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← CockpitCompetitor Analysis › 3324.TWO AURAS Technology Co., Ltd.Open in the cockpit ↗

AURAS Technology Co., Ltd.3324.TWOCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Computer Peripherals

Taiwanese maker of thermal-management solutions — heat sinks, cooling modules and fans — for servers, PCs and AI hardware.

≈ A Taiwanese thermal-solutions supplier riding the AI-server cooling boomMomentum neutral 59
Mkt cap
$2.90B
US dollars, full cap
Free float
68%
of shares outstanding
$/day
$164M
20-day average traded
Fwd P/E
15.1×
forward earnings
ROIC−WACC
+11.6 pp
WACC 9.7%
Hurdle
n/a
no reverse DCF
Next earnings
5 days
11 Nov 2026
Close · TWDNT$1,055
1D-9.8%
1W-20.7%
1M-31.9%
3M+11.8%
6M-9.8%
YTD+4.5%
1Y+6.2%
ATR %10.7%
52w lowhigh39.7% off high

What AURAS Technology does

Taiwanese maker of thermal-management solutions — heat sinks, cooling modules and fans — for servers, PCs and AI hardware.

Built to order for server and PC makers: its engineers design a cooling part into a customer's product, then ship in volume as long as that product sells, so winning places on new server platforms matters most. Liquid cooling, which carries heat away with fluid rather than air, is the newer line as chips draw more power.

In one line: A Taiwanese thermal-solutions supplier riding the AI-server cooling boom.

Products and services

  • Server/AI cooling modules
  • PC heat sinks and fans
  • Liquid cooling systems

Customers

  • Server ODMs
  • AI/data-center hardware makers

Where it sits in the supply chain

  • Information Technology hardware
  • Thermal management
  • Heat sinks, liquid/air cooling modules

What could go right

  • AI server build-out, higher chip thermal design power

What could go wrong

  • Server capex cyclicality
  • Customer concentration

Moat: narrow (process know-how, customer qualification). Qualified thermal-design supplier benefiting from rising power density in AI servers.

Headquarters: Taipei, Taiwan

Named competitors

AURAS Technology at a glance

Size AURAS Technology (3324.TWO) is a Taiwan Information Technology company (Computer Peripherals) with a market value of $2.90B, the 130th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$1,055 on 6 Nov 2026.

Performance Over six months the shares fell 9.8%, against -12.5% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 10th highest of 21 in its peer set.

Growth Revenue grew 70.5% over the last twelve months (peer median +8.4%); the operating margin is 16.1% (peer median 9.7%).

Valuation It trades at 15.1× forward earnings against a peer median of 16.2× (7th cheapest of 17).

Capital Return on invested capital runs 11.6 points above its cost of capital (9.7% WACC).

Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).

Relative performance

7510012515011 May 202611 Aug 20266 Nov 20263324.TWO 95Peer median 85
Six months, rebased to 100: AURAS Technology against the median of its 20 peers (local-currency closes).

AURAS Technology financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$30.8BNT$23.3BNT$15.8BNT$12.7BNT$13.9B
Revenue growth—+48%+24%-8%—
Gross profitNT$8.74BNT$6.33BNT$3.99BNT$2.97BNT$2.69B
EBITDANT$5.80BNT$3.93BNT$2.42BNT$1.85BNT$1.71B
Net incomeNT$4.04BNT$2.57BNT$1.89BNT$1.23BNT$1.26B
Free cash flow-NT$2.92B-NT$2.79BNT$211MNT$1.14BNT$626M
Capital expenditureNT$3.19BNT$2.30BNT$1.49BNT$875MNT$645M
Total debtNT$8.95BNT$4.85BNT$2.25BNT$1.23BNT$1.85B

Quarterly statements and history in the cockpit →

AURAS 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

-20%0%+20%-20%0%5289EXTR3260VU2451002439000997ARTO2377NETWEB688475600839KARN0000506030252385806967246038593324.TWO6-month return →1-month return →
Up and to the right = strong over both horizons. AURAS Technology is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%+300%0×50×100×150×5289EXTR3260VU24510024392377NETWEB6884756038593324.TWORevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. AURAS Technology is the large dot.

