Who are AUO's main competitors?

Named competitors: Innolux (3481.TW), BOE Technology (000725.SZ), LG Display (034220.KS). The cockpit's measured peer set (industry) also includes Gigabyte Technology (2376.TW), Shenzhen Kaifa Technology (000021.SZ), Brother Industries (6448.T), Seiko Epson (6724.T), Everdisplay Optronics (Shanghai) (688538.SS), E Ink (8069.TWO).

Is AUO expensive compared with its peers?

On ev / sales it trades at 0.7× against a peer median of 2.1×, 5th cheapest of 21 in its peer set.

How has AUO stock performed?

Over six months to 6 Nov 2026 the shares returned +48.7% against -2.8% for the median peer; over one year +103.5%.

← CockpitCompetitor Analysis › 2409.TW AUO CorporationOpen in the cockpit ↗

AUO Corporation2409.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Computer Peripherals

Taiwanese maker of TFT-LCD display panels for TVs, monitors, laptops and vehicles.

≈ A smaller Corning-meets-Samsung DisplayMomentum leader 88

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$6.02B

US dollars, full cap

Free float

88%

of shares outstanding

$/day

$305M

20-day average traded

Fwd P/E

n/m

no positive forecast

ROIC−WACC

-8.6 pp

WACC 6.1%

Hurdle

n/a

no reverse DCF

Next earnings

90 days

4 Feb 2027

Close · TWDNT$26.55

1D-2.6%

1W-13.4%

1M-32.0%

3M+8.6%

6M+48.7%

YTD+116.7%

1Y+103.5%

ATR %8.6%

52w lowhigh39.0% off high

What AUO does

Taiwanese maker of TFT-LCD display panels for TVs, monitors, laptops and vehicles.

Sells panels by size and specification to TV, PC and car makers, with prices swinging as industry supply expands or contracts. It has been shifting capacity toward vehicle, industrial and specialty displays, where contracts are longer and pricing steadier than in TVs. Plants are in Taiwan and China.

In one line: A smaller Corning-meets-Samsung Display.

Products and services

IT (monitor/laptop) panels
Automotive displays
TV panels
Mini-LED/smart display solutions

Customers

TV brands (global)
PC/monitor OEMs
Automakers

Where it sits in the supply chain

Electronics/displays
Flat-panel display manufacturing
TV/IT/automotive display panels

What could go right

Automotive display content growth
Mini-LED premium mix

What could go wrong

LCD panel price cyclicality
Chinese oversupply competition

Moat: none (scale). Commodity LCD panel maker facing intense pricing pressure from Chinese rivals.

Headquarters: Hsinchu, Taiwan · Founded: 1996

Named competitors

Innolux 3481.TW
BOE Technology 000725.SZ
LG Display 034220.KS

AUO at a glance

Size AUO (2409.TW) is a Taiwan Information Technology company (Computer Peripherals) with a market value of $6.02B, the 79th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$26.55 on 6 Nov 2026.

Performance Over six months the shares gained 48.7%, against -2.8% for the median peer and -3.4% for the Taiwan market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue fell 1.1% over the last twelve months (peer median +12.7%); the operating margin is -1.7% (peer median 12.4%).

Valuation It trades at 0.7× enterprise value to sales against a peer median of 2.1× (5th cheapest of 21).

Capital Return on invested capital runs 8.6 points below its cost of capital (6.1% WACC).

Next results Next results expected around 4 Feb 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: AUO against the median of its 20 peers (local-currency closes).

AUO financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	NT$277B	NT$281B	NT$280B	NT$248B	NT$247B
Revenue growth	—	0%	+13%	0%	—
Gross profit	NT$49.5B	NT$27.3B	NT$19.5B	NT$390M	-NT$2.68B
EBITDA	n/a	NT$28.8B	NT$25.6B	NT$10.5B	NT$7.50B
Net income	NT$719M	NT$6.84B	-NT$3.06B	-NT$18.2B	-NT$21.1B
Free cash flow	n/a	-NT$7.05B	-NT$3.78B	-NT$16.8B	-NT$8.98B
Capital expenditure	n/a	NT$18.3B	NT$26.9B	NT$26.8B	NT$36.0B
Total debt	n/a	NT$117B	NT$128B	NT$121B	NT$96.2B

Quarterly statements and history in the cockpit →

AUO 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

Up and to the right = strong over both horizons. AUO is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. AUO is the large dot.

