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3028.TW$84.00+3.58%
Fair $84.00+0.0%

3028.TW

Zenitron Corporation

Technology / Semiconductor Equipment & MaterialsTaiwan

$84.00

+2.90 (+3.58%)

Fairly Valued+0.0%Fair Value $84.00Fund rank 24/100 · Data gapFallback financials|
SA 43/C
F-Score: 3/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $1.5B · quality 34.0/100

Data gap 24/100
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

43/100

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: 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 · 3028.TWLocal privado en este navegador · Zenitron Corporation
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

$19.9B

P/E

26.8x

↑

EV/EBITDA

20.3x

↑

ROE

11.9%

↑

Gross Margin

7.3%

↓

Debt/Equity

1.77

↑
52-Week Range$84
$30$88

TradingView lightweight chart

3028.TW price, volumen y niveles de valoración

Último $84.00Periodo +330.4%
Fair value: $84.00

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

+1.2%

FCF CAGR

—

FCF margin

-2.4%

FCF / Net income

-1.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $41.45B · net income $747.5M · FCF $-994.3M

2022-FY → 2025-FY

Gross margin

7.3%+0.5% pts

Operating margin

3.1%+0.1% pts

Net margin

1.8%+0.0% pts

FCF margin

-2.4%+1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$41.45B$41.45B$36.44B$32.57B$40.02B
Net Income$747.5M$747.5M$489.2M$456.0M$714.6M
EBITDA$1.41B$1.41B$1.09B$1.14B$1.30B
EPS——2.061.933.03
Gross Margin7.3%7.3%6.2%7.3%6.8%
Operating Margin3.1%3.1%2.0%2.8%3.0%
Net Margin1.8%1.8%1.3%1.4%1.8%
Balance Sheet
Debt/Equity1.771.771.411.722.27
Current Ratio1.221.22———
Cash Flow
Free Cash Flow$-994.3M$-994.3M$1.45B$3.04B$-1.72B
Returns
ROE11.9%11.9%7.8%7.9%12.9%
Valuation
P/E26.7526.7513.7917.569.62
EV/EBITDA20.3420.3412.7214.4313.94
P/B3.163.161.081.401.25
Growth & Yield
Revenue Growth13.8%13.8%11.9%-18.6%—
EPS Growth——6.7%-36.3%—
Dividend Yield2.6%2.6%———

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 +146.8%

Total return

+146.8%

Start / end P/E

n/dx → n/dx

EPS bridge

2.06 → n/d

Residual

+144.2%

EPS growthn/d
Multiple reratingn/d
Dividend+2.6%
Residual / FX / buybacks / cross-term+144.2%

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.