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STOCK COMPARISON

BOE Tech vs Delta Electronics: Fair Value & Quality

Both stocks run through our valuation models. Here is how BOE Tech (200725) and Delta Electronics (2308) compare, as of Aug 8, 2026.

As of Aug 8, 2026, Fair Value Calculator sees BOE Tech as the less overvalued of the two: BOE Tech trades at ¥5.12 versus a fair value of ¥3.62 (-29%), while Delta Electronics trades at TWD 1,650 versus TWD 438 (-73%).
BOE Tech
200725.SHE · CNY · Information Technology
-29%
upside to fair value
overvalued
Price¥5.12
Fair Value¥3.62
Quality61/100
Delta Electronics
2308.TW · TWD · Information Technology
-73%
upside to fair value
overvalued
PriceTWD 1,650
Fair ValueTWD 438
Quality58/100

Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

BOE TechDelta Electronics
Valuation
25.6×P/E (TTM)81.3×
0.93×P/S (TTM)8.20×
1.41×P/B18.22×
5.4×EV/EBITDA37.9×
0.15×PEG1.68×
1.0%Dividend yield0.6%
¥0.06Dividend per shareTWD 11.60
Profitability
3%Net margin12%
6%Operating margin18%
2%Return on equity24%
1%Return on assets10%
Growth
1%Revenue growth (YoY)34%
4.7%Avg. growth/yr (3Y)13.0%
8.6%Avg. growth/yr (5Y)14.4%
Balance & size
0.84×Debt / equity0.21×
$24BMarket cap$151B
expensiveGrowth qualityhealthy

Delta Electronics leads: 6 to 8 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

BOE Techof which business quality 50 · market factors 86 Delta Electronicsof which business quality 60 · market factors 58
ProfitabilityMargins and returns on capital today
23
65
Quality GrowthAre margins and returns improving?
56
77
CashflowEarnings quality: real cash, not paper profit
53
52
Fin. StrengthBalance sheet, leverage, solvency risk
37
85
InvestmentDisciplined investing over empire-building
65
43
Low VolatilityCalm price path (market factor)
70
18
MomentumPrice trend over the last 3–12 months (market factor)
96
72
52W MomentumDistance to the 52-week high (market factor)
86
78
Net IssuanceBuybacks instead of dilution
84
21

What the models say

The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.

BOE Tech

DCF Models¥4.95
Earnings-Based¥3.28
Dividend Discount¥2.78
Multiples¥3.04
Asset-Based¥2.41
Growth DCF¥5.54
Economic Profit¥2.40
Growth Earnings¥4.34

19 of 26 models see the stock below the current price.

Delta Electronics

DCF ModelsTWD 532
Earnings-BasedTWD 283
Dividend DiscountTWD 134
MultiplesTWD 490
Asset-BasedTWD 69.14
Growth DCFTWD 495
Economic ProfitTWD 318
Growth EarningsTWD 421

26 of 26 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

BOE Tech
Bear ¥2.71Fair Value ¥3.62Bull ¥4.52
¥5.12 = current price (white tick)
Delta Electronics
Bear TWD 270Fair Value TWD 438Bull TWD 556
TWD 1,650 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

BOE Tech · Information Technology

Quality score61 · Top 25%
Fair value upside-29% · above median

Delta Electronics · Information Technology

Quality score58 · above median
Fair value upside-73% · bottom 25%

Bottom line

As of Aug 8, 2026, Fair Value Calculator sees BOE Tech as the less overvalued of the two: BOE Tech trades at ¥5.12 versus a fair value of ¥3.62 (-29%), while Delta Electronics trades at TWD 1,650 versus TWD 438 (-73%).

BOE Tech has the higher quality score (61/100).

See the full analysis →
BOE Tech · Delta Electronics

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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.