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Quanta Computer2382.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Electronic Production Equipment

World's largest notebook ODM and a top AI/cloud server maker, designing and assembling hardware for global brands.

≈ Taiwan's Super Micro/Dell ODM partner, at massive scaleMomentum neutral 58
Competitor Analysis ▸ ChartsOpen in the cockpit
Mkt cap
$36.0B
US dollars, full cap
Free float
74%
of shares outstanding
$/day
$125M
20-day average traded
Fwd P/E
10.1×
forward earnings
ROIC−WACC
+16.0 pp
WACC 5.4%
Hurdle
n/a
no reverse DCF
Close · TWDNT$290.50
1D-3.2%
1W-8.7%
1M-12.2%
3M-3.3%
6M-9.5%
YTD+6.8%
1Y-0.2%
ATR %3.7%
52w lowhigh33.7% off high

What Quanta Computer does

World's largest notebook ODM and a top AI/cloud server maker, designing and assembling hardware for global brands.

Is an original design manufacturer: it designs and builds products that other brands sell under their own names, and is paid per unit on thin margins. Growth has shifted from notebooks to servers and racks for cloud companies, sold through Quanta Cloud Technology and increasingly built around Nvidia's AI chips.

In one line: Taiwan's Super Micro/Dell ODM partner, at massive scale.

Products and services

  • Notebook PC ODM
  • Cloud/AI server design & manufacturing
  • Data-center rack/liquid-cooling integration

Customers

  • Apple (MacBook, historically)
  • Hyperscale cloud providers (Meta, Google, etc.)
  • Nvidia ecosystem AI server customers

Where it sits in the supply chain

  • Information technology
  • Electronics manufacturing services
  • Notebook ODM, cloud & AI server…

What could go right

  • AI data-center capex boom

What could go wrong

  • Hyperscaler/AI customer concentration
  • Thin ODM margins

Moat: narrow (scale, switching costs, process know-how). Deep co-design relationships with hyperscalers and Nvidia; EMS/ODM margins remain thin.

Headquarters: Taoyuan, Taiwan · Founded: 1988

Named competitors

Quanta Computer at a glance

Size Quanta Computer (2382.TW) is a Taiwan Information Technology company (Electronic Production Equipment) with a market value of $36.0B, the 12th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$290.50 on 6 Nov 2026.

Performance Over six months the shares fell 9.5%, against -29.1% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 3rd highest of 10 in its peer set.

Growth Revenue grew 62.7% over the last twelve months (peer median +32.4%); the operating margin is 3.3% (peer median 19.8%).

Valuation It trades at 10.1× forward earnings against a peer median of 17.5× (2nd cheapest of 10).

Capital Return on invested capital runs 16.0 points above its cost of capital (5.4% WACC).

Relative performance

8010012011 May 202611 Aug 20266 Nov 20262382.TW 84Peer median 70
Six months, rebased to 100: Quanta Computer against the median of its 11 peers (local-currency closes).

Quanta Computer financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$2.98TNT$2.12TNT$1.41TNT$1.09TNT$1.28T
Revenue growth—+51%+30%-15%—
Gross profitNT$163BNT$146BNT$109BNT$82.6BNT$69.0B
EBITDANT$114BNT$99.8BNT$73.3BNT$55.0BNT$41.3B
Net incomeNT$88.5BNT$75.0BNT$59.7BNT$39.7BNT$29.0B
Free cash flow-NT$34.5B-NT$23.4B-NT$53.1BNT$118B-NT$4.67B
Capital expenditureNT$31.4BNT$16.7BNT$14.6BNT$10.3BNT$18.6B
Total debtNT$430BNT$322BNT$235BNT$168BNT$258B

Quarterly statements and history in the cockpit →

Quanta Computer competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%-40%-20%TER3017FLEX23276981230862238299LFUS2382.TW6-month return →1-month return →
Up and to the right = strong over both horizons. Quanta Computer is the large dot.

Fundamentals: revenue growth against valuation

+50%+100%+150%10×20×30×TER3017FLEX23276981230862238299LFUS2382.TWRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Quanta Computer is the large dot.

Quanta Computer competitors and peer comparison

Head to head with its named competitors (2382.TW vs 6669.TW vs 2317.TW vs SMCI)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Quanta Computer 2382.TW$36.0B-10%+63%3%10.1×n/a
Wiwynn 6669.TW$26.3B+101%+84%7%9.6×n/a
Hon Hai Precision Industry 2317.TW$95.6B-3%+25%4%10.5×n/a
Supermicro SMCI$18.9B-19%+156%9%4.8×n/a
Dell Technologies DELL$209B+26%+49%10%11.6×10.1%

How Quanta Computer compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Quanta Computer against its 11 peers (data as of 6 Nov 2026)
Measure2382.TWPeer medianRank in peer set
1-month return-12.2%-37.6%2nd highest of 12
6-month return-9.5%-29.1%3rd highest of 10
Distance from 52-week high-33.7%-55.3%2nd highest of 12
Revenue growth (TTM)+62.7%+32.4%4th highest of 12
Operating margin3.3%19.8%lowest of 12
Forward P/E10.1×17.5×2nd cheapest of 10
ROIC minus cost of capital+16.0 pp+6.3 pp6th highest of 12
Net debt / EBITDA0.9×-0.2×3rd most indebted of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Quanta Computer 2382.TWTaiwan$36.0B-10%+63%3%10.1×n/an/a
Teradyne TERUnited States$34.1B-39%+75%33%20.2×20.9%+0.4%
Asia Vital Components 3017.TWTaiwan$27.4B-15%+99%24%17.5×9.0%+28.6%
Flex FLEXUnited States$25.8B-51%+18%6%11.2×15.9%+3.0%
Yageo 2327.TWTaiwan$23.3B+8%+32%27%13.9×17.7%+14.5%
Murata Manufacturing 6981.TJapan$57.1B-5%+15%20%23.0×29.8%+2.3%
HKC 001399.SZChina$18.2Bn/a+2%10%n/a30.7%+17.5%
Delta Electronic 2308.TWTaiwan$82.9B-51%+38%17%19.0×18.5%+14.4%
Shenzhen Jlc Technology Group Co Lt 001232.SZChina$12.9Bn/a+28%15%n/a52.7%+28.4%
MPI 6223.TWOTaiwan$10.2B-31%+38%30%37.2×n/an/a
Phison Electronics 8299.TWOTaiwan$10.0B-29%+157%31%3.7×n/an/a
Littelfuse LFUSUnited States$9.04B-22%+19%18%16.3×15.3%+10.5%

Questions

Who are Quanta Computer's main competitors?
Named competitors: Wiwynn (6669.TW), Foxconn (Hon Hai) (2317.TW), Super Micro Computer (SMCI), Dell Technologies (DELL). The cockpit's measured peer set (industry) also includes Teradyne (TER), Asia Vital Components (3017.TW), Flex (FLEX), Yageo (2327.TW), Murata Manufacturing (6981.T), HKC (001399.SZ).
Is Quanta Computer expensive compared with its peers?
On forward p/e it trades at 10.1× against a peer median of 17.5×, 2nd cheapest of 10 in its peer set.
How has Quanta Computer stock performed?
Over six months to 6 Nov 2026 the shares returned -9.5% against -29.1% for the median peer; over one year -0.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.