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3577.TWO$145.00-5.23%
Fair $145.00+0.0%

3577.TWO

ICP Das Co., Ltd.

Technology / Communication EquipmentTaipei Exchange

$145.00

-8.00 (-5.23%)

Fairly Valued+0.0%Fair Value $145.00Fund rank 30/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $159.1M · quality 54.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

7/9

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 · 3577.TWOLocal privado en este navegador · ICP Das 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

$9.3B

P/E

61.4x

↑

EV/EBITDA

36.3x

↑

ROE

11.0%

↑

Gross Margin

53.7%

↑

Debt/Equity

0.00

↓
52-Week Range$145
$54$174

TradingView lightweight chart

3577.TWO price, volumen y niveles de valoración

Último $145.00Periodo +186.2%
Fair value: $145.00

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

-1.4%

FCF CAGR

—

FCF margin

13.6%

FCF / Net income

1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.17B · net income $151.8M · FCF $159.1M

2022-FY → 2025-FY

Gross margin

53.7%-5.2% pts

Operating margin

15.8%-7.1% pts

Net margin

13.0%-6.0% pts

FCF margin

13.6%+13.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.17B$1.17B$1.07B$1.02B$1.22B
Net Income$151.8M$151.8M$103.8M$82.1M$231.3M
EBITDA$250.5M$250.5M$194.2M$164.7M$344.0M
EPS——1.621.283.59
Gross Margin53.7%53.7%52.8%52.3%58.9%
Operating Margin15.8%15.8%11.0%9.8%22.9%
Net Margin13.0%13.0%9.7%8.1%18.9%
Balance Sheet
Debt/Equity0.000.000.030.150.08
Current Ratio3.043.04———
Cash Flow
Free Cash Flow$159.1M$159.1M$259.9M$22.7M$-1.5M
Returns
ROE11.0%11.0%7.8%6.4%18.2%
Valuation
P/E61.4461.4438.4062.6622.01
EV/EBITDA36.3536.3520.0231.8914.85
P/B6.696.693.014.044.01
Growth & Yield
Revenue Growth9.4%9.4%5.1%-16.7%—
EPS Growth——26.6%-64.3%—
Dividend Yield1.0%1.0%———

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 +168.0%

Total return

+168.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.62 → n/d

Residual

+167.0%

EPS growthn/d
Multiple reratingn/d
Dividend+1.0%
Residual / FX / buybacks / cross-term+167.0%

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.