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Lelon Electronics Corp. (2472.TW)

TWD341.00 +20.00 (+6.23%)
TW TAI Technology Hardware, Equipment & Parts
Address 147, Guoguang Road 41262
Taichung, TW
CEO Zhiming Wu
Website lelon.com
IPO 2000-05-17
ISIN TW0002472008

Explore sections of this company profile

Description

Lelon Electronics Corp. is a global enterprise dedicated to the development, production, and distribution of a diverse range of capacitors. Their primary offerings encompass various aluminum electrolytic capacitor designs, including radial leaded, surface-mount (SMD), snap-in, screw terminal, and axial types. The company also supplies organic conductive polymer capacitors and conductive polymer hybrid capacitors. In addition to these components, Lelon manufactures formed aluminum foils, specialized automatic manufacturing equipment, and flame retardant products. These essential components find extensive application across critical sectors such as automotive electronics, telecommunications, cloud computing, and power electronics. Established in 1976, Lelon Electronics maintains its headquarters in Taichung, Taiwan.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
TWD341.00 +20.00 (+6.23%)
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Volume Profile
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Liquidity & share structure
Average Volume
9M
Beta
1.59
Float Shares
146.18M
Free Float %
88.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.28% -1.69% +25.75% +103.51% +135.06% +116.82% +196.68% +270.02% +289.92% +572.27% +1,507.76%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
341.00
DCF (Unlevered) 75.89 -77.7%
DCF (Levered) 80.62 -76.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2025-04 Change
Strong Buy 1 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
7.52
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers ★ Strong MOAT
  • Revenue growth Hardware, Equipment & Parts: +10.0%
    +7.7% Q1'26: +9.3% (vs Q1'25)
  • EPS growth Hardware, Equipment & Parts: +20.2%
    +24.5% Q1'26: -4.8% (vs Q1'25)
  • FCF margin FCF growth · Hardware, Equipment & Parts: +27.1%
    +10.6% Q1'26: +1.3% (vs Q1'25)
  • EBIT margin Hardware, Equipment & Parts: +8.7%
    +20.3% Q1'26: +18.7% (vs Q1'25)
  • ROIC Hardware, Equipment & Parts: +5.7%
    +16.0% Q1'26: +15.6% (vs Q1'25)
  • Share dilution Hardware, Equipment & Parts: +0.0%
    -0.2% Q1'26: +0.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Hardware, Equipment & Parts: -0.70×
    0.73× Q1'26: 0.66× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.27) × ERP
WACC = 95% × Ke + 5% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 75.89 Current price: 341.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
5.80B
est: 6.44B (-9.9%)
7.18B
est: 7.08B (+1.4%)
8.05B
est: 7.80B (+3.2%)
7.04B
est: 7.02B (+0.3%)
7.82B
est: 7.63B (+2.5%)
9.96B
est: 4.09B (+143.5%)
10.35B
est: 4.50B (+129.9%)
9.00B
est: 8.99B (+0.0%)
10.49B
est: 10.49B (0.0%)
11.29B
est: 11.25B (+0.4%)
12.63B
12.63B – 12.63B
+12.3% YoY
13.80B
13.80B – 13.80B
+9.3% YoY
EBITDA
973.88M
est: 1.58B (-38.5%)
1.34B
est: 1.74B (-23.2%)
1.51B
est: 1.92B (-21.1%)
1.20B
est: 1.73B (-30.2%)
1.65B
est: 1.87B (-11.9%)
2.32B
est: 1.01B (+131.0%)
2.77B
est: 1.11B (+150.1%)
2.18B
est: 2.21B (-1.5%)
2.89B
est: 2.67B (+8.1%)
2.88B
est: 2.86B (+0.6%)
3.22B
3.22B – 3.22B
