Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
4770.TW
HOLDAllied Supreme Corp. · Basic Materials · Taiwan · $527M · Avg Vol: $3M/d
COMPANY DESCRIPTION
Allied Supreme Corp. manufactures fluoropolymer (PTFE/PFA) linings, piping, and high-purity chemical delivery systems. The company holds a near-monopoly position in Taiwan's semiconductor industry for ultra-high purity chemical storage and transport systems. It is a highly specialized materials and engineering provider, critical to advanced node semiconductor fabrication plants (fabs).
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 192.8M | 178.8M | 202.8M | 148.4M | -8.3% | 151.3M | 183.5M | 23.6% |
| EPS | 0.44 | 0.71 | 0.67 | 0.68 | 0.32 | -7.5% | 0.32 | 0.48 | 48.9% |
| Shares | — | 79.0M | 79.8M | 80.0M | 80.0M | +1.2% | 80.0M | — | — |
| Debt | — | 13.6M | 16.1M | 13.7M | 15.2M | 3.6% | 15.0M | — | — |
| Equity | — | 211.3M | 233.7M | 262.1M | 258.5M | 6.9% | — | — | — |
| Op CF | — | 27.5M | 26.0M | 46.2M | 50.3M | 22.3% | 39.2M | — | — |
| Inv CF | — | -14.3M | -0.2M | -10.0M | -30.3M | — | — | — | — |
| Fin CF | — | -24.8M | -26.6M | -32.5M | -29.3M | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 4770.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 4770.TW | Allied Supreme Corp.(you) | $527M | 49 | HOLD |
| 4755.TW | San Fu Chemical Co., Ltd. | $421M | 47 | HOLD |
| 4306.TW | Yem Chio Co., Ltd. | $329M | 50 | HOLD |
| 4739.TW | Coremax Corporation | $415M | 37 | HOLD |
| 1711.TW | Everlight Chemical Industrial Corporation | $732M | 38 | HOLD |
| 2103.TW | TSRC Corporation | $525M | 66 | BUY |
| 3708.TW | Swancor Holding Co., LTD. | $305M | 41 | HOLD |
| 1314.TW | China Petrochemical Development Corporation | $947M | 37 | HOLD |
| 5234.TW | Daxin Materials Corporation | $1.2B | 58 | HOLD |
| 4764.TW | Double Bond Chemical Ind. Co., Ltd. | $740M | 71 | BUY |
Peer medians: ROE 3.8% · P/E 27.7x · Gross margin 13.6%