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2421.TW$164.50-0.30%
Fair $164.50+0.0%

2421.TW

Sunonwealth Electric Machine Industry Co., Ltd.

Industrials / Specialty Industrial MachineryTaiwan

$164.50

-0.50 (-0.30%)

Fairly Valued+0.0%Fair Value $164.50Fund rank 38/100 · Data gapFallback financials|
SA 68/B
F-Score: 8/9

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 $1.9B · quality 82.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

68/100

B

Piotroski

8/9

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 · 2421.TWLocal privado en este navegador · Sunonwealth Electric Machine Industry 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

$47.1B

P/E

20.8x

↑

EV/EBITDA

12.3x

↑

ROE

24.4%

↑

Gross Margin

31.1%

↑

Debt/Equity

0.18

↓
52-Week Range$165
$97$195

TradingView lightweight chart

2421.TW price, volumen y niveles de valoración

Último $164.50Periodo +1481.8%
Fair value: $164.50

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

+9.9%

FCF CAGR

+9.8%

FCF margin

12.4%

FCF / Net income

1.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.68B · net income $2.17B · FCF $2.32B

2022-FY → 2025-FY

Gross margin

31.1%+8.5% pts

Operating margin

15.1%+7.1% pts

Net margin

11.6%+3.9% pts

FCF margin

12.4%-0.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.68B$18.68B$14.62B$12.91B$14.06B
Net Income$2.17B$2.17B$1.49B$1.33B$1.09B
EBITDA$3.39B$3.39B$2.51B$2.33B$1.98B
EPS7.897.895.425.044.31
Gross Margin31.1%31.1%28.4%27.9%22.5%
Operating Margin15.1%15.1%11.5%11.8%8.0%
Net Margin11.6%11.6%10.2%10.3%7.7%
Balance Sheet
Debt/Equity0.180.180.220.150.40
Current Ratio2.062.06———
Cash Flow
Free Cash Flow$2.32B$2.32B$1.11B$1.86B$1.75B
Returns
ROE24.4%24.4%18.8%18.5%20.9%
Valuation
P/E20.8520.8517.4119.579.93
EV/EBITDA12.2612.269.189.965.26
P/B5.095.093.283.622.08
Growth & Yield
Revenue Growth27.7%27.7%13.2%-8.2%—
EPS Growth45.5%45.5%7.5%17.1%—
Dividend Yield3.2%3.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

22.8%

exigente

EPS terminal req.

$14.60

Spread vs growth

22.7%

5Y implied EPS CAGR

17.5%

exigente

EPS terminal req.

$17.66

Spread vs growth

28.0%

10Y implied EPS CAGR

13.7%

razonable

EPS terminal req.

$28.44

Spread vs growth

31.8%

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 +61.4%

Total return

+61.4%

Start / end P/E

19.2x → 20.9x

EPS bridge

5.42 → 7.89

Residual

+4.0%

EPS growth+45.5%
Multiple rerating+8.7%
Dividend+3.2%
Residual / FX / buybacks / cross-term+4.0%

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.