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2387.TW$43.25+3.28%
Fair $43.25+0.0%

2387.TW

Sunrex Technology Corporation

Technology / Computer HardwareTaiwan

$43.25

+1.35 (+3.28%)

Fairly Valued+0.0%Fair Value $43.25Fund rank 36/100 · Data gapFallback financials|
SA 43/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 73.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

43/100

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 · 2387.TWLocal privado en este navegador · Sunrex Technology 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

$8.4B

P/E

12.5x

↓

EV/EBITDA

3.2x

↓

ROE

6.3%

↑

Gross Margin

14.4%

↓

Debt/Equity

0.27

↑
52-Week Range$43
$37$54

TradingView lightweight chart

2387.TW price, volumen y niveles de valoración

Último $42.45Periodo +553.0%
Fair value: $43.25

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

-8.4%

FCF CAGR

-41.5%

FCF margin

3.1%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.89B · net income $670.7M · FCF $583.1M

2022-FY → 2025-FY

Gross margin

14.4%+0.8% pts

Operating margin

5.6%-1.0% pts

Net margin

3.6%-2.3% pts

FCF margin

3.1%-8.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.89B$18.89B$23.55B$21.61B$24.57B
Net Income$670.7M$670.7M$1.51B$1.25B$1.44B
EBITDA$2.20B$2.20B$3.94B$3.66B$3.87B
EPS——7.796.477.44
Gross Margin14.4%14.4%16.2%15.7%13.6%
Operating Margin5.6%5.6%8.4%7.7%6.6%
Net Margin3.6%3.6%6.4%5.8%5.9%
Balance Sheet
Debt/Equity0.270.270.290.380.66
Current Ratio1.811.81———
Cash Flow
Free Cash Flow$583.1M$583.1M$1.72B$3.60B$2.91B
Returns
ROE6.3%6.3%14.2%13.4%16.1%
Valuation
P/E12.5412.547.879.155.16
EV/EBITDA3.193.192.452.982.36
P/B0.790.791.121.220.83
Growth & Yield
Revenue Growth-19.8%-19.8%8.9%-12.0%—
EPS Growth——20.4%-13.0%—
Dividend Yield9.4%9.4%———

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 -8.8%

Total return

-8.8%

Start / end P/E

n/dx → n/dx

EPS bridge

7.79 → n/d

Residual

-18.2%

EPS growthn/d
Multiple reratingn/d
Dividend+9.4%
Residual / FX / buybacks / cross-term-18.2%

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.