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STOCK COMPARISON

Lem Holding vs Delta Electronics: Fair Value & Quality

Both stocks run through our valuation models. Here is how Lem Holding (LEHN) and Delta Electronics (2308) compare, as of Aug 15, 2026.

As of Aug 15, 2026, Fair Value Calculator sees Lem Holding as the less overvalued of the two: Lem Holding trades at CHF 568 versus a fair value of CHF 327 (-42%), while Delta Electronics trades at TWD 1,885 versus TWD 512 (-73%).
Lem Holding
LEHN.SW · CHF · Industrials
-42%
upside to fair value
overvalued
PriceCHF 568
Fair ValueCHF 327
Quality66/100
Delta Electronics
2308.TW · TWD · Information Technology
-73%
upside to fair value
overvalued
PriceTWD 1,885
Fair ValueTWD 512
Quality58/100

Head-to-head numbers

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

Lem HoldingDelta Electronics
Valuation
46.2×P/E (TTM)81.3×
1.94×P/S (TTM)8.20×
4.13×P/B18.22×
13.2×EV/EBITDA37.9×
—PEG1.68×
—Dividend yield0.6%
—Dividend per shareTWD 11.60
Profitability
3%Net margin12%
9%Operating margin18%
8%Return on equity24%
5%Return on assets10%
Growth
-9%Revenue growth (YoY)34%
-10.9%Avg. growth/yr (3Y)13.0%
-0.9%Avg. growth/yr (5Y)14.4%
Balance & size
0.44×Debt / equity0.21×
$557MMarket cap$152B
weakGrowth qualityhealthy

Delta Electronics leads: 4 to 8 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.

Lem Holdingof which business quality 64 · market factors 51 Delta Electronicsof which business quality 60 · market factors 61
ProfitabilityMargins and returns on capital today
45
65
Quality GrowthAre margins and returns improving?
45
77
CashflowEarnings quality: real cash, not paper profit
71
52
Fin. StrengthBalance sheet, leverage, solvency risk
59
85
InvestmentDisciplined investing over empire-building
99
43
Low VolatilityCalm price path (market factor)
37
17
MomentumPrice trend over the last 3–12 months (market factor)
67
77
52W MomentumDistance to the 52-week high (market factor)
38
84
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.

Lem Holding

DCF ModelsCHF 268
Earnings-BasedCHF 112
Dividend DiscountCHF 485
MultiplesCHF 229
Asset-BasedCHF 79.32
Growth DCFCHF 280
Economic ProfitCHF 110
Growth EarningsCHF 138

24 of 24 models see the stock below the current price.

Delta Electronics

DCF ModelsTWD 602
Earnings-BasedTWD 283
Dividend DiscountTWD 134
MultiplesTWD 594
Asset-BasedTWD 69.14
Growth DCFTWD 495
Economic ProfitTWD 318
Growth EarningsTWD 520

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.

Lem Holding
Bear CHF 245Fair Value CHF 327Bull CHF 409
CHF 568 = current price (white tick)
Delta Electronics
Bear TWD 303Fair Value TWD 512Bull TWD 778
TWD 1,885 = 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.

Lem Holding · Industrials

Quality score66 · Top 25%
Fair value upside-42% · below median

Delta Electronics · Information Technology

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

Bottom line

As of Aug 15, 2026, Fair Value Calculator sees Lem Holding as the less overvalued of the two: Lem Holding trades at CHF 568 versus a fair value of CHF 327 (-42%), while Delta Electronics trades at TWD 1,885 versus TWD 512 (-73%).

Lem Holding has the higher quality score (66/100).

See the full analysis →
Lem Holding · 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.