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3416.TW$184.00+0.27%
Fair $184.00+0.0%

3416.TW

Winmate Inc.

Technology / Electronic ComponentsTaiwan

$184.00

+0.50 (+0.27%)

Fairly Valued+0.0%Fair Value $184.00Fund rank 36/100 · Data gapFallback financials|
SA 63/B
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $387.7M · quality 75.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

63/100

B

Piotroski

5/9

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 · 3416.TWLocal privado en este navegador · Winmate 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

$14.8B

P/E

26.0x

↑

EV/EBITDA

17.7x

↑

ROE

16.7%

↑

Gross Margin

39.9%

↑

Debt/Equity

0.13

↓
52-Week Range$184
$131$211

TradingView lightweight chart

3416.TW price, volumen y niveles de valoración

Último $184.00Periodo +237.5%
Fair value: $184.00

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

+11.0%

FCF CAGR

+41.6%

FCF margin

12.5%

FCF / Net income

0.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.64B · net income $591.0M · FCF $454.4M

2022-FY → 2025-FY

Gross margin

39.9%+4.4% pts

Operating margin

19.0%+0.2% pts

Net margin

16.2%-0.8% pts

FCF margin

12.5%+6.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.64B$3.64B$3.06B$2.60B$2.66B
Net Income$591.0M$591.0M$559.5M$506.0M$452.4M
EBITDA$825.0M$825.0M$733.8M$657.7M$608.7M
EPS——6.726.335.68
Gross Margin39.9%39.9%40.0%40.0%35.5%
Operating Margin19.0%19.0%19.9%22.3%18.8%
Net Margin16.2%16.2%18.3%19.5%17.0%
Balance Sheet
Debt/Equity0.130.130.150.040.18
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$454.4M$454.4M$352.4M$387.7M$160.0M
Returns
ROE16.7%16.7%16.7%16.5%17.8%
Valuation
P/E25.9925.9925.4519.1914.82
EV/EBITDA17.7017.7019.3313.9411.06
P/B4.194.194.303.182.67
Growth & Yield
Revenue Growth19.1%19.1%17.7%-2.3%—
EPS Growth——6.2%11.4%—
Dividend Yield3.0%3.0%———

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 +40.3%

Total return

+40.3%

Start / end P/E

n/dx → n/dx

EPS bridge

6.72 → n/d

Residual

+37.3%

EPS growthn/d
Multiple reratingn/d
Dividend+3.0%
Residual / FX / buybacks / cross-term+37.3%

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.