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3097.TWO$26.10-3.69%
Fair $26.10+0.0%

3097.TWO

Partner Tech Corp.

Technology / Computer HardwareTaipei Exchange

$26.10

-1.00 (-3.69%)

Fairly Valued+0.0%Fair Value $26.10Fund rank 30/100 · Data gapFallback financials|
SA 53/C
F-Score: 2/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $221.9M · quality 52.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

53/100

C

Piotroski

2/9

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 4.6%, below the 5% threshold
Thesis & Journal · 3097.TWOLocal privado en este navegador · Partner Tech Corp.
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

$2.0B

P/E

35.3x

↑

EV/EBITDA

7.4x

↓

ROE

4.6%

↓

Gross Margin

38.6%

↑

Debt/Equity

0.42

↑
52-Week Range$26
$21$35

TradingView lightweight chart

3097.TWO price, volumen y niveles de valoración

Último $26.10Periodo +60.4%
Fair value: $26.10

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

+5.9%

FCF CAGR

—

FCF margin

-2.2%

FCF / Net income

-1.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.25B · net income $55.9M · FCF $-72.5M

2022-FY → 2025-FY

Gross margin

38.6%+3.3% pts

Operating margin

6.3%-1.6% pts

Net margin

1.7%-3.2% pts

FCF margin

-2.2%-4.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.25B$3.25B$2.91B$2.72B$2.74B
Net Income$55.9M$55.9M$119.8M$108.5M$135.8M
EBITDA$241.8M$241.8M$294.1M$273.0M$315.1M
EPS———1.441.79
Gross Margin38.6%38.6%37.1%38.0%35.3%
Operating Margin6.3%6.3%6.3%7.0%7.9%
Net Margin1.7%1.7%4.1%4.0%5.0%
Balance Sheet
Debt/Equity0.420.420.260.250.33
Current Ratio1.841.84———
Cash Flow
Free Cash Flow$-72.5M$-72.5M$329.5M$221.9M$58.6M
Returns
ROE4.6%4.6%9.9%9.4%12.1%
Valuation
P/E35.2735.27—18.5411.59
EV/EBITDA7.407.405.076.724.80
P/B1.601.601.521.731.40
Growth & Yield
Revenue Growth11.5%11.5%7.3%-0.7%—
EPS Growth———-19.6%—
Dividend Yield3.7%3.7%———

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 +16.2%

Total return

+16.2%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+12.5%

EPS growthn/d
Multiple reratingn/d
Dividend+3.7%
Residual / FX / buybacks / cross-term+12.5%

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.