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2466.TW$47.00-1.26%
Fair $47.00+0.0%

2466.TW

Cosmo Electronics Corporation

Technology / Electronic ComponentsTaiwan

$47.00

-0.60 (-1.26%)

Fairly Valued+0.0%Fair Value $47.00Fund rank 29/100 · Data gapFallback financials|
SA 25/D
F-Score: 5/9
Margin CompressionLow 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 19%

FCF escenarios

weak_data · normalized FCF $6.6M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

25/100

D

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: 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. Operating margin has declined for 3 consecutive years ROE is 2.1%, below the 5% threshold
Thesis & Journal · 2466.TWLocal privado en este navegador · Cosmo Electronics Corporation
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

$8.2B

P/E

188.0x

↑

EV/EBITDA

37.3x

↑

ROE

2.1%

↓

Gross Margin

0.5%

↓

Debt/Equity

0.66

↑
52-Week Range$47
$42$94

TradingView lightweight chart

2466.TW price, volumen y niveles de valoración

Último $47.00Periodo +100.1%
Fair value: $47.00

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

-12.0%

FCF CAGR

—

FCF margin

0.7%

FCF / Net income

0.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $949.1M · net income $42.4M · FCF $6.6M

2022-FY → 2025-FY

Gross margin

0.5%-23.7% pts

Operating margin

-29.9%-33.5% pts

Net margin

4.5%-3.5% pts

FCF margin

0.7%+4.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$949.1M$949.1M$1.11B$1.05B$1.39B
Net Income$42.4M$42.4M$-29.0M$30.1M$110.9M
EBITDA$247.4M$247.4M$186.5M$254.2M$279.7M
EPS——-0.170.180.64
Gross Margin0.5%0.5%12.5%14.8%24.2%
Operating Margin-29.9%-29.9%-12.7%-11.5%3.6%
Net Margin4.5%4.5%-2.6%2.9%8.0%
Balance Sheet
Debt/Equity0.660.660.881.101.05
Current Ratio1.111.11———
Cash Flow
Free Cash Flow$6.6M$6.6M$-133.0M$104.1M$-49.6M
Returns
ROE2.1%2.1%-1.5%1.6%5.8%
Valuation
P/E188.00188.00—208.0650.93
EV/EBITDA37.2737.2770.1731.0326.09
P/B4.044.045.803.413.07
Growth & Yield
Revenue Growth-14.3%-14.3%5.1%-24.3%—
EPS Growth——-194.4%-71.9%—

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 -43.6%

Total return

-43.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.17 → n/d

Residual

-43.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-43.6%

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.