Accton Technology Corp (2345) Fair Value & Analysis
Technology · TW · Market cap 1.2T TWD (≈ $37.4B) · ISIN TW0002345006
What is Accton Technology Corp really worth?
A solid business, but trading 85% above our fair value of 1,135 TWD.
Strengths
Risks
For context
Fair value as of: Aug 13, 2026
From 26 valuation models · updated 22 days ago
Fair value updated Aug 13, 2026, revised from 846.28 TWD to 1,135 TWD (+34.1%) since Jul 17, 2026. Share price −11.9% over the past month.
What runs behind every stock
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What matters now
- A high-quality business (quality 72/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case (1,825 TWD). The favourable scenario is already priced in.
- A fairly wide model range (861.99 TWD to 1,825 TWD) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range 194.42 TWD – 2,750 TWD · fair‑value band 861.99 TWD – 1,825 TWD · the 2,100 TWD price screens above the 1,135 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Accton Technology Corp (2345) currently trades at 2,100 TWD, while our model-based Fair Value estimate is 1,135 TWD, implying the stock looks roughly 85.1% overvalued today. The Quality Score stands at 72/100 (solid quality), in the Technology sector. Bull case: the DCF Models group reads highest at a median of 1,586 TWD per share, and 0 of the 26 models we run sit above the 2,100 TWD price. Bear case: the Dividend Discount group reads lowest at 189.23 TWD, and 26 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Accton Technology Corp generated revenue of 276B TWD at a net margin of 10.7%. Revenue grew 64.0% year over year. It earns a return on equity of 56.1%. The balance sheet holds a net cash position of 24.6B TWD. Fundamentals as of Aug 13, 2026
Our scenario range runs from 861.99 TWD (bear case) to 1,825 TWD (bull case); at 2,100 TWD, 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 last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 22% below its 52-week high and 200% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −54% fair-value upside, at −46%, 2345 screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly 21.65 TWD per share, which is 1.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: DCF Models (1,586 TWD) versus Asset-Based (68.98 TWD). Highest evidence: FCF DCF (74).
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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 72 · Market factors (momentum, volatility) 70
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Accton Technology Corporation develops, manufactures, and sells computer network systems and wireless land area network (LAN) hardware and software products in Taiwan and internationally.
Full company description
Accton Technology Corporation develops, manufactures, and sells computer network systems and wireless land area network (LAN) hardware and software products in Taiwan and internationally. The company offers 800G AI/ML fabrics, fiber optical transceivers, hyper network appliances, and edge servers, as well as data centers, metro ethernet, telecommunication networks, school/enterprise networks, and software-defined wide area network. It also provides data center switches, open packet transponders, cloud service appliances, and ethernet BOF; edge-computing; wired and wireless network solutions; carrier access platforms and disaggregated open solutions; and IoT integration solutions. In addition, the company engages in the production and sale of network switches; design, research, development, manufacture, and sale of switching hubs; and provision of information software and information technology services, as well as e-commerce apps, and advertising services. Further, it offers network products; and technical consulting and engineering design services. Additionally, the company provides data center networks, edge computing, cloud networks, carrier access, and IoT integration solutions. Accton Technology Corporation was incorporated in 1988 and is headquartered in Hsinchu City, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Accton Technology Corp reported revenue of 248B TWD in FY2025 versus 59.6B TWD in FY2021, a compound +42.9%/yr. Reported net income was 26.3B TWD in FY2025, compounding +53.8%/yr from FY2021.
of which total revenue +21.5 % · buybacks/dilution −0.2 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
2345 screens 85% overvalued. Compare with Cisco Systems, Inc →
Peer Group
Communication Equipment · 302 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 Communication Equipment median · lower = cheaper
Strength profile in five axes (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.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Communication Equipment stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Cisco Systems, Inc CSCO | $112.15 | $61.53 | −45% |
| Zhongji Innolight Co 300308 | ¥866.12 | ¥171.09 | −80% |
| Foxconn Industrial Internet Co 601138 | ¥61.83 | ¥28.65 | −54% |
| Eoptolink Technology Inc 300502 | ¥429.90 | ¥176.99 | −59% |
| Nokia Oyj NOK | $10.21 | $3.78 | −63% |
| Motorola Solutions, Inc MSI | $491.24 | $236.33 | −52% |
| Yangtze Optical Fibre And Cable Joint Stock Limited 601869 | ¥400.03 | ¥201.38 | −50% |
| Suzhou TFC Optical Communication Co 300394 | ¥276.25 | ¥43.67 | −84% |
| Telefonaktiebolaget LM Ericsson (publ), ERIC | $10.13 | $19.85 | +96% |
| Ubiquiti Inc UI | $577.76 | $252.79 | −56% |
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