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STOCK COMPARISON

Delta Electronics vs Amphenol: Fair Value & Quality

Both stocks run through our valuation models. Here is how Delta Electronics (2308) and Amphenol (APH) compare, as of Sep 5, 2026.

As of Sep 5, 2026, Fair Value Calculator sees Amphenol as the more attractively valued of the two: Delta Electronics trades at TWD 1,825 versus a fair value of TWD 512 (-72%), while Amphenol trades at $82.07 versus $97.19 (+18%).
Delta Electronics
2308.TW · TWD · Information Technology
-72%
upside to fair value
overvalued
PriceTWD 1,825
Fair ValueTWD 512
Quality58/100
Amphenol
APH · USD · Information Technology
+18%
upside to fair value
undervalued
Price$82.07
Fair Value$97.19
Quality68/100
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Head-to-head numbers

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

Delta ElectronicsAmphenol
Valuation
81.3×P/E (TTM)24.3×
8.20×P/S (TTM)7.18×
18.22×P/B13.87×
37.9×EV/EBITDA23.2×
1.68×PEG1.29×
−71.9%Fair value upside+18.4%
0.6%Dividend yield1.0%
TWD 11.60Dividend per share$0.83
Profitability
18%Operating margin27%
1.36×EBIT margin trend (5Y)1.35×
24%Return on equity37%
10%Return on assets13%
Growth
34%Revenue growth (YoY)58%
13.0%Avg. growth/yr (3Y)22.3%
14.4%Avg. growth/yr (5Y)21.8%
+19.4%Value creation/yr+28.9%
Balance & size
37.9×Interest coverage (EBIT/interest)16.2×
0.21×Debt / equity1.09×
$154BMarket cap$186B
healthyGrowth qualityhealthy

Amphenol leads: 3 to 12 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.

Delta Electronicsof which business quality 60 · market factors 54 Amphenolof which business quality 67 · market factors 55
ProfitabilityMargins and returns on capital today
65
67
Quality GrowthAre margins and returns improving?
77
70
CashflowEarnings quality: real cash, not paper profit
52
72
Fin. StrengthBalance sheet, leverage, solvency risk
85
78
InvestmentDisciplined investing over empire-building
43
29
Low VolatilityCalm price path (market factor)
17
38
MomentumPrice trend over the last 3–12 months (market factor)
63
74
52W MomentumDistance to the 52-week high (market factor)
82
44
Net IssuanceBuybacks instead of dilution
21
71

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model familyDelta ElectronicsPrice TWD 1,825AmphenolPrice $82.07
DCF Models-67%below the priceTWD 602+17%above the price$96.16
Earnings-Based-84%below the priceTWD 283-42%below the price$47.38
Dividend Discount-93%below the priceTWD 134-86%below the price$11.48
Multiples-67%below the priceTWD 594-4%close to the price$78.76
Asset-Based-96%below the priceTWD 69.14-91%below the price$7.30
Growth DCF-73%below the priceTWD 495-1%close to the price$80.84
Economic Profit-83%below the priceTWD 318-45%below the price$45.51
Growth Earnings-72%below the priceTWD 520+2%close to the price$83.60
Minimum-96%below the priceTWD 69.14-91%below the price$7.30
Maximum-67%below the priceTWD 602+17%above the price$96.16
Median-78%below the priceTWD 406-23%below the price$63.07
Geometric mean-83%below the priceTWD 306-49%below the price$41.76

Minimum, maximum, median and geometric mean refer to the family values in this table. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Delta Electronics: 26 of 26 models see the stock below the current price.

Amphenol: 14 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.

Delta Electronics
Bear TWD 303Fair Value TWD 512Bull TWD 778
TWD 1,825 = current price (white tick)
Amphenol
Bear $51.05Fair Value $97.19Bull $121
$82.07 = 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.

Delta Electronics · Information Technology

Quality score58 · above median
Fair value upside-72% · bottom 25%

Amphenol · Information Technology

Quality score68 · Top 25%
Fair value upside+18% · above median

Bottom line

As of Sep 5, 2026, Fair Value Calculator sees Amphenol as the more attractively valued of the two: Delta Electronics trades at TWD 1,825 versus a fair value of TWD 512 (-72%), while Amphenol trades at $82.07 versus $97.19 (+18%).

Amphenol has the higher quality score (68/100).

See the full analysis →

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A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.