StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
1614.TW$32.70+1.71%
Fair $32.70+0.0%

1614.TW

Taiwan Sanyo Electric Co.,Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesTaiwan

$32.70

+0.55 (+1.71%)

Fairly Valued+0.0%Fair Value $32.70Fund rank 32/100 · Data gapFallback financials|
SA 43/C
F-Score: 6/9
Declining RevenueLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $379.2M · quality 61.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

43/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 3 consecutive years ROE is 4.4%, below the 5% threshold
Thesis & Journal · 1614.TWLocal privado en este navegador · Taiwan Sanyo Electric Co.,Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$8.5B

P/E

34.1x

↑

EV/EBITDA

20.9x

↑

ROE

4.4%

↓

Gross Margin

20.3%

↓

Debt/Equity

0.00

↓
52-Week Range$33
$30$41

TradingView lightweight chart

1614.TW price, volumen y niveles de valoración

Último $32.70Periodo +150.2%
Fair value: $32.70

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-4.3%

FCF CAGR

—

FCF margin

7.0%

FCF / Net income

1.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.39B · net income $250.8M · FCF $379.2M

2022-FY → 2025-FY

Gross margin

20.3%+1.3% pts

Operating margin

4.6%-1.1% pts

Net margin

4.7%-0.1% pts

FCF margin

7.0%+9.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.39B$5.39B$5.69B$5.76B$6.14B
Net Income$250.8M$250.8M$215.6M$321.7M$291.6M
EBITDA$401.9M$401.9M$407.3M$518.6M$482.6M
EPS——0.831.241.12
Gross Margin20.3%20.3%19.3%21.2%19.0%
Operating Margin4.6%4.6%4.5%6.5%5.7%
Net Margin4.7%4.7%3.8%5.6%4.7%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio2.162.16———
Cash Flow
Free Cash Flow$379.2M$379.2M$307.3M$688.0M$-139.3M
Returns
ROE4.4%4.4%3.9%5.8%5.3%
Valuation
P/E34.0634.0646.3930.8931.79
EV/EBITDA20.9120.9124.3619.0819.08
P/B1.491.491.801.791.68
Growth & Yield
Revenue Growth-5.2%-5.2%-1.1%-6.3%—
EPS Growth——-33.1%10.7%—
Dividend Yield1.8%1.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -15.1%

Total return

-15.1%

Start / end P/E

n/dx → n/dx

EPS bridge

0.83 → n/d

Residual

-16.9%

EPS growthn/d
Multiple reratingn/d
Dividend+1.8%
Residual / FX / buybacks / cross-term-16.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.