Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
1227.TW
HOLDREMOVEGet insider-trade alertsStandard Foods Corporation · Consumer Defensive · Taiwan · $829M · Avg Vol: $2M/d
Standard Foods is a stable consumer defensive business in Taiwan, but it lacks any structural macro tailwinds or asymmetric growth drivers required for a concentrated high-conviction portfolio.
COMPANY DESCRIPTION
Standard Foods Corporation is the leading health food and nutrition company in Taiwan, licensed to manufacture and market Quaker products alongside its own brands. The company's competitive moat is sustained by its dominant market share in oats, cooking oils, and pediatric/adult nutritional supplements. Its premium brand positioning and extensive retail distribution network generate highly resilient consumer defensive cash flows.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 908.3M | 873.1M | 909.9M | 875.3M | -1.2% |
| EPS | 0.08 | 0.04 | 0.04 | 0.06 | — | -10.9% |
| Shares | — | 915.1M | 915.1M | 915.1M | 915.1M | 0.0% |
| Debt | — | 116.9M | 68.5M | 73.6M | 88.3M | -8.9% |
| Equity | — | 549.9M | 545.8M | 578.2M | 582.8M | 2.0% |
| Op CF | — | 58.8M | 65.7M | 123.8M | 81.7M | 11.6% |
| Inv CF | — | -23.1M | -23.5M | -50.3M | -59.7M | — |
| Fin CF | — | -17.9M | -86.4M | -69.7M | -35.0M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 1227.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 1227.TW | Standard Foods Corporation(you) | $829M | 50 | HOLD |
| 1210.TW | Great Wall Enterprise Co., Ltd. | $1.5B | 45 | HOLD |
| 1215.TW | Charoen Pokphand Enterprise (Taiwan) Co., Ltd. | $1.1B | 37 | HOLD |
| 4205.TWO | Chung Hwa Food Industrial Co., Ltd. | $224M | 50 | HOLD |
| 1232.TW | TTET Union Corporation | $708M | 80 | STRONG BUY |
| 1225.TW | Formosa Oilseed Processing Co., Ltd. | $224M | 60 | HOLD |
| 1203.TW | Ve Wong Corporation | $317M | 68 | BUY |
| 1231.TW | Lian Hwa Foods Corporation | $816M | 13 | STRONG SELL |
| 1264.TWO | Tehmag Foods Corporation | $311M | 75 | BUY |
| 1218.TW | Taisun Enterprise Co., Ltd. | $271M | 74 | BUY |
Peer medians: ROE 10.0% · P/E 17.7x · Gross margin 30.4%