TLB Co., Ltd (356860.KQ) has a MoatMap StockRank of 46/100 based on Quality (47/100), Value (30/100), and Momentum (56/100) factor scores. The current signal is HOLD. TLB Co., Ltd is a highly specialized manufacturer of memory module PCBs, specifically targeting DDR5 and enterprise SSDs. As AI servers demand massive memory bandwidth, the transition to DDR5 and high-capacity SSDs creates a powerful structural tailwind. TLB's high-layer PCB technology acts as an essential enabler for next-generation AI memory architectures.
TLB Co., Ltd. designs and manufactures high-density printed circuit boards (PCBs) specifically for semiconductor memory modules, including DDR5 and solid-state drives (SSDs). The company's competitive moat is built on its advanced multi-layer PCB fabrication technology and its strategic position as a primary supplier to global memory leaders Samsung Electronics and SK Hynix. It operates as a highly specialized hardware component player, serving as a direct beneficiary of the ongoing global transition to next-generation DDR5 and high-bandwidth memory standards.
| Price | $70.04 |
| Market Cap | $769M |
| P/E (TTM) | 54.31 |
| P/E (Forward) | 22.17 |
| Price/Book | 8.30 |
| Return on Equity | 21.7% |
| Return on Invested Capital | 18.8% |
| Debt/Equity | 69.39 |
| Gross Margin | 16.8% |
| Operating Margin | 14.1% |
| Revenue Growth | 43.1% |
| Dividend Yield | 0.4% |
| Free Cash Flow | $-18K |
TLB Co., Ltd operates in the Semiconductors industry, part of the Technology sector (South Korea).