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3305.TW$167.50+6.35%
Fair $167.50+0.0%

3305.TW

Shenmao Technology Inc

Technology / Electronic ComponentsTaiwan

$167.50

+10.00 (+6.35%)

Fairly Valued+0.0%Fair Value $167.50Fund rank 24/100 · Data gapFallback financials|
SA 46/C
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 $-1.0B · quality 36.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

46/100

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: 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 · 3305.TWLocal privado en este navegador · Shenmao Technology 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

$23.5B

P/E

56.0x

↑

EV/EBITDA

30.3x

↑

ROE

7.4%

↑

Gross Margin

13.3%

↓

Debt/Equity

1.03

↑
52-Week Range$168
$54$170

TradingView lightweight chart

3305.TW price, volumen y niveles de valoración

Último $167.50Periodo +349.2%
Fair value: $167.50

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

+8.1%

FCF CAGR

—

FCF margin

-9.7%

FCF / Net income

-2.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.62B · net income $418.4M · FCF $-1.03B

2022-FY → 2025-FY

Gross margin

13.3%+3.0% pts

Operating margin

7.5%+2.6% pts

Net margin

3.9%-2.4% pts

FCF margin

-9.7%-26.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.62B$10.62B$8.21B$6.12B$8.42B
Net Income$418.4M$418.4M$409.2M$229.6M$530.8M
EBITDA$895.7M$895.7M$772.6M$508.4M$805.5M
EPS——2.951.734.01
Gross Margin13.3%13.3%13.2%14.5%10.3%
Operating Margin7.5%7.5%7.0%6.2%4.9%
Net Margin3.9%3.9%5.0%3.8%6.3%
Balance Sheet
Debt/Equity1.031.030.780.600.53
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$-1.03B$-1.03B$-1.12B$619.5M$1.41B
Returns
ROE7.4%7.4%8.2%4.9%11.3%
Valuation
P/E56.0256.0221.3640.1210.15
EV/EBITDA30.3530.3514.5819.718.17
P/B4.124.121.821.951.15
Growth & Yield
Revenue Growth29.4%29.4%34.2%-27.3%—
EPS Growth——70.5%-56.9%—
Dividend Yield1.3%1.3%———

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 +167.2%

Total return

+167.2%

Start / end P/E

n/dx → n/dx

EPS bridge

2.95 → n/d

Residual

+165.9%

EPS growthn/d
Multiple reratingn/d
Dividend+1.3%
Residual / FX / buybacks / cross-term+165.9%

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.