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2481.TW$146.00-7.01%
Fair $146.00+0.0%

2481.TW

PANJIT International Inc.

Technology / Semiconductor Equipment & MaterialsTaiwan

$146.00

-11.00 (-7.01%)

Fairly Valued+0.0%Fair Value $146.00Fund rank 31/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $985.3M · quality 58.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

54/100

C

Piotroski

7/9

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 · 2481.TWLocal privado en este navegador · PANJIT International 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

$55.8B

P/E

46.9x

↑

EV/EBITDA

21.7x

↑

ROE

8.1%

↑

Gross Margin

31.3%

↓

Debt/Equity

0.65

↑
52-Week Range$146
$45$164

TradingView lightweight chart

2481.TW price, volumen y niveles de valoración

Último $146.00Periodo +997.6%
Fair value: $146.00

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

-0.3%

FCF CAGR

—

FCF margin

7.5%

FCF / Net income

0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.09B · net income $1.19B · FCF $987.6M

2022-FY → 2025-FY

Gross margin

31.3%+1.1% pts

Operating margin

8.6%-3.7% pts

Net margin

9.1%-4.2% pts

FCF margin

7.5%+9.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.09B$13.09B$12.54B$12.71B$13.23B
Net Income$1.19B$1.19B$918.5M$820.8M$1.76B
EBITDA$2.91B$2.91B$2.53B$2.27B$3.00B
EPS——2.392.144.57
Gross Margin31.3%31.3%28.7%25.2%30.2%
Operating Margin8.6%8.6%6.5%6.6%12.3%
Net Margin9.1%9.1%7.3%6.5%13.3%
Balance Sheet
Debt/Equity0.650.650.700.790.75
Current Ratio1.801.80———
Cash Flow
Free Cash Flow$987.6M$987.6M$786.8M$985.3M$-194.6M
Returns
ROE8.1%8.1%6.5%6.2%12.9%
Valuation
P/E46.9546.9521.0930.2313.24
EV/EBITDA21.7121.7110.5914.2310.17
P/B3.803.801.371.871.71
Growth & Yield
Revenue Growth4.4%4.4%-1.3%-3.9%—
EPS Growth——11.7%-53.2%—
Dividend Yield1.1%1.1%———

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 +196.1%

Total return

+196.1%

Start / end P/E

n/dx → n/dx

EPS bridge

2.39 → n/d

Residual

+194.9%

EPS growthn/d
Multiple reratingn/d
Dividend+1.2%
Residual / FX / buybacks / cross-term+194.9%

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.