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3441.TWO$54.20+0.56%
Fair $54.20+0.0%

3441.TWO

Unique Opto-Electronics Co.,Ltd.

Technology / Electronic ComponentsTaipei Exchange

$54.20

+0.30 (+0.56%)

Fairly Valued+0.0%Fair Value $54.20Fund rank 39/100 · Data gapFallback financials|
SA 54/C
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $72.4M · quality 85.3/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

4/9

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 · 3441.TWOLocal privado en este navegador · Unique Opto-Electronics 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

$2.2B

P/E

51.1x

↑

EV/EBITDA

19.7x

↑

ROE

5.3%

↑

Gross Margin

32.3%

↓

Debt/Equity

0.19

↓
52-Week Range$54
$28$59

TradingView lightweight chart

3441.TWO price, volumen y niveles de valoración

Último $54.20Periodo +372.1%
Fair value: $54.20

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

-0.5%

FCF CAGR

-8.3%

FCF margin

17.0%

FCF / Net income

1.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $425.5M · net income $42.6M · FCF $72.4M

2022-FY → 2025-FY

Gross margin

32.3%-9.6% pts

Operating margin

14.0%-5.3% pts

Net margin

10.0%-13.3% pts

FCF margin

17.0%-4.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$425.5M$425.5M$331.2M$296.0M$432.2M
Net Income$42.6M$42.6M$56.0M$20.4M$100.8M
EBITDA$88.6M$88.6M$97.7M$55.7M$143.2M
EPS——1.400.512.51
Gross Margin32.3%32.3%33.5%26.6%41.9%
Operating Margin14.0%14.0%9.4%0.7%19.3%
Net Margin10.0%10.0%16.9%6.9%23.3%
Balance Sheet
Debt/Equity0.190.190.170.180.21
Current Ratio4.944.94———
Cash Flow
Free Cash Flow$72.4M$72.4M$77.9M$62.9M$93.9M
Returns
ROE5.3%5.3%7.0%2.8%12.9%
Valuation
P/E51.1351.1326.5772.7515.58
EV/EBITDA19.6819.6810.6219.738.64
P/B2.712.711.852.022.01
Growth & Yield
Revenue Growth28.5%28.5%11.9%-31.5%—
EPS Growth——174.5%-79.7%—
Dividend Yield1.8%1.8%———

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 +64.8%

Total return

+64.8%

Start / end P/E

n/dx → n/dx

EPS bridge

1.40 → n/d

Residual

+63.0%

EPS growthn/d
Multiple reratingn/d
Dividend+1.8%
Residual / FX / buybacks / cross-term+63.0%

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.