Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
2377.TW
STRONG BUYREMOVEMicro-Star International Co., Ltd. · Technology · Taiwan · $3.5B · Avg Vol: $169M/d
Micro-Star International (MSI) is a Taiwanese motherboard and gaming PC manufacturer. It is highly cyclical and exposed to consumer hardware spending, lacking a durable economic moat or pricing power.
COMPANY DESCRIPTION
Micro-Star International Co., Ltd. (MSI) is a world-leading brand in gaming laptops, graphics cards, motherboards, and desktop PCs. The company commands premium brand equity among gamers and creators globally, supported by its in-house manufacturing capabilities and aggressive R&D in thermal design and high-performance computing. MSI's strong vertical integration allows it to rapidly bring cutting-edge hardware to market, maintaining high margins in the competitive PC gaming segment.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 5.7B | 5.8B | 6.3B | 7.3B | 8.5% |
| EPS | 0.64 | 0.38 | 0.28 | 0.26 | — | -26.2% |
| Shares | — | 845M | 845M | 845M | 845M | 0.0% |
| Debt | — | 19M | 21M | 29M | 373M | 172.1% |
| Equity | — | 1.5B | 1.6B | 1.7B | 1.7B | 4.1% |
| Op CF | — | 498M | 160M | 159M | 127M | -36.7% |
| Inv CF | — | -27M | -21M | -101M | -77M | — |
| Fin CF | — | -355M | -188M | -155M | 200M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 2377.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2377.TW | Micro-Star International Co., Ltd.(you) | $3.5B | 88 | STRONG BUY |
| 8210.TW | Chenbro Micom Co., Ltd. | $5.5B | 81 | STRONG BUY |
| 5289.TWO | Innodisk Corporation | $5.6B | 96 | STRONG BUY |
| 6414.TW | Ennoconn Corporation | $1.7B | 90 | STRONG BUY |
| 2451.TW | Transcend Information, Inc. | $4.6B | 100 | STRONG BUY |
| 6805.TW | Fositek Corp. | $4.2B | 74 | BUY |
| 3406.TW | Genius Electronic Optical Co.,Ltd. | $2.2B | 97 | STRONG BUY |
| 2324.TW | Compal Electronics, Inc. | $5.0B | 71 | BUY |
| 2385.TW | Chicony Electronics Co., Ltd. | $3.1B | 66 | BUY |
| 2376.TW | Giga-Byte Technology Co., Ltd. | $7.9B | 78 | BUY |
Peer medians: ROE 7.4% · P/E 34.5x · Gross margin 24.0%