BE Epitaxy Semiconductor Technology Co., Ltd.

NT$372.00As of Sun 8 Nov 2026, 12:00 UTC

TPEx:7415—

Country Taiwan

PE (Fwd) •••

TSR 10Y CAGR —

Div yield 0.01%

ROE —

—

Beta (5Y) —

PE TTM —

TSR TTM —

Mkt cap —

ROIC —

SE Grade™

Value

Quality

Moat

Consensus

Reference

NT$443

19.17%

(68.05%)

Hold 6|0|11|10|8

TTM

FYE 31 Dec TWD

FY2016

FY2017

FY2018

FY2019

FY2020

FY2021

FY2022

FY2023

FY2024

FY2025

FY2026E

Trend

10Y

Peers

4.171

RevenueNT$B

22.08

23.83

25.26

26.85

28.00

29.48

30.48

31.76

33.23

35.50

4.572

4.86%

5.35%

29.07

Revenue growth%

12.92

13.22

11.28

12.10

9.48

8.49

5.84

2.90

0.96

2.20

18.76

2.90

8.99

4.82

Gross margin%

19.66

18.30

17.51

15.28

13.09

14.54

12.28

11.77

11.65

14.09

11.09

12.28

14.32

7.62

Operating margin%

31.80

31.22

29.86

29.93

30.76

31.03

28.43

26.10

24.60

27.43

28.75

27.43

29.89

24.28

Net margin%

16.08

14.33

14.88

15.10

14.83

15.33

15.16

12.87

15.33

14.32

20.37

15.16

14.99

7.344

P/E ratio (avg)x

10.00

9.959

10.45

11.42

11.46

10.66

9.731

9.940

10.56

10.76

28.76

10.56

10.51

29.39

EV/EBITx

7.100

6.393

7.005

6.722

6.585

6.508

5.738

5.879

5.188

4.642

28.99

5.738

6.451

26.63

FCF yield (avg)%

9.81

12.57

11.81

14.74

13.44

13.07

13.16

14.31

14.63

12.22

13.28

13.16

13.12

2.17

FCF margin%

3.58

1.78

2.43

2.14

0.40

2.45

5.14

3.44

4.16

6.59

6.19

4.16

2.95

1.779

FCF / Net incomex

1.756

1.686

1.824

1.620

1.417

1.433

1.345

1.456

1.483

1.518

0.546

1.456

1.500

2.14

ROIC%

21.41

20.71

22.36

20.58

20.82

22.74

21.64

23.94

25.54

27.54

16.60

23.94

22.00

24.13

Return on equity%

21.87

19.75

17.16

19.86

21.80

19.10

18.69

19.87

19.93

22.05

7.77

19.87

10.69

Return on assets%

2.59

1.00

2.59

1.43

1.93

0.40

0.95

0.40

0.73

3.37

13.33

0.73

1.22

10.01

EPSNT$

26.93

28.11

29.70

27.71

29.26

26.49

27.80

29.36

27.05

30.12

10.75

0.58%

0.94%

—

24.79

EPS growth%

20.67

19.38

17.73

15.39

14.16

15.78

13.39

11.18

9.20

9.40

26.67

11.18

14.77

59.03

Bookvalue per shNT$

19.49

20.05

22.96

23.23

25.22

25.24

29.40

34.25

34.04

32.51

13.80

5.21%

6.37%

—

26.51

FCF per shareNT$

44.77

42.01

41.38

41.66

37.88

40.74

40.81

36.95

34.15

33.67

61.41

(2.33%)

(2.58%)

—

16.93

Dividend per shNT$

11.43

10.81

10.19

10.40

9.39

10.38

11.39

11.04

11.44

11.85

34.86

4.76%

0.83%

—

24.16

Div yield (avg)%

6.42

8.65

6.13

8.47

6.88

6.91

5.99

7.04

6.61

5.20

4.09

6.61

6.75

14.89

Payout ratio%

21.16

19.94

18.25

18.69

17.45

17.02

17.15

16.63

19.56

17.62

11.19

17.15

17.94

1.023

Shares (diluted)B

0.987

0.984

0.943

1.007

1.019

1.089

1.113

1.176

1.075

0.928

0.999

(1.86%)

(1.07%)

23.05

Buyback yield%

18.89

18.10

18.53

19.88

22.86

24.91

24.06

26.69

24.36

21.96

10.16

24.36

22.41

0.492

D/E ratiox

0.510

0.456

0.492

0.457

0.418

0.377

0.331

0.339

0.370

0.340

0.247

0.340

0.398

27.83

Enterprise valueNT$B

35.06

31.39

27.87

28.90

27.14

23.59

24.67

23.21

19.71

18.41

23.73

(7.47%)

(6.24%)

28.59

LT debtNT$B

39.64

41.04

44.28

39.53

39.48

39.28

40.23

36.12

37.52

33.19

14.57

(3.41%)

(1.20%)

Peers (US$284.1M)

Cap (US$)

QBit Semiconductor Ltd.

306.1M

—

e-Ray Technology Co.…

302.0M

122.5x

InPsytech, Inc.

281.3M

55.56x

RF Materials Co., Ltd.

296.4M

31.09x

Capital

TTM

10Y

Leveragex

0.070

(0.013)

(0.012)

EBIT/Intx

1.225

0.266

0.229

Own earn%

(432.30)

(93.72)

(62.35)

Sh yield%

47.21

30.97

29.05

Owners

Insiders/Inst%

13.82

73.66

Short interest%

4.56

SBC / revenue%

4.53

Record

10Y

Profitable years

10/10

Revenue growth years

10/10

EPS growth years

10/10

Dividend streakyrs

Op margin range%

25–32

$1 testx

0.1

Incr. ROIC%

BE Epitaxy Semiconductor Technology Co., Ltd. is a cutting-edge photonics company in Taiwan. The company offers silicon photonics chip, optical engine, optical transceiver module, and planar lightwave guide.

Growth vs revenue

Latest

Trend

10Y CAGR

Rel growth

Revenue

NT$35.50B

5.35%

1.00×

Cost of revenue

NT$20.91B

5.79%

1.04×

Operating expenses

NT$4.362B

3.93%

0.87×