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Employees: 1,120
Size Taiwan Sakura (9911.TW) is a Taiwan Consumer Discretionary company (Electronics/Appliances) with a market value of $504M, the 442nd largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$75.80 on 6 Nov 2026.
Performance Over six months the shares fell 8.4%, against -18.3% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue grew 5.5% over the last twelve months (peer median +5.2%); the operating margin is 15.5% (peer median 3.6%).
Valuation It trades at 9.9× forward earnings against a peer median of 24.8× (cheapest of 11).
Price implies For today's price to make sense, revenue must grow about -10% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -19 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 18.0 points above its cost of capital (5.0% WACC).
Next results Next results expected around 17 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$10.6B | NT$10.3B | NT$9.60B | NT$8.27B | NT$8.21B |
| Revenue growth | — | +7% | +16% | +1% | — |
| Gross profit | NT$3.64B | NT$3.50B | NT$3.29B | NT$2.79B | NT$2.65B |
| EBITDA | NT$1.92B | NT$1.83B | NT$1.68B | NT$1.43B | NT$1.28B |
| Net income | NT$1.42B | NT$1.37B | NT$1.30B | NT$1.07B | NT$1.02B |
| Free cash flow | NT$1.28B | NT$944M | NT$1.01B | NT$1.06B | NT$924M |
| Capital expenditure | NT$292M | NT$440M | NT$288M | NT$267M | NT$124M |
| Total debt | NT$752M | NT$792M | NT$722M | NT$436M | NT$313M |
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 | 9911.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.8% | -6.9% | 11th highest of 21 |
| 6-month return | -8.4% | -18.3% | 4th highest of 21 |
| Distance from 52-week high | -18.3% | -38.8% | 3rd highest of 21 |
| Revenue growth (TTM) | +5.5% | +5.2% | 10th highest of 21 |
| Operating margin | 15.5% | 3.6% | highest of 21 |
| Forward P/E | 9.9× | 24.8× | cheapest of 11 |
| Growth the price implies (Req g, 7 yrs) | -9.9% | 23.1% | least demanding of 8 |
| Growth delivered (Del g) | +9.2% | +12.2% | 3rd lowest of 8 |
| Hurdle (Req g minus delivered) | -19.0 pp | +11.6 pp | 2nd least demanding of 8 |
| ROIC minus cost of capital | +18.0 pp | -2.5 pp | 2nd highest of 21 |
| EV / EBITDA | 8.2× | 12.7× | 3rd cheapest of 8 |
| Net debt / EBITDA | -0.5× | -0.6× | 5th most indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Taiwan Sakura 9911.TW | Taiwan | $504M | -8% | +6% | 15% | 9.9× | -9.9% | +9.2% |
| Guangdong SACA Precision Manufacturing 300464.SZ | China | $493M | -11% | +5% | 5% | n/a | 26.5% | -23.0% |
| Suzhou Sonavox Electronics 688533.SS | China | $490M | -25% | +8% | 6% | 28.6× | n/a | n/a |
| Bosch Home Comfort India BOSCH-HCIL.NS | India | $489M | +17% | +15% | 1% | 54.6× | n/a | n/a |
| Zhejiang Biyi Electric Appliance 603215.SS | China | $481M | -18% | +6% | -1% | 25.3× | n/a | n/a |
| Vatti 002035.SZ | China | $536M | -26% | -13% | 4% | 13.6× | n/a | n/a |
| IFB Industries IFBIND.NS | India | $472M | -9% | +14% | 3% | 24.3× | 31.8% | +14.9% |
| Ability Enterprise 2374.TW | Taiwan | $546M | -34% | +65% | 9% | n/a | n/a | n/a |
| Marssenger Kitchenware 300894.SZ | China | $559M | -12% | -41% | -61% | n/a | n/a | n/a |
| Elec-Tech International 002005.SZ | China | $560M | -27% | 0% | -23% | n/a | n/a | n/a |
| Orient Electric ORIENTELEC.NS | India | $451M | +4% | +17% | 5% | 29.0× | 21.9% | +10.4% |
| Zhejiang Meida Industrial 002677.SZ | China | $567M | -20% | -42% | -12% | 97.5× | n/a | n/a |
| AmTRAN Technology 2489.TW | Taiwan | $569M | -33% | +5% | 1% | n/a | n/a | n/a |
| Risuntek 002981.SZ | China | $440M | -13% | -6% | 4% | n/a | 8.0% | +14.9% |
| Changhong Meiling 000521.SZ | China | $582M | -28% | -11% | -1% | 12.5× | 23.1% | +14.6% |
| Anhui Strong State New Materials 001279.SZ | China | $585M | -18% | +24% | 0% | n/a | 37.7% | +6.3% |
| Hamilton Beach Brands HBB | United States | $432M | +54% | -3% | 13% | n/a | n/a | n/a |
| Qingdao Hiron Commercial Cold Chain 603187.SS | China | $592M | -27% | +12% | 12% | 11.6× | -7.2% | +12.2% |
| HG Technologies 300847.SZ | China | $596M | -16% | +2% | 10% | n/a | n/a | n/a |
| Shanghai Rongtai Health Technology 603579.SS | China | $415M | -37% | +11% | 2% | 18.7× | n/a | n/a |
| ValueHD 301318.SZ | China | $412M | -16% | -3% | 6% | n/a | n/a | n/a |