Obermatt

LOTES

TAI:3533 · TW0003533006
Electronic Equipment, Instruments & ComponentsMedium

360

85
EV / EBIT71
Price / Owner Earnings45
Owner Earnings Yield62
Dividend Yield63
Price/Sales23
EV / Gross Profit53
Price/Book29
Return on Capital94
Cash Return on Capital76
Return on Equity90
EBIT Margin95
Gross Profitability100
Cash Conversion18
Accruals11
Owner Earnings Margin86
Sales growth69
Profit Growth77
Long-Term EPS Growth74
Owner Earnings Growth56
Reinvestment37
Price momentum47
Debt load94
Refinancing53
Debt Payback100
Liquidity92
Analyst ratings49
Opinion Changes50
Price Target Upside74
Market mood96
Value Creation14/20strong 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

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

Profile

CountryTaiwan
IndustryElectronic Equipment, Instruments & Components
SizeMedium
TypePublic Company
ExchangeTWSE
Founded1986
Employees63
ISINTW0003533006
Last UpdateApr 2, 2026
Themes
Detectors, Sensors and MemsSmart CardsInjection MoldingOptical InfrastructureElectronicsManufacturing

Description

Lotes Co., Ltd. designs, manufactures, and sells electronic interconnect and hardware components. Business Segments The company’s business segments are centered around the design, development, manufacturing, and sale of electronic connectors, which…

Analysis

Middle-of-the-road

Lotes Co., Ltd. is a middle-of-the-road business: neither the economics nor the price stand out from the peer group. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is expensive. You pay 45.4× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 17% yearly growth; analysts expect 31%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is sturdy. The company scores 14/20 on our value-creation score: strong value creator.

What to watch: 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
97
2023202420252026

All-time high

97

Jun 2026

All-time low

61

Jan 2023

Average rank

85

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
23
3
8
13
Price/Earnings
50
29
55
28
Price/Book
29
5
13
10
Dividend Yield
63
53
66
46
Value (overall)
33
6
27
17

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

Similar Stocks

The companies this stock is ranked against.

Compare LOTES with its peers
Apex International
TAI:4927
10
CountryTaiwan
IndustryElectronic Equipment, Instruments & Components
SizeSmall
Full Stock Analysis →
Global Brands Manufacture
TAI:6191
51
CountryTaiwan
IndustryElectronic Equipment, Instruments & Components
SizeSmall
Full Stock Analysis →
AUO
TAI:2409
14
CountryTaiwan
IndustryElectronic Equipment, Instruments & Components
SizeLarge
Full Stock Analysis →
Aces Electronic
TAI:3605
80
CountryTaiwan
IndustryElectronic Equipment, Instruments & Components
SizeSmall
Full Stock Analysis →
Compeq Manufacturing
TAI:2313
71
CountryTaiwan
IndustryElectronic Equipment, Instruments & Components
SizeMedium
Full Stock Analysis →
MCNex
KSC:097520
93
CountrySouth Korea
IndustryElectronic Equipment, Instruments & Components
SizeSmall
Full Stock Analysis →

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 →