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Taiwanese maker of industrial machinery or equipment; specific product lines and customers unconfirmed.
Taiwanese maker of industrial machinery or equipment; specific product lines and customers unconfirmed.
Moat: none
Headquarters: Taiwan · Employees: 331
Size Ye Siang Enterprise (7909.TWO) is a Taiwan Industrials company (Industrial Machinery) with a market value of $984M, the 273rd largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$461.00 on 6 Nov 2026.
Performance Over six months the shares fell 53.5%, against -15.1% for the median peer and -3.4% for the Taiwan market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue fell 13.5% over the last twelve months (peer median +6.0%); the operating margin is 15.6% (peer median 7.7%).
Valuation It trades at 19.6× enterprise value to sales against a peer median of 3.6× (most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 35% a year for seven years (Req g). Recent delivered growth is -14%, so the hurdle is +48 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 6.4 points above its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | |
|---|---|---|---|
| Revenue | n/a | NT$1.66B | NT$1.92B |
| Revenue growth | — | -14% | — |
| Gross profit | n/a | NT$693M | NT$988M |
| EBITDA | n/a | NT$402M | NT$749M |
| Net income | n/a | NT$186M | NT$589M |
| Free cash flow | n/a | NT$30.9M | NT$379M |
| Capital expenditure | n/a | NT$230M | NT$367M |
| Total debt | n/a | NT$452M | NT$578M |
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 | 7909.TWO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -34.3% | -10.4% | 2nd lowest of 21 |
| 6-month return | -53.5% | -15.1% | lowest of 21 |
| Distance from 52-week high | -58.1% | -40.9% | 4th lowest of 21 |
| Revenue growth (TTM) | -13.5% | +6.0% | 5th lowest of 21 |
| Operating margin | 15.6% | 7.7% | 7th highest of 21 |
| EV / Sales | 19.6× | 3.6× | most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 34.9% | 12.0% | most demanding of 14 |
| Growth delivered (Del g) | -13.5% | +9.5% | lowest of 14 |
| Hurdle (Req g minus delivered) | +48.4 pp | +2.2 pp | most demanding of 14 |
| ROIC minus cost of capital | +6.4 pp | -1.7 pp | 3rd highest of 21 |
| EV / EBITDA | 81.1× | 9.5× | most expensive of 8 |
| Net debt / EBITDA | 0.1× | 0.3× | 5th least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ye Siang Enterprise 7909.TWO | Taiwan | $984M | -53% | -14% | 16% | 19.6× | 34.9% | -13.5% |
| Changzhou Kaidi Electrical 605288.SS | China | $985M | +12% | +1% | 3% | 4.3× | n/a | n/a |
| Phoenix Silicon International 8028.TW | Taiwan | $991M | -26% | +24% | 24% | 7.4× | n/a | n/a |
| Noritake Co.,Limited 5331.T | Japan | $991M | -19% | +9% | 9% | 1.2× | n/a | n/a |
| Zhejiang Liju Thermal Energy Equipment 603391.SS | China | $973M | +18% | +9% | 18% | 5.7× | 12.0% | +5.0% |
| METAWATER 9551.T | Japan | $972M | +4% | +13% | 6% | 0.7× | 0.9% | +9.5% |
| Taesung 323280.KS | South Korea | $999M | -44% | +67% | 3% | 19.1× | n/a | n/a |
| Sichuan Zigong Conveying Machine 001288.SZ | China | $999M | +1% | -20% | 3% | 5.4× | n/a | n/a |
| Yindu Kitchen Equipment 603277.SS | China | $969M | -17% | -4% | 19% | 2.2× | -4.3% | +11.1% |
| Truking Technology 300358.SZ | China | $968M | -8% | +6% | 6% | 1.0× | -1.7% | +10.1% |
| Chang Wah Electromaterials 8070.TW | Taiwan | $965M | -10% | +19% | 12% | 1.2× | -6.6% | +3.3% |
| Est Tools 300488.SZ | China | $1.01B | +17% | +15% | 29% | 7.5× | 15.3% | +13.1% |
| Shanghai Shibei Hi-Tech 600604.SS | China | $960M | -13% | -26% | 4% | 8.6× | 15.1% | -1.7% |
| Lindab International LIAB.ST | Sweden | $1.01B | -10% | -3% | 7% | 1.1× | 4.2% | +9.4% |
| Jiangsu Shentong Valve 002438.SZ | China | $1.01B | -23% | -5% | 17% | 3.6× | 5.9% | +6.1% |
| Zhejiang Taitan 003036.SZ | China | $953M | -10% | +14% | 2% | 3.9× | n/a | n/a |
| SUSS MicroTec SMHN.DE | Germany | $948M | -53% | -15% | 9% | 1.8× | 24.2% | +14.8% |
| Zhejiang Jinggong Integration Technology 002006.SZ | China | $946M | -31% | -12% | 5% | 3.7× | 28.8% | +9.6% |
| Miracle Automation Engineering 002009.SZ | China | $1.03B | -27% | +6% | 1% | 2.8× | 34.6% | -5.1% |
| Allied Machinery 605060.SS | China | $1.03B | -51% | +24% | 22% | 4.4× | 15.5% | +13.2% |
| Jiangyin Hengrun Heavy Industries 603985.SS | China | $942M | -45% | -20% | 9% | 2.6× | n/a | n/a |