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3002.TW$20.45+9.89%
Fair $20.45+0.0%

3002.TW

AHOKU Electronic Company

Industrials / Electrical Equipment & PartsTaiwan

$20.45

+1.75 (+9.89%)

Fairly Valued+0.0%Fair Value $20.45Fund rank 24/100 · Data gapFallback financials|
SA 48/C
F-Score: 3/9
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 18%

FCF escenarios

weak_data · normalized FCF $-15.3M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

3/9

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 2.8%, below the 5% threshold
Thesis & Journal · 3002.TWLocal privado en este navegador · AHOKU Electronic Company
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

$2.1B

P/E

56.8x

↑

EV/EBITDA

28.1x

↑

ROE

2.8%

↓

Gross Margin

18.3%

↓

Debt/Equity

0.02

↓
52-Week Range$20
$13$32

TradingView lightweight chart

3002.TW price, volumen y niveles de valoración

Último $19.45Periodo +52.3%
Fair value: $20.45

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

-2.7%

FCF CAGR

—

FCF margin

-2.2%

FCF / Net income

-0.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $690.3M · net income $36.4M · FCF $-15.3M

2022-FY → 2025-FY

Gross margin

18.3%-2.3% pts

Operating margin

-6.4%-6.6% pts

Net margin

5.3%+4.4% pts

FCF margin

-2.2%+2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$690.3M$690.3M$591.2M$599.7M$748.4M
Net Income$36.4M$36.4M$5.3M$11.3M$6.3M
EBITDA$51.8M$51.8M$24.3M$24.4M$38.0M
EPS——0.050.110.06
Gross Margin18.3%18.3%21.3%21.9%20.6%
Operating Margin-6.4%-6.4%-6.0%-3.5%0.2%
Net Margin5.3%5.3%0.9%1.9%0.8%
Balance Sheet
Debt/Equity0.020.020.020.020.02
Current Ratio7.957.95———
Cash Flow
Free Cash Flow$-15.3M$-15.3M$-82.9M$60.5M$-34.2M
Returns
ROE2.8%2.8%0.4%0.9%0.5%
Valuation
P/E56.8156.81284.00136.36186.67
EV/EBITDA28.0928.0941.2145.0021.23
P/B1.621.621.061.200.91
Growth & Yield
Revenue Growth16.8%16.8%-1.4%-19.9%—
EPS Growth——-54.5%83.3%—
Dividend Yield3.6%3.6%———

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 +45.0%

Total return

+45.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.05 → n/d

Residual

+41.5%

EPS growthn/d
Multiple reratingn/d
Dividend+3.6%
Residual / FX / buybacks / cross-term+41.5%

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.