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2323.TW$10.55+1.93%
Fair $10.55+0.0%

2323.TW

CMC Magnetics Corporation

Technology / Computer HardwareTaiwan

$10.55

+0.20 (+1.93%)

Fairly Valued+0.0%Fair Value $10.55Fund rank 26/100 · Data gapFallback financials|
SA 46/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 18%

FCF escenarios

weak_data · normalized FCF $-1.0B · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

46/100

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 · 2323.TWLocal privado en este navegador · CMC Magnetics Corporation
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

$11.5B

P/E

6.6x

↓

EV/EBITDA

6.3x

↓

ROE

9.0%

↑

Gross Margin

24.0%

↓

Debt/Equity

0.36

↑
52-Week Range$11
$8$13

TradingView lightweight chart

2323.TW price, volumen y niveles de valoración

Último $10.55Periodo -91.3%
Fair value: $10.55

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

-2.3%

FCF CAGR

—

FCF margin

-20.4%

FCF / Net income

-0.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.18B · net income $1.73B · FCF $-1.47B

2022-FY → 2025-FY

Gross margin

24.0%+4.9% pts

Operating margin

-0.1%+7.1% pts

Net margin

24.0%+38.0% pts

FCF margin

-20.4%-12.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.18B$7.18B$7.44B$7.38B$7.69B
Net Income$1.73B$1.73B$-290.1M$1.75B$-1.08B
EBITDA$2.47B$2.47B$385.8M$2.42B$-207.5M
EPS1.581.58-0.271.61-0.95
Gross Margin24.0%24.0%22.0%22.5%19.0%
Operating Margin-0.1%-0.1%-4.7%-4.1%-7.2%
Net Margin24.0%24.0%-3.9%23.7%-14.0%
Balance Sheet
Debt/Equity0.360.360.360.260.30
Current Ratio2.772.77———
Cash Flow
Free Cash Flow$-1.47B$-1.47B$-1.01B$618.9M$-617.6M
Returns
ROE9.0%9.0%-1.6%9.5%-6.5%
Valuation
P/E6.556.55—7.02—
EV/EBITDA6.336.3338.085.84—
P/B0.600.600.620.670.51
Growth & Yield
Revenue Growth-3.4%-3.4%0.7%-4.0%—
EPS Growth685.2%685.2%-116.8%269.1%—
Dividend Yield2.8%2.8%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-16.0%

fácil

EPS terminal req.

$0.94

Spread vs growth

701.2%

5Y implied EPS CAGR

-6.4%

fácil

EPS terminal req.

$1.13

Spread vs growth

691.6%

10Y implied EPS CAGR

1.4%

fácil

EPS terminal req.

$1.82

Spread vs growth

683.7%

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 +25.9%

Total return

+25.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.27 → 1.58

Residual

+23.1%

EPS growthn/d
Multiple reratingn/d
Dividend+2.8%
Residual / FX / buybacks / cross-term+23.1%

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.