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2317.TW$293.50+1.56%
Fair $293.50+0.0%

2317.TW

Hon Hai Precision Industry Co., Ltd.

Technology / Electronic ComponentsTaiwan

$293.50

+4.50 (+1.56%)

Fairly Valued+0.0%Fair Value $293.50Fund rank 25/100 · Data gapFallback financials|
SA 67/B
F-Score: 6/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $51.3B · quality 37.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

67/100

B

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: 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 · 2317.TWLocal privado en este navegador · Hon Hai Precision Industry 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

$4.11T

P/E

22.5x

↑

EV/EBITDA

10.6x

↓

ROE

10.7%

↑

Gross Margin

6.1%

↓

Debt/Equity

0.73

↑
52-Week Range$294
$151$305

TradingView lightweight chart

2317.TW price, volumen y niveles de valoración

Último $293.50Periodo +609.1%
Fair value: $293.50

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

+6.9%

FCF CAGR

+85.5%

FCF margin

0.6%

FCF / Net income

0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.10T · net income $189.35B · FCF $51.34B

2022-FY → 2025-FY

Gross margin

6.1%+0.1% pts

Operating margin

3.2%+0.6% pts

Net margin

2.3%+0.2% pts

FCF margin

0.6%+0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8103.10B$8103.10B$6859.62B$6162.22B$6627.00B
Net Income$189.35B$189.35B$152.71B$142.10B$141.48B
EBITDA$429.29B$429.29B$336.55B$342.17B$298.71B
EPS13.4013.4010.7910.0710.06
Gross Margin6.1%6.1%6.3%6.3%6.0%
Operating Margin3.2%3.2%2.9%2.7%2.6%
Net Margin2.3%2.3%2.2%2.3%2.1%
Balance Sheet
Debt/Equity0.730.730.580.630.67
Current Ratio1.451.45———
Cash Flow
Free Cash Flow$51.34B$51.34B$21.99B$326.60B$8.05B
Returns
ROE10.7%10.7%9.3%9.5%9.8%
Valuation
P/E22.4822.4816.8210.339.78
EV/EBITDA10.5510.557.703.544.34
P/B2.402.401.560.980.96
Growth & Yield
Revenue Growth18.1%18.1%11.3%-7.0%—
EPS Growth24.2%24.2%7.1%0.1%—
Dividend Yield2.0%2.0%———

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

24.8%

exigente

EPS terminal req.

$26.04

Spread vs growth

-0.6%

5Y implied EPS CAGR

18.7%

exigente

EPS terminal req.

$31.51

Spread vs growth

5.5%

10Y implied EPS CAGR

14.2%

razonable

EPS terminal req.

$50.75

Spread vs growth

9.9%

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 +92.6%

Total return

+92.6%

Start / end P/E

14.3x → 21.9x

EPS bridge

10.79 → 13.40

Residual

+12.9%

EPS growth+24.2%
Multiple rerating+53.5%
Dividend+2.0%
Residual / FX / buybacks / cross-term+12.9%

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.