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3615.TWO$50.70+3.15%
Fair $50.70+0.0%

3615.TWO

AimCore Technology Co., Ltd

Technology / Electronic ComponentsTaipei Exchange

$50.70

+1.55 (+3.15%)

Fairly Valued+0.0%Fair Value $50.70Fund rank 31/100 · Data gapFallback financials|
SA 60/B
F-Score: 6/9
Declining RevenueLow 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 20%

FCF escenarios

weak_data · normalized FCF $93.3M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

60/100

B

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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 3 consecutive years ROE is 2.5%, below the 5% threshold
Thesis & Journal · 3615.TWOLocal privado en este navegador · AimCore 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

$3.5B

P/E

61.8x

↑

EV/EBITDA

17.3x

↑

ROE

2.5%

↓

Gross Margin

22.5%

↓

Debt/Equity

0.17

↓
52-Week Range$51
$21$54

TradingView lightweight chart

3615.TWO price, volumen y niveles de valoración

Último $50.70Periodo +38.2%
Fair value: $50.70

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

-6.4%

FCF CAGR

—

FCF margin

15.5%

FCF / Net income

2.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $927.6M · net income $56.4M · FCF $143.8M

2022-FY → 2025-FY

Gross margin

22.5%+2.5% pts

Operating margin

2.9%+0.4% pts

Net margin

6.1%+5.6% pts

FCF margin

15.5%+21.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$927.6M$927.6M$1.02B$1.08B$1.13B
Net Income$56.4M$56.4M$169000.00$60.6M$5.9M
EBITDA$188.3M$188.3M$175.3M$213.4M$184.3M
EPS——0.000.880.09
Gross Margin22.5%22.5%16.3%18.1%20.0%
Operating Margin2.9%2.9%-1.4%-0.8%2.5%
Net Margin6.1%6.1%0.0%5.6%0.5%
Balance Sheet
Debt/Equity0.170.170.230.300.35
Current Ratio5.475.47———
Cash Flow
Free Cash Flow$143.8M$143.8M$93.3M$20.0M$-71.5M
Returns
ROE2.5%2.5%0.0%2.6%0.3%
Valuation
P/E61.8361.8310980.5525.34186.11
EV/EBITDA17.2817.288.295.244.99
P/B1.551.550.820.670.51
Growth & Yield
Revenue Growth-9.1%-9.1%-5.1%-4.9%—
EPS Growth——-99.7%877.8%—
Dividend Yield0.6%0.6%———

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 +121.0%

Total return

+121.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.00 → n/d

Residual

+120.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.6%
Residual / FX / buybacks / cross-term+120.4%

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.