Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
1319.TW
HOLDREMOVETong Yang Industry Co., Ltd. · Consumer Cyclical · Taiwan · $1.6B · Avg Vol: $18M/d
Tong Yang is a leading auto parts manufacturer, but it is a highly cyclical business with low pricing power and no direct exposure to our core macro themes.
COMPANY DESCRIPTION
Tong Yang Industry Co., Ltd. is the world's largest manufacturer of aftermarket (AM) automotive plastic body parts, specializing in bumpers, grilles, and instrument panels. The company maintains a dominant global market share supported by extensive production facilities in Taiwan and China and rigorous CAPA certifications. Its vertically integrated operations and massive tooling library serve as a high barrier to entry for competitors.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 672.5M | 753.9M | 808.7M | 792.9M | 5.6% |
| EPS | 0.12 | 0.16 | 0.23 | 0.20 | 20.9% |
| Shares | 591.5M | 591.5M | 591.5M | 591.5M | 0.0% |
| Debt | 114.1M | 85.5M | 99.7M | 100.7M | -4.1% |
| Equity | 750.4M | 804.2M | 872.4M | 886.8M | 5.7% |
| Op CF | 176.7M | 223.9M | 227.0M | 139.6M | -7.6% |
| Inv CF | -25.1M | -94.0M | -106.5M | -99.9M | — |
| Fin CF | -124.9M | -83.9M | -93.0M | -105.6M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 1319.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 1319.TW | Tong Yang Industry Co., Ltd.(you) | $1.6B | 37 | HOLD |
| 8255.TWO | Actron Technology Corporation | $690M | 39 | HOLD |
| 2101.TW | Nankang Rubber Tire Corp.,Ltd. | $730M | 30 | SELL |
| 1563.TW | SuperAlloy Industrial Co., Ltd. | $454M | 38 | HOLD |
| 2105.TW | Cheng Shin Rubber Ind. Co., Ltd. | $3.1B | 61 | HOLD |
| 2228.TW | Iron Force Industrial Co., Ltd. | $224M | 36 | HOLD |
| 2106.TW | Kenda Rubber Industrial Co. Ltd. | $520M | 18 | STRONG SELL |
| 1522.TW | TYC Brother Industrial Co., Ltd. | $309M | 26 | SELL |
| 2102.TW | Federal Corporation | $262M | 49 | HOLD |
| 1524.TW | Gordon Auto Body Parts Co., Ltd. | $155M | 41 | HOLD |
Peer medians: ROE 7.3% · P/E 17.1x · Gross margin 22.9%