StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
3633.TWO$122.00-1.63%
Fair $122.00+0.0%

3633.TWO

Epoch Chemtronics Corp.

Technology / Electronic ComponentsTaipei Exchange

$122.00

-2.00 (-1.63%)

Fairly Valued+0.0%Fair Value $122.00Fund rank 36/100 · Data gapFallback financials|
SA 71/B
F-Score: 6/9
Declining Revenue

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 $412.2M · quality 73.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

71/100

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 3633.TWOLocal privado en este navegador · Epoch Chemtronics Corp.
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

$4.2B

P/E

11.9x

↓

EV/EBITDA

5.6x

↓

ROE

21.7%

↑

Gross Margin

13.7%

↓

Debt/Equity

0.08

↓
52-Week Range$122
$75$153

TradingView lightweight chart

3633.TWO price, volumen y niveles de valoración

Último $120.50Periodo +435.6%
Fair value: $122.00

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

+7.9%

FCF CAGR

+91.3%

FCF margin

12.1%

FCF / Net income

1.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.43B · net income $356.5M · FCF $655.3M

2022-FY → 2025-FY

Gross margin

13.7%+4.6% pts

Operating margin

8.6%+3.7% pts

Net margin

6.6%+1.4% pts

FCF margin

12.1%+9.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.43B$5.43B$5.97B$6.06B$4.33B
Net Income$356.5M$356.5M$336.4M$239.4M$221.4M
EBITDA$580.4M$580.4M$553.5M$452.4M$378.9M
EPS——9.896.906.35
Gross Margin13.7%13.7%10.6%8.8%9.1%
Operating Margin8.6%8.6%6.4%5.1%4.9%
Net Margin6.6%6.6%5.6%4.0%5.1%
Balance Sheet
Debt/Equity0.080.080.140.180.35
Current Ratio1.711.71———
Cash Flow
Free Cash Flow$655.3M$655.3M$407.7M$412.2M$93.5M
Returns
ROE21.7%21.7%21.6%17.3%17.2%
Valuation
P/E11.9511.958.0610.236.67
EV/EBITDA5.575.573.964.343.47
P/B2.522.521.781.741.15
Growth & Yield
Revenue Growth-9.0%-9.0%-1.5%40.1%—
EPS Growth——43.3%8.7%—
Dividend Yield6.6%6.6%———

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 +45.1%

Total return

+45.1%

Start / end P/E

n/dx → n/dx

EPS bridge

9.89 → n/d

Residual

+38.5%

EPS growthn/d
Multiple reratingn/d
Dividend+6.6%
Residual / FX / buybacks / cross-term+38.5%

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.