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3128.TWO$23.50+2.40%
Fair $23.50+0.0%

3128.TWO

Hi Sharp Intelligence Technology Co.,Ltd.

Industrials / Security & Protection ServicesTaipei Exchange

$23.50

+0.55 (+2.40%)

Fairly Valued+0.0%Fair Value $23.50Fund rank 22/100 · Data gapFallback financials|
SA 26/D
F-Score: 2/9

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 $-157.3M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

26/100

D

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: 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 · 3128.TWOLocal privado en este navegador · Hi Sharp Intelligence 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

$1.1B

P/E

18.4x

↑

EV/EBITDA

16.6x

↑

ROE

7.8%

↑

Gross Margin

32.8%

↑

Debt/Equity

0.95

↑
52-Week Range$24
$21$48

TradingView lightweight chart

3128.TWO price, volumen y niveles de valoración

Último $23.50Periodo -34.3%
Fair value: $23.50

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

+0.8%

FCF CAGR

—

FCF margin

-23.9%

FCF / Net income

-4.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.10B · net income $61.5M · FCF $-262.7M

2022-FY → 2025-FY

Gross margin

32.8%+2.7% pts

Operating margin

7.9%-0.2% pts

Net margin

5.6%-1.3% pts

FCF margin

-23.9%-26.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.10B$1.10B$1.10B$974.5M$1.07B
Net Income$61.5M$61.5M$70.2M$37.1M$73.8M
EBITDA$108.7M$108.7M$111.9M$77.6M$119.3M
EPS——1.500.901.79
Gross Margin32.8%32.8%31.7%29.0%30.2%
Operating Margin7.9%7.9%7.8%5.6%8.1%
Net Margin5.6%5.6%6.4%3.8%6.9%
Balance Sheet
Debt/Equity0.950.950.880.600.61
Current Ratio1.021.02———
Cash Flow
Free Cash Flow$-262.7M$-262.7M$-157.3M$2.0M$23.0M
Returns
ROE7.8%7.8%10.5%5.9%12.1%
Valuation
P/E18.3618.3616.6829.9220.90
EV/EBITDA16.6516.6516.1518.0315.40
P/B1.411.411.981.772.53
Growth & Yield
Revenue Growth-0.1%-0.1%12.8%-9.1%—
EPS Growth——66.7%-49.7%—
Dividend Yield0.8%0.8%———

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 +2.8%

Total return

+2.8%

Start / end P/E

n/dx → n/dx

EPS bridge

1.50 → n/d

Residual

+1.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.8%
Residual / FX / buybacks / cross-term+1.9%

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.