Company Deep Dive
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2451.TW
Strong BuyUnloved QualityAPPROVETranscend Information, Inc. · Technology · Taiwan · $4.0B · Avg Vol: $47M/d
Transcend is a critical player in the high-speed storage and memory market, essential for the ongoing AI infrastructure buildout. Their focus on high-performance DRAM and SSD modules directly addresses the supply-constrained environment of the global data center surge. Strong demand signals from industrial automation and enterprise storage confirm a robust reinvestment cycle.
COMPANY DESCRIPTION
Transcend Information, Inc. is a Taiwanese manufacturer and global marketer of various memory products, including DRAM modules, flash memory cards, and USB drives, with a strong focus on industrial-grade storage solutions. The company's competitive moat is built on its robust brand recognition, established global distribution network, and a reputation for high-quality, reliable products. Transcend differentiates itself by catering to demanding industrial applications, offering specialized memory and storage solutions.
FINANCIAL SUMMARY (TWD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 12.1B | 10.5B | 10.1B | 17.1B | 12.2% | 43.4B | 78.3B | 93.0B | 133.1% |
| EPS (TWD) | 5.72 | 4.63 | 5.39 | 12.98 | 31.4% | 57.62 | 89.18 | 63.71 | 121.5% |
| Shares | 429.1M | 429.1M | 429.9M | 430.7M | +0.4% | 431.3M | — | — | — |
| Debt | 180.8M | 154.6M | 107.6M | 55.8M | -32.4% | 27.3M | — | — | — |
| Equity | 19.6B | 19.3B | 19.8B | 23.0B | 5.6% | — | — | — | — |
| Op CF | 5.1B | 1.3B | -987.8M | -2.2B | -74.3% | 13.9B | — | — | — |
| Inv CF | -1.3B | -144.9M | 3.3B | 4.7B | — | — | — | — | — |
| Fin CF | -2.6B | -2.5B | -2.2B | -2.7B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 2451.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2451.TW | Transcend Information, Inc.(you) | $4.0B | 98 | Strong Buy |
| 3406.TW | Genius Electronic Optical Co.,Ltd. | $3.3B | 94 | Strong Buy |
| 2377.TW | Micro-Star International Co., Ltd. | $3.9B | 90 | Strong Buy |
| 3005.TW | Getac Holdings Corporation | $2.3B | 91 | Strong Buy |
| 5289.TWO | Innodisk Corporation | $4.6B | 83 | Strong Buy |
| 4938.TW | Pegatron Corporation | $7.5B | 89 | Strong Buy |
| 6414.TW | Ennoconn Corporation | $1.8B | 92 | Strong Buy |
| 2324.TW | Compal Electronics, Inc. | $5.3B | 80 | Strong Buy |
| 2376.TW | Giga-Byte Technology Co., Ltd. | $7.6B | 87 | Strong Buy |
| 2356.TW | Inventec Corporation | $7.4B | 83 | Strong Buy |
Peer medians: ROE 10.2% · P/E 23.2x · Gross margin 24.1%