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STOCK COMPARISON

Lelon Electronics vs Delta Electronics: Fair Value & Quality

Both stocks run through our valuation models. Here is how Lelon Electronics (2472) and Delta Electronics (2308) compare, as of Aug 10, 2026.

As of Aug 10, 2026, Fair Value Calculator sees Lelon Electronics as the less overvalued of the two: Lelon Electronics trades at TWD 230 versus a fair value of TWD 175 (-24%), while Delta Electronics trades at TWD 1,650 versus TWD 438 (-73%).
Lelon Electronics
2472.TW · TWD · Information Technology
-24%
upside to fair value
overvalued
PriceTWD 230
Fair ValueTWD 175
Quality65/100
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).

Lelon ElectronicsDelta Electronics
Valuation
30.5×P/E (TTM)81.3×
3.79×P/S (TTM)8.20×
4.81×P/B18.22×
13.5×EV/EBITDA37.9×
—PEG1.68×
1.2%Dividend yield0.6%
TWD 3.50Dividend per shareTWD 11.60
Profitability
12%Net margin12%
19%Operating margin18%
14%Return on equity24%
8%Return on assets10%
Growth
9%Revenue growth (YoY)34%
3.0%Avg. growth/yr (3Y)13.0%
7.6%Avg. growth/yr (5Y)14.4%
Balance & size
0.03×Debt / equity0.21×
$1BMarket cap$152B
healthyGrowth qualityhealthy

Lelon Electronics leads: 8 to 5 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.

Lelon Electronicsof which business quality 64 · market factors 62 Delta Electronicsof which business quality 60 · market factors 58
ProfitabilityMargins and returns on capital today
50
65
Quality GrowthAre margins and returns improving?
47
77
CashflowEarnings quality: real cash, not paper profit
56
52
Fin. StrengthBalance sheet, leverage, solvency risk
88
85
InvestmentDisciplined investing over empire-building
58
43
Low VolatilityCalm price path (market factor)
9
18
MomentumPrice trend over the last 3–12 months (market factor)
92
72
52W MomentumDistance to the 52-week high (market factor)
69
78
Net IssuanceBuybacks instead of dilution
82
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.

Lelon Electronics

DCF ModelsTWD 190
Earnings-BasedTWD 92.94
Dividend DiscountTWD 53.48
MultiplesTWD 185
Asset-BasedTWD 36.98
Growth DCFTWD 175
Economic ProfitTWD 108
Growth EarningsTWD 157

23 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.

Lelon Electronics
Bear TWD 124Fair Value TWD 175Bull TWD 218
TWD 230 = 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.

Lelon Electronics · Information Technology

Quality score65 · Top 25%
Fair value upside-24% · above median

Delta Electronics · Information Technology

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

Bottom line

As of Aug 10, 2026, Fair Value Calculator sees Lelon Electronics as the less overvalued of the two: Lelon Electronics trades at TWD 230 versus a fair value of TWD 175 (-24%), while Delta Electronics trades at TWD 1,650 versus TWD 438 (-73%).

Lelon Electronics has the higher quality score (65/100).

See the full analysis →
Lelon Electronics · 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.