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← CockpitCompetitor Analysis › 8112.TW Supreme Electronics Co., Ltd.Open in the cockpit ↗

Supreme Electronics Co., Ltd.8112.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Semiconductors

Taiwan distributor and value-added reseller of memory, display and semiconductor components, plus a small in-house analog/audio IC design business.

≈ A component distributor with an in-house chip-design sideline, like a smaller AvnetMomentum neutral 44
Mkt cap
$1.24B
US dollars, full cap
Free float
94%
of shares outstanding
$/day
$12.5M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+2.5 pp
WACC 5.0%
Hurdle
n/a
no reverse DCF
Next earnings
5 days
11 Nov 2026
Close · TWDNT$73.00
1D-2.8%
1W-10.9%
1M-13.2%
3M-14.3%
6M-12.5%
YTD-0.7%
1Y+32.5%
ATR %3.3%
52w lowhigh28.7% off high

What Supreme Electronics does

Taiwan distributor and value-added reseller of memory, display and semiconductor components, plus a small in-house analog/audio IC design business.

Buys components from chipmakers and resells them to electronics makers, earning the gap between buying and selling price plus some credit and logistics services, so sales rise and fall with memory and display component prices. The small in-house analog and audio chip line is minor beside the distribution business.

In one line: A component distributor with an in-house chip-design sideline, like a smaller Avnet.

Products and services

  • Memory products distribution (DRAM, flash, SSD)
  • Display/LED component distribution
  • Analog/audio IC design (own products)
  • Liquid-cooling/thermal products

Customers

  • Electronics OEMs/ODMs sourcing memory and display
  • System integrators

Where it sits in the supply chain

  • Electronics distribution
  • Component distribution & design
  • Memory/display distribution + analog IC…

What could go right

  • Memory/display component demand cycles

What could go wrong

  • Thin distribution margins
  • Memory/component price cyclicality

Moat: none (distribution). Primarily a component distributor; a small in-house IC design business adds limited differentiation.

Headquarters: Taipei, Taiwan · Founded: 1987

Named competitors

Supreme Electronics at a glance

Size Supreme Electronics (8112.TW) is a Taiwan Information Technology company (Semiconductors) with a market value of $1.24B, the 235th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$73.00 on 6 Nov 2026.

Performance Over six months the shares fell 12.5%, against -27.7% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 7th highest of 19 in its peer set.

Growth Revenue grew 79.9% over the last twelve months (peer median +10.9%); the operating margin is 3.0% (peer median 8.0%).

Valuation It trades at 0.4× enterprise value to sales against a peer median of 3.4× (cheapest of 20).

Capital Return on invested capital runs 2.5 points above its cost of capital (5.0% WACC).

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

Relative performance

8010012011 May 202611 Aug 20266 Nov 20268112.TW 85Peer median 72
Six months, rebased to 100: Supreme Electronics against the median of its 20 peers (local-currency closes).

Supreme Electronics financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$385BNT$227BNT$237BNT$152BNT$174B
Revenue growth—-4%+56%-13%—
Gross profitNT$14.4BNT$7.27BNT$7.18BNT$6.40BNT$5.83B
EBITDANT$11.9BNT$5.32BNT$5.19BNT$4.58BNT$3.87B
Net incomeNT$7.24BNT$2.62BNT$1.81BNT$2.11BNT$2.21B
Free cash flow-NT$77.9B-NT$16.8B-NT$2.19B-NT$883MNT$10.2B
Capital expenditureNT$308MNT$285MNT$25.0MNT$29.8MNT$8.12M
Total debtNT$104BNT$51.9BNT$28.3BNT$23.7BNT$22.6B

Quarterly statements and history in the cockpit →

Supreme Electronics 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

-60%-40%-20%0%-50%-25%0%08022024815587826440110WOLF303549196003601312907828688726067310272630165806006884866881388112.TW6-month return →1-month return →
Up and to the right = strong over both horizons. Supreme Electronics is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%+300%0×20×08022024815587826440110WOLF3035491913129078280673102726060099716884868112.TWRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Supreme Electronics is the large dot.

