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3528.TW$127.00+9.79%
Fair $127.00+0.0%

3528.TW

Answer Technology Co., Ltd.

Technology / Electronics & Computer DistributionTaiwan

$127.00

+11.50 (+9.79%)

Fairly Valued+0.0%Fair Value $127.00Fund rank 20/100 · Data gapFallback financials|
SA 46/C
F-Score: 2/9

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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $368.8M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

46/100

C

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: 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 · 3528.TWLocal privado en este navegador · Answer 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

$8.5B

P/E

55.7x

↑

EV/EBITDA

37.9x

↑

ROE

7.9%

↑

Gross Margin

11.1%

↓

Debt/Equity

1.86

↑
52-Week Range$127
$61$129

TradingView lightweight chart

3528.TW price, volumen y niveles de valoración

Último $129.00Periodo +518.4%
Fair value: $127.00

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

+11.8%

FCF CAGR

—

FCF margin

-17.2%

FCF / Net income

-10.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.96B · net income $153.0M · FCF $-1.54B

2022-FY → 2025-FY

Gross margin

11.1%-4.7% pts

Operating margin

6.9%-2.2% pts

Net margin

1.7%-4.1% pts

FCF margin

-17.2%-5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.96B$8.96B$5.29B$6.30B$6.41B
Net Income$153.0M$153.0M$277.4M$112.9M$374.0M
EBITDA$296.7M$296.7M$427.2M$314.0M$538.4M
EPS——4.111.695.51
Gross Margin11.1%11.1%13.0%11.1%15.8%
Operating Margin6.9%6.9%5.9%6.4%9.1%
Net Margin1.7%1.7%5.2%1.8%5.8%
Balance Sheet
Debt/Equity1.861.861.511.121.07
Current Ratio1.191.19———
Cash Flow
Free Cash Flow$-1.54B$-1.54B$368.8M$391.8M$-775.8M
Returns
ROE7.9%7.9%14.1%6.2%19.0%
Valuation
P/E55.7055.7012.4131.369.20
EV/EBITDA37.9337.9310.6115.839.28
P/B4.384.381.751.951.75
Growth & Yield
Revenue Growth69.3%69.3%-16.0%-1.7%—
EPS Growth——143.2%-69.3%—
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 +48.9%

Total return

+48.9%

Start / end P/E

n/dx → n/dx

EPS bridge

4.11 → n/d

Residual

+46.6%

EPS growthn/d
Multiple reratingn/d
Dividend+2.3%
Residual / FX / buybacks / cross-term+46.6%

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.