Delta Electronics

Overvalued Power Electronics Will Face Margin Compression Amid US-China Decoupling

AnalystLowTarget

Not Invested

Community Contributor

Published

03 Aug 25

n/a

AnalystLowTarget's Fair Value

n/a

121.7%

-4.2%

121.7%

-4.2%

You can edit this narrative until Aug 3 10:16 PM. Then, changes will post as Updates.

Author's Valuation

NT$450108.4% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

NT$450

108.4% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

17.43%

Electronic Equipment and Components revenue growth rate

0.47%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

6.93%

Calculation

NT$74.66b

Earnings '28

19.07x

PE Ratio '28

NT$1.42t

Market Cap '28

NT$1.42t

Market Cap '28

2.60b

No. shares '28

NT$548.08

Share Price '28

NT$548.08 Share Price '28

Discounted to 2025 @ 6.80% p.a.

NT$449.91

Fair Value '25