2324.TW
Strong BuySecond WindAI neutralCompal Electronics, Inc. · Technology · Taiwan · $4.9B
TWD 35.50 -1.7% · close 8 Oct · scored 9 Oct
Second Wind: Cheap and rising again, but the business does not yet earn the optimism.
As of 9 Oct 2026, MoatMap's StockRank for Compal Electronics, Inc. (2324.TW) is 83/100: Quality 36, Value 75, Momentum 67, ranked against 24,000+ stocks in 35 markets.
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
Compal Electronics is a large contract manufacturer of laptops that is pushing into AI servers, targeting around 40% of revenue from AI next year. It showcased Nvidia AI factory systems at the 2026 OCP summit, and forward estimates rose 4% last month. It is a low-margin assembler with a weak quality score, however, and it competes against larger server makers for the same hyperscaler orders.
ABOUT COMPAL ELECTRONICS, INC.
Read
Compal Electronics, Inc. is one of the world's largest original design manufacturers (ODM) of personal computers, notebooks, smartphones, and various IoT devices. Its competitive advantage is built on massive scale, efficient manufacturing capabilities, and deep engineering expertise, enabling it to produce high-quality electronic devices for leading global brands. The company is a critical, high-volume supplier within the global electronics supply chain.
FINANCIAL SUMMARY (TWD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.1T | 946.7B | 910.3B | 757.5B | -11.0% | 820.6B | 943.3B | 1.2T | 23.6% |
| EPS (TWD) | 1.67 | 1.76 | 2.30 | 1.38 | -6.2% | 1.94 | 2.26 | 2.59 | 37.0% |
| Shares | 4.4B | 4.4B | 4.4B | 4.4B | -0.0% | 4.3B | — | — | — |
| Debt | 117.3B | 96.0B | 93.2B | 92.3B | -7.7% | 120.1B | — | — | — |
| Equity | 116.3B | 119.6B | 142.5B | 131.8B | 4.3% | — | — | — | — |
| Op CF | 58.6B | 29.7B | 25.2B | 29.8B | -20.2% | -12.2B | — | — | — |
| Inv CF | -9.9B | -9.5B | -13.0B | -13.4B | — | — | — | — | — |
| Fin CF | -49.4B | -27.1B | -9.5B | -9.5B | — | — | — | — | — |
No clear trend: not near its 52-week low, and not in a steady uptrend.
Swung more than 61% of stocks we rank over the past year (49% a year).
How this is worked out
StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 2324.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2324.TW | Compal Electronics, Inc.(you) | $4.9B | 83 | Strong Buy |
| 2377.TW | Micro-Star International Co., Ltd. | $4.0B | 89 | Strong Buy |
| 4938.TW | Pegatron Corporation | $7.7B | 85 | Strong Buy |
| 3324.TWO | Auras Technology Co., Ltd. | $5.0B | 71 | Buy |
| 5289.TWO | Innodisk Corporation | $4.0B | 74 | Buy |
| 2376.TW | Giga-Byte Technology Co., Ltd. | $7.8B | 87 | Strong Buy |
| 2356.TW | Inventec Corporation | $6.8B | 72 | Buy |
| 2451.TW | Transcend Information, Inc. | $3.9B | 99 | Strong Buy |
| 3406.TW | Genius Electronic Optical Co.,Ltd. | $3.2B | 97 | Strong Buy |
| 3005.TW | Getac Holdings Corporation | $2.3B | 91 | Strong Buy |
Peer medians: ROE 10.4% · P/E 24.6x · Gross margin 24.3%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.