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6821.TWO

HOLDREMOVE

LinkCom Manufacturing Co.,LTD. · Technology · Taiwan · $68M · Avg Vol: $4M/d

54
StockRank
Q
50
V
33
M
60
P/E (TTM)
60.1x
ROE
5.6%
D/E
0.5x
Dividend %
AI CONVICTION THESIS

LinkCom Manufacturing is a micro-cap magnetic component manufacturer that lacks the scale, moat, or structural tailwinds to justify a position in a concentrated global fund.

COMPANY DESCRIPTION

LinkCom Manufacturing Co., Ltd. designs and manufactures magnetic components, telecommunication transformers, and intelligent LED power supplies. The company's competitive moat is built on its proprietary 'INCORE' smart lighting brand and its deep expertise in high-frequency magnetic design for telecom infrastructure. LinkCom serves as a reliable niche supplier to the global networking, industrial power, and smart home markets.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGR
Revenue18M18M18M19M1.8%
EPS0.040.070.050.042.0%
Shares28M31M31M31M+12.3%
Debt3M3M3M10M47.4%
Equity17M21M21M20M5.6%
Op CF3M3M1M3M7.3%
Inv CF1M-799,904-2M-2M
Fin CF-2M1M-1M6M
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PRICE (1M)+32.5%
1.561.741.932.112.29May 8May 29Jun 18
SMA 50SMA 200
Close
$2.15
RSI (14)
45.8
52W High
$2.43
From 52W High
0.9%

SCORE BREAKDOWN

Quality
50
ROIC
4.7%41.6
ROE
5.6%44.3
GP/Assets
18.1%45.8
Op. Margin
3.0%36.4
FCF/Assets
2.1%49.9
Piotroski
79.5
Int. Cover
11.4x54.1
D/E Ratio
0.49x30.6
Current Ratio
3.97x81.9
Value
33
P/E (TTM)
60.1x32.0
EV/EBITDA
28.2x31.6
P/FCF
2761.2x23.4
P/B
3.4x47.5
P/S
3.6x45.9
Div Yield
N/A
Momentum
60
52W High %
89%74.7
RS 6M
17%68.8
SMA 50/200
1.39x83.5
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
4%36.0

FUNDAMENTALS

Market Cap
$68M
P/E (Forward)
Gross Margin
36.9%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 6821.TWO are excluded.

TickerCompanyMkt CapStockRankSignal
6821.TWOLinkCom Manufacturing Co.,LTD.(you)$68M54HOLD
6432.TWOArlitech Electronic Corp.$77M56HOLD
6194.TWOYufo Electronics Co., Ltd.$53M50HOLD
5356.TWOSirtec International Co.,Ltd.$88M47HOLD
6272.TWWieson Technologies Co., Ltd.$89M45HOLD
6108.TWAPCB Inc.$98M47HOLD
3441.TWOUnique Opto-Electronics Co.,Ltd.$69M67BUY
6126.TWOSingatron Enterprise Co.,Ltd$143M53HOLD
6474.TWOWFE Technology Corporation$63M69BUY
3066.TWOTaiwan Oasis Technology Co., Ltd.$57M40HOLD

Peer medians: ROE 7.5% · P/E 34.1x · Gross margin 24.0%

LinkCom Manufacturing Co.,LTD. (6821.TWO) — Stock Score Summary

LinkCom Manufacturing Co.,LTD. (6821.TWO) has a MoatMap StockRank of 54/100 based on Quality (50/100), Value (33/100), and Momentum (60/100) factor scores. The current signal is HOLD. LinkCom Manufacturing is a micro-cap magnetic component manufacturer that lacks the scale, moat, or structural tailwinds to justify a position in a concentrated global fund.

LinkCom Manufacturing Co., Ltd. designs and manufactures magnetic components, telecommunication transformers, and intelligent LED power supplies. The company's competitive moat is built on its proprietary 'INCORE' smart lighting brand and its deep expertise in high-frequency magnetic design for telecom infrastructure. LinkCom serves as a reliable niche supplier to the global networking, industrial power, and smart home markets.

Key Financial Metrics

Price$2.15
Market Cap$68M
P/E (TTM)60.09
Price/Book3.36
Return on Equity5.6%
Return on Invested Capital4.7%
Debt/Equity49.04
Gross Margin36.9%
Operating Margin3.0%
Revenue Growth-11.6%
Free Cash Flow$25K

LinkCom Manufacturing Co.,LTD. operates in the Electronic Components industry, part of the Technology sector (Taiwan).

Frequently Asked Questions

What is LinkCom Manufacturing Co.,LTD.’s (6821.TWO) StockRank?
MoatMap’s StockRank for LinkCom Manufacturing Co.,LTD. (6821.TWO) is 54/100, with a Hold signal. It is a composite of Quality (50), Value (33), and Momentum (60) factor ranks across MoatMap’s 20,000+ stock universe.
Does LinkCom Manufacturing Co.,LTD. have an economic moat?
LinkCom Manufacturing Co.,LTD. (6821.TWO) has a Quality factor score of 50/100. 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 LinkCom Manufacturing Co.,LTD. a buy, hold, or sell?
MoatMap’s current signal for LinkCom Manufacturing Co.,LTD. (6821.TWO) is Hold, based on a StockRank of 54/100. 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 LinkCom Manufacturing Co.,LTD. in?
LinkCom Manufacturing Co.,LTD. (6821.TWO) operates in the Technology sector, specifically the Electronic Components industry (Taiwan).