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3592.TW$285.00+1.97%
Fair $285.00+0.0%

3592.TW

Raydium Semiconductor Corporation

Technology / SemiconductorsTaiwan

$285.00

+5.50 (+1.97%)

Fairly Valued+0.0%Fair Value $285.00Fund rank 34/100 · Data gapFallback financials|
SA 54/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 68.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

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 · 3592.TWLocal privado en este navegador · Raydium Semiconductor 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

$21.6B

P/E

15.9x

↓

EV/EBITDA

9.7x

↓

ROE

12.0%

↑

Gross Margin

28.5%

↓

Debt/Equity

0.08

↓
52-Week Range$285
$206$372

TradingView lightweight chart

3592.TW price, volumen y niveles de valoración

Último $285.00Periodo -48.7%
Fair value: $285.00

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

-0.6%

FCF CAGR

-48.3%

FCF margin

2.3%

FCF / Net income

0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.40B · net income $1.38B · FCF $513.0M

2022-FY → 2025-FY

Gross margin

28.5%-12.0% pts

Operating margin

6.7%-9.3% pts

Net margin

6.2%-10.7% pts

FCF margin

2.3%-14.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$22.40B$22.40B$24.38B$18.35B$22.82B
Net Income$1.38B$1.38B$2.10B$1.44B$3.86B
EBITDA$2.04B$2.04B$2.83B$1.93B$4.88B
EPS17.9117.9127.2518.7849.38
Gross Margin28.5%28.5%30.0%28.9%40.5%
Operating Margin6.7%6.7%9.0%7.7%16.0%
Net Margin6.2%6.2%8.6%7.9%16.9%
Balance Sheet
Debt/Equity0.080.080.010.050.00
Current Ratio2.012.01———
Cash Flow
Free Cash Flow$513.0M$513.0M$2.48B$1.14B$3.72B
Returns
ROE12.0%12.0%17.4%12.9%29.9%
Valuation
P/E15.9215.9214.2420.667.02
EV/EBITDA9.739.738.6612.983.84
P/B1.911.912.472.662.09
Growth & Yield
Revenue Growth-8.1%-8.1%32.9%-19.6%—
EPS Growth-34.3%-34.3%45.1%-62.0%—
Dividend Yield7.8%7.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$25.29

Spread vs growth

-46.5%

5Y implied EPS CAGR

11.3%

razonable

EPS terminal req.

$30.60

Spread vs growth

-45.6%

10Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$49.28

Spread vs growth

-44.9%

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 -7.4%

Total return

-7.4%

Start / end P/E

12.3x → 15.9x

EPS bridge

27.25 → 17.91

Residual

-10.0%

EPS growth-34.3%
Multiple rerating+29.1%
Dividend+7.8%
Residual / FX / buybacks / cross-term-10.0%

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.