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Thinking Electronic Industrial

TAI:2428 · TW0002428000
Electronic Equipment, Instruments & ComponentsSmall

360

83
Medium confidence — indicative
EV / EBIT88
Price / Owner Earnings47
Owner Earnings Yield82
Dividend Yield1
Price/Sales34
EV / Gross Profit50
Price/Book58
Return on Capital92
Cash Return on Capital88
Return on Equity78
EBIT Margin99
Gross Profitability69
Cash Conversion39
Accruals41
Owner Earnings Margin92
Sales growth51
Profit Growth23
Long-Term EPS Growth35
Owner Earnings Growth48
Reinvestment61
Price momentum50
Debt load67
Refinancing63
Debt Payback100
Liquidity86
Analyst ratings54
Expectations trend50
Market mood30
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

Thinking Electronic Industrial 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
SizeSmall
TypePublic Company
ExchangeTWSE
Founded1979
Employees23
Websitethinking.com.tw
ISINTW0002428000
Last UpdateApr 2, 2026
Index & Theme
Energy ManagementSensorsIndustrial AutomationSmart EnergyClimateTechCleanTechDetectors, Sensors and MemsElectric Vehicle Charging InfrastructureConsumer ElectronicsElectronicsManufacturing

Description

Thinking Electronic Industrial Co., Ltd., along with its subsidiaries, operates in the manufacturing, processing, and selling of several electronic components and devices, primarily focusing on thermistors, varistors, diodes, and a range of sensors a…

Analysis

Quality compounder

Thinking Electronic Industrial Co., Ltd. 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 27.6× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone.

The trajectory is tepid and the balance sheet is sturdy. 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
50
2023202420252026

All-time high

86

Jan 2025

All-time low

50

Jun 2026

Average rank

70

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
34
5
17
24
Price/Earnings
69
62
89
66
Price/Book
58
24
36
44
Dividend Yield
1
71
53
47
Value (overall)
48
21
33
29

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 →