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3354.TWO$34.60+9.15%
Fair $34.60+0.0%

3354.TWO

Microcosm Technology Co., Ltd.

Technology / Electronic ComponentsTaipei Exchange

$34.60

+2.90 (+9.15%)

Fairly Valued+0.0%Fair Value $34.60Fund rank 29/100 · Data gapFallback financials|
SA 35/D
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-71.4M · quality 54.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

35/100

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: 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 -7.4%, below the 5% threshold
Thesis & Journal · 3354.TWOLocal privado en este navegador · Microcosm 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

$2.4B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-7.4%

↓

Gross Margin

12.3%

↓

Debt/Equity

0.08

↓
52-Week Range$35
$15$38

TradingView lightweight chart

3354.TWO price, volumen y niveles de valoración

Último $34.60Periodo +159.9%
Fair value: $34.60

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

-14.1%

FCF CAGR

—

FCF margin

-85.0%

FCF / Net income

1.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $98.7M · net income $-58.7M · FCF $-83.9M

2022-FY → 2025-FY

Gross margin

12.3%+5.0% pts

Operating margin

-92.0%-28.2% pts

Net margin

-59.5%-45.9% pts

FCF margin

-85.0%-122.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$98.7M$98.7M$127.7M$109.8M$155.4M
Net Income$-58.7M$-58.7M$-23.6M$-83.7M$-21.2M
EBITDA$-36.6M$-36.6M$23.3M$-44.7M$30.4M
EPS——-0.34-1.19-0.30
Gross Margin12.3%12.3%10.4%-13.4%7.3%
Operating Margin-92.0%-92.0%-80.9%-120.7%-63.8%
Net Margin-59.5%-59.5%-18.4%-76.2%-13.6%
Balance Sheet
Debt/Equity0.080.080.170.290.29
Current Ratio14.9314.93———
Cash Flow
Free Cash Flow$-83.9M$-83.9M$-71.4M$-59.2M$57.8M
Returns
ROE-7.4%-7.4%-2.7%-9.4%-2.1%
Valuation
EV/EBITDA——61.95—26.74
P/B3.063.061.731.300.95
Growth & Yield
Revenue Growth-22.7%-22.7%16.3%-29.3%—
EPS Growth——71.4%-296.7%—
Dividend Yield0.6%0.6%———

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 +114.2%

Total return

+114.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.34 → n/d

Residual

+113.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.6%
Residual / FX / buybacks / cross-term+113.6%

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.