+12.3% YoY
3.51B
3.51B – 3.51B
+9.3% YoY
EBIT
684.17M
est: 1.26B (-45.9%)
1.07B
est: 1.39B (-23.1%)
1.24B
est: 1.53B (-19.1%)
868.49M
est: 1.38B (-36.9%)
1.30B
est: 1.50B (-13.0%)
1.94B
est: 802.54M (+141.1%)
2.29B
est: 882.99M (+159.2%)
1.64B
est: 1.76B (-7.1%)
2.29B
est: 2.13B (+7.4%)
2.29B
est: 2.29B (-0.1%)
2.57B
2.57B – 2.57B
+12.3% YoY
2.81B
2.81B – 2.81B
+9.3% YoY
Net Income
408.53M
est: 490.36M (-16.7%)
461.10M
est: 593.27M (-22.3%)
570.75M
est: 818.37M (-30.3%)
589.42M
est: 569.09M (+3.6%)
976.19M
est: 898.73M (+8.6%)
1.47B
est: 627.75M (+134.9%)
1.73B
est: 745.35M (+132.5%)
922.33M
est: 901.05M (+2.4%)
1.16B
est: 1.09B (+6.0%)
1.44B
est: 1.12B (+28.2%)
1.76B
1.76B – 1.76B
+57.1% YoY
2.63B
2.63B – 2.63B
+49.2% YoY
SGA
675.74M
est: 635.99M (+6.2%)
752.16M
est: 699.34M (+7.6%)
787.74M
est: 770.50M (+2.2%)
758.60M
est: 693.27M (+9.4%)
810.74M
est: 753.31M (+7.6%)
951.19M
est: 403.91M (+135.5%)
988.86M
est: 444.40M (+122.5%)
879.06M
est: 888.22M (-1.0%)
1.06B
est: 1.02B (+3.7%)
1.11B
est: 1.10B (+1.2%)
1.23B
1.23B – 1.23B
+12.3% YoY
1.35B
1.35B – 1.35B
+9.3% YoY
EPS
2.80
est: 2.96 (-5.4%)
3.53
est: 3.58 (-1.4%)
4.37
est: 4.94 (-11.6%)
4.52
est: 3.44 (+31.6%)
7.38
est: 5.43 (+36.0%)
9.20
est: 3.79 (+142.7%)
10.60
est: 4.50 (+135.6%)
5.60
est: 5.44 (+2.9%)
7.04
est: 6.59 (+6.8%)
8.73
est: 6.79 (+28.7%)
10.66
10.66 – 10.66
+57.1% YoY
15.90
15.90 – 15.90
+49.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-19 B+ 3/5 3/5 4/5 4/5 2/5 3/5 3/5
2026-05-18 A- 4/5 3/5 4/5 5/5 2/5 3/5 3/5
2026-05-15 A- 4/5 3/5 4/5 5/5 2/5 4/5 3/5
2026-05-14 A- 4/5 3/5 4/5 5/5 2/5 4/5 3/5
2026-05-13 A 4/5 3/5 4/5 5/5 2/5 4/5 4/5
2026-05-12 A 4/5 3/5 4/5 5/5 2/5 4/5 4/5
2026-05-11 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-05-08 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-05-07 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-05-06 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-05-05 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-05-04 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-04-30 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-04-29 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-04-28 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-04-27 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-04-24 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-04-23 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-04-22 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-04-21 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-04-20 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-04-17 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5
2026-04-16 A- 4/5 3/5 4/5 4/5 2/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.60B
OE per share TTM
9.69
Owner's Yield
4.19%
Maintenance CapEx ratio
37.02%
Maint CapEx / Avg PPE
58.8%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 45 ETFs in our universe

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
843.4K
Shares Outstanding
164.74M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Zhiming Wu GM, President & Chairman 13M male
Christian Baur Regional Manager of Europe 6M
Linda Chen Vice President 4M female
Wang David Vice President 4M male
Zheng-Hao Xiao Plant Senior Manager 3M male
Yi Jun Lin Accounting Supervisor & Financial Manager female
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits