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2393.TW$64.70+0.47%
Fair $64.70+0.0%

2393.TW

Everlight Electronics Co., Ltd.

Technology / Electronic ComponentsTaiwan

$64.70

+0.30 (+0.47%)

Fairly Valued+0.0%Fair Value $64.70Fund rank 39/100 · Data gapFallback financials|
SA 48/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.5B · quality 85.3/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

48/100

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 · 2393.TWLocal privado en este navegador · Everlight Electronics Co., 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

$28.7B

P/E

14.3x

↓

EV/EBITDA

7.2x

↓

ROE

10.2%

↑

Gross Margin

31.1%

↓

Debt/Equity

0.06

↓
52-Week Range$65
$50$84

TradingView lightweight chart

2393.TW price, volumen y niveles de valoración

Último $64.70Periodo +268.7%
Fair value: $64.70

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

-0.4%

FCF CAGR

-8.7%

FCF margin

12.0%

FCF / Net income

1.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.64B · net income $2.04B · FCF $2.36B

2022-FY → 2025-FY

Gross margin

31.1%+2.9% pts

Operating margin

13.0%+4.3% pts

Net margin

10.4%+4.2% pts

FCF margin

12.0%-3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$19.64B$19.64B$20.97B$17.85B$19.89B
Net Income$2.04B$2.04B$2.94B$1.47B$1.23B
EBITDA$3.61B$3.61B$4.98B$3.17B$3.24B
EPS——6.553.292.75
Gross Margin31.1%31.1%30.3%29.1%28.2%
Operating Margin13.0%13.0%11.9%9.9%8.7%
Net Margin10.4%10.4%14.0%8.2%6.2%
Balance Sheet
Debt/Equity0.060.060.050.030.05
Current Ratio2.402.40———
Cash Flow
Free Cash Flow$2.36B$2.36B$2.53B$2.49B$3.10B
Returns
ROE10.2%10.2%14.5%7.9%6.7%
Valuation
P/E14.2814.2812.7914.8313.53
EV/EBITDA7.187.186.625.523.90
P/B1.441.441.861.180.91
Growth & Yield
Revenue Growth-6.4%-6.4%17.5%-10.3%—
EPS Growth——99.1%19.6%—
Dividend Yield8.1%8.1%———

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 -13.2%

Total return

-13.2%

Start / end P/E

n/dx → n/dx

EPS bridge

6.55 → n/d

Residual

-21.3%

EPS growthn/d
Multiple reratingn/d
Dividend+8.1%
Residual / FX / buybacks / cross-term-21.3%

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.