Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
2397.TW
HOLDFLAGDFI Inc. · Technology · Taiwan · $232M · Avg Vol: $1M/d
DFI Inc. is a leading Taiwanese industrial PC manufacturer well-positioned to benefit from the automation and localization of manufacturing hubs. As factories nearshore and integrate edge-AI, DFI's specialized hardware should see steady demand. However, its lower quality score and cyclical industrial capex exposure prevent a high-conviction buy today.
COMPANY DESCRIPTION
DFI Inc. is a leading global provider of high-performance industrial computers (IPCs), embedded motherboards, and customization services for automation, medical, and military applications. As a key member of the Qisda Group, the company leverages extensive manufacturing resources and supply chain synergies to deliver highly reliable, long-lifecycle computing solutions. Its advanced customization capabilities and global technical support network serve as a strong competitive moat in the high-barrier industrial IoT market.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 350M | 293M | 302M | 347M | -0.4% |
| EPS | 0.17 | 0.15 | 0.10 | 0.11 | — | -13.7% |
| Shares | — | 114M | 114M | 114M | 114M | -0.0% |
| Debt | — | 120M | 68M | 110M | 109M | -3.0% |
| Equity | — | 103M | 101M | 112M | 108M | 1.6% |
| Op CF | — | 20M | 50M | 30M | 23M | 4.6% |
| Inv CF | — | -9M | 11M | -37M | -5M | — |
| Fin CF | — | -11M | -69M | 38M | -21M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 2397.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2397.TW | DFI Inc.(you) | $232M | 48 | HOLD |
| 2465.TW | Leadtek Research Inc. | $248M | 45 | HOLD |
| 6117.TW | In Win Development Inc. | $248M | 59 | HOLD |
| 2399.TW | Biostar Microtech International Corp. | $272M | 60 | HOLD |
| 2417.TW | AVerMedia Technologies, Inc. | $201M | 30 | SELL |
| 8076.TWO | Firich Enterprises Co., Ltd. | $224M | 27 | SELL |
| 2331.TW | Elitegroup Computer Systems Co.,Ltd. | $394M | 36 | HOLD |
| 6591.TW | Sun Max Tech Limited | $75M | 47 | HOLD |
| 3535.TW | Favite, Inc. | $309M | 30 | SELL |
| 2349.TW | RITEK Corporation | $309M | 29 | SELL |
Peer medians: ROE 7.5% · P/E 34.5x · Gross margin 24.0%