Obermatt

E Ink Holdings

TWO:8069 · TW0008069006
Electronic Equipment, Instruments & ComponentsMedium

360

87
EV / EBIT80
Price / Owner Earnings59
Owner Earnings Yield74
Dividend Yield93
Price/Sales26
EV / Gross Profit65
Price/Book44
Return on Capital78
Cash Return on Capital82
Return on Equity86
EBIT Margin97
Gross Profitability69
Cash Conversion22
Accruals45
Owner Earnings Margin98
Sales growth59
Profit Growth85
Long-Term EPS Growth67
Owner Earnings Growth36
Reinvestment88
Price momentum6
Debt load33
Refinancing7
Debt Payback100
Liquidity63
Analyst ratings57
Opinion Changes91
Price Target Upside85
Market mood81
Value Creation12/20creating some value
  • 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

E Ink Holdings clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryTaiwan
IndustryElectronic Equipment, Instruments & Components
SizeMedium
TypePublic Company
ExchangeTPEX
Founded1992
ISINTW0008069006
Last UpdateApr 2, 2026
Index & Theme
Packaging ServicesSensorsDetectors, Sensors and MemsSmart CardsWearablesConsumer ElectronicsHardwareManufacturing

Description

E Ink Holdings Inc. researches, develops, manufactures, and sells electronic paper display panels. Business Segments The company operates in various geographical segments, classifying its business activities primarily into three regions: the Republ…

Analysis

Quality compounder

E Ink Holdings Inc. is a quality compounder: a well-run business trading at a price that reflects what it is worth. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is expensive. You pay 25.8× 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 10% yearly growth; analysts expect 20%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is adequate. The company scores 12/20 on our value-creation score: creating some value.

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
82
2023202420252026

All-time high

82

Jun 2026

All-time low

34

Jan 2024

Average rank

62

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
26
1
3
1
Price/Earnings
72
15
12
6
Price/Book
44
1
6
8
Dividend Yield
93
48
44
47
Value (overall)
68
1
1
3

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 →