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← CockpitCompetitor Analysis › 7786.TW Dong Fang Offshore Co., Ltd.Open in the cockpit ↗

Dong Fang Offshore Co., Ltd.7786.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Industrials›Marine Shipping
Momentum neutral 46
Mkt cap
$583M
US dollars, full cap
Free float
30%
of shares outstanding
$/day
$1.14M
20-day average traded
Fwd P/E
11.4×
forward earnings
ROIC−WACC
+8.6 pp
WACC 5.0%
Hurdle
n/a
no reverse DCF
Next earnings
7 days
13 Nov 2026
Close · TWDNT$109.50
1D0.0%
1W-9.9%
1M-9.1%
3M-10.2%
6M-18.6%
YTD-29.4%
1Yn/a
ATR %4.1%
52w lowhigh36.7% off high

What Dong Fang Offshore does

No business profile yet.

Dong Fang Offshore at a glance

Size Dong Fang Offshore (7786.TW) is a Taiwan Industrials company (Marine Shipping) with a market value of $583M, the 400th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$109.50 on 6 Nov 2026.

Performance Over six months the shares fell 18.6%, against -2.7% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 2nd lowest of 21 in its peer set.

Growth Revenue grew 51.7% over the last twelve months (peer median +21.4%); the operating margin is 18.5% (peer median 25.4%).

Valuation It trades at 11.4× forward earnings against a peer median of 7.4× (5th most expensive of 16).

Capital Return on invested capital runs 8.6 points above its cost of capital (5.0% WACC).

Next results Next results expected around 13 Nov 2026 (exchange calendar; dates can move).

Relative performance

809010011011 May 202611 Aug 20266 Nov 2026Peer median 997786.TW 81
Six months, rebased to 100: Dong Fang Offshore against the median of its 20 peers (local-currency closes).

Dong Fang Offshore financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$12.2BNT$10.5BNT$6.82BNT$5.01BNT$2.63B
Revenue growth—+53%+36%+90%—
Gross profitNT$2.60BNT$2.60BNT$1.81BNT$1.45BNT$806M
EBITDANT$2.63BNT$2.64BNT$1.81BNT$1.52BNT$929M
Net incomeNT$1.88BNT$1.77BNT$1.22BNT$1.00BNT$482M
Free cash flow-NT$5.23B-NT$3.68BNT$461MNT$943M-NT$1.45B
Capital expenditureNT$7.61BNT$5.84BNT$1.37BNT$297MNT$2.10B
Total debtNT$4.45BNT$2.76BNT$1.56BNT$1.98BNT$2.08B

Quarterly statements and history in the cockpit →

Dong Fang Offshore competitor charts

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.

Performance: 6-month against 1-month return

-20%0%+20%-20%-10%0%GOTL-A600798603209SOFF2605000520KCCPANLHSHP9324CMDB005880SBESEAALC2409GPPL260726177786.TW6-month return →1-month return →
Up and to the right = strong over both horizons. Dong Fang Offshore is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%0×20×40×60×GOTL-A603209SOFF2605KCCHSHP005880SBESEASEA1ALC240926177786.TWRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Dong Fang Offshore is the large dot.

Dong Fang Offshore competitors and peer comparison

How Dong Fang Offshore compares with its peers

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.

Dong Fang Offshore against its 20 peers (data as of 6 Nov 2026)
Measure7786.TWPeer medianRank in peer set
1-month return-9.1%-9.8%10th highest of 21
6-month return-18.6%-2.7%2nd lowest of 21
Distance from 52-week high-36.7%-21.1%2nd lowest of 21
Revenue growth (TTM)+51.7%+21.4%2nd highest of 20
Operating margin18.5%25.4%9th lowest of 21
Forward P/E11.4×7.4×5th most expensive of 16
ROIC minus cost of capital+8.6 pp+0.9 pp3rd highest of 20
EV / EBITDA8.7×7.2×6th most expensive of 16
Net debt / EBITDA1.4×1.6×8th least indebted of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Dong Fang Offshore 7786.TWTaiwan$583M-19%+52%19%11.4×n/an/a
Rederiaktiebolaget Gotland GOTL-A.STSweden$582M-16%+42%1%66.5×n/an/a
Ningbo Marine 600798.SSChina$575M-12%+39%3%n/a-7.5%+3.5%
Xingtong Shipping 603209.SSChina$603M-5%+28%25%11.4×n/an/a
Solstad Offshore SOFF.OLNorway$606M+4%+21%31%6.8×3.4%-9.1%
Sincere Navigation 2605.TWTaiwan$548M-11%+22%31%8.9×-18.5%+2.3%
Phoenix Shipping (Wuhan) 000520.SZChina$527M-12%+78%5%n/an/an/a
Klaveness Combination Carriers KCC.OLNorway$661M0%+21%26%5.8×n/an/a
Pangaea Logistics Solutions PANLUnited States$496M-3%+22%9%7.4×1.6%+10.5%
Himalaya Shipping HSHP.OLNorway$729M-2%+36%61%7.5×-3.3%+36.0%
Yasuda Logistics 9324.TJapan$453M+12%+2%5%n/a12.3%+10.9%
Costamare Bulkers CMDBUnited States$449M-4%n/a-3%n/a-7.8%n/a
Korea Line 005880.KSSouth Korea$420M-30%-19%21%2.9×-12.2%+7.6%
Safe Bulkers SBUnited States$809M+1%+11%33%9.4×3.6%+6.8%
Euroseas ESEAUnited States$417M-13%+3%59%3.4×n/an/a
Sea1 Offshore Incorporation SEA1.OLNorway$406M-12%-23%36%4.9×n/an/a
Algoma Central ALC.TOCanada$846M+30%+18%34%13.6×n/an/a
Seacon Shipping 2409.HKHong Kong$400M+32%+40%11%6.2×4.8%+12.7%
Gujarat Pipavav Port GPPL.NSIndia$851M+4%+25%52%14.7×16.2%+9.6%
Evergreen International Storage & Transport 2607.TWTaiwan$897M+18%-15%11%n/an/an/a
Taiwan Navigation 2617.TWTaiwan$368M-1%+8%40%6.5×-7.9%+11.5%

Questions

Which companies are Dong Fang Offshore's closest peers?
The cockpit's peer set: Rederiaktiebolaget Gotland (GOTL-A.ST), Ningbo Marine (600798.SS), Xingtong Shipping (603209.SS), Solstad Offshore (SOFF.OL), Sincere Navigation (2605.TW), Phoenix Shipping (Wuhan) (000520.SZ), Klaveness Combination Carriers (KCC.OL), Pangaea Logistics Solutions (PANL).
Is Dong Fang Offshore expensive compared with its peers?
On forward p/e it trades at 11.4× against a peer median of 7.4×, 5th most expensive of 16 in its peer set.
How has Dong Fang Offshore stock performed?
Over six months to 6 Nov 2026 the shares returned -18.6% against -2.7% for the median peer.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.