Supreme Electronics competitors and peer comparison

Head to head with its named competitors (8112.TW vs 3702.TW)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Supreme Electronics 8112.TW$1.24B-13%+80%3%0.4×n/a
WPG 3702.TW$4.78B-12%+29%2%0.3×n/a

How Supreme Electronics 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.

Supreme Electronics against its 20 peers (data as of 6 Nov 2026)
Measure8112.TWPeer medianRank in peer set
1-month return-13.2%-26.3%5th highest of 21
6-month return-12.5%-27.7%7th highest of 19
Distance from 52-week high-28.7%-54.2%2nd highest of 21
Revenue growth (TTM)+79.9%+10.9%4th highest of 20
Operating margin3.0%8.0%8th lowest of 20
EV / Sales0.4×3.4×cheapest of 20
ROIC minus cost of capital+2.5 pp-2.7 pp8th highest of 20
Net debt / EBITDA8.3×-0.4×most indebted of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Supreme Electronics 8112.TWTaiwan$1.24B-13%+80%3%0.4×n/an/a
Jeju Semiconductor 080220.KSSouth Korea$1.24B-4%+284%32%2.5×n/an/a
Pan Jit International 2481.TWTaiwan$1.25B+6%+9%9%3.4×24.5%+4.5%
UMS Integration 558.SISingapore$1.25B-27%+10%21%5.6×12.8%+8.8%
Furuya Metal 7826.TJapan$1.26B+7%+75%25%2.0×13.3%+24.2%
FADU 440110.KSSouth Korea$1.23B-58%+137%-9%9.1×43.1%+156.1%
WOLF WOLFUnited States$1.26B-49%-12%-67%3.0×n/an/a
Faraday Technology 3035.TWTaiwan$1.26B-9%-32%5%2.8×25.2%+26.8%
Nuvoton Technology 4919.TWTaiwan$1.22B-46%0%-5%1.2×n/an/a
Jilin Sino-Microelectronics 600360.SSChina$1.21B-15%+11%3%3.5×n/an/a
Karamtara Engineering KARAMTARA.NSIndia$1.28Bn/an/an/an/an/an/a
TSE 131290.KSSouth Korea$1.29B-4%+37%22%3.1×11.2%+8.5%
Innostar Service 7828.TWOTaiwan$1.29B-18%+117%43%36.9×n/an/a
LAPLACE Renewable Energy Technology 688726.SSChina$1.30B-36%-22%8%1.5×1.4%+62.8%
Hana Micron 067310.KSSouth Korea$1.18B-39%+54%14%1.4×0.4%+23.3%
Epiworld International 2726.HKHong Kong$1.17B-34%-21%-11%8.0×42.8%+17.4%
Shenzhen SOFARSOLAR 301658.SZChina$1.32B-41%+18%-1%3.2×43.2%+37.3%
Axera Semiconductor 0600.HKHong Kong$1.15B-34%+19%-135%14.3×n/an/a
BASiC Semiconductor 9971.HKHong Kong$1.15Bn/a+4%-104%27.7×n/an/a
Lontium Semiconductor 688486.SSChina$1.14B-28%+19%23%10.6×n/an/a
Shenzhen Qingyi Photomask 688138.SSChina$1.35B-7%+6%16%7.3×n/an/a

Questions

Who are Supreme Electronics's main competitors?
Named competitors: WPG Holdings (3702.TW). The cockpit's measured peer set (industry) also includes Jeju Semiconductor (080220.KS), Pan Jit International (2481.TW), UMS Integration (558.SI), Furuya Metal (7826.T), FADU (440110.KS), WOLF (WOLF).
Is Supreme Electronics expensive compared with its peers?
On ev / sales it trades at 0.4× against a peer median of 3.4×, cheapest of 20 in its peer set.
How has Supreme Electronics stock performed?
Over six months to 6 Nov 2026 the shares returned -12.5% against -27.7% for the median peer; over one year +32.5%.

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.