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← CockpitCompetitor Analysis › 6188.TWO Quanta Storage Inc.Open in the cockpit ↗

Quanta Storage Inc.6188.TWOCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Computer Peripherals

Taiwanese maker of storage devices (SSDs, external drives) and docking stations, formerly known for optical disc drives.

≈ A small Taiwan storage-peripherals makerMomentum laggard 10
Mkt cap
$409M
US dollars, full cap
Free float
67%
of shares outstanding
$/day
$1.85M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-1.0 pp
WACC 5.4%
Hurdle
n/a
no reverse DCF
Close · TWDNT$48.60
1D-5.6%
1W-15.6%
1M-21.1%
3M-31.1%
6M-45.1%
YTD-54.6%
1Y-55.2%
ATR %4.7%
52w lowhigh60.3% off high

What Quanta Storage does

Taiwanese maker of storage devices (SSDs, external drives) and docking stations, formerly known for optical disc drives.

Sells storage devices to PC makers and through retail channels, with SSDs and external drives now the focus after the optical-drive business that built the company shrank. SSD prices follow NAND flash chip costs, so margin depends on buying memory at the right time.

In one line: A small Taiwan storage-peripherals maker.

Products and services

  • External SSD/portable storage
  • Internal SSDs (M.2/U.2)
  • Docking stations
  • Industrial robots

Customers

  • PC OEMs/retail consumer channel

Where it sits in the supply chain

  • Information technology
  • Storage & peripherals
  • SSDs, portable storage, docking…

What could go right

  • SSD upgrade cycle, storage demand growth

What could go wrong

  • Commodity NAND pricing swings
  • Legacy optical-drive business decline

Moat: none (scale). Storage peripherals and SSDs are commodity products in a crowded market.

Headquarters: Taoyuan, Taiwan · Founded: 1999

Named competitors

Quanta Storage at a glance

Size Quanta Storage (6188.TWO) is a Taiwan Information Technology company (Computer Peripherals) with a market value of $409M, the 517th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$48.60 on 6 Nov 2026.

Performance Over six months the shares fell 45.1%, against -12.0% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 3rd lowest of 21 in its peer set.

Growth Revenue grew 3.4% over the last twelve months (peer median +9.4%); the operating margin is 7.5% (peer median 3.8%).

Valuation It trades at 1.2× enterprise value to sales against a peer median of 2.7× (9th cheapest of 21).

Capital Return on invested capital runs 1.0 points below its cost of capital (5.4% WACC).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 886188.TWO 56
Six months, rebased to 100: Quanta Storage against the median of its 20 peers (local-currency closes).

Quanta Storage financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$9.05BNT$9.59BNT$8.14BNT$10.4BNT$12.1B
Revenue growth—+18%-22%-14%—
Gross profitNT$2.29BNT$2.61BNT$2.10BNT$2.50BNT$2.58B
EBITDANT$1.11BNT$1.47BNT$992MNT$1.52BNT$1.47B
Net incomeNT$781MNT$1.00BNT$649MNT$1.11BNT$1.09B
Free cash flow-NT$405MNT$209MNT$245MNT$2.03BNT$840M
Capital expenditureNT$1.23BNT$1.05BNT$745MNT$407MNT$745M
Total debtNT$2.42BNT$150MNT$154MNT$116MNT$153M

Quarterly statements and history in the cockpit →

Quanta Storage 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%+20%-20%0%3022641330054633805443667653093003113006090005090000206287ADTN3006475425BLZE3015032406619907326188.TWO6-month return →1-month return →
Up and to the right = strong over both horizons. Quanta Storage is the large dot.

Fundamentals: revenue growth against valuation

-25%0%+25%+50%+75%0×2×4×6×3022641330054633805443667653093003113006090005090000206287300647BLZE3015032406619907326188.TWORevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Quanta Storage is the large dot.

