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STOCK COMPARISON

Yageo vs Delta Electronics: Fair Value & Quality

Both stocks run through our valuation models. Here is how Yageo (2327) and Delta Electronics (2308) compare, as of Aug 8, 2026.

As of Aug 8, 2026, Fair Value Calculator sees Yageo as the less overvalued of the two: Yageo trades at TWD 540 versus a fair value of TWD 217 (-60%), while Delta Electronics trades at TWD 1,650 versus TWD 438 (-73%).
Yageo
2327.TW · TWD · Information Technology
-60%
upside to fair value
overvalued
PriceTWD 540
Fair ValueTWD 217
Quality62/100
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).

YageoDelta Electronics
Valuation
62.9×P/E (TTM)81.3×
11.41×P/S (TTM)8.20×
9.35×P/B18.22×
36.9×EV/EBITDA37.9×
1.56×PEG1.68×
0.8%Dividend yield0.6%
TWD 6.00Dividend per shareTWD 11.60
Profitability
19%Net margin12%
25%Operating margin18%
16%Return on equity24%
5%Return on assets10%
Growth
23%Revenue growth (YoY)34%
3.2%Avg. growth/yr (3Y)13.0%
14.5%Avg. growth/yr (5Y)14.4%
Balance & size
0.36×Debt / equity0.21×
$50BMarket cap$151B
healthyGrowth qualityhealthy

Yageo leads: 8 to 6 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.

Yageoof which business quality 63 · market factors 62 Delta Electronicsof which business quality 60 · market factors 58
ProfitabilityMargins and returns on capital today
43
65
Quality GrowthAre margins and returns improving?
57
77
CashflowEarnings quality: real cash, not paper profit
72
52
Fin. StrengthBalance sheet, leverage, solvency risk
72
85
InvestmentDisciplined investing over empire-building
55
43
Low VolatilityCalm price path (market factor)
0
18
MomentumPrice trend over the last 3–12 months (market factor)
100
72
52W MomentumDistance to the 52-week high (market factor)
69
78
Net IssuanceBuybacks instead of dilution
83
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.

Yageo

DCF ModelsTWD 305
Earnings-BasedTWD 143
Dividend DiscountTWD 95.24
MultiplesTWD 212
Asset-BasedTWD 55.61
Growth DCFTWD 270
Economic ProfitTWD 144
Growth EarningsTWD 218

26 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.

Yageo
Bear TWD 151Fair Value TWD 217Bull TWD 279
TWD 540 = 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.

Yageo · Information Technology

Quality score62 · Top 25%
Fair value upside-60% · below 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 Yageo as the less overvalued of the two: Yageo trades at TWD 540 versus a fair value of TWD 217 (-60%), while Delta Electronics trades at TWD 1,650 versus TWD 438 (-73%).

Yageo has the higher quality score (62/100).

See the full analysis →
Yageo · 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.