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STOCK COMPARISON

ABC Taiwan Electronics vs Delta Electronics: Fair Value & Quality

Both stocks run through our valuation models. Here is how ABC Taiwan Electronics (3236) and Delta Electronics (2308) compare, as of Aug 11, 2026.

As of Aug 11, 2026, Fair Value Calculator sees Delta Electronics as the less overvalued of the two: ABC Taiwan Electronics trades at TWD 42.95 versus a fair value of TWD 6.43 (-85%), while Delta Electronics trades at TWD 1,815 versus TWD 438 (-76%).
ABC Taiwan Electronics
3236.TWO · TWD · Information Technology
-85%
upside to fair value
overvalued
PriceTWD 42.95
Fair ValueTWD 6.43
Quality58/100
Delta Electronics
2308.TW · TWD · Information Technology
-76%
upside to fair value
overvalued
PriceTWD 1,815
Fair ValueTWD 438
Quality58/100

Head-to-head numbers

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

ABC Taiwan ElectronicsDelta Electronics
Valuation
144.1×P/E (TTM)81.3×
2.25×P/S (TTM)8.20×
3.05×P/B18.22×
17.3×EV/EBITDA37.9×
—PEG1.68×
1.1%Dividend yield0.6%
TWD 0.50Dividend per shareTWD 11.60
Profitability
2%Net margin12%
2%Operating margin18%
3%Return on equity24%
2%Return on assets10%
Growth
20%Revenue growth (YoY)34%
-12.0%Avg. growth/yr (3Y)13.0%
0.5%Avg. growth/yr (5Y)14.4%
Balance & size
0.39×Debt / equity0.21×
$151MMarket cap$152B
weakGrowth qualityhealthy

Delta Electronics leads: 4 to 9 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.

ABC Taiwan Electronicsof which business quality 57 · market factors 66 Delta Electronicsof which business quality 60 · market factors 60
ProfitabilityMargins and returns on capital today
28
65
Quality GrowthAre margins and returns improving?
55
77
CashflowEarnings quality: real cash, not paper profit
39
52
Fin. StrengthBalance sheet, leverage, solvency risk
69
85
InvestmentDisciplined investing over empire-building
87
43
Low VolatilityCalm price path (market factor)
32
18
MomentumPrice trend over the last 3–12 months (market factor)
85
77
52W MomentumDistance to the 52-week high (market factor)
73
82
Net IssuanceBuybacks instead of dilution
85
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.

ABC Taiwan Electronics

DCF ModelsTWD 7.76
Earnings-BasedTWD 4.72
Dividend DiscountTWD 4.51
MultiplesTWD 9.29
Asset-BasedTWD 10.14
Growth DCFTWD 2.69
Economic ProfitTWD 9.27
Growth EarningsTWD 5.11

24 of 24 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.

ABC Taiwan Electronics
Bear TWD 4.13Fair Value TWD 6.43Bull TWD 8.04
TWD 42.95 = current price (white tick)
Delta Electronics
Bear TWD 270Fair Value TWD 438Bull TWD 556
TWD 1,815 = 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.

ABC Taiwan Electronics · Information Technology

Quality score58 · above median
Fair value upside-85% · bottom 25%

Delta Electronics · Information Technology

Quality score58 · above median
Fair value upside-76% · bottom 25%

Bottom line

As of Aug 11, 2026, Fair Value Calculator sees Delta Electronics as the less overvalued of the two: ABC Taiwan Electronics trades at TWD 42.95 versus a fair value of TWD 6.43 (-85%), while Delta Electronics trades at TWD 1,815 versus TWD 438 (-76%).

Delta Electronics has the higher quality score (58/100).

See the full analysis →
ABC Taiwan 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.