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3581.TWO$244.00+3.17%
Fair $244.00+0.0%

3581.TWO

Zen Voce Corporation

Technology / SemiconductorsTaipei Exchange

$244.00

+7.50 (+3.17%)

Fairly Valued+0.0%Fair Value $244.00Fund rank 26/100 · Data gapFallback financials|
SA 50/C
F-Score: 4/9
Low 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-1.4M · quality 44.3/100

Data gap 26/100
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

50/100

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: 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. ROE is 4.6%, below the 5% threshold
Thesis & Journal · 3581.TWOLocal privado en este navegador · Zen Voce Corporation
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

$12.4B

P/E

301.2x

↑

EV/EBITDA

78.3x

↑

ROE

4.6%

↓

Gross Margin

33.1%

↑

Debt/Equity

0.43

↑
52-Week Range$244
$30$300

TradingView lightweight chart

3581.TWO price, volumen y niveles de valoración

Último $244.00Periodo +1120.0%
Fair value: $244.00

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

+1.3%

FCF CAGR

—

FCF margin

-1.8%

FCF / Net income

-0.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.57B · net income $41.1M · FCF $-28.6M

2022-FY → 2025-FY

Gross margin

33.1%-4.4% pts

Operating margin

8.0%-2.4% pts

Net margin

2.6%-1.6% pts

FCF margin

-1.8%-5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.57B$1.57B$1.38B$1.46B$1.51B
Net Income$41.1M$41.1M$30.8M$27.9M$64.1M
EBITDA$156.0M$156.0M$145.6M$127.4M$177.0M
EPS——0.600.551.26
Gross Margin33.1%33.1%33.3%29.8%37.5%
Operating Margin8.0%8.0%4.3%4.6%10.3%
Net Margin2.6%2.6%2.2%1.9%4.2%
Balance Sheet
Debt/Equity0.430.430.510.610.60
Current Ratio1.841.84———
Cash Flow
Free Cash Flow$-28.6M$-28.6M$-1.4M$102.3M$51.5M
Returns
ROE4.6%4.6%3.6%3.3%7.5%
Valuation
P/E301.23301.2381.9245.9117.26
EV/EBITDA78.3278.3215.838.285.80
P/B14.0714.072.921.531.30
Growth & Yield
Revenue Growth13.9%13.9%-5.6%-3.2%—
EPS Growth——9.1%-56.3%—
Dividend Yield0.2%0.2%———

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 +593.4%

Total return

+593.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.60 → n/d

Residual

+593.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.2%
Residual / FX / buybacks / cross-term+593.2%

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.