2308 (Delta Electronics Inc) vs Taiwan Weighted Index Comparison

2308

Taiwan Weighted Index

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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2308

Taiwan Weighted Index

Difference

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2308

Taiwan Weighted Index

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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Taiwan Weighted Index

2308

0LHO

APH

DELTA

GLW

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1Y 3Y 5Y 10Y 15Y 20Y

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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Delta Electronics Inc
Glance View

Market Cap

1.1T TWD

Industry

Electrical Equipment

Delta Electronics Inc., founded in 1971, has grown from a humble Taiwanese startup into a global powerhouse in power and thermal management solutions. At its core, Delta's business revolves around designing and manufacturing power supplies and components that cater to a wide range of industries, from industrial automation to renewable energy. The company's proficiency in converting, distributing, and managing electric energy efficiently has placed it at the forefront of industries looking to reduce energy consumption and carbon footprints. This focus on energy efficiency has resonated well with global market trends emphasizing sustainability and environmental responsibility, giving Delta a competitive edge and access to a burgeoning market segment. The financial lifeblood of Delta Electronics is intricately tied to its diverse market penetration and product adaptability. Its extensive product portfolio, which includes power electronics, energy management, and smart green life solutions, allows the firm to tap into different revenue streams. The company not only provides components and solutions but also invests deeply in R&D to stay ahead in innovation, thus ensuring its offerings remain relevant and desirable in a rapidly changing technological landscape. By strategically positioning itself within high-demand sectors like electric vehicles, data centers, and energy storage systems, Delta Electronics continues to cement its role as a key enabler and benefactor of the digitizing and electrifying global economy.

View Delta Electronics Inc Analysis

Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

US	I	II-VI Inc LSE:0LHO	Add
US		Amphenol Corp NYSE:APH	Add
TH		Delta Electronics Thailand PCL SET:DELTA	Add
US		Corning Inc NYSE:GLW	Add
CN		Luxshare Precision Industry Co Ltd SZSE:002475	Add
JP		Murata Manufacturing Co Ltd TSE:6981	Add
JP		TDK Corp TSE:6762	Add
CN		BOE Technology Group Co Ltd SZSE:000725	Add
US		Coherent Corp NYSE:COHR	Add
JP		Kyocera Corp TSE:6971	Add

US	I	II-VI Inc LSE:0LHO	Select
US		Amphenol Corp NYSE:APH	Select
TH		Delta Electronics Thailand PCL SET:DELTA	Select
US		Corning Inc NYSE:GLW	Select
CN		Luxshare Precision Industry Co Ltd SZSE:002475	Select
JP		Murata Manufacturing Co Ltd TSE:6981	Select
JP		TDK Corp TSE:6762	Select
CN		BOE Technology Group Co Ltd SZSE:000725	Select
US		Coherent Corp NYSE:COHR	Select
JP		Kyocera Corp TSE:6971	Select

US	I	II-VI Inc LSE:0LHO	Add
US		Amphenol Corp NYSE:APH	Add
TH		Delta Electronics Thailand PCL SET:DELTA	Add
US		Corning Inc NYSE:GLW	Add
CN		Luxshare Precision Industry Co Ltd SZSE:002475	Add
JP		Murata Manufacturing Co Ltd TSE:6981	Add
JP		TDK Corp TSE:6762	Add
CN		BOE Technology Group Co Ltd SZSE:000725	Add
US		Coherent Corp NYSE:COHR	Add
JP		Kyocera Corp TSE:6971	Add

MX	M	Mexico S&P/BMV IPC INDX:MXX	Add
PK	K	Karachi 100 INDX:KSE100	Add
SA	T	Tadawul All Share INDX:TASI	Add
TH	S	SET Index INDX:SET	Add
ID	J	Jakarta Composite Index INDX:JKSE	Add
GR	A	Athens General Composite INDX:ATG	Add
BR	B	BOVESPA INDX:BVSP	Add
AR	S	S&P Merval INDX:MERV	Add
CZ	P	PX Prague Stock Index INDX:PX	Add
RU	M	MOEX Russia INDX:IMOEX	Add

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2308

vs

Taiwan Weighted Index

Stocks Performance
2308 vs Taiwan Weighted Index

Performance Gap
2308 vs Taiwan Weighted Index

Performance By Year
2308 vs Taiwan Weighted Index

Competitors Performance
Delta Electronics Inc vs Peers

Delta Electronics Inc
Glance View

Company

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2308 vs Taiwan Weighted Index

Stocks Performance 2308 vs Taiwan Weighted Index

Performance Gap 2308 vs Taiwan Weighted Index

Performance By Year 2308 vs Taiwan Weighted Index

Competitors Performance Delta Electronics Inc vs Peers

Delta Electronics Inc Glance View

Company

Help

Tools

Stocks

2308

vs

Taiwan Weighted Index

Stocks Performance
2308 vs Taiwan Weighted Index

Performance Gap
2308 vs Taiwan Weighted Index

Performance By Year
2308 vs Taiwan Weighted Index

Competitors Performance
Delta Electronics Inc vs Peers

Delta Electronics Inc
Glance View