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3552.TWO$53.80-1.28%
Fair $53.80+0.0%

3552.TWO

Tung Thih Electronic Co., Ltd.

Consumer Cyclical / Auto PartsTaipei Exchange

$53.80

-0.70 (-1.28%)

Fairly Valued+0.0%Fair Value $53.80Fund rank 31/100 · Data gapFallback financials|
SA 29/D
F-Score: 4/9
Declining RevenueMargin CompressionLow 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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 58.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

29/100

D

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: 3unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is 1.5%, below the 5% threshold
Thesis & Journal · 3552.TWOLocal privado en este navegador · Tung Thih Electronic 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

$5.3B

P/E

80.3x

↑

EV/EBITDA

14.8x

↑

ROE

1.5%

↓

Gross Margin

18.8%

↓

Debt/Equity

0.55

↑
52-Week Range$54
$45$79

TradingView lightweight chart

3552.TWO price, volumen y niveles de valoración

Último $53.80Periodo +9.2%
Fair value: $53.80

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

-3.8%

FCF CAGR

—

FCF margin

-1.8%

FCF / Net income

-2.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.46B · net income $65.9M · FCF $-149.6M

2022-FY → 2025-FY

Gross margin

18.8%-2.7% pts

Operating margin

0.3%-6.0% pts

Net margin

0.8%-5.7% pts

FCF margin

-1.8%-6.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.46B$8.46B$8.53B$9.92B$9.50B
Net Income$65.9M$65.9M$144.9M$385.9M$617.8M
EBITDA$371.5M$371.5M$480.6M$1.02B$1.01B
EPS——1.483.936.29
Gross Margin18.8%18.8%21.2%24.5%21.5%
Operating Margin0.3%0.3%0.8%6.3%6.3%
Net Margin0.8%0.8%1.7%3.9%6.5%
Balance Sheet
Debt/Equity0.550.550.600.560.60
Current Ratio1.771.77———
Cash Flow
Free Cash Flow$-149.6M$-149.6M$1.30B$1.59B$421.4M
Returns
ROE1.5%1.5%3.3%8.9%14.3%
Valuation
P/E80.3080.3056.8530.7820.07
EV/EBITDA14.7714.7718.3512.9313.93
P/B1.191.191.852.752.88
Growth & Yield
Revenue Growth-0.9%-0.9%-14.0%4.4%—
EPS Growth——-62.4%-37.5%—
Dividend Yield1.4%1.4%———

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 -12.0%

Total return

-12.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.48 → n/d

Residual

-13.4%

EPS growthn/d
Multiple reratingn/d
Dividend+1.4%
Residual / FX / buybacks / cross-term-13.4%

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.