AURAS Technology competitors and peer comparison

Head to head with its named competitors (3324.TWO vs 8210.TW vs 2308.TW vs 3017.TW)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
AURAS Technology 3324.TWO$2.90B-10%+71%16%15.1×n/a
Chenbro Micom 8210.TW$2.06B-57%+54%23%10.4×0.3%
Delta Electronic 2308.TW$82.9B-51%+38%17%19.0×18.5%
Asia Vital Components 3017.TW$27.4B-15%+99%24%17.5×9.0%
Kaori Heat Treatment 8996.TW$3.34B-1%+108%16%42.6×46.0%
Jentech Precision Industrial 3653.TW$23.1B+9%+28%33%48.3×32.5%
Vertiv VRT$70.4B-46%+35%21%20.0×25.4%

How AURAS 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.

AURAS Technology against its 20 peers (data as of 6 Nov 2026)
Measure3324.TWOPeer medianRank in peer set
1-month return-31.9%-10.1%lowest of 21
6-month return-9.8%-12.5%10th highest of 21
Distance from 52-week high-39.7%-37.3%10th lowest of 21
Revenue growth (TTM)+70.5%+8.4%5th highest of 21
Operating margin16.1%9.7%6th highest of 21
Forward P/E15.1×16.2×7th cheapest of 17
ROIC minus cost of capital+11.6 pp+12.6 pp11th highest of 21
EV / EBITDA17.3×8.2×4th most expensive of 12
Net debt / EBITDA0.7×-0.4×2nd most indebted of 12

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
AURAS Technology 3324.TWOTaiwan$2.90B-10%+71%16%15.1×n/an/a
Innodisk 5289.TWOTaiwan$2.76B-35%+334%49%2.5×n/an/a
Extreme Networks EXTRUnited States$3.15B0%+11%6%17.2×27.3%+4.9%
ADATA Technology 3260.TWOTaiwan$3.16B-33%+125%34%4.5×n/an/a
VusionGroup VU.PAFrance$2.61B+11%+45%10%16.5×n/an/a
Transcend Information 2451.TWTaiwan$3.22B-13%+286%67%3.2×n/an/a
Venustech 002439.SZChina$2.58B-9%0%-16%169.0×19.0%-8.6%
Newland Digital Technology 000997.SZChina$2.56B-14%+29%11%16.0×n/an/a
Societe Industrielle & Financiere de l'Artois ARTO.PAFrance$2.55B-26%-6%-8%n/an/an/a
Micro-Star International 2377.TWTaiwan$3.50B+43%+1%5%11.6×n/an/a
Netweb Technologies India NETWEB.NSIndia$2.37B-12%+175%13%55.9×46.1%+72.5%
Hangzhou EZVIZ Network 688475.SSChina$3.53B-4%+8%12%30.1×15.7%+13.8%
Sichuan Changhong Electric 600839.SSChina$3.55B-41%+4%0%n/an/an/a
Kardex KARN.SWSwitzerland$2.35B-9%+3%9%30.3×11.8%+12.5%
Tianma Microelectronics 000050.SZChina$2.05B-27%-3%-1%29.5×-6.2%+4.4%
Beijing Dahao Technology 603025.SSChina$2.04B-25%+23%29%n/a7.4%+29.2%
Chicony Electronics 2385.TWTaiwan$1.96B-31%-8%7%15.4×-9.6%+0.1%
E Ink 8069.TWOTaiwan$4.98B+2%-3%29%12.4×-0.3%+18.6%
InfoVision Optoelectronics (Kunshan) 688055.SSChina$1.56B-23%-24%-19%n/an/an/a
Seiko Epson 6724.TJapan$5.39B+27%+8%6%11.9×0.8%+7.2%
Nancal Technology 603859.SSChina$1.49B-5%+10%12%42.5×n/an/a

Questions

Who are AURAS Technology's main competitors?
Named competitors: Chenbro Micom (8210.TW), Coolermaster (private or unlisted), Delta Electronics (2308.TW), Asia Vital Components (3017.TW), Kaori Heat Treatment (8996.TW), Jentech Precision Industrial (3653.TW). The cockpit's measured peer set (industry) also includes Innodisk (5289.TWO), Extreme Networks (EXTR), ADATA Technology (3260.TWO), VusionGroup (VU.PA), Transcend Information (2451.TW), Venustech (002439.SZ).
Is AURAS Technology expensive compared with its peers?
On forward p/e it trades at 15.1× against a peer median of 16.2×, 7th cheapest of 17 in its peer set.
How has AURAS Technology stock performed?
Over six months to 6 Nov 2026 the shares returned -9.8% against -12.5% for the median peer; over one year +6.2%.

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.