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3663.TWO$86.30-3.58%
Fair $86.30+0.0%

3663.TWO

ThinTech Materials Technology Co., Ltd.

Industrials / Metal FabricationTaipei Exchange

$86.30

-3.20 (-3.58%)

Fairly Valued+0.0%Fair Value $86.30Fund rank 28/100 · Data gapFallback financials|
SA 47/C
F-Score: 1/9
Margin CompressionLow 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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $303.9M · quality 45.3/100

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

47/100

C

Piotroski

1/9

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. Operating margin has declined for 3 consecutive years ROE is -0.4%, below the 5% threshold
Thesis & Journal · 3663.TWOLocal privado en este navegador · ThinTech Materials 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

$9.4B

P/E

N/A

•

EV/EBITDA

82.3x

↑

ROE

-0.4%

↓

Gross Margin

3.9%

↓

Debt/Equity

0.77

↑
52-Week Range$86
$39$94

TradingView lightweight chart

3663.TWO price, volumen y niveles de valoración

Último $86.30Periodo +198.6%
Fair value: $86.30

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

+31.3%

FCF CAGR

—

FCF margin

-2.8%

FCF / Net income

19.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.71B · net income $-8.2M · FCF $-161.7M

2022-FY → 2025-FY

Gross margin

3.9%-5.1% pts

Operating margin

-0.1%-3.5% pts

Net margin

-0.1%-3.4% pts

FCF margin

-2.8%-5.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.71B$5.71B$5.27B$5.88B$2.53B
Net Income$-8.2M$-8.2M$49.8M$39.6M$82.0M
EBITDA$126.8M$126.8M$250.2M$276.9M$155.2M
EPS——0.660.861.11
Gross Margin3.9%3.9%7.0%6.9%9.0%
Operating Margin-0.1%-0.1%1.7%2.6%3.4%
Net Margin-0.1%-0.1%0.9%0.7%3.2%
Balance Sheet
Debt/Equity0.770.770.740.810.22
Current Ratio2.432.43———
Cash Flow
Free Cash Flow$-161.7M$-161.7M$303.9M$681.3M$66.1M
Returns
ROE-0.4%-0.4%2.7%1.7%6.9%
Valuation
P/E——111.0641.2225.59
EV/EBITDA82.3082.3033.9217.7513.91
P/B4.974.974.171.611.75
Growth & Yield
Revenue Growth8.5%8.5%-10.5%132.8%—
EPS Growth——-23.3%-22.5%—
Dividend Yield0.4%0.4%———

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 +58.8%

Total return

+58.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.66 → n/d

Residual

+58.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.4%
Residual / FX / buybacks / cross-term+58.3%

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.