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2497.TW$61.80-5.79%
Fair $61.80+0.0%

2497.TW

E-Lead Electronic Co., Ltd.

Consumer Cyclical / Auto PartsTaiwan

$61.80

-3.80 (-5.79%)

Fairly Valued+0.0%Fair Value $61.80Fund rank 29/100 · Data gapFallback financials|
SA 61/B
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 20%

FCF escenarios

weak_data · normalized FCF $290.6M · quality 48.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

61/100

B

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 · 2497.TWLocal privado en este navegador · E-Lead Electronic 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

$8.1B

P/E

26.2x

↑

EV/EBITDA

12.4x

↑

ROE

12.2%

↑

Gross Margin

25.6%

↓

Debt/Equity

0.32

↓
52-Week Range$62
$38$66

TradingView lightweight chart

2497.TW price, volumen y niveles de valoración

Último $61.80Periodo +89.8%
Fair value: $61.80

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

+7.8%

FCF CAGR

—

FCF margin

15.5%

FCF / Net income

2.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.47B · net income $287.2M · FCF $694.0M

2022-FY → 2025-FY

Gross margin

25.6%-1.1% pts

Operating margin

9.7%+0.8% pts

Net margin

6.4%-3.3% pts

FCF margin

15.5%+30.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.47B$4.47B$4.62B$3.77B$3.57B
Net Income$287.2M$287.2M$379.5M$232.6M$346.6M
EBITDA$584.9M$584.9M$664.0M$451.3M$659.7M
EPS——3.021.872.85
Gross Margin25.6%25.6%25.9%23.9%26.7%
Operating Margin9.7%9.7%9.9%7.0%8.9%
Net Margin6.4%6.4%8.2%6.2%9.7%
Balance Sheet
Debt/Equity0.320.320.420.570.52
Current Ratio1.651.65———
Cash Flow
Free Cash Flow$694.0M$694.0M$220.2M$290.6M$-522.4M
Returns
ROE12.2%12.2%15.1%10.6%16.9%
Valuation
P/E26.1926.1919.1433.8525.72
EV/EBITDA12.4412.4411.4618.6114.47
P/B3.103.102.913.664.37
Growth & Yield
Revenue Growth-3.4%-3.4%22.8%5.6%—
EPS Growth——61.5%-34.4%—
Dividend Yield3.4%3.4%———

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 +31.9%

Total return

+31.9%

Start / end P/E

n/dx → n/dx

EPS bridge

3.02 → n/d

Residual

+28.5%

EPS growthn/d
Multiple reratingn/d
Dividend+3.4%
Residual / FX / buybacks / cross-term+28.5%

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.