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2072.TW

STRONG BUYAPPROVE

Century Wind Power Co., Ltd. · Industrials · Taiwan · $1.1B · Avg Vol: $4M/d

85
StockRank
Q
76
V
72
M
26
P/E (TTM)
14.8x
ROE
12.1%
D/E
0.1x
Dividend %
4.4%
AI CONVICTION THESIS

Century Wind Power is Taiwan's leading manufacturer of offshore wind jacket foundations. Taiwan's strict localization requirements for offshore wind projects create an effective monopoly and high entry barriers for foreign competitors. As Taiwan aggressively localizes its energy grid to mitigate geopolitical risks and reduce reliance on imported LNG, Century Wind Power has an immense, policy-protected backlog with strong pricing power.

COMPANY DESCRIPTION

Century Wind Power Co., Ltd. is a leading manufacturer of offshore wind turbine foundations, including jacket foundations and pin piles, based in Taiwan. The company benefits from a near-monopoly position in the domestic market, heavily protected by the Taiwanese government's localization policies for offshore wind development. Its state-of-the-art deepwater port facilities and specialized heavy welding capabilities present extremely high barriers to entry for potential competitors.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGR
Revenue91.4M259.5M305.4M324.7M52.6%
EPS0.24-0.170.210.3411.2%
Shares125.0M141.8M170.0M170.0M+36.0%
Debt228.7M233.3M65.8M69.2M-32.9%
Equity156.8M271.4M590.2M622.1M58.3%
Op CF-13.7M5.2M69.3M158.4M450.3%
Inv CF-61.9M-79.6M-68.8M-2.1M
Fin CF75.1M89.2M103.7M-33.0M
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PRICE (1Y)-4.2%
5.235.495.766.026.29May 12Jun 2Jun 23
SMA 50SMA 200
Close
$5.40
RSI (14)
46.4
52W High
$11.29
From 52W High
0.5%

SCORE BREAKDOWN

Quality
76
ROIC
12.1%70.4
ROE
12.1%67.2
GP/Assets
14.6%44.7
Op. Margin
28.3%94.3
FCF/Assets
25.1%97.8
Piotroski
996.7
Int. Cover
43.1x71.6
D/E Ratio
0.08x80.1
Current Ratio
2.99x82.2
Value
72
P/E (TTM)
14.8x65.4
EV/EBITDA
6.6x79.2
P/FCF
174.0x88.4
P/B
1.5x62.6
P/S
3.0x28.9
Div Yield
4.4%85.3
Momentum
26
52W High %
48%8.0
RS 6M
-91%6.6
SMA 50/200
0.78x3.1
EPS Rev 4W
+0.5%77.4
EPS Rev 12W
N/A
EPS Improve
+56%55.1
Q Growth
113%88.1

FUNDAMENTALS

Market Cap
$1.1B
P/E (Forward)
9.5x
Gross Margin
30.9%

SECTOR PEERS

Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 2072.TW are excluded.

TickerCompanyMkt CapStockRankSignal
2072.TWCentury Wind Power Co., Ltd.(you)$1.1B85STRONG BUY
9933.TWCTCI Corporation$1.3B87STRONG BUY
2535.TWDa-Cin Construction Co.,Ltd.$770M98STRONG BUY
6691.TWYankey Engineering Co., Ltd.$2.8B85STRONG BUY
2597.TWRuentex Engineering & Construction Co., Ltd.$1.7B64HOLD
2546.TWKedge Construction Co., Ltd.$385M96STRONG BUY
8926.TWTaiwan Cogeneration Corporation$2.1B58HOLD
5536.TWOActer Group Corporation Limited$5.0B95STRONG BUY
5519.TWLongDa Construction & Development Corporation$232M96STRONG BUY
5515.TWChien Kuo Construction Co., Ltd.$268M100STRONG BUY

Peer medians: ROE 8.5% · P/E 21.4x · Gross margin 23.2%

Century Wind Power Co., Ltd. (2072.TW) — Stock Score Summary

Century Wind Power Co., Ltd. (2072.TW) has a MoatMap StockRank of 85/100 based on Quality (76/100), Value (72/100), and Momentum (26/100) factor scores. The current signal is STRONG BUY. Century Wind Power is Taiwan's leading manufacturer of offshore wind jacket foundations. Taiwan's strict localization requirements for offshore wind projects create an effective monopoly and high entry barriers for foreign competitors. As Taiwan aggressively localizes its energy grid to mitigate geopolitical risks and reduce reliance on imported LNG, Century Wind Power has an immense, policy-protected backlog with strong pricing power.

Century Wind Power Co., Ltd. is a leading manufacturer of offshore wind turbine foundations, including jacket foundations and pin piles, based in Taiwan. The company benefits from a near-monopoly position in the domestic market, heavily protected by the Taiwanese government's localization policies for offshore wind development. Its state-of-the-art deepwater port facilities and specialized heavy welding capabilities present extremely high barriers to entry for potential competitors.

Key Financial Metrics

Price$5.40
Market Cap$1.1B
P/E (TTM)14.79
P/E (Forward)9.50
Price/Book1.45
Return on Equity12.1%
Return on Invested Capital12.1%
Debt/Equity8.43
Gross Margin30.9%
Operating Margin28.3%
Revenue Growth41.4%
Dividend Yield4.4%
Free Cash Flow$6M

Century Wind Power Co., Ltd. operates in the Engineering & Construction industry, part of the Industrials sector (Taiwan).

Frequently Asked Questions

What is Century Wind Power Co., Ltd.’s (2072.TW) StockRank?
MoatMap’s StockRank for Century Wind Power Co., Ltd. (2072.TW) is 85/100, with a Strong Buy signal. It is a composite of Quality (76), Value (72), and Momentum (26) factor ranks across MoatMap’s 20,000+ stock universe.
Does Century Wind Power Co., Ltd. have an economic moat?
Century Wind Power Co., Ltd. (2072.TW) has a Quality factor score of 76/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Century Wind Power Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Century Wind Power Co., Ltd. (2072.TW) is Strong Buy, based on a StockRank of 85/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Century Wind Power Co., Ltd. in?
Century Wind Power Co., Ltd. (2072.TW) operates in the Industrials sector, specifically the Engineering & Construction industry (Taiwan).