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Delta Electronics (Thailand) Public Company (TDED) Fair Value & Analysis

Industrials · SG · Market cap 155B SGD

DE Delta Electronics (Thailand) Public Company TDED · SG
Price12.39 SGD
Fair Value1.48 SGD
Upside-88.1%
Quality68/100
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Evidence: High Range 0.9500 SGD – 2.78 SGD

Fair value as of: Jul 4, 2026

From 24 valuation models · updated today

Share price −11.6% over the past month.

Price vs Fair Value (12 months)

14.28 SGD 4.29 SGD Fair Value 1.48 SGD Jul 2025 Jul 2026

12‑month range 4.29 SGD – 14.28 SGD · fair‑value band 0.9500 SGD – 2.78 SGD · the 12.39 SGD price screens above the 1.48 SGD fair value. As of Jul 4, 2026.

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Analysis

Delta Electronics (Thailand) Public Company (TDED) currently trades at 12.39 SGD, while our model-based Fair Value estimate is 1.48 SGD — implying the stock looks roughly 88.1% overvalued today. We read business quality at 68/100 (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 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 137.7. Fundamentals as of Jul 4, 2026

Key figures & financial health

Revenue (TTM) 217B SGD
Revenue growth (YoY) +44.2%
Net margin 13.1%
Return on equity 29.6%
Free cash flow 13.1B SGD FY2025
P/E ratio 137.7
More key figures
Operating margin 16.1%
EPS (TTM) 0.0900 SGD
Dividend yield 5.0%
EPS growth (YoY) +65.9%

Figures from reported company fundamentals (EODHD) · as of Jul 4, 2026. TTM = trailing twelve months.

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. 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, …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Delta Electronics (Thailand) Public Company 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.

Revenue +23.8%/yr
FY21 84.3B SGD
FY22 119B SGD
FY23 146B SGD
FY24 165B SGD
FY25 198B SGD
Net income +38.7%/yr
FY21 6.7B SGD
FY22 15.3B SGD
FY23 18.4B SGD
FY24 18.9B SGD
FY25 24.8B SGD

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Frequently asked questions

Is Delta Electronics (Thailand) Public Company (TDED) undervalued?
As of Jul 4, 2026, our model estimates a fair value of 1.48 SGD versus a price of 12.39 SGD — about −88% (overvalued). Model-based estimate, not financial advice.
What is the fair value of TDED?
Our model-based fair value for Delta Electronics (Thailand) Public Company is 1.48 SGD (as of Jul 4, 2026), built from audited fundamentals. The current price is 12.39 SGD.
What is the quality score of TDED?
Delta Electronics (Thailand) Public Company has a Quality Score of 68/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Delta Electronics (Thailand) Public Company (TDED)?
Delta Electronics (Thailand) Public Company reported trailing-twelve-month revenue of about 217B SGD (latest available figure, as of Jul 4, 2026).
What is the net profit margin of TDED?
The net profit margin of Delta Electronics (Thailand) Public Company is about 13.1%, meaning it keeps roughly 13.1% of revenue as net income. Based on the latest reported figures.
Does Delta Electronics (Thailand) Public Company pay a dividend?
Delta Electronics (Thailand) Public Company currently shows a dividend yield of about 4.95% relative to its recent price (as of Jul 4, 2026).

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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.