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2495.TW$50.90-1.17%
Fair $50.90+0.0%

2495.TW

Infortrend Technology, Inc.

Technology / Computer HardwareTaiwan

$50.90

-0.60 (-1.17%)

Fairly Valued+0.0%Fair Value $50.90Fund rank 33/100 · Data gapFallback financials|
SA 48/C
F-Score: 2/9
Declining RevenueMargin Compression

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $205.2M · quality 66.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

48/100

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 Operating margin has declined for 3 consecutive years
Thesis & Journal · 2495.TWLocal privado en este navegador · Infortrend Technology, 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

$13.9B

P/E

45.4x

↑

EV/EBITDA

40.9x

↑

ROE

6.7%

↑

Gross Margin

43.1%

↑

Debt/Equity

0.52

↑
52-Week Range$51
$20$53

TradingView lightweight chart

2495.TW price, volumen y niveles de valoración

Último $50.90Periodo +37.2%
Fair value: $50.90

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

-7.0%

FCF CAGR

-40.0%

FCF margin

3.4%

FCF / Net income

0.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.18B · net income $307.9M · FCF $40.0M

2022-FY → 2025-FY

Gross margin

43.1%-6.2% pts

Operating margin

4.9%-10.2% pts

Net margin

26.2%+11.5% pts

FCF margin

3.4%-9.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.18B$1.18B$1.32B$1.39B$1.46B
Net Income$307.9M$307.9M$606.1M$241.4M$214.0M
EBITDA$391.9M$391.9M$726.8M$352.5M$315.0M
EPS——2.200.880.78
Gross Margin43.1%43.1%50.6%51.1%49.2%
Operating Margin4.9%4.9%12.2%14.4%15.1%
Net Margin26.2%26.2%45.9%17.4%14.6%
Balance Sheet
Debt/Equity0.520.520.450.480.42
Current Ratio2.472.47———
Cash Flow
Free Cash Flow$40.0M$40.0M$205.2M$236.5M$185.3M
Returns
ROE6.7%6.7%13.1%5.7%5.2%
Valuation
P/E45.4545.4514.3923.8123.97
EV/EBITDA40.8840.8814.5521.2220.30
P/B3.043.041.881.371.25
Growth & Yield
Revenue Growth-10.9%-10.9%-5.1%-4.9%—
EPS Growth——150.0%12.8%—
Dividend Yield2.5%2.5%———

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 +111.6%

Total return

+111.6%

Start / end P/E

n/dx → n/dx

EPS bridge

2.20 → n/d

Residual

+109.0%

EPS growthn/d
Multiple reratingn/d
Dividend+2.5%
Residual / FX / buybacks / cross-term+109.0%

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.