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3051.TW$28.80+3.23%
Fair $28.80+0.0%

3051.TW

Optimax Technology Corporation

Technology / Electronic ComponentsTaiwan

$28.80

+0.90 (+3.23%)

Fairly Valued+0.0%Fair Value $28.80Fund rank 37/100 · Data gapFallback financials|
SA 43/C
F-Score: 5/9
Declining Revenue

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $534.7M · quality 81.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

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: 1unknown: 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
Thesis & Journal · 3051.TWLocal privado en este navegador · Optimax Technology 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

$4.8B

P/E

28.5x

↑

EV/EBITDA

17.2x

↑

ROE

6.8%

↑

Gross Margin

32.4%

↓

Debt/Equity

0.45

↑
52-Week Range$29
$18$31

TradingView lightweight chart

3051.TW price, volumen y niveles de valoración

Último $28.80Periodo -67.8%
Fair value: $28.80

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

-14.0%

FCF CAGR

-9.7%

FCF margin

28.5%

FCF / Net income

3.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.88B · net income $167.9M · FCF $534.7M

2022-FY → 2025-FY

Gross margin

32.4%+7.1% pts

Operating margin

13.6%+2.4% pts

Net margin

9.0%-6.1% pts

FCF margin

28.5%+3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.88B$1.88B$1.89B$2.00B$2.95B
Net Income$167.9M$167.9M$337.3M$172.5M$443.6M
EBITDA$332.2M$332.2M$481.2M$316.6M$569.3M
EPS——2.011.032.62
Gross Margin32.4%32.4%36.8%26.6%25.3%
Operating Margin13.6%13.6%18.9%9.1%11.2%
Net Margin9.0%9.0%17.9%8.6%15.0%
Balance Sheet
Debt/Equity0.450.450.510.540.67
Current Ratio1.081.08———
Cash Flow
Free Cash Flow$534.7M$534.7M$421.9M$617.6M$727.3M
Returns
ROE6.8%6.8%13.0%7.1%18.2%
Valuation
P/E28.5128.5116.1434.856.74
EV/EBITDA17.1717.1713.7622.778.02
P/B1.921.922.112.471.23
Growth & Yield
Revenue Growth-0.6%-0.6%-5.9%-32.0%—
EPS Growth——95.1%-60.7%—
Dividend Yield5.3%5.3%———

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 -0.6%

Total return

-0.6%

Start / end P/E

n/dx → n/dx

EPS bridge

2.01 → n/d

Residual

-5.9%

EPS growthn/d
Multiple reratingn/d
Dividend+5.3%
Residual / FX / buybacks / cross-term-5.9%

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.