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STOCK COMPARISON

Lotes Co vs Delta Electronics: Fair Value & Quality

Both stocks run through our valuation models. Here is how Lotes Co (3533) and Delta Electronics (2308) compare, as of Aug 10, 2026.

As of Aug 10, 2026, Fair Value Calculator sees Lotes Co as the less overvalued of the two: Lotes Co trades at TWD 1,910 versus a fair value of TWD 1,402 (-27%), while Delta Electronics trades at TWD 1,650 versus TWD 438 (-73%).
Lotes Co
3533.TW · TWD · Information Technology
-27%
upside to fair value
overvalued
PriceTWD 1,910
Fair ValueTWD 1,402
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).

Lotes CoDelta Electronics
Valuation
26.6×P/E (TTM)81.3×
5.92×P/S (TTM)8.20×
5.44×P/B18.22×
15.0×EV/EBITDA37.9×
—PEG1.68×
1.5%Dividend yield0.6%
TWD 35.00Dividend per shareTWD 11.60
Profitability
23%Net margin12%
29%Operating margin18%
19%Return on equity24%
13%Return on assets10%
Growth
20%Revenue growth (YoY)34%
7.6%Avg. growth/yr (3Y)13.0%
14.3%Avg. growth/yr (5Y)14.4%
Balance & size
0.01×Debt / equity0.21×
$7BMarket cap$152B
mixedGrowth qualityhealthy

Lotes Co leads: 9 to 4 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.

Lotes Coof which business quality 62 · market factors 56 Delta Electronicsof which business quality 60 · market factors 58
ProfitabilityMargins and returns on capital today
73
65
Quality GrowthAre margins and returns improving?
41
77
CashflowEarnings quality: real cash, not paper profit
46
52
Fin. StrengthBalance sheet, leverage, solvency risk
96
85
InvestmentDisciplined investing over empire-building
19
43
Low VolatilityCalm price path (market factor)
53
18
MomentumPrice trend over the last 3–12 months (market factor)
59
72
52W MomentumDistance to the 52-week high (market factor)
54
78
Net IssuanceBuybacks instead of dilution
73
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.

Lotes Co

DCF ModelsTWD 1,524
Earnings-BasedTWD 1,006
Dividend DiscountTWD 795
MultiplesTWD 1,215
Asset-BasedTWD 230
Growth DCFTWD 998
Economic ProfitTWD 910
Growth EarningsTWD 1,446

25 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.

Lotes Co
Bear TWD 877Fair Value TWD 1,402Bull TWD 1,880
TWD 1,910 = 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.

Lotes Co · Information Technology

Quality score61 · above median
Fair value upside-27% · 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 Lotes Co as the less overvalued of the two: Lotes Co trades at TWD 1,910 versus a fair value of TWD 1,402 (-27%), while Delta Electronics trades at TWD 1,650 versus TWD 438 (-73%).

Lotes Co has the higher quality score (61/100).

See the full analysis →
Lotes Co · 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.