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3094.TW$33.80-0.59%
Fair $33.80+0.0%

3094.TW

Davicom Semiconductor, Inc.

Technology / SemiconductorsTaiwan

$33.80

-0.20 (-0.59%)

Fairly Valued+0.0%Fair Value $33.80Fund rank 36/100 · Data gapFallback financials|
SA 60/B
F-Score: 7/9
Low 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $27.1M · quality 75.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

60/100

B

Piotroski

7/9

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. ROE is 2.0%, below the 5% threshold
Thesis & Journal · 3094.TWLocal privado en este navegador · Davicom Semiconductor, Inc.
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

$2.8B

P/E

140.8x

↑

EV/EBITDA

59.8x

↑

ROE

2.0%

↓

Gross Margin

75.7%

↑

Debt/Equity

0.07

↓
52-Week Range$34
$22$37

TradingView lightweight chart

3094.TW price, volumen y niveles de valoración

Último $33.80Periodo -74.5%
Fair value: $33.80

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

-15.1%

FCF CAGR

-37.1%

FCF margin

14.4%

FCF / Net income

1.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $187.8M · net income $20.4M · FCF $27.1M

2022-FY → 2025-FY

Gross margin

75.7%+4.1% pts

Operating margin

-0.0%-20.7% pts

Net margin

10.8%-11.6% pts

FCF margin

14.4%-21.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$187.8M$187.8M$165.9M$242.6M$307.1M
Net Income$20.4M$20.4M$14.4M$50.7M$69.0M
EBITDA$36.8M$36.8M$27.3M$69.8M$101.5M
EPS——0.170.610.84
Gross Margin75.7%75.7%67.0%67.5%71.6%
Operating Margin-0.0%-0.0%-15.8%6.0%20.7%
Net Margin10.8%10.8%8.7%20.9%22.5%
Balance Sheet
Debt/Equity0.070.070.070.070.07
Current Ratio23.1323.13———
Cash Flow
Free Cash Flow$27.1M$27.1M$18.0M$51.6M$108.9M
Returns
ROE2.0%2.0%1.4%4.9%6.5%
Valuation
P/E140.83140.83165.8861.4830.89
EV/EBITDA59.7759.7763.7535.5714.67
P/B2.742.742.313.002.01
Growth & Yield
Revenue Growth13.2%13.2%-31.6%-21.0%—
EPS Growth——-72.1%-27.4%—
Dividend Yield0.5%0.5%———

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 +24.1%

Total return

+24.1%

Start / end P/E

n/dx → n/dx

EPS bridge

0.17 → n/d

Residual

+23.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.5%
Residual / FX / buybacks / cross-term+23.6%

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.