Obermatt

Quanta Computer

TAI:2382 · TW0002382009
Technology Hardware, Storage & PeripheralsLarge

360

22
EV / EBIT39
Price / Owner Earnings64
Owner Earnings Yield55
Dividend Yield93
Price/Sales97
EV / Gross Profit24
Price/Book26
Return on Capital50
Cash Return on Capital63
Return on Equity82
EBIT Margin21
Gross Profitability7
Cash Conversion14
Accruals14
Owner Earnings Margin27
Sales growth81
Profit Growth92
Long-Term EPS Growth65
Owner Earnings Growth43
Reinvestment81
Price momentum25
Debt load1
Refinancing91
Debt Payback17
Liquidity38
Analyst ratings50
Opinion Changes25
Price Target Upside49
Market mood98
Value Creation20/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Quanta Computer generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryTaiwan
IndustryTechnology Hardware, Storage & Peripherals
SizeLarge
TypePublic Company
ExchangeTWSE
Founded1988
Employees3,805
ISINTW0002382009
Last UpdateApr 2, 2026
Themes
SensorsWearablesArtificial IntelligenceSmart BuildingCloud InfrastructureData Center TechnologyOptical InfrastructureAugmented RealityComputerInformation TechnologyManufacturing

Description

Quanta Computer Inc. (Quanta) is a global provider in the field of computing and technology solutions that specializes in designing and manufacturing a variety of electronic products and systems. The company’s product offerings encompass various tech…

Analysis

Weak and unloved

Quanta Computer Inc. scores below average on quality and is priced accordingly, a low-conviction position in either direction. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is fair. The owner-earnings multiple stands at 19.6×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 6% a year, against analyst forecasts of 15%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is stretched. The company scores 20/20 on our value-creation score: strong value creator.

Flags to be aware of: The financial cushion is thinner than comfortable. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
86
2023202420252026

All-time high

94

Mar 2026

All-time low

17

Jan 2023

Average rank

66

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
97
80
73
83
Price/Earnings
70
58
46
53
Price/Book
26
19
21
37
Dividend Yield
93
87
79
68
Value (overall)
82
49
53
39

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →