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3501.TW$41.60+3.25%
Fair $41.60+0.0%

3501.TW

Well Shin Technology Co., Ltd.

Industrials / Electrical Equipment & PartsTaiwan

$41.60

+1.30 (+3.25%)

Fairly Valued+0.0%Fair Value $41.60Fund rank 28/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9
Margin Compression

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 19%

FCF escenarios

weak_data · normalized FCF $-49.1M · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

42/100

C

Piotroski

3/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 3501.TWLocal privado en este navegador · Well Shin 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

$4.9B

P/E

14.0x

↓

EV/EBITDA

6.4x

↓

ROE

5.1%

↓

Gross Margin

20.0%

↓

Debt/Equity

0.13

↓
52-Week Range$42
$39$63

TradingView lightweight chart

3501.TW price, volumen y niveles de valoración

Último $41.30Periodo -42.5%
Fair value: $41.60

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

-3.5%

FCF CAGR

—

FCF margin

-6.8%

FCF / Net income

-1.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.54B · net income $354.5M · FCF $-376.6M

2022-FY → 2025-FY

Gross margin

20.0%-2.8% pts

Operating margin

7.7%-4.2% pts

Net margin

6.4%-5.9% pts

FCF margin

-6.8%-16.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.54B$5.54B$5.92B$5.33B$6.16B
Net Income$354.5M$354.5M$723.4M$507.5M$759.5M
EBITDA$634.4M$634.4M$1.09B$844.0M$1.15B
EPS——6.084.276.37
Gross Margin20.0%20.0%24.2%23.9%22.9%
Operating Margin7.7%7.7%11.5%11.5%12.0%
Net Margin6.4%6.4%12.2%9.5%12.3%
Balance Sheet
Debt/Equity0.130.130.030.010.07
Current Ratio2.952.95———
Cash Flow
Free Cash Flow$-376.6M$-376.6M$-49.1M$1.44B$592.8M
Returns
ROE5.1%5.1%10.2%7.8%11.5%
Valuation
P/E13.9613.969.9312.157.79
EV/EBITDA6.406.405.204.773.82
P/B0.710.711.010.940.90
Growth & Yield
Revenue Growth-6.5%-6.5%11.1%-13.5%—
EPS Growth——42.4%-33.0%—
Dividend Yield9.7%9.7%———

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 -18.9%

Total return

-18.9%

Start / end P/E

n/dx → n/dx

EPS bridge

6.08 → n/d

Residual

-28.5%

EPS growthn/d
Multiple reratingn/d
Dividend+9.7%
Residual / FX / buybacks / cross-term-28.5%

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.