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Size ITH (6962.TW) is a Taiwan Information Technology company (Semiconductors) with a market value of $436M, the 496th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$29.25 on 6 Nov 2026.
Performance Over six months the shares fell 17.5%, against -20.2% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue fell 3.1% over the last twelve months (peer median +8.7%); the operating margin is 2.0% (peer median 1.4%).
Valuation It trades at 5.3× forward earnings against a peer median of 26.3× (cheapest of 11).
Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is -5%, so the hurdle is +6 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 3.4 points below its cost of capital (5.3% WACC).
Next results Next results expected around 12 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$19.1B | NT$19.1B | NT$22.5B | NT$22.4B | NT$22.2B |
| Revenue growth | — | -15% | 0% | +1% | — |
| Gross profit | NT$3.40B | NT$4.91B | NT$5.91B | NT$4.47B | NT$6.08B |
| EBITDA | NT$1.00B | NT$2.22B | NT$2.53B | NT$1.50B | NT$2.71B |
| Net income | NT$861M | NT$1.36B | NT$2.25B | NT$1.10B | NT$3.57B |
| Free cash flow | NT$1.75B | NT$102M | NT$3.12B | NT$1.99B | NT$1.18B |
| Capital expenditure | NT$322M | NT$276M | NT$300M | NT$240M | NT$176M |
| Total debt | NT$105M | NT$382M | NT$82.6M | NT$957M | NT$1.08B |
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 | 6962.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -13.7% | -25.9% | 6th highest of 21 |
| 6-month return | -17.5% | -20.2% | 8th highest of 21 |
| Distance from 52-week high | -38.5% | -48.2% | 6th highest of 21 |
| Revenue growth (TTM) | -3.1% | +8.7% | 6th lowest of 21 |
| Operating margin | 2.0% | 1.4% | 10th highest of 20 |
| Forward P/E | 5.3× | 26.3× | cheapest of 11 |
| Growth the price implies (Req g, 7 yrs) | 1.4% | 16.6% | 2nd least demanding of 7 |
| Growth delivered (Del g) | -4.9% | +9.7% | lowest of 6 |
| Hurdle (Req g minus delivered) | +6.3 pp | +1.3 pp | 3rd most demanding of 6 |
| ROIC minus cost of capital | -3.4 pp | -6.3 pp | 8th highest of 19 |
| EV / EBITDA | 10.7× | 8.7× | 4th most expensive of 8 |
| Net debt / EBITDA | -3.7× | -0.0× | 2nd least indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| ITH 6962.TW | Taiwan | $436M | -17% | -3% | 2% | 5.3× | 1.4% | -4.9% |
| MiCo 059090.KS | South Korea | $431M | -18% | +60% | 6% | n/a | n/a | n/a |
| Clenergy Technology 603628.SS | China | $441M | -13% | -21% | 4% | n/a | 13.0% | +18.4% |
| Phoenix Pioneer Technology 6920.TWO | Taiwan | $442M | -44% | +32% | -10% | n/a | n/a | n/a |
| Cheng Mei Instrument Technology 7853.TWO | Taiwan | $442M | -20% | +2% | -46% | n/a | n/a | n/a |
| Truelight 3234.TWO | Taiwan | $443M | +8% | +10% | -24% | n/a | n/a | n/a |
| Triductor Technology (Suzhou) 688259.SS | China | $446M | -30% | -32% | -16% | 23.3× | 55.4% | +11.6% |
| Taiwan-Asia Semiconductor 2340.TW | Taiwan | $448M | -19% | 0% | -26% | 35.7× | n/a | n/a |
| TSEC 6443.TW | Taiwan | $423M | -31% | -55% | -122% | 9.1× | n/a | n/a |
| Anpec Electronics 6138.TWO | Taiwan | $449M | -20% | +18% | 19% | 10.5× | -1.6% | +6.8% |
| Guangzhou Anyka Microelectronics 688620.SS | China | $449M | -11% | +70% | 1% | 66.7× | n/a | n/a |
| SEMCO Technologies ALSEM.PA | France | $421M | -34% | +7% | n/a | 29.4× | 26.2% | n/a |
| S & S Tech 101490.KS | South Korea | $451M | -71% | +20% | 20% | 11.5× | n/a | n/a |
| Japan Electronic Materials 6855.T | Japan | $451M | -31% | +38% | 26% | 9.7× | 10.9% | +9.7% |
| IntelliEPI Inc. (Cayman) 4971.TWO | Taiwan | $452M | -60% | +31% | 19% | 41.6× | n/a | n/a |
| indie Semiconductor INDI | United States | $420M | -58% | +6% | -62% | n/a | n/a | n/a |
| PCL Technologies 4977.TW | Taiwan | $454M | -23% | -26% | 2% | 60.0× | n/a | n/a |
| China Chippacking Technology 688216.SS | China | $463M | -14% | +56% | 2% | n/a | 20.2% | +7.0% |
| SAMT 031330.KS | South Korea | $464M | -9% | +104% | 8% | n/a | n/a | n/a |
| Shenzhen Changfang 300301.SZ | China | $406M | -9% | -11% | -23% | n/a | n/a | n/a |
| Maxic Technology 688458.SS | China | $468M | -14% | +7% | -14% | n/a | n/a | n/a |