Delta Electronics (Thailand) Public Company Limited (TDED) Fair Value & Analysis
Industrials · SG · Market cap 155B SGD
Strengths
Risks
Fair value as of: Aug 13, 2026
From 24 valuation models · updated 10 days ago
Share price −10.5% over the past month.
A solid business, but screening 86% overvalued on our models.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (2.76 SGD). The favourable scenario is already priced in.
- The model range is unusually wide (0.9400 SGD to 2.76 SGD). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (65/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (2 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
29‑month range 2.22 SGD – 14.28 SGD · fair‑value band 0.9400 SGD – 2.76 SGD · the 10.28 SGD price screens above the 1.47 SGD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Delta Electronics (Thailand) Public Company Limited (TDED) currently trades at 10.28 SGD, while our model-based Fair Value estimate is 1.47 SGD, implying the stock looks roughly 85.7% overvalued today. The Quality Score stands at 65/100 (solid quality), in the Industrials 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, Delta Electronics (Thailand) Public Company Limited generated revenue of 217B SGD at a net margin of 13.1%. Revenue grew 44.2% year over year. It earns a return on equity of 29.6%. The stock trades on a trailing P/E of 114.2. Fundamentals as of Aug 13, 2026
Our scenario range runs from 0.9400 SGD (bear case) to 2.76 SGD (bull case); at 10.28 SGD, 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 31% below its 52-week high and 147% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -44% fair-value upside, at -86%, TDED screens richer 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 24 models by family
Widest divergence: Growth Earnings (55.26 SGD) versus Asset-Based (5.20 SGD). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 64 · Market factors (momentum, volatility) 60
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Delta Electronics (Thailand) Public Company Limited, together with its subsidiaries, researches and develops, manufactures, and distributes electronic products. The company operates through four segments: Power Electronics, Mobility, Infrastructure, and Automation.
Full company description
Delta Electronics (Thailand) Public Company Limited, together with its subsidiaries, researches and develops, manufactures, and distributes electronic products. The company operates through four segments: Power Electronics, Mobility, Infrastructure, and Automation. It offers inductors, RF inductors, transformers, networking products, EMI filters, solenoids, current sensing resistors, and power modules; power and system products, such as USB socket outlets, medical power, industrial power supplies, industrial battery charging, high voltage power, embedded power, and adapters; DC brushless fans and blowers, motors, thermal management products, cabinet thermal solutions, indoor air quality solutions, and automotive fans; EV powertrain systems; and display and visualization, mobile power, industrial power, and medical power products, as well as healthcare devices. The company also provides building automation products comprising building management and control system, LED lighting, smart surveillance, indoor air quality, healthy lighting, and building energy management system products; industrial automation products; data center, telecom power systems, networking systems, and UPS and datacenter infrastructure solutions; EV charging and energy storage systems, renewable energy, industrial battery charging, healthcare devices, industrial equipment, energy IoT, and display and visualization products; and visual display and smart education solutions. In addition, it offers industrial and building automation, data center, telecom energy, smart energy, displays and monitoring, and EV charging solutions. Further, the company rents properties; and manufactures and trades electric vehicle, as well as engages in holding business. It operates in Thailand, the United States, Germany, Singapore, China, India, Taiwan, the Netherlands, Hungary, Malaysia, and internationally. The company was incorporated in 1988 and is based in Samut Prakan, Thailand.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Delta Electronics (Thailand) Public Company Limited reported revenue of 198B SGD in FY2025 versus 84.3B SGD in FY2021, a compound +23.8%/yr. Reported net income was 24.8B SGD in FY2025, compounding +38.7%/yr from FY2021.
TDED screens 86% overvalued. Compare with Contemporary Amperex Technology Co →
Peer Group
Electrical Equipment & Parts · 551 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 Electrical Equipment & Parts 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.
Similar stocks
10 more Electrical Equipment & Parts stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Contemporary Amperex Technology Co 3750 | HK$652.50 | HK$394.19 | -40% |
| ABB Ltd ABBN | CHF 80.38 | CHF 28.31 | -65% |
| Vertiv Holdings VRT | $288.36 | $63.13 | -78% |
| LG Energy Solution, Ltd 373220 | 365,500 KRW | 201,455 KRW | -45% |
| Prysmian S.p.A PRY | €131.40 | €84.15 | -36% |
| Legrand SA LR | €134.65 | €78.82 | -41% |
| Sungrow Power Supply Co 300274 | ¥117.53 | ¥123.83 | +5% |
| Hubbell Incorporated HUBB | $512.90 | $285.77 | -44% |
| Shenzhen Inovance Technology Co 300124 | ¥61.07 | ¥33.04 | -46% |
| nVent Electric plc NVT | $151.98 | $40.68 | -73% |
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Frequently asked questions
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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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