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Quanta Computer Inc (2382) Fair Value & Analysis

Technology · TW · Market cap 1.4T TWD (≈ $45.3B) · ISIN TW0002382009

What is Quanta Computer Inc really worth?

QC Quanta Computer Inc 2382 · TW
Price345.00 TWD
Fair Value273.29 TWD
Upside−20.8%
Quality49/100

Below-average quality, and trading another 26% above our fair value of 273.29 TWD.

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Strengths

Ranks above peers (9/14)

Risks

!Expensive Growth (revenue 5y +14.3 %/yr)
!Thin margins · 3.1% net margin
!Low debt · negative free cash flow
!Moderate moat 47/100
!The models disagree: range 132.29 TWD to 545.37 TWD
!Weak on valuation: 6 out of 100

For context

·4.52% dividend yield
Evidence: High Range 132.29 TWD – 545.37 TWD

Fair value as of: Aug 13, 2026

From 17 valuation models · updated 22 days ago

Fair value updated Aug 13, 2026, revised from 297.22 TWD to 273.29 TWD (−8.1%) since Jul 12, 2026. Share price +13.5% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The model range is unusually wide (132.29 TWD to 545.37 TWD). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

417.00 TWD 57.51 TWD Fair Value 273.29 TWD Mar 2021 Sep 2026

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 57.51 TWD – 417.00 TWD · fair‑value band 132.29 TWD – 545.37 TWD · the 345.00 TWD price screens above the 273.29 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.

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Analysis

Quanta Computer Inc (2382) currently trades at 345.00 TWD, while our model-based Fair Value estimate is 273.29 TWD, implying the stock looks roughly 26.2% overvalued today. The Quality Score stands at 49/100 (below-average quality), in the Technology sector. Bull case: the DCF Models group reads highest at a median of 425.77 TWD per share, and 6 of the 17 models we run sit above the 345.00 TWD price. Bear case: the Asset-Based group reads lowest at 42.34 TWD, and 11 of the 17 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Quanta Computer Inc generated revenue of 2.4T TWD at a net margin of 3.1%. Revenue grew 66.6% year over year. It earns a return on equity of 36.8%. Net debt stands at 144B TWD. Fundamentals as of Aug 13, 2026

Our scenario range runs from 132.29 TWD (bear case) to 545.37 TWD (bull case); at 345.00 TWD, the current price sits within 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 21% below its 52-week high and 37% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −53% fair-value upside, at −21%, 2382 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 2.23 TWD per share, which is 0.8 % 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.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Owner Earnings 266.87 TWD 425.77 TWD 691.16 TWD 75
EPV 207.76 TWD 238.85 TWD 266.49 TWD 74
ROIC Compounder 218.49 TWD 265.04 TWD 316.77 TWD 72
All 17 models by family
DCF Models
Owner Earnings 266.87 TWD 425.77 TWD 691.16 TWD 75
Earnings-Based
Graham-Dodd 132.29 TWD 476.32 TWD 642.04 TWD 64
Lynch FV 112.62 TWD 160.89 TWD 209.16 TWD 61
PEG = 1.0 112.62 TWD 160.89 TWD 209.16 TWD 57
EPV 207.76 TWD 238.85 TWD 266.49 TWD 74
Dividend Discount
Gordon GGM 125.31 TWD 273.57 TWD 460.30 TWD 65
DDM Multi-Stage 125.31 TWD 224.10 TWD 285.11 TWD 66
Multiples
P/E Multiple 408.54 TWD 544.73 TWD 680.91 TWD 63
P/S Multiple 248.04 TWD 330.73 TWD 413.41 TWD 58
P/B Multiple 248.04 TWD 330.73 TWD 413.41 TWD 55
EV/EBIT 439.71 TWD 575.75 TWD 711.79 TWD 66
EV/EBITDA 381.25 TWD 497.80 TWD 614.36 TWD 67
EV/Revenue 237.91 TWD 326.34 TWD 414.77 TWD 54
Asset-Based
NCAV (Graham) 31.60 TWD 42.34 TWD 63.19 TWD 54
Economic Profit
Residual Income 124.48 TWD 152.11 TWD 641.63 TWD 64
ROIC Compounder 218.49 TWD 265.04 TWD 316.77 TWD 72
Growth Earnings
Growth-Adj P/E 258.84 TWD 369.77 TWD 480.70 TWD 67

Widest divergence: DCF Models (425.77 TWD) versus Asset-Based (42.34 TWD). Highest evidence: Owner Earnings (75).

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Key figures & financial health

P/E ratio 18.3
P/S ratio 0.64 P/E × margin
EPS (TTM) 18.90 TWD price ÷ EPS = P/E 18.3
Dividend yield 4.5% payout 82.5%
Net margin 3.5% FY2025
Return on equity 36.8% TTM
More key figures
Profitability
Return on assets (EBIT) 5.7% avg 5y
Operating margin 2.9% TTM
Growth
Revenue (TTM) 2.4T TWD TTM
Revenue growth (YoY) +66.6% 3y avg +18.4%
EPS growth (YoY) +5.9%
Balance sheet & cash flow
Free cash flow −23.4B TWD FY2025
Net debt 144B TWD FY2025

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 49/100

Of which business quality 47 · Market factors (momentum, volatility) 61

Profitability 58
Margins and returns on capital today
Quality Growth 60
Are margins and returns improving?
Cashflow 13
Earnings quality: real cash, not paper profit
Fin. Strength 52
Balance sheet, leverage, solvency risk
Investment 48
Disciplined investing over empire-building
Low Volatility 67
Calm price path (market factor)
Momentum 59
Price trend over the last 3–12 months (market factor)
52W Momentum 57
Distance to the 52-week high (market factor)
Net Issuance 63
Buybacks instead of dilution

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

Quanta Computer Inc. manufactures, processes, and sells laptop computers and telecommunication products in the United States, Mainland China, the Netherlands, Japan, and internationally.

