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2312.TW$41.30+1.72%
Fair $41.30+0.0%

2312.TW

Kinpo Electronics, Inc.

Technology / Computer HardwareTaiwan

$41.30

+0.70 (+1.72%)

Fairly Valued+0.0%Fair Value $41.30Fund rank 26/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9

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 16%

FCF escenarios

weak_data · normalized FCF $2.6B · quality 37.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

4/9

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 · 2312.TWLocal privado en este navegador · Kinpo Electronics, Inc.
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

$62.2B

P/E

39.7x

↑

EV/EBITDA

13.0x

↑

ROE

6.9%

↑

Gross Margin

6.3%

↓

Debt/Equity

1.80

↑
52-Week Range$41
$18$44

TradingView lightweight chart

2312.TW price, volumen y niveles de valoración

Último $41.30Periodo +68.1%
Fair value: $41.30

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

-3.4%

FCF CAGR

—

FCF margin

1.6%

FCF / Net income

1.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $163.50B · net income $1.57B · FCF $2.63B

2022-FY → 2025-FY

Gross margin

6.3%+0.4% pts

Operating margin

2.5%+0.9% pts

Net margin

1.0%+0.4% pts

FCF margin

1.6%+6.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$163.50B$163.50B$164.41B$159.76B$181.41B
Net Income$1.57B$1.57B$1.65B$751.0M$1.01B
EBITDA$6.88B$6.88B$7.72B$6.90B$6.47B
EPS1.041.041.110.510.69
Gross Margin6.3%6.3%6.3%6.1%5.9%
Operating Margin2.5%2.5%2.7%1.9%1.6%
Net Margin1.0%1.0%1.0%0.5%0.6%
Balance Sheet
Debt/Equity1.801.801.592.193.12
Current Ratio1.231.23———
Cash Flow
Free Cash Flow$2.63B$2.63B$2.14B$13.17B$-9.53B
Returns
ROE6.9%6.9%7.0%3.5%5.7%
Valuation
P/E39.7139.7123.1131.4719.64
EV/EBITDA12.9912.998.577.8010.09
P/B2.752.751.621.101.12
Growth & Yield
Revenue Growth-0.6%-0.6%2.9%-11.9%—
EPS Growth-6.3%-6.3%117.6%-26.1%—
Dividend Yield1.5%1.5%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

52.2%

muy exigente

EPS terminal req.

$3.66

Spread vs growth

-58.5%

5Y implied EPS CAGR

33.6%

muy exigente

EPS terminal req.

$4.43

Spread vs growth

-40.0%

10Y implied EPS CAGR

21.2%

exigente

EPS terminal req.

$7.14

Spread vs growth

-27.6%

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 +91.4%

Total return

+91.4%

Start / end P/E

19.6x → 39.7x

EPS bridge

1.11 → 1.04

Residual

-6.5%

EPS growth-6.3%
Multiple rerating+102.7%
Dividend+1.5%
Residual / FX / buybacks / cross-term-6.5%

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.