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2489.TW$47.80-1.72%
Fair $47.80+0.0%

2489.TW

AmTRAN Technology Co.,Ltd

Technology / Consumer ElectronicsTaiwan

$47.80

-0.85 (-1.72%)

Fairly Valued+0.0%Fair Value $47.80Fund rank 27/100 · Data gapFallback financials|
SA 56/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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $680.8M · quality 46.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

56/100

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 · 2489.TWLocal privado en este navegador · AmTRAN Technology 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

$29.2B

P/E

39.5x

↑

EV/EBITDA

18.1x

↑

ROE

5.9%

↑

Gross Margin

9.7%

↓

Debt/Equity

0.05

↓
52-Week Range$48
$14$58

TradingView lightweight chart

2489.TW price, volumen y niveles de valoración

Último $48.65Periodo +555.1%
Fair value: $47.80

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

+14.7%

FCF CAGR

—

FCF margin

-1.1%

FCF / Net income

-0.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.66B · net income $791.6M · FCF $-278.6M

2022-FY → 2025-FY

Gross margin

9.7%+0.6% pts

Operating margin

1.8%+3.0% pts

Net margin

3.2%+20.0% pts

FCF margin

-1.1%-25.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$24.66B$24.66B$23.24B$16.58B$16.36B
Net Income$791.6M$791.6M$1.29B$446.2M$-2.75B
EBITDA$1.54B$1.54B$2.02B$1.00B$-3.00B
EPS1.211.211.790.65-4.19
Gross Margin9.7%9.7%9.0%9.6%9.1%
Operating Margin1.8%1.8%0.8%-0.1%-1.2%
Net Margin3.2%3.2%5.5%2.7%-16.8%
Balance Sheet
Debt/Equity0.050.050.050.030.04
Current Ratio1.971.97———
Cash Flow
Free Cash Flow$-278.6M$-278.6M$680.8M$873.8M$3.98B
Returns
ROE5.9%5.9%9.3%3.4%-20.5%
Valuation
P/E39.5039.5011.4625.43—
EV/EBITDA18.1018.105.288.02—
P/B2.342.341.070.850.63
Growth & Yield
Revenue Growth6.1%6.1%40.1%1.4%—
EPS Growth-32.4%-32.4%176.9%115.4%—
Dividend Yield2.1%2.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

51.9%

muy exigente

EPS terminal req.

$4.24

Spread vs growth

-84.3%

5Y implied EPS CAGR

33.5%

muy exigente

EPS terminal req.

$5.13

Spread vs growth

-65.9%

10Y implied EPS CAGR

21.2%

exigente

EPS terminal req.

$8.27

Spread vs growth

-53.6%

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 +195.0%

Total return

+195.0%

Start / end P/E

9.3x → 40.2x

EPS bridge

1.79 → 1.21

Residual

-108.0%

EPS growth-32.4%
Multiple rerating+333.3%
Dividend+2.1%
Residual / FX / buybacks / cross-term-108.0%

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.