Full company description

Quanta Computer Inc. manufactures, processes, and sells laptop computers and telecommunication products in the United States, Mainland China, the Netherlands, Japan, and internationally. The company provides notebook PCs; servers, storage devices, and network switches; cameras, including automotive camera, camera module, and AI dash-cam and ADAS solutions; and smart healthcare solutions. It also offers mobile computing solutions for the wireless communication of notebook PCs, wireless local area network peripherals, wireless multimedia devices, and wireless information home appliances; and cloud computing and enterprise network solutions for private or hybrid clouds, as well as home entertainment and smart home solutions, including home media centers; smart touch input systems for laptops, desktops, and thin client terminals; smart IoT controllers and sensors; smart speakers; and private servers for home. In addition, the company provides IoT solutions; central office solutions for telecommunication; smart manufacturing and factory solutions; and AR/VR display and smart glasses solutions. The company was incorporated in 1988 and is headquartered in Taoyuan City, Taiwan.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Quanta Computer Inc reported revenue of 2.1T TWD in FY2025 versus 1.1T TWD in FY2021, a compound +17.1%/yr. Reported net income was 75.0B TWD in FY2025, compounding +22.2%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
2.1T TWD
Latest YoY
+50.5%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+18.4%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+14.3%
Avg. revenue growth/yr (24Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+13.1%
Value creation/yr (5Y, in TWD) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in TWD: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+28.1% (23.6 + 4.5)
Revenue +17.1%/yr
FY21 1.1T TWD
FY22 1.3T TWD
FY23 1.1T TWD
FY24 1.4T TWD
FY25 2.1T TWD
Net income +22.2%/yr
FY21 33.7B TWD
FY22 29.0B TWD
FY23 39.7B TWD
FY24 59.7B TWD
FY25 75.0B TWD
Character of growth · EPS growth decomposed (2014-2025) +14.3 % p.a.
Revenue per share +5.5 %

of which total revenue +5.6 % · buybacks/dilution −0.1 %

EBIT margin +9.7 %
Tax rate +0.3 %
Residual (interest, one-offs) −1.5 %

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).

2382 screens 26% overvalued. Compare with Dell Technologies Inc →

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Cite: Fair Value Calculator (2026). "Quanta Computer Inc Fair Value". https://www.fairvalue-calculator.com/stock/2382

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Computer Hardware · 222 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.

Quality Score 49 · Below median
Fair Value upside −21% · Above median
Return on equity (TTM) 37% · Top 25%
Return on assets 4% · Above median
Net margin (TTM) 3% · Above median
Operating margin (TTM) 3% · Below median
Revenue growth 67% · Top 25%
Dividend yield (TTM) 4.5% · Top 25%
Debt / equity 0.23× · Higher than median

Valuation Multiples vs Computer Hardware median · lower = cheaper

P/E (TTM) 18.3× · Cheaper than median
P/B 5.91× · Pricier than 75% of peers
P/S (TTM) 0.59× · Cheaper than median
EV/EBITDA 13.6× · Pricier than median
PEG 1.02× · Cheaper than median

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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE6 · sector 0
FUTURE100 · sector 59
PAST100 · sector 24
HEALTH88 · sector 97
DIVIDEND90 · sector 37

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Computer Hardware stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
Dell Technologies Inc DELL $456.24 $187.75 −59%
Arista Networks, Inc ANET $201.09 $57.72 −71%
Western Digital Corporation WDC $441.57 $47.49 −89%
Hygon Information Technology Co 688041 ¥246.21 ¥30.66 −88%
Hangzhou Hikvision Digital Technology Co 002415 ¥35.18 ¥40.44 +15%
Shenzhen Longsys Electronics Co 301308 ¥376.88 ¥91.67 −76%
Lenovo Group 0992 HK$30.12 HK$33.70 +12%
Dawning Information Industry Co 603019 ¥83.19 ¥39.38 −53%
HP Inc HPQ $30.52 $48.62 +59%
Inspur Electronic Information Industry Co 000977 ¥73.79 ¥44.02 −40%

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Frequently asked questions

Is Quanta Computer Inc (2382) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of 273.29 TWD versus a price of 345.00 TWD, about −21% upside (overvalued).
What is the fair value of 2382?
Our model-based fair value for Quanta Computer Inc is 273.29 TWD (as of Aug 13, 2026), built from audited fundamentals. The current price: 345.00 TWD.
What is the quality score of 2382?
Quanta Computer Inc has a Quality Score of 49/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Quanta Computer Inc (2382)?
Quanta Computer Inc reported trailing-twelve-month revenue of about 2.4T TWD (latest available figure, as of Aug 13, 2026).
What is the net profit margin of 2382?
The net profit margin of Quanta Computer Inc is about 3.1%, meaning it keeps roughly 3.1% of revenue as net income. Based on the latest reported figures.
Does Quanta Computer Inc pay a dividend?
Quanta Computer Inc currently shows a dividend yield of about 4.52% relative to its recent price (as of Aug 13, 2026).
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