AUO competitors and peer comparison

Head to head with its named competitors (2409.TW vs 3481.TW vs 000725.SZ vs 034220.KS)
Company	Market cap	6M return	Revenue growth	Op. margin	EV / Sales	Req g
AUO 2409.TW	$6.02B	+49%	-1%	-2%	0.7×	n/a
Innolux 3481.TW	$8.71B	+32%	+11%	0%	1.0×	37.3%
BOE Technology 000725.SZ	$25.3B	+9%	-4%	2%	1.5×	-3.9%
LG Display 034220.KS	$2.61B	-42%	-7%	2%	0.1×	-13.4%

How AUO 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.

AUO against its 20 peers (data as of 6 Nov 2026)
Measure	2409.TW	Peer median	Rank in peer set
1-month return	-32.0%	-17.1%	2nd lowest of 21
6-month return	+48.7%	-2.8%	highest of 21
Distance from 52-week high	-39.0%	-38.4%	11th highest of 21
Revenue growth (TTM)	-1.1%	+12.7%	3rd lowest of 21
Operating margin	-1.7%	12.4%	2nd lowest of 21
EV / Sales	0.7×	2.1×	5th cheapest of 21
ROIC minus cost of capital	-8.6 pp	+11.1 pp	lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	EV / Sales	Req g	Delivered g
AUO 2409.TW	Taiwan	$6.02B	+49%	-1%	-2%	0.7×	n/a	n/a
Gigabyte Technology 2376.TW	Taiwan	$6.01B	+7%	+38%	5%	0.7×	n/a	n/a
Shenzhen Kaifa Technology 000021.SZ	China	$6.13B	-11%	+14%	11%	2.6×	n/a	n/a
Brother Industries 6448.T	Japan	$6.52B	+39%	+7%	13%	0.8×	-6.3%	+7.2%
Seiko Epson 6724.T	Japan	$5.39B	+27%	+8%	6%	0.6×	0.8%	+7.2%
Everdisplay Optronics (Shanghai) 688538.SS	China	$6.72B	-9%	-2%	-31%	11.9×	n/a	n/a
E Ink 8069.TWO	Taiwan	$4.98B	+2%	-3%	29%	4.5×	-0.3%	+18.6%
Hubei Dinglong 300054.SZ	China	$8.79B	-2%	+7%	30%	15.4×	32.2%	+15.0%
Biwin Storage Technology 688525.SS	China	$8.99B	-52%	+221%	41%	3.0×	n/a	n/a
Sichuan Changhong Electric 600839.SS	China	$3.55B	-41%	+4%	0%	0.4×	n/a	n/a
Hangzhou EZVIZ Network 688475.SS	China	$3.53B	-4%	+8%	12%	3.2×	15.7%	+13.8%
Micro-Star International 2377.TW	Taiwan	$3.50B	+43%	+1%	5%	0.4×	n/a	n/a
Unisplendour 000938.SZ	China	$10.4B	-24%	+25%	3%	0.9×	n/a	n/a
Transcend Information 2451.TW	Taiwan	$3.22B	-13%	+286%	67%	2.0×	n/a	n/a
ADATA Technology 3260.TWO	Taiwan	$3.16B	-33%	+125%	34%	1.5×	n/a	n/a
Extreme Networks EXTR	United States	$3.15B	0%	+11%	6%	2.4×	27.3%	+4.9%
AURAS Technology 3324.TWO	Taiwan	$2.90B	-10%	+71%	16%	3.3×	n/a	n/a
Innodisk 5289.TWO	Taiwan	$2.76B	-35%	+334%	49%	2.1×	n/a	n/a
Logitech International LOGN.SW	Switzerland	$13.2B	-1%	-1%	18%	2.4×	-5.7%	-4.3%
Lite-on Technology 2301.TW	Taiwan	$13.2B	+16%	+24%	13%	2.1×	n/a	n/a
VusionGroup VU.PA	France	$2.61B	+11%	+45%	10%	1.3×	n/a	n/a

Questions

Who are AUO's main competitors?: Named competitors: Innolux (3481.TW), BOE Technology (000725.SZ), LG Display (034220.KS). The cockpit's measured peer set (industry) also includes Gigabyte Technology (2376.TW), Shenzhen Kaifa Technology (000021.SZ), Brother Industries (6448.T), Seiko Epson (6724.T), Everdisplay Optronics (Shanghai) (688538.SS), E Ink (8069.TWO).
Is AUO expensive compared with its peers?: On ev / sales it trades at 0.7× against a peer median of 2.1×, 5th cheapest of 21 in its peer set.
How has AUO stock performed?: Over six months to 6 Nov 2026 the shares returned +48.7% against -2.8% for the median peer; over one year +103.5%.