Obermatt

Aerospace Industrial Development

TAI:2634 · TW0002634003
Aerospace & DefenseMedium

360

9
EV / EBIT25
Price / Owner Earnings27
Owner Earnings Yield54
Dividend Yield89
Price/Sales53
EV / Gross Profit27
Price/Book38
Return on Capital29
Cash Return on Capital43
Return on Equity42
EBIT Margin26
Gross Profitability13
Cash Conversion89
Accruals67
Owner Earnings Margin41
Sales growth34
Profit Growth67
Long-Term EPS Growth14
Owner Earnings Growth100
Reinvestment47
Price momentum60
Debt load13
Refinancing83
Debt Payback4
Liquidity43
Analyst ratings16
Opinion Changes50
Price Target Upside29
Market mood97
Value Creation8/20creating 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

Aerospace Industrial Development clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryTaiwan
IndustryAerospace & Defense
SizeMedium
TypePublic Company
ExchangeTWSE
Employees242
ISINTW0002634003
Last UpdateApr 2, 2026
Index & Theme
Drone TechnologyDefenseTechPassenger Aircraft Manufacturing

Description

Analysis

Middle-of-the-road

Aerospace Industrial Development Corporation sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is expensive. The owner-earnings multiple stands at 44.2×; owner earnings: the cash an owner could take out each year.

Growth is moderate; the safety picture is fragile. The company scores 8/20 on our value-creation score: creating some value. Analyst sentiment is cautious.

Flags to be aware of: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
70
2023202420252026

All-time high

81

Oct 2023

All-time low

41

Mar 2026

Average rank

65

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
53
45
28
46
Price/Earnings
34
37
31
30
Price/Book
38
28
7
29
Dividend Yield
89
74
87
87
Value (overall)
51
57
43
39

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 →