Delton Technology (Guangzhou) Inc (1989) Fair Value & Analysis
Technology · HK · Market cap HK$101B
Fair value as of: Aug 13, 2026
From 16 valuation models · updated today
Fair value updated Aug 13, 2026, revised from HK$29.73 to HK$39.54 (+33.0%) since Aug 5, 2026. Share price −5.1% over the past month.
A solid business, but screening 70% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (HK$69.02). The favourable scenario is already priced in.
- Solid but not exceptional quality (59/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (HK$29.34 to HK$69.02) leaves room in how you read the outcome.
Price vs Fair Value (5 months)
White line = price, green steps = our fair value per fiscal year. As of Aug 13, 2026.
How to read this chart
5‑month range HK$83.09 – HK$213.86 · fair‑value band HK$29.34 – HK$69.02 · the HK$133.40 price screens above the HK$39.54 fair value. As of Aug 13, 2026.
Analysis
Delton Technology (Guangzhou) Inc (1989) currently trades at HK$133.40, while our model-based Fair Value estimate is HK$39.54, implying the stock looks roughly 70.4% overvalued today. The Quality Score stands at 59/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Delton Technology (Guangzhou) Inc generated revenue of HK$6.3B at a net margin of 18.6%. Revenue grew 71.4% year over year. It earns a return on equity of 22.2%. Net debt stands at HK$956M. Fundamentals as of Aug 13, 2026
Our scenario range runs from HK$29.34 (bear case) to HK$69.02 (bull case); at HK$133.40, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 40% below its 52-week high and 68% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -67% fair-value upside, at -70%, 1989 screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 16 models by family
Widest divergence: Growth Earnings (HK$73.51) versus Asset-Based (HK$3.92). Highest evidence: Residual Income (76).
Notify me when 1989 reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 58 · Market factors (momentum, volatility) 21
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Delton Technology (Guangzhou) Inc. engages in the research, development, production, and sale of multi-layer printed circuit boards in China and internationally.
Full company description
Delton Technology (Guangzhou) Inc. engages in the research, development, production, and sale of multi-layer printed circuit boards in China and internationally. The company offers server motherboards, switch boards, HDD storage backplanes, optical modules, and SSD storage boards; AI switch motherboards, AI UBB boards, and OAM module boards; AAU module boards and RF transceiver units; and mini LED, 3D smart printer boards, and automotive boards. Its products are used in data centers and cloud computing, artificial intelligence, 5G communication, terminals, the industrial internet, automotive electronics, industrial control and security, 3D smart printing, and HD display applications. The company also engages in equity investment activities. Delton Technology (Guangzhou) Inc. was incorporated in 2002 and is headquartered in Guangzhou, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Delton Technology (Guangzhou) Inc reported revenue of HK$5.9B in FY2026 versus HK$268M in FY2022, a compound +117.0%/yr. Reported net income was HK$1.1B in FY2026.
1989 screens 70% overvalued. Compare with Delta Electronics, Inc →
Peer Group
Electronic Components · 647 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Electronic Components median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Electronic Components stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Delta Electronics, Inc 2308 | 1,790 TWD | 602.37 TWD | -66% |
| Luxshare Precision Industry Co 002475 | ¥56.06 | ¥38.44 | -31% |
| Samsung Electro-Mechanics Co 009150 | 1,503,000 KRW | 172,954 KRW | -88% |
| Suzhou Dongshan Precision Manufacturing Co 002384 | ¥202.11 | ¥21.19 | -90% |
| Shengyi Technology Co 600183 | ¥143.23 | ¥36.30 | -75% |
| Shennan Circuits Co 002916 | ¥385.80 | ¥125.52 | -67% |
| Victory Giant Technology (HuiZhou) Co 2476 | HK$238.60 | HK$75.68 | -68% |
| Kingboard Laminates Holdings 1888 | HK$38.70 | HK$8.95 | -77% |
| Asia Vital Components Co 3017 | 2,910 TWD | 1,369 TWD | -53% |
| Nan Ya Printed Circuit Board Corporation 8046 | 1,215 TWD | 1,768 TWD | +46% |
Compare Delton Technology (Guangzhou) Inc with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Technology stocks →
Frequently asked questions
Is Delton Technology (Guangzhou) Inc (1989) overvalued or undervalued?
What is the fair value of 1989?
What is the quality score of 1989?
What is the revenue of Delton Technology (Guangzhou) Inc (1989)?
What is the net profit margin of 1989?
Does Delton Technology (Guangzhou) Inc pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Delton Technology (Guangzhou) Inc and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.