Twinhead International Corp (2364) Fair Value & Analysis
Technology · TW · Market cap 3.7B TWD
Fair value as of: Jul 23, 2026
From 22 valuation models · updated 18 days ago
Share price +11.9% over the past month.
A solid business, but screening 26% overvalued on our models.
What matters now
- Solid but not exceptional quality (61/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (41.35 TWD to 75.04 TWD) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 23, 2026.
How to read this chart
60‑month range 7.49 TWD – 90.77 TWD · fair‑value band 41.35 TWD – 75.04 TWD · the 76.10 TWD price screens above the 56.35 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.
Analysis
Twinhead International Corp (2364) currently trades at 76.10 TWD, while our model-based Fair Value estimate is 56.35 TWD, implying the stock looks roughly 26.0% overvalued today. The Quality Score stands at 61/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Twinhead International Corp generated revenue of 1.5B TWD at a net margin of 14.0%. Revenue declined 10.6% year over year. It earns a return on equity of 29.0%. The balance sheet holds a net cash position of 129M TWD. Fundamentals as of Jul 23, 2026
Our scenario range runs from 41.35 TWD (bear case) to 75.04 TWD (bull case); at 76.10 TWD, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 17% below its 52-week high and 28% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -67% fair-value upside, at -26%, 2364 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 22 models by family
Widest divergence: Multiples (67.97 TWD) versus Asset-Based (10.74 TWD). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 57
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Twinhead International Corp., together with its subsidiaries, designs, develops, manufactures, and sells computers, computer components, peripherals, software, ASIC chips, and workstations in Europe, the Americas, Asia, and internationally.
Full company description
Twinhead International Corp., together with its subsidiaries, designs, develops, manufactures, and sells computers, computer components, peripherals, software, ASIC chips, and workstations in Europe, the Americas, Asia, and internationally. The company offers rugged laptops and tablets under the DURABOOK brand; PDAs, calculators and their parts, and computer keyboards; and imports, exports, and trades in computers, electronic components, and digital cameras. It also operates in the telecommunication-related business. In addition, the company provides technical consultant services; design services; manufacturing services, including full industrial grade specification product verification, special features verification, flexible production systems, and supply chain management; partial and full customization; project management; and certification application services. It serves the automobile, government departments, manufacturing, public safety, utilities/oil and natural gas, transportation and logistics, field service, and national defense sectors. Twinhead International Corp. was incorporated in 1984 and is headquartered in Taipei, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Twinhead International Corp reported revenue of 1.5B TWD in FY2025 versus 868M TWD in FY2021, a compound +14.8%/yr. Reported net income was 220M TWD in FY2025, compounding +67.2%/yr from FY2021.
2364 screens 26% overvalued. Compare with Compal Electronics, Inc →
Peer Group
Computer Hardware · 215 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Computer Hardware median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Computer Hardware stocks, each showing price versus our Fair Value estimate (as of Jul 23, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Compal Electronics, Inc CEIR | $0.0310 | $0.0276 | -11% |
| Dell Technologies Inc DELL | $434.97 | $163.87 | -62% |
| Arista Networks, Inc ANET | $168.56 | $43.74 | -74% |
| Western Digital Corporation WDC | $513.84 | $74.05 | -86% |
| Wiwynn Corporation 6669 | 4,685 TWD | 1,559 TWD | -67% |
| Hangzhou Hikvision Digital Technology Co 002415 | ¥34.12 | ¥30.11 | -12% |
| Quanta Computer Inc 2382 | 373.50 TWD | 297.22 TWD | -20% |
| Shenzhen Longsys Electronics Co 301308 | ¥587.60 | ¥60.86 | -90% |
| Lenovo Group 0992 | HK$23.16 | HK$3.07 | -87% |
| Dawning Information Industry Co 603019 | ¥106.13 | ¥28.88 | -73% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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