Company Deep Dive
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1522.TW
SELLREMOVETYC Brother Industrial Co., Ltd. · Consumer Cyclical · Taiwan · $309M · Avg Vol: $2M/d
TYC Brother Industrial is an automotive lighting manufacturer. While it has stable operations, it is a highly cyclical auto parts supplier with limited pricing power and low ROIC, making it unsuitable for our concentrated quality portfolio.
COMPANY DESCRIPTION
TYC Brother Industrial Co., Ltd. is a leading global manufacturer of automotive lighting, including headlamps, tail lamps, and mirrors for both original equipment (OE) and aftermarket (AM) segments. The company maintains a competitive edge through its extensive global distribution network and compliance with stringent international safety standards, including CAPA and E-Mark. Continuous investment in LED and smart lighting technologies ensures its relevance in the transition to electric and autonomous vehicles.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 606.9M | 609.1M | 635.8M | 771.5M | 8.3% |
| EPS | 0.02 | 0.09 | 0.10 | 0.15 | — | 97.3% |
| Shares | — | 312.9M | 312.9M | 312.9M | 312.9M | 0.0% |
| Debt | — | 392.1M | 357.4M | 344.7M | 576.1M | 13.7% |
| Equity | — | 279.5M | 289.9M | 321.1M | 317.7M | 4.4% |
| Op CF | — | 43.6M | 121.7M | 99.7M | 30.8M | -10.9% |
| Inv CF | — | -40.6M | -61.0M | -76.2M | -121.3M | — |
| Fin CF | — | 19.8M | -61.4M | -39.9M | 115.2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 1522.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 1522.TW | TYC Brother Industrial Co., Ltd.(you) | $309M | 26 | SELL |
| 2241.TW | Amulaire Thermal Technology, Inc. | $171M | 28 | SELL |
| 2228.TW | Iron Force Industrial Co., Ltd. | $224M | 36 | HOLD |
| 1525.TW | Kian Shen Corporation | $153M | 29 | SELL |
| 2106.TW | Kenda Rubber Industrial Co. Ltd. | $520M | 18 | STRONG SELL |
| 1533.TW | Mobiletron Electronics Co.,Ltd. | $119M | 25 | SELL |
| 3552.TWO | Tung Thih Electronic Co., Ltd. | $160M | 19 | STRONG SELL |
| 1563.TW | SuperAlloy Industrial Co., Ltd. | $454M | 38 | HOLD |
| 2101.TW | Nankang Rubber Tire Corp.,Ltd. | $730M | 30 | SELL |
| 2231.TW | Cub Elecparts Inc. | $405M | 5 | STRONG SELL |
Peer medians: ROE 7.6% · P/E 16.5x · Gross margin 23.0%