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1623.TW$240.00-1.44%
Fair $240.00+0.0%

1623.TW

1623.TW

Industrials / Electrical Equipment & PartsTaiwan

$240.00

-3.50 (-1.44%)

Fairly Valued+0.0%Fair Value $240.00Fund rank 23/100 · Data gapFallback financials|
SA 47/C
F-Score: 5/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-228.4M · quality 40.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

47/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 1623.TWLocal privado en este navegador · 1623.TW
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

$15.8B

P/E

17.6x

↑

EV/EBITDA

14.4x

↑

ROE

27.8%

↑

Gross Margin

18.7%

↓

Debt/Equity

1.13

↑
52-Week Range$240
$175$340

TradingView lightweight chart

1623.TW price, volumen y niveles de valoración

Último $240.00Periodo +14.3%
Fair value: $240.00

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

+19.3%

FCF CAGR

—

FCF margin

-3.5%

FCF / Net income

-0.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.61B · net income $816.9M · FCF $-228.4M

2022-FY → 2025-FY

Gross margin

18.7%+8.8% pts

Operating margin

15.3%+8.8% pts

Net margin

12.4%+10.1% pts

FCF margin

-3.5%+4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.61B$6.61B$5.48B$4.22B$3.90B
Net Income$816.9M$816.9M$733.0M$406.5M$89.7M
EBITDA$1.20B$1.20B$1.04B$607.4M$301.5M
EPS——12.5712.142.99
Gross Margin18.7%18.7%18.1%15.3%9.8%
Operating Margin15.3%15.3%15.3%10.4%6.5%
Net Margin12.4%12.4%13.4%9.6%2.3%
Balance Sheet
Debt/Equity1.131.131.141.782.05
Current Ratio2.052.05———
Cash Flow
Free Cash Flow$-228.4M$-228.4M$78.7M$-430.3M$-295.7M
Returns
ROE27.8%27.8%29.0%27.3%7.3%
Valuation
P/E17.6317.6318.30——
EV/EBITDA14.3614.3615.05——
P/B4.904.905.30——
Growth & Yield
Revenue Growth20.5%20.5%30.0%8.2%—
EPS Growth——3.5%306.0%—
Dividend Yield3.3%3.3%———

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 +30.9%

Total return

+30.9%

Start / end P/E

n/dx → n/dx

EPS bridge

12.57 → n/d

Residual

+27.7%

EPS growthn/d
Multiple reratingn/d
Dividend+3.3%
Residual / FX / buybacks / cross-term+27.7%

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.