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← CockpitCompetitor Analysis › 3044.TW Tripod Technology CorporationOpen in the cockpit ↗

Tripod Technology Corporation3044.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Electronic Components

Taiwanese PCB maker supplying multilayer boards for networking, telecom, automotive and industrial customers.

Momentum neutral 52
Mkt cap
$6.57B
US dollars, full cap
Free float
94%
of shares outstanding
$/day
$52.6M
20-day average traded
Fwd P/E
10.7×
forward earnings
ROIC−WACC
+28.5 pp
WACC 8.0%
Hurdle
n/a
no reverse DCF
Next earnings
111 days
25 Feb 2027
Close · TWDNT$413.50
1D-5.7%
1W-19.2%
1M-25.8%
3M+5.5%
6M-14.7%
YTD+30.2%
1Y+29.0%
ATR %7.4%
52w lowhigh31.5% off high

What Tripod Technology does

Taiwanese PCB maker supplying multilayer boards for networking, telecom, automotive and industrial customers.

Products and services

  • Multilayer PCBs
  • HDI boards
  • Automotive/industrial PCBs

Customers

  • Networking/telecom OEMs
  • Automotive electronics makers

Where it sits in the supply chain

  • Information technology
  • PCB manufacturing
  • Multilayer/HDI PCBs

What could go right

  • Networking/AI switch PCB demand

What could go wrong

  • PCB pricing cyclicality

Moat: none (process know-how). PCB manufacturing is a competitive, capital-intensive commodity business.

Headquarters: Taoyuan, Taiwan · Founded: 1979 · Employees: 29,987

Named competitors

Tripod Technology at a glance

Size Tripod Technology (3044.TW) is a Taiwan Information Technology company (Electronic Components) with a market value of $6.57B, the 74th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$413.50 on 6 Nov 2026.

Performance Over six months the shares fell 14.7%, against -14.5% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 10th lowest of 20 in its peer set.

Growth Revenue grew 20.7% over the last twelve months (peer median +28.2%); the operating margin is 19.3% (peer median 10.1%).

Valuation It trades at 10.7× forward earnings against a peer median of 27.4× (2nd cheapest of 19).

Capital Return on invested capital runs 28.5 points above its cost of capital (8.0% WACC).

Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 20263044.TW 85Peer median 83
Six months, rebased to 100: Tripod Technology against the median of its 20 peers (local-currency closes).

Tripod Technology financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$84.2BNT$73.4BNT$65.8BNT$58.9BNT$65.8B
Revenue growth—+12%+12%-11%—
Gross profitNT$22.8BNT$18.7BNT$15.0BNT$11.1BNT$11.6B
EBITDANT$20.8BNT$17.2BNT$14.5BNT$11.8BNT$11.8B
Net incomeNT$12.3BNT$10.2BNT$8.38BNT$6.06BNT$6.20B
Free cash flow-NT$2.15BNT$5.91BNT$8.68BNT$12.4BNT$8.33B
Capital expenditureNT$11.3BNT$5.96BNT$2.70BNT$3.34BNT$4.07B
Total debtNT$3.93BNT$7.60BNT$7.36BNT$6.22BNT$7.76B

Quarterly statements and history in the cockpit →

Tripod Technology 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

-50%0%+50%-50%-25%0%+25%002436300620603459688322VICRTTMI30011523136006016976621368818335336031756274348168862923823044.TW6-month return →1-month return →
Up and to the right = strong over both horizons. Tripod Technology is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%+80%0×100×200×002436300620688322VICRTTMI30011523136006016976322862136274348168862923823005673044.TWRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Tripod Technology is the large dot.

Tripod Technology competitors and peer comparison

Head to head with its named competitors (3044.TW vs 3037.TW vs 2368.TW vs 2313.TW)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Tripod Technology 3044.TW$6.57B-15%+21%19%10.7×n/a
Unimicron Technology 3037.TW$35.4B-19%+33%13%20.1×45.9%
Gold Circuit Electronics 2368.TW$12.9B-45%+68%26%14.5×14.2%
Compeq Manufacturing 2313.TW$5.93B-42%+8%11%15.9×14.6%

How Tripod Technology 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.

