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2454.TW$4555.00+5.68%
Fair $4555.00+0.0%

2454.TW

MediaTek Inc.

Technology / SemiconductorsTaiwan

$4555.00

+245.00 (+5.68%)

Fairly Valued+0.0%Fair Value $4555.00Fund rank 39/100 · Data gapFallback financials|
SA 57/C
F-Score: 5/9

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 $137.4B · quality 83.3/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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

57/100

C

Piotroski

5/9

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 · 2454.TWLocal privado en este navegador · MediaTek 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

$7.27T

P/E

65.4x

↑

EV/EBITDA

47.5x

↑

ROE

26.3%

↑

Gross Margin

47.5%

↑

Debt/Equity

0.03

↓
52-Week Range$4555
$1130$4710

TradingView lightweight chart

2454.TW price, volumen y niveles de valoración

Último $4,555Periodo +6185.3%
Fair value: $4,555

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

+2.8%

FCF CAGR

+3.0%

FCF margin

23.1%

FCF / Net income

1.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $595.97B · net income $105.32B · FCF $137.37B

2022-FY → 2025-FY

Gross margin

47.5%-1.9% pts

Operating margin

17.4%-5.7% pts

Net margin

17.7%-3.9% pts

FCF margin

23.1%+0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$595.97B$595.97B$530.59B$433.45B$548.80B
Net Income$105.32B$105.32B$106.39B$76.98B$118.14B
EBITDA$148.51B$148.51B$140.91B$105.38B$150.91B
EPS——66.7848.3474.23
Gross Margin47.5%47.5%49.6%47.8%49.4%
Operating Margin17.4%17.4%19.3%16.6%23.1%
Net Margin17.7%17.7%20.1%17.8%21.5%
Balance Sheet
Debt/Equity0.030.030.050.050.04
Current Ratio1.221.22———
Cash Flow
Free Cash Flow$137.37B$137.37B$133.54B$149.26B$125.67B
Returns
ROE26.3%26.3%26.8%20.9%26.8%
Valuation
P/E65.3665.3620.4419.058.89
EV/EBITDA47.4647.4614.1212.516.09
P/B18.1518.155.483.982.39
Growth & Yield
Revenue Growth12.3%12.3%22.4%-21.0%—
EPS Growth——38.1%-34.9%—
Dividend Yield1.2%1.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +248.9%

Total return

+248.9%

Start / end P/E

n/dx → n/dx

EPS bridge

66.78 → n/d

Residual

+247.7%

EPS growthn/d
Multiple reratingn/d
Dividend+1.2%
Residual / FX / buybacks / cross-term+247.7%

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.