TaiSol Electronics Co., Ltd. (3338) AI Stock Analysis

TaiSol Electronics Co., Ltd.

(TWSE:3338)

Select Model

Rating:49.3Neutral

Price Target:TWD 52.00▼(-2.26% Downside)

Action:initiatedcoverage

Date:11/10/26

The score is primarily constrained by sharply negative cash flow, weakening profitability, and a technically bearish trend. A strong balance sheet and improving revenue provide meaningful support, while the elevated P/E limits the valuation outlook.

Positive Factors

Balance Sheet StrengthThe sizable equity base provides a substantial capital cushion relative to assets and supports financial resilience. Moderate leverage preserves flexibility to fund operations and investment, while reducing the balance-sheet sensitivity that can amplify pressure during weaker earnings periods.

Negative Factors

Negative Cash GenerationNegative operating and free cash flow show that recent reported activity is not translating into internally generated cash. Persistent cash conversion weakness can reduce funding available for investment, increase reliance on financing, and constrain the company’s ability to absorb operational volatility.

TaiSol Electronics Co., Ltd. (3338) vs. SPDR S&P 500 ETF (SPY)

Market Cap: TWD 4.54B
Dividend Yield: 2.44%
Average Volume (3M): 393.41K
Price to Earnings (P/E): 38.5
Beta (1Y): 0.91
Revenue Growth: 7.22%
EPS Growth: -41.87%
Country: TW
Employees: 31,114
Sector: General
Sector Strength: 55
Industry: Hardware, Equipment & Parts

TaiSol Electronics Co., Ltd. Business Overview & Revenue Model

Company Description

TaiSol Electronics Co., Ltd. engages in the manufacturing, processing, and trading of thermal modules, and components of electronic computers, electrical wires, and automobiles and motorcycles in Asia, the United Sates, and Europe. The company offers...

TaiSol Electronics Co., Ltd. Financial Statement Overview

Summary

The balance sheet is strong and lightly leveraged, while revenue is recovering. However, declining margins, lower returns, and sharply negative operating and free cash flow materially weaken financial quality.

Income Statement

55Neutral

Balance Sheet

82Very Positive

Cash Flow

20Very Negative

Financial statement breakdown
Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	4.02B	3.62B	3.75B	3.81B	4.57B	4.98B
Gross Profit	749.24M	705.03M	753.00M	787.45M	872.98M	883.38M
EBITDA	265.67M	295.85M	422.29M	431.17M	542.94M	454.33M
Net Income	118.83M	156.40M	262.68M	243.29M	267.48M	187.45M
Balance Sheet
Total Assets	4.02B	3.48B	3.75B	3.84B	3.56B	4.04B
Cash, Cash Equivalents and Short-Term Investments	506.14M	785.27M	1.17B	1.16B	764.60M	418.15M
Total Debt	261.80M	23.84M	50.57M	6.42M	39.79M	310.29M
Total Liabilities	1.99B	1.50B	1.72B	1.94B	1.70B	2.33B
Stockholders Equity	2.02B	1.98B	2.03B	1.90B	1.85B	1.71B
Cash Flow
Free Cash Flow	-348.09M	-112.50M	198.94M	621.76M	777.49M	223.96M
Operating Cash Flow	-267.67M	72.60M	245.11M	670.43M	811.10M	299.10M
Investing Cash Flow	-116.03M	-11.95M	-135.96M	-206.91M	-52.77M	-110.42M
Financing Cash Flow	-59.08M	-249.96M	-212.72M	-211.22M	-425.91M	-431.91M

TaiSol Electronics Co., Ltd. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (55)

Financial Indicators

TW:3338 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
TW:6203	70Outperform	TWD 4.14B	7.47	―	8.06%	3.95%	341.92%
TW:6117	62Neutral	TWD 5.57B	12.94	―	3.31%	13.66%	69.40%
TW:6265	59Neutral	TWD 4.46B	4.63	―	―	474.42%	―
TW:5474	57Neutral	TWD 4.98B	22.17	―	3.13%	17.43%	-6.13%
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
TW:3338	49Neutral	TWD 4.66B	38.48	―	2.44%	7.22%	-41.87%
TW:2405	44Neutral	TWD 4.75B	688.12	―	0.72%	9.38%	―

* General Sector Average

Performance Comparison

TW:3338 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
TW:3338	TaiSol Electronics Co., Ltd.	53.20	3.68	7.42%
TW:2405	Shuttle Inc.	13.90	-4.04	-22.54%
TW:5474	Yuan High-Tech Development Co., Ltd.	128.00	-28.68	-18.30%
TW:6117	In Win Development Inc.	60.40	-16.04	-20.98%
TW:6203	Sea Sonic Electronics Co., Ltd.	49.60	-24.11	-32.71%
TW:6265	Kuen Chaang Uppertech Corp.	34.55	15.10	77.63%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Nov 10, 2026

TaiSol Electronics Co., Ltd. AI Stock Analysis