% | 9% | 23.6× | 8.9% | +6.6% |
| Wuxi Huaguang Environment & Energy 600475.SS | China | $1.79B | -24% | -8% | 7% | 20.7× | 8.0% | +3.0% |
| Hengdian Group Tospo Lighting 603303.SS | China | $1.86B | +44% | +5% | 1% | 70.3× | 35.6% | -0.8% |
| CETC Chips Technology 600877.SS | China | $1.87B | -36% | -2% | -3% | n/a | n/a | n/a |
| Finolex Cables FINCABLES.NS | India | $1.76B | 0% | +27% | 10% | 19.9× | n/a | n/a |
| Hangzhou Zhongheng Electric 002364.SZ | China | $1.89B | -40% | +17% | 4% | 70.6× | n/a | n/a |
| Jiangsu Leili Motor 300660.SZ | China | $1.90B | -33% | +16% | 5% | 70.5× | 29.1% | +11.6% |
| Jiangsu Cnano Technology 688116.SS | China | $1.90B | -19% | +8% | 19% | 32.6× | n/a | n/a |
| Simplo Technology 6121.TWO | Taiwan | $1.90B | -6% | +3% | 11% | 9.6× | -20.1% | -0.8% |
| SWCC 5805.T | Japan | $1.71B | +1% | +21% | 11% | 11.1× | 6.4% | +11.4% |
| Jiangxi Special Electric Motor 002176.SZ | China | $1.96B | -52% | -13% | -13% | n/a | 48.7% | +1.2% |
| Meidensha 6508.T | Japan | $1.96B | -20% | +12% | 10% | 11.0× | 5.1% | +7.1% |
| TD Power Systems TDPOWERSYS.NS | India | $1.96B | -7% | +54% | 17% | 47.1× | 40.6% | +25.6% |
| Jinlongyu 002882.SZ | China | $1.97B | -21% | -1% | 3% | n/a | n/a | n/a |
| Roshow Technology 002617.SZ | China | $1.68B | -24% | +4% | 8% | n/a | 17.9% | +5.2% |
| Opple Lighting 603515.SS | China | $1.67B | -26% | +1% | 9% | 17.2× | n/a | n/a |
| SMA Solar Technology S92.DE | Germany | $1.99B | -21% | +4% | -7% | 16.7× | -4.2% | +8.1% |
| Xian Sinofuse Electric 301031.SZ | China | $1.99B | -16% | +56% | 21% | 22.1× | n/a | n/a |