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2363.TW$66.80-0.45%
Fair $66.80+0.0%

2363.TW

Silicon Integrated Systems Corp.

Technology / SemiconductorsTaiwan

$66.80

-0.30 (-0.45%)

Fairly Valued+0.0%Fair Value $66.80Fund rank 25/100 · Data gapFallback financials|
SA 62/B
F-Score: 4/9
Low 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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-301.3M · quality 51.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

62/100

B

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: 1unknown: 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. ROE is 4.3%, below the 5% threshold
Thesis & Journal · 2363.TWLocal privado en este navegador · Silicon Integrated Systems Corp.
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

$34.4B

P/E

43.9x

↑

EV/EBITDA

34.8x

↑

ROE

4.3%

↓

Gross Margin

31.1%

↓

Debt/Equity

0.04

↓
52-Week Range$67
$45$72

TradingView lightweight chart

2363.TW price, volumen y niveles de valoración

Último $66.80Periodo -52.3%
Fair value: $66.80

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

+149.2%

FCF CAGR

—

FCF margin

20.7%

FCF / Net income

0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.82B · net income $788.2M · FCF $583.1M

2022-FY → 2025-FY

Gross margin

31.1%+28.6% pts

Operating margin

-3.4%+251.2% pts

Net margin

27.9%-237.5% pts

FCF margin

20.7%+265.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.82B$2.82B$738.6M$187.2M$182.2M
Net Income$788.2M$788.2M$498.6M$571.3M$483.7M
EBITDA$930.4M$930.4M$593.0M$641.0M$547.4M
EPS——0.810.760.98
Gross Margin31.1%31.1%34.8%30.3%2.5%
Operating Margin-3.4%-3.4%-45.4%-241.0%-254.6%
Net Margin27.9%27.9%67.5%305.2%265.5%
Balance Sheet
Debt/Equity0.040.040.000.000.00
Current Ratio2.982.98———
Cash Flow
Free Cash Flow$583.1M$583.1M$-519.7M$-301.3M$-446.6M
Returns
ROE4.3%4.3%3.5%3.0%3.1%
Valuation
P/E43.9543.9586.3091.6025.86
EV/EBITDA34.7934.7970.0875.7120.04
P/B1.881.883.062.750.81
Growth & Yield
Revenue Growth282.0%282.0%294.6%2.7%—
EPS Growth——6.6%-22.8%—
Dividend Yield0.8%0.8%———

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 +34.6%

Total return

+34.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.81 → n/d

Residual

+33.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.7%
Residual / FX / buybacks / cross-term+33.9%

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.