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2434.TW$35.90-3.36%
Fair $35.90+0.0%

2434.TW

Mospec Semiconductor Corp.

Technology / SemiconductorsTaiwan

$35.90

-1.25 (-3.36%)

Fairly Valued+0.0%Fair Value $35.90Fund rank 25/100 · Data gapFallback financials|
SA 40/C
F-Score: 2/9
Declining RevenueLow 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 20%

FCF escenarios

weak_data · normalized FCF $-66.7M · quality 56.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

40/100

C

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is 0.2%, below the 5% threshold
Thesis & Journal · 2434.TWLocal privado en este navegador · Mospec Semiconductor Corp.
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

$1.3B

P/E

1795.0x

↑

EV/EBITDA

43.5x

↑

ROE

0.2%

↓

Gross Margin

-17.5%

↓

Debt/Equity

0.34

↑
52-Week Range$36
$28$40

TradingView lightweight chart

2434.TW price, volumen y niveles de valoración

Último $35.90Periodo -71.3%
Fair value: $35.90

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

-20.9%

FCF CAGR

—

FCF margin

-262.3%

FCF / Net income

-155.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $45.6M · net income $768000.0 · FCF $-119.5M

2022-FY → 2025-FY

Gross margin

-17.5%-3.5% pts

Operating margin

-136.3%-57.1% pts

Net margin

1.7%+39.7% pts

FCF margin

-262.3%-146.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$45.6M$45.6M$50.7M$63.1M$91.9M
Net Income$768000.00$768000.00$5.2M$-36.3M$-35.0M
EBITDA$33.8M$33.8M$36.7M$-9.6M$-9.7M
EPS——0.14-0.98-0.94
Gross Margin-17.5%-17.5%11.7%7.8%-14.0%
Operating Margin-136.3%-136.3%-93.4%-78.8%-79.2%
Net Margin1.7%1.7%10.3%-57.6%-38.0%
Balance Sheet
Debt/Equity0.340.340.410.260.21
Current Ratio0.970.97———
Cash Flow
Free Cash Flow$-119.5M$-119.5M$-66.7M$-29.5M$-106.0M
Returns
ROE0.2%0.2%1.1%-7.8%-7.0%
Valuation
P/E1795.001795.00232.14——
EV/EBITDA43.4843.4837.05——
P/B2.822.822.552.762.06
Growth & Yield
Revenue Growth-10.2%-10.2%-19.6%-31.3%—
EPS Growth——114.3%-4.4%—

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 +26.6%

Total return

+26.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.14 → n/d

Residual

+26.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+26.6%

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.