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3232.TWO$22.80-1.72%
Fair $22.80+0.0%

3232.TWO

Sentronic International Corp.

Technology / Electronics & Computer DistributionTaipei Exchange

$22.80

-0.40 (-1.72%)

Fairly Valued+0.0%Fair Value $22.80Fund rank 29/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9
Margin CompressionLow 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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $152.9M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

48/100

C

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 2.1%, below the 5% threshold
Thesis & Journal · 3232.TWOLocal privado en este navegador · Sentronic International 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

$1.1B

P/E

78.6x

↑

EV/EBITDA

24.2x

↑

ROE

2.1%

↓

Gross Margin

9.2%

↓

Debt/Equity

0.39

↑
52-Week Range$23
$20$30

TradingView lightweight chart

3232.TWO price, volumen y niveles de valoración

Último $22.80Periodo +102.2%
Fair value: $22.80

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+15.7%

FCF CAGR

—

FCF margin

9.9%

FCF / Net income

10.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.55B · net income $14.7M · FCF $152.9M

2021-FY → 2024-FY

Gross margin

9.2%-4.5% pts

Operating margin

0.7%-3.1% pts

Net margin

0.9%-2.1% pts

FCF margin

9.9%+20.9% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.55B$1.55B$1.51B$1.42B$1.00B
Net Income$14.7M$14.7M$11.9M$14.9M$30.6M
EBITDA$44.1M$44.1M$46.8M$40.3M$50.8M
EPS0.320.320.250.390.83
Gross Margin9.2%9.2%10.2%11.0%13.6%
Operating Margin0.7%0.7%1.9%2.0%3.8%
Net Margin0.9%0.9%0.8%1.1%3.1%
Balance Sheet
Debt/Equity0.390.390.520.640.70
Current Ratio2.272.27———
Cash Flow
Free Cash Flow$152.9M$152.9M$168.5M$-224.5M$-110.5M
Returns
ROE2.1%2.1%1.7%2.1%6.3%
Valuation
P/E78.6278.62102.4080.7737.44
EV/EBITDA24.2424.2428.5136.4927.52
P/B1.511.511.711.692.51
Growth & Yield
Revenue Growth2.8%2.8%6.4%41.7%—
EPS Growth28.0%28.0%-35.9%-53.0%—
Dividend Yield2.2%2.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

84.9%

muy exigente

EPS terminal req.

$2.02

Spread vs growth

-56.9%

5Y implied EPS CAGR

50.2%

muy exigente

EPS terminal req.

$2.45

Spread vs growth

-22.2%

10Y implied EPS CAGR

28.5%

muy exigente

EPS terminal req.

$3.94

Spread vs growth

-0.5%

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 -21.2%

Total return

-21.2%

Start / end P/E

119.0x → 71.2x

EPS bridge

0.25 → 0.32

Residual

-11.2%

EPS growth+28.0%
Multiple rerating-40.1%
Dividend+2.2%
Residual / FX / buybacks / cross-term-11.2%

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.