Delta Electronics Inc 2308

Morningstar Rating
NT$1,885.00 −20.00 (1.05%)
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Company Report

Delta Continues to Ride the Boom in AI Data Center Buildout

Renowned for its expertise in power electronics, Delta Electronics is the world’s largest manufacturer of power supplies and a leading provider of thermal modules and power inductors. Its innovative products and solutions support a broad spectrum of downstream applications from data centers to electric vehicles while generating revenue across geographically diverse global markets.

Price vs Fair Value

2308 is trading at a LOCK|d$$@^N premium.
Price
NT$1,885.00
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

AI data center investments fuel stronger-than-expected sales growth for Delta.

Bears

The evolution of AI architectures diminishes the need for high-performance computing, weighing on Delta’s power and thermal solution sales.

News

Trading Information

Previous Close Price
NT$1,905.00
Day Range
NT$1,880.00–1,915.00
52-Week Range
NT$886.00–2,585.00
Bid/Ask
NT$1,885.00 / NT$1,890.00
Shares Outstanding
2.60B
Market Cap
NT$4.90T
Volume/Avg
6M / 11M

Key Statistics

Price/Earnings (Normalized)
59.76
Price/Sales
7.57
Dividend Yield (Trailing)
0.62%
Dividend Yield (Forward)
0.62%
Dividend Payment Schedule
Jul
Total Yield
0.62%

Company Profile

Founded in 1971 and headquartered in Taiwan, Delta Electronics is a global leader in power and thermal solutions. The company offers a wide range of products, with end applications spanning consumer electronics, data centers, industrial equipment, electric vehicles, and renewable energy systems. Delta operates across four business segments: power electronics, mobility, automation, and infrastructure.
Sector
Technology
Industry
Electronic Components
Stock Style Box
Large Growth
Total Number of Employees
68,000

Competitors

Valuation

Metric
2308
SU
ABBN
Price/Earnings (Normalized)
59.7631.1735.90
Price/Book Value
16.856.7311.25
Price/Sales
7.573.985.03
Price/Cash Flow
35.8822.1532.94
Price/Earnings
2308
SU
ABBN

Financial Strength

Metric
2308
SU
ABBN
Quick Ratio
1.120.810.82
Current Ratio
1.601.091.43
Interest Coverage
51.5712.3177.55
Quick Ratio
2308
SU
ABBN

Profitability

Metric
2308
SU
ABBN
Return on Assets (Normalized)
14.45%8.90%10.69%
Return on Equity (Normalized)
35.35%22.32%31.26%
Return on Invested Capital (Normalized)
23.18%13.76%18.66%
Return on Assets
2308
SU
ABBN

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