Obermatt
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Flags

Earnings warning

Transcend Information

TAI:2451 · TW0002451002
Technology Hardware, Storage & PeripheralsSmall

360

99
Medium confidence — indicative
EV / EBIT100
Price / Owner Earnings80
Owner Earnings Yield95
Dividend Yield1
Price/Sales58
EV / Gross Profit33
Price/Book18
Return on Capital100
Cash Return on Capital99
Return on Equity96
EBIT Margin99
Gross Profitability93
Cash Conversion34
Accruals44
Owner Earnings Margin97
Sales growth100
Profit Growth97
Long-Term EPS Growth51
Owner Earnings Growth98
Reinvestment35
Price momentum92
Debt load100
Refinancing55
Debt Payback100
Liquidity100
Analyst ratings31
Opinion Changes100
Price Target Upside82
Market mood5
Value Creation20/20strong value creator
  • 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

Transcend Information generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryTaiwan
IndustryTechnology Hardware, Storage & Peripherals
SizeSmall
TypePublic Company
ExchangeTWSE
Founded1989
Employees255
Websitetw.transcend-info.com
ISINTW0002451002
Last UpdateApr 2, 2026
Indices
FTSE Taiwan Index (Taiwan)
Themes
Storage ManagementSmart CardsFlash StorageConsumer ElectronicsConsumer GoodsManufacturing

Description

Transcend Information, Inc. engages in manufacture, processing, and sale of computer software and hardware, peripheral equipment, and other computer components. The company specializes in diverse product lines, such as DRAM and Flash memory modules,…

Analysis

Quality compounder

Transcend Information, Inc. 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 attractive. You pay 9.6× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone.

The trajectory is moderate and the balance sheet is sturdy. The company scores 20/20 on our value-creation score: strong value creator.

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
83
20232026

All-time high

83

Jun 2026

All-time low

82

Jan 2023

Average rank

83

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
58
—
—
30
Price/Earnings
67
—
—
46
Price/Book
18
—
—
52
Dividend Yield
1
—
—
73
Value (overall)
42
—
—
47

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 →