Quanta Storage competitors and peer comparison

Head to head with its named competitors (6188.TWO vs WDC vs 3260.TWO vs 2451.TW)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Quanta Storage 6188.TWO$409M-45%+3%7%1.2×n/a
Western Digital WDC$98.7B-45%+21%41%6.8×20.7%
ADATA Technology 3260.TWO$3.16B-33%+125%34%1.5×n/a
Transcend Information 2451.TW$3.22B-13%+286%67%2.0×n/a

How Quanta Storage 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 Storage against its 20 peers (data as of 6 Nov 2026)
Measure6188.TWOPeer medianRank in peer set
1-month return-21.1%-14.7%8th lowest of 21
6-month return-45.1%-12.0%3rd lowest of 21
Distance from 52-week high-60.3%-37.4%3rd lowest of 21
Revenue growth (TTM)+3.4%+9.4%7th lowest of 21
Operating margin7.5%3.8%5th highest of 21
EV / Sales1.2×2.7×9th cheapest of 21
ROIC minus cost of capital-1.0 pp-3.4 pp9th highest of 21
EV / EBITDA9.7×11.2×7th cheapest of 13
Net debt / EBITDA-4.5×0.1×4th least indebted of 15

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Quanta Storage 6188.TWOTaiwan$409M-45%+3%7%1.2×n/an/a
IEI Integration 3022.TWTaiwan$405M+1%+3%6%1.2×n/an/a
Riso Kagaku 6413.TJapan$418M+3%+5%6%0.7×-2.7%+2.9%
Shenzhen Emperor Technology 300546.SZChina$434M-22%+8%3%3.8×38.7%+7.9%
Alpha Networks 3380.TWTaiwan$437M-23%+11%1%0.9×n/an/a
Gallant Precision Machining 5443.TWOTaiwan$374M-44%+12%12%3.3×12.4%+6.2%
Buffalo 6676.TJapan$458M+23%-19%8%0.4×-10.5%-2.0%
Sysgration 5309.TWOTaiwan$360M-19%+9%-4%3.1×n/an/a
Surfilter Network Technology 300311.SZChina$488M-11%+15%7%6.2×n/an/a
Winner Technology 300609.SZChina$341M-53%-6%-41%6.7×n/an/a
Huasu 000509.SZChina$502M-13%-23%-2%5.0×n/an/a
Shenzhen Zhongheng Huafa 000020.SZChina$332M-31%-25%5%3.2×26.4%+4.4%
Sato 6287.TJapan$508M+19%+10%7%0.5×-11.3%+8.4%
ADTRAN ADTNUnited States$329M-73%+10%0%0.8×n/an/a
Shenzhen Fluence Technology 300647.SZChina$517M+7%+12%-20%5.2×n/an/a
Taiwan Semiconductor 5425.TWOTaiwan$520M+7%+5%9%1.2×7.6%+11.6%
Backblaze BLZEUnited States$523M+10%+17%-4%3.5×12.7%+22.1%
G.tech Technology 301503.SZChina$313M-27%+28%4%1.1×n/an/a
Gigastorage 2406.TWTaiwan$310M-11%+83%2%2.3×n/an/a
TienPin United Enterprise 6199.TWOTaiwan$305M+78%+577%30%13.9×n/an/a
Truly International 0732.HKHong Kong$300M-21%-11%4%0.5×-14.9%-5.7%

Questions

Who are Quanta Storage's main competitors?
Named competitors: Western Digital (WDC), Kingston Technology (private or unlisted), ADATA Technology (3260.TWO), Transcend Information (2451.TW). The cockpit's measured peer set (industry) also includes IEI Integration (3022.TW), Riso Kagaku (6413.T), Shenzhen Emperor Technology (300546.SZ), Alpha Networks (3380.TW), Gallant Precision Machining (5443.TWO), Buffalo (6676.T).
Is Quanta Storage expensive compared with its peers?
On ev / sales it trades at 1.2× against a peer median of 2.7×, 9th cheapest of 21 in its peer set.
How has Quanta Storage stock performed?
Over six months to 6 Nov 2026 the shares returned -45.1% against -12.0% for the median peer; over one year -55.2%.

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.