StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
2365.TW$38.00-1.81%
Fair $38.00+0.0%

2365.TW

KYE Systems Corp.

Technology / Computer HardwareTaiwan

$38.00

-0.70 (-1.81%)

Fairly Valued+0.0%Fair Value $38.00Fund rank 37/100 · Data gapFallback financials|
SA 41/C
F-Score: 6/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $170.2M · quality 78.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

41/100

C

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: 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 2.3%, below the 5% threshold
Thesis & Journal · 2365.TWLocal privado en este navegador · KYE 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

$8.4B

P/E

118.8x

↑

EV/EBITDA

58.9x

↑

ROE

2.3%

↓

Gross Margin

41.0%

↑

Debt/Equity

0.09

↓
52-Week Range$38
$31$53

TradingView lightweight chart

2365.TW price, volumen y niveles de valoración

Último $38.00Periodo +423.2%
Fair value: $38.00

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

-2.0%

FCF CAGR

-31.2%

FCF margin

8.8%

FCF / Net income

1.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $959.4M · net income $71.0M · FCF $84.1M

2022-FY → 2025-FY

Gross margin

41.0%+12.7% pts

Operating margin

6.2%+5.2% pts

Net margin

7.4%+2.1% pts

FCF margin

8.8%-16.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$959.4M$959.4M$978.8M$769.5M$1.02B
Net Income$71.0M$71.0M$142.6M$72.2M$54.4M
EBITDA$128.1M$128.1M$223.5M$157.8M$112.4M
EPS——0.640.330.25
Gross Margin41.0%41.0%40.3%37.8%28.3%
Operating Margin6.2%6.2%7.6%0.9%1.0%
Net Margin7.4%7.4%14.6%9.4%5.3%
Balance Sheet
Debt/Equity0.090.090.090.130.12
Current Ratio9.989.98———
Cash Flow
Free Cash Flow$84.1M$84.1M$184.7M$170.2M$258.9M
Returns
ROE2.3%2.3%4.6%2.4%1.9%
Valuation
P/E118.75118.7570.5543.4840.40
EV/EBITDA58.8858.8840.4216.9513.13
P/B2.762.763.231.070.76
Growth & Yield
Revenue Growth-2.0%-2.0%27.2%-24.6%—
EPS Growth——93.9%32.0%—
Dividend Yield1.6%1.6%———

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 -4.8%

Total return

-4.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.64 → n/d

Residual

-6.4%

EPS growthn/d
Multiple reratingn/d
Dividend+1.6%
Residual / FX / buybacks / cross-term-6.4%

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.