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2369.TW$39.70-1.49%
Fair $39.70+0.0%

2369.TW

Lingsen Precision Industries, Ltd.

Technology / Semiconductor Equipment & MaterialsTaiwan

$39.70

-0.60 (-1.49%)

Fairly Valued+0.0%Fair Value $39.70Fund rank 25/100 · Data gapFallback financials|
SA 38/D
F-Score: 3/9
Margin CompressionLow 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 18%

FCF escenarios

weak_data · normalized FCF $324.3M · quality 39.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

38/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is -8.2%, below the 5% threshold
Thesis & Journal · 2369.TWLocal privado en este navegador · Lingsen Precision Industries, 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

$14.9B

P/E

N/A

•

EV/EBITDA

57.7x

↑

ROE

-8.2%

↓

Gross Margin

-1.6%

↓

Debt/Equity

0.31

↑
52-Week Range$40
$14$42

TradingView lightweight chart

2369.TW price, volumen y niveles de valoración

Último $39.70Periodo +145.0%
Fair value: $39.70

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

-2.6%

FCF CAGR

—

FCF margin

-7.5%

FCF / Net income

1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.56B · net income $-394.3M · FCF $-415.5M

2022-FY → 2025-FY

Gross margin

-1.6%-10.2% pts

Operating margin

-8.2%-8.8% pts

Net margin

-7.1%-10.5% pts

FCF margin

-7.5%-11.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.56B$5.56B$5.37B$5.55B$6.01B
Net Income$-394.3M$-394.3M$-168.2M$-156.5M$207.3M
EBITDA$256.4M$256.4M$464.8M$729.5M$929.7M
EPS——-0.45-0.420.55
Gross Margin-1.6%-1.6%0.1%4.7%8.7%
Operating Margin-8.2%-8.2%-7.1%-2.5%0.6%
Net Margin-7.1%-7.1%-3.1%-2.8%3.5%
Balance Sheet
Debt/Equity0.310.310.210.250.34
Current Ratio2.482.48———
Cash Flow
Free Cash Flow$-415.5M$-415.5M$401.8M$324.3M$258.5M
Returns
ROE-8.2%-8.2%-3.2%-2.9%3.6%
Valuation
P/E————24.09
EV/EBITDA57.7457.7412.9811.415.73
P/B3.103.101.231.500.87
Growth & Yield
Revenue Growth3.5%3.5%-3.2%-7.6%—
EPS Growth——-7.1%-176.4%—
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 +169.9%

Total return

+169.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.45 → n/d

Residual

+169.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.8%
Residual / FX / buybacks / cross-term+169.2%

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.