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2388.TW$75.60+0.80%
Fair $75.60+0.0%

2388.TW

VIA Technologies, Inc.

Technology / SemiconductorsTaiwan

$75.60

+0.60 (+0.80%)

Fairly Valued+0.0%Fair Value $75.60Fund rank 33/100 · Data gapFallback financials|
SA 41/C
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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.6B · quality 61.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

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 0.3%, below the 5% threshold
Thesis & Journal · 2388.TWLocal privado en este navegador · VIA Technologies, Inc.
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

$42.0B

P/E

628.3x

↑

EV/EBITDA

48.2x

↑

ROE

0.3%

↓

Gross Margin

22.5%

↓

Debt/Equity

0.06

↓
52-Week Range$76
$43$91

TradingView lightweight chart

2388.TW price, volumen y niveles de valoración

Último $75.40Periodo -70.8%
Fair value: $75.60

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

+0.9%

FCF CAGR

+22.6%

FCF margin

4.8%

FCF / Net income

6.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.55B · net income $69.1M · FCF $460.4M

2022-FY → 2025-FY

Gross margin

22.5%-13.2% pts

Operating margin

-13.1%-13.2% pts

Net margin

0.7%+1.6% pts

FCF margin

4.8%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.55B$9.55B$15.91B$12.64B$9.30B
Net Income$69.1M$69.1M$1.07B$410.6M$-83.6M
EBITDA$615.0M$615.0M$1.97B$1.10B$906.9M
EPS——2.060.82-0.17
Gross Margin22.5%22.5%24.7%25.3%35.7%
Operating Margin-13.1%-13.1%2.7%-0.2%0.0%
Net Margin0.7%0.7%6.7%3.2%-0.9%
Balance Sheet
Debt/Equity0.060.060.090.180.28
Current Ratio1.961.96———
Cash Flow
Free Cash Flow$460.4M$460.4M$5.53B$1.64B$250.1M
Returns
ROE0.3%0.3%5.0%3.1%-0.6%
Valuation
P/E628.33628.3346.60195.12—
EV/EBITDA48.1648.1618.1765.1829.02
P/B1.961.962.316.052.66
Growth & Yield
Revenue Growth-40.0%-40.0%25.9%36.0%—
EPS Growth——151.2%582.4%—
Dividend Yield0.1%0.1%———

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 +10.0%

Total return

+10.0%

Start / end P/E

n/dx → n/dx

EPS bridge

2.06 → n/d

Residual

+9.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term+9.9%

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.