Tripod Technology against its 20 peers (data as of 6 Nov 2026)
Measure3044.TWPeer medianRank in peer set
1-month return-25.8%-33.1%7th highest of 21
6-month return-14.7%-14.5%10th lowest of 20
Distance from 52-week high-31.5%-50.9%4th highest of 21
Revenue growth (TTM)+20.7%+28.2%10th lowest of 21
Operating margin19.3%10.1%6th highest of 21
Forward P/E10.7×27.4×2nd cheapest of 19
ROIC minus cost of capital+28.5 pp-2.0 pphighest of 21
EV / EBITDA9.5×13.2×3rd cheapest of 10
Net debt / EBITDA-1.0×-0.1×5th least indebted of 10

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
Tripod Technology 3044.TWTaiwan$6.57B-15%+21%19%10.7×n/an/a
Shenzhen Fastprint Circuit Tech 002436.SZChina$6.54B-7%+26%6%57.3×n/an/a
Advanced Fiber Resources Zhuhai 300620.SZChina$6.50B-27%+86%18%107.0×n/an/a
Jiangxi Redboard Technology 603459.SSChina$6.70B-4%+36%17%n/a53.4%+36.1%
Orbbec 688322.SSChina$6.73B+37%+1%0%202.4×n/an/a
VICR VICRUnited States$6.78B-43%+41%25%25.9×46.0%+6.6%
TTM Technologies TTMIUnited States$7.01B-58%+38%12%8.5×24.1%+6.7%
Shenzhen Everwin Precision Technology 300115.SZChina$5.95B-12%+19%2%124.0×n/an/a
Compeq Manufacturing 2313.TWTaiwan$5.93B-42%+8%11%15.9×14.6%+4.7%
Founder Technology 600601.SSChina$5.70B-27%+73%19%47.6×n/an/a
Taiyo Yuden 6976.TJapan$5.63B+4%+6%6%28.8×47.0%+3.4%
Shenzhen Kinwong Electronic 3228.HKHong Kong$7.87Bn/a+40%12%15.8×n/an/a
ITEQ 6213.TWTaiwan$5.45B+75%+16%9%16.6×n/an/a
Shengyi Electronics 688183.SSChina$7.95B-44%+46%21%19.4×n/an/a
Lotes 3533.TWTaiwan$5.39B-36%+13%28%17.6×1.9%+14.3%
Dynamic Electronics 603175.SSChina$5.37B-15%+15%5%n/an/an/a
Taiwan Union Technology 6274.TWOTaiwan$8.21B-26%+87%23%13.9×n/an/a
Innolux 3481.TWTaiwan$8.71B+32%+11%0%62.6×37.3%-3.4%
Sichuan Huafeng Technology 688629.SSChina$4.85B-49%+46%9%87.5×n/an/a
Sunny Optical 2382.HKHong Kong$8.92B-3%+20%8%14.8×4.9%+1.9%
Wuhan Jingce Electronic 300567.SZChina$4.80B-14%+31%0%119.3×n/an/a

Questions

Who are Tripod Technology's main competitors?
Named competitors: Unimicron Technology (3037.TW), Gold Circuit Electronics (2368.TW), Compeq Manufacturing (2313.TW). The cockpit's measured peer set (industry) also includes Shenzhen Fastprint Circuit Tech (002436.SZ), Advanced Fiber Resources Zhuhai (300620.SZ), Jiangxi Redboard Technology (603459.SS), Orbbec (688322.SS), VICR (VICR), TTM Technologies (TTMI).
Is Tripod Technology expensive compared with its peers?
On forward p/e it trades at 10.7× against a peer median of 27.4×, 2nd cheapest of 19 in its peer set.
How has Tripod Technology stock performed?
Over six months to 6 Nov 2026 the shares returned -14.7% against -14.5% for the median peer; over one year +29.0%.

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.