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STOCK COMPARISON

Arizon RFID Tech (Cayman) vs Delta Electronics: Fair Value & Quality

Both stocks run through our valuation models. Here is how Arizon RFID Tech (Cayman) (6863) and Delta Electronics (2308) compare, as of Aug 11, 2026.

As of Aug 11, 2026, Fair Value Calculator sees Arizon RFID Tech (Cayman) as the less overvalued of the two: Arizon RFID Tech (Cayman) trades at TWD 133 versus a fair value of TWD 60.09 (-55%), while Delta Electronics trades at TWD 1,815 versus TWD 438 (-76%).
Arizon RFID Tech (Cayman)
6863.TW · TWD · Information Technology
-55%
upside to fair value
overvalued
PriceTWD 133
Fair ValueTWD 60.09
Quality37/100
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).

Arizon RFID Tech (Cayman)Delta Electronics
Valuation
34.8×P/E (TTM)81.3×
1.97×P/S (TTM)8.20×
1.32×P/B18.22×
11.7×EV/EBITDA37.9×
—PEG1.68×
1.5%Dividend yield0.6%
TWD 1.50Dividend per shareTWD 11.60
Profitability
2%Net margin12%
6%Operating margin18%
1%Return on equity24%
2%Return on assets10%
Growth
1%Revenue growth (YoY)34%
23.4%Avg. growth/yr (3Y)13.0%
18.1%Avg. growth/yr (5Y)14.4%
Balance & size
0.16×Debt / equity0.21×
$243MMarket cap$152B
mixedGrowth qualityhealthy

Arizon RFID Tech (Cayman) 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.

Arizon RFID Tech (Cayman)of which business quality 43 · market factors 49 Delta Electronicsof which business quality 60 · market factors 60
ProfitabilityMargins and returns on capital today
26
65
Quality GrowthAre margins and returns improving?
2
77
CashflowEarnings quality: real cash, not paper profit
50
52
Fin. StrengthBalance sheet, leverage, solvency risk
89
85
InvestmentDisciplined investing over empire-building
15
43
Low VolatilityCalm price path (market factor)
58
18
MomentumPrice trend over the last 3–12 months (market factor)
49
77
52W MomentumDistance to the 52-week high (market factor)
38
82
Net IssuanceBuybacks instead of dilution
56
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.

Arizon RFID Tech (Cayman)

DCF ModelsTWD 98.95
Earnings-BasedTWD 54.08
Dividend DiscountTWD 89.72
MultiplesTWD 71.55
Asset-BasedTWD 53.21
Growth DCFTWD 81.96
Economic ProfitTWD 56.10
Growth EarningsTWD 74.87

22 of 25 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.

Arizon RFID Tech (Cayman)
Bear TWD 52.41Fair Value TWD 60.09Bull TWD 75.11
TWD 133 = 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.

Arizon RFID Tech (Cayman) · Information Technology

Quality score37 · bottom 25%
Fair value upside-55% · below median

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 Arizon RFID Tech (Cayman) as the less overvalued of the two: Arizon RFID Tech (Cayman) trades at TWD 133 versus a fair value of TWD 60.09 (-55%), 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 →
Arizon RFID Tech (Cayman) · 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.