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3438.TWO$74.40+4.06%
Fair $74.40+0.0%

3438.TWO

Advanced Analog Technology, Inc.

Technology / SemiconductorsTaipei Exchange

$74.40

+2.90 (+4.06%)

Fairly Valued+0.0%Fair Value $74.40Fund rank 34/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $166.1M · quality 65.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

54/100

C

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: 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 2.2%, below the 5% threshold
Thesis & Journal · 3438.TWOLocal privado en este navegador · Advanced Analog 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

$3.5B

P/E

72.2x

↑

EV/EBITDA

28.4x

↑

ROE

2.2%

↓

Gross Margin

33.8%

↑

Debt/Equity

0.00

↓
52-Week Range$74
$41$76

TradingView lightweight chart

3438.TWO price, volumen y niveles de valoración

Último $74.40Periodo -60.1%
Fair value: $74.40

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

+98.6%

FCF margin

4.2%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.01B · net income $47.1M · FCF $42.4M

2022-FY → 2025-FY

Gross margin

33.8%-0.4% pts

Operating margin

2.2%-1.9% pts

Net margin

4.7%-5.8% pts

FCF margin

4.2%+3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.01B$1.01B$963.4M$879.7M$1.04B
Net Income$47.1M$47.1M$71.3M$42000.00$108.1M
EBITDA$100.8M$100.8M$140.1M$58.9M$182.2M
EPS——1.500.002.26
Gross Margin33.8%33.8%38.1%31.0%34.2%
Operating Margin2.2%2.2%4.0%-2.8%4.1%
Net Margin4.7%4.7%7.4%0.0%10.4%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio6.416.41———
Cash Flow
Free Cash Flow$42.4M$42.4M$166.1M$177.1M$5.4M
Returns
ROE2.2%2.2%3.4%0.0%7.5%
Valuation
P/E72.2372.2341.2086614.1724.29
EV/EBITDA28.3528.3517.0055.3212.73
P/B1.641.641.391.931.83
Growth & Yield
Revenue Growth4.9%4.9%9.5%-15.1%—
EPS Growth——168628.9%-100.0%—
Dividend Yield2.3%2.3%———

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 +50.2%

Total return

+50.2%

Start / end P/E

n/dx → n/dx

EPS bridge

1.50 → n/d

Residual

+47.9%

EPS growthn/d
Multiple reratingn/d
Dividend+2.3%
Residual / FX / buybacks / cross-term+47.9%

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.