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3048.TW$68.40-5.00%
Fair $68.40+0.0%

3048.TW

EDOM Technology Co., Ltd.

Technology / Electronics & Computer DistributionTaiwan

$68.40

-3.60 (-5.00%)

Fairly Valued+0.0%Fair Value $68.40Fund rank 20/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9

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 14%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

40/100

C

Piotroski

4/9

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 · 3048.TWLocal privado en este navegador · EDOM 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

$18.5B

P/E

34.2x

↑

EV/EBITDA

13.8x

↑

ROE

9.7%

↑

Gross Margin

3.4%

↓

Debt/Equity

1.98

↑
52-Week Range$68
$24$82

TradingView lightweight chart

3048.TW price, volumen y niveles de valoración

Último $68.40Periodo +120.3%
Fair value: $68.40

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

-0.9%

FCF CAGR

—

FCF margin

-3.1%

FCF / Net income

-6.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $115.57B · net income $541.2M · FCF $-3.54B

2022-FY → 2025-FY

Gross margin

3.4%+0.1% pts

Operating margin

1.6%+0.1% pts

Net margin

0.5%-0.2% pts

FCF margin

-3.1%-0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$115.57B$115.57B$113.26B$107.20B$118.71B
Net Income$541.2M$541.2M$-565.8M$6.1M$823.7M
EBITDA$1.97B$1.97B$875.1M$1.75B$2.17B
EPS——-2.100.023.08
Gross Margin3.4%3.4%3.2%3.1%3.3%
Operating Margin1.6%1.6%1.4%1.4%1.5%
Net Margin0.5%0.5%-0.5%0.0%0.7%
Balance Sheet
Debt/Equity1.981.981.621.672.20
Current Ratio1.261.26———
Cash Flow
Free Cash Flow$-3.54B$-3.54B$1.87B$4.84B$-3.34B
Returns
ROE9.7%9.7%-12.3%0.1%14.9%
Valuation
P/E34.2034.20—1220.008.73
EV/EBITDA13.8113.8114.777.438.13
P/B3.303.301.751.331.30
Growth & Yield
Revenue Growth2.0%2.0%5.7%-9.7%—
EPS Growth——-10600.0%-99.4%—

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 +153.3%

Total return

+153.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.10 → n/d

Residual

+153.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+153.3%

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.