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← CockpitCompetitor Analysis › 8155.TWO Allied Circuit Co., Ltd.Open in the cockpit ↗

Allied Circuit Co., Ltd.8155.TWOCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Electronic Components
Momentum laggard 8
Mkt cap
$416M
US dollars, full cap
Free float
64%
of shares outstanding
$/day
$5.39M
20-day average traded
Fwd P/E
12.2×
forward earnings
ROIC−WACC
+11.6 pp
WACC 10.7%
Hurdle
n/a
no reverse DCF
Next earnings
119 days
5 Mar 2027
Close · TWDNT$220.50
1D-8.5%
1W-19.8%
1M-33.1%
3M-23.6%
6M-51.7%
YTD+31.2%
1Y+33.6%
ATR %8.3%
52w lowhigh54.1% off high

What Allied Circuit does

No business profile yet.

Allied Circuit at a glance

Size Allied Circuit (8155.TWO) is a Taiwan Information Technology company (Electronic Components) with a market value of $416M, the 510th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$220.50 on 6 Nov 2026.

Performance Over six months the shares fell 51.7%, against -28.0% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 5th lowest of 21 in its peer set.

Growth Revenue grew 32.8% over the last twelve months (peer median +18.4%); the operating margin is 13.7% (peer median 3.7%).

Valuation It trades at 12.2× forward earnings against a peer median of 14.6× (4th cheapest of 10).

Capital Return on invested capital runs 11.6 points above its cost of capital (10.7% WACC).

Next results Next results expected around 5 Mar 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 728155.TWO 50
Six months, rebased to 100: Allied Circuit against the median of its 20 peers (local-currency closes).

Allied Circuit financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$5.73BNT$4.95BNT$3.62BNT$2.89BNT$3.45B
Revenue growth—+37%+25%-16%—
Gross profitNT$1.32BNT$833MNT$565MNT$491MNT$962M
EBITDANT$1.06BNT$634MNT$432MNT$371MNT$794M
Net incomeNT$724MNT$377MNT$236MNT$204MNT$556M
Free cash flow-NT$172M-NT$395MNT$130MNT$259MNT$467M
Capital expenditureNT$709MNT$522MNT$277MNT$246MNT$217M
Total debtNT$278MNT$919MNT$149MNT$189MNT$249M

Quarterly statements and history in the cockpit →

Allied Circuit 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

-50%0%+50%-40%-20%0%6449688391TTG30003200067035263010411263406036334172002478MEI688291SENS5439305535686030132902554013008155.TWO6-month return →1-month return →
Up and to the right = strong over both horizons. Allied Circuit is the large dot.

Fundamentals: revenue growth against valuation

0%+25%+50%+75%+100%20×40×6449TTG352660363341720068829154393568600255408155.TWORevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Allied Circuit is the large dot.

Allied Circuit competitors and peer comparison

How Allied Circuit 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.

Allied Circuit against its 20 peers (data as of 6 Nov 2026)
Measure8155.TWOPeer medianRank in peer set
1-month return-33.1%-24.0%7th lowest of 21
6-month return-51.7%-28.0%5th lowest of 21
Distance from 52-week high-54.1%-49.9%9th lowest of 21
Revenue growth (TTM)+32.8%+18.4%7th highest of 21
Operating margin13.7%3.7%5th highest of 21
Forward P/E12.2×14.6×4th cheapest of 10
ROIC minus cost of capital+11.6 pp-2.3 pp4th highest of 20
EV / EBITDA11.9×9.0×5th most expensive of 12
Net debt / EBITDA-1.2×1.2×least indebted of 13

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
Allied Circuit 8155.TWOTaiwan$416M-52%+33%14%12.2×n/an/a
APAQ Technology 6449.TWTaiwan$414M-13%+23%18%14.7×n/an/a
Hi-Trend Technology (Shanghai) 688391.SSChina$418M-23%+4%-4%n/a4.9%+7.3%
TT Electronics TTG.LUnited Kingdom$419M+50%-3%7%14.6×9.9%+2.2%
Jinlong Machinery & Electronic 300032.SZChina$411M-35%-18%-4%n/a12.4%-2.0%
Youngpoong 000670.KSSouth Korea$406M-54%+40%-2%n/a-14.5%-1.8%
Alltop Technology 3526.TWOTaiwan$428M-40%+19%31%8.3×-7.5%+12.9%
Shenzhen King Brother Electronics Technology 301041.SZChina$430M-10%+18%5%n/a22.5%+3.9%
Vinatech Co 126340.KSSouth Korea$395M-56%+66%2%n/an/an/a
Shanghai Laimu Electronics 603633.SSChina$394M-26%+2%-12%19.9×n/an/a
LS Materials 417200.KSSouth Korea$442M-70%+20%0%45.5×n/an/a
Ta-I Technology 2478.TWTaiwan$388M+16%+8%14%n/a13.2%+0.1%
Methode Electronics MEIUnited States$384M+12%+1%1%n/an/an/a
Beijing JCZ Technology 688291.SSChina$452M-30%+12%1%29.5×n/an/a
Senseonics SENSUnited States$454M+71%+91%-223%n/an/an/a
First Hi-tec Enterprise 5439.TWOTaiwan$458M-60%+93%17%8.3×-5.0%+31.1%
Spirox 3055.TWTaiwan$377M+47%+4%-55%n/an/an/a
TLB 356860.KSSouth Korea$460M-34%+43%13%14.0×n/an/a
Singatron Electronic (China) 301329.SZChina$372M-35%+37%5%n/an/an/a
Korea Electric Terminal 025540.KSSouth Korea$369M-45%-4%8%5.1×n/an/a
Trigiant 1300.HKHong Kong$368M-1%+26%12%n/a-13.0%-2.4%

Questions

Which companies are Allied Circuit's closest peers?
The cockpit's peer set: APAQ Technology (6449.TW), Hi-Trend Technology (Shanghai) (688391.SS), TT Electronics (TTG.L), Jinlong Machinery & Electronic (300032.SZ), Youngpoong (000670.KS), Alltop Technology (3526.TWO), Shenzhen King Brother Electronics Technology (301041.SZ), Vinatech Co (126340.KS).
Is Allied Circuit expensive compared with its peers?
On forward p/e it trades at 12.2× against a peer median of 14.6×, 4th cheapest of 10 in its peer set.
How has Allied Circuit stock performed?
Over six months to 6 Nov 2026 the shares returned -51.7% against -28.0% for the median peer; over one year +33.6%.

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.