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2397.TW$64.80+2.05%
Fair $64.80+0.0%

2397.TW

DFI Inc.

Technology / Computer HardwareTaiwan

$64.80

+1.30 (+2.05%)

Fairly Valued+0.0%Fair Value $64.80Fund rank 33/100 · Data gapFallback financials|
SA 34/D
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 $890.1M · quality 62.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

34/100

D

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 · 2397.TWLocal privado en este navegador · DFI 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

$7.4B

P/E

26.1x

↑

EV/EBITDA

9.9x

↓

ROE

8.4%

↑

Gross Margin

26.0%

↓

Debt/Equity

1.01

↑
52-Week Range$65
$53$86

TradingView lightweight chart

2397.TW price, volumen y niveles de valoración

Último $64.80Periodo +39.8%
Fair value: $64.80

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

+19.3%

FCF margin

6.2%

FCF / Net income

2.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.88B · net income $285.4M · FCF $670.9M

2022-FY → 2025-FY

Gross margin

26.0%+1.1% pts

Operating margin

6.1%-1.6% pts

Net margin

2.6%-2.2% pts

FCF margin

6.2%+2.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.88B$10.88B$9.49B$9.18B$10.99B
Net Income$285.4M$285.4M$396.6M$361.7M$528.2M
EBITDA$853.0M$853.0M$994.6M$877.1M$1.24B
EPS——3.453.144.58
Gross Margin26.0%26.0%28.2%26.5%24.9%
Operating Margin6.1%6.1%7.0%5.8%7.8%
Net Margin2.6%2.6%4.2%3.9%4.8%
Balance Sheet
Debt/Equity1.011.010.980.671.16
Current Ratio1.451.45———
Cash Flow
Free Cash Flow$670.9M$670.9M$890.1M$1.54B$395.3M
Returns
ROE8.4%8.4%11.3%11.4%16.3%
Valuation
P/E26.1326.1321.5720.9213.47
EV/EBITDA9.919.919.559.357.39
P/B2.182.182.442.392.18
Growth & Yield
Revenue Growth14.6%14.6%3.3%-16.4%—
EPS Growth——9.9%-31.4%—
Dividend Yield5.3%5.3%———

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 +4.6%

Total return

+4.6%

Start / end P/E

n/dx → n/dx

EPS bridge

3.45 → n/d

Residual

-0.6%

EPS growthn/d
Multiple reratingn/d
Dividend+5.3%
Residual / FX / buybacks / cross-term-0.6%

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.