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2401.TW$29.65-1.17%
Fair $29.65+0.0%

2401.TW

Sunplus Technology Company Limited

Technology / SemiconductorsTaiwan

$29.65

-0.35 (-1.17%)

Fairly Valued+0.0%Fair Value $29.65Fund rank 25/100 · Data gapFallback financials|
SA 45/C
F-Score: 3/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $477.1M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

45/100

C

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: 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 -2.6%, below the 5% threshold
Thesis & Journal · 2401.TWLocal privado en este navegador · Sunplus Technology Company Limited
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

$17.4B

P/E

N/A

•

EV/EBITDA

18.2x

↑

ROE

-2.6%

↓

Gross Margin

46.6%

↑

Debt/Equity

0.18

↓
52-Week Range$30
$18$33

TradingView lightweight chart

2401.TW price, volumen y niveles de valoración

Último $29.65Periodo -12.7%
Fair value: $29.65

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

-2.0%

FCF CAGR

—

FCF margin

0.2%

FCF / Net income

-0.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.30B · net income $-215.5M · FCF $13.1M

2022-FY → 2025-FY

Gross margin

46.6%-2.7% pts

Operating margin

-1.5%-5.8% pts

Net margin

-3.4%-6.6% pts

FCF margin

0.2%+9.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.30B$6.30B$6.43B$5.54B$6.71B
Net Income$-215.5M$-215.5M$259.0M$-493.1M$215.9M
EBITDA$777.5M$777.5M$1.31B$454.2M$1.38B
EPS-0.37-0.370.44-0.840.37
Gross Margin46.6%46.6%48.4%45.6%49.2%
Operating Margin-1.5%-1.5%1.7%-4.5%4.3%
Net Margin-3.4%-3.4%4.0%-8.9%3.2%
Balance Sheet
Debt/Equity0.180.180.170.170.14
Current Ratio3.993.99———
Cash Flow
Free Cash Flow$13.1M$13.1M$477.1M$825.7M$-646.3M
Returns
ROE-2.6%-2.6%3.0%-5.8%2.3%
Valuation
P/E——64.77—62.57
EV/EBITDA18.2318.2310.1736.897.56
P/B2.122.121.952.291.47
Growth & Yield
Revenue Growth-2.0%-2.0%16.2%-17.5%—
EPS Growth-184.1%-184.1%152.4%-327.0%—

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 +36.6%

Total return

+36.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.44 → -0.37

Residual

+36.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+36.6%

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.