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3672.TWO$11.20+0.00%
Fair $11.20+0.0%

3672.TWO

Connection Technology Systems Inc.

Technology / Communication EquipmentTaipei Exchange

$11.20

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $11.20Fund rank 26/100 · Data gapFallback financials|
SA 11/F
F-Score: 3/9
Declining RevenueMargin 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-31.8M · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

11/100

F

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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 Operating margin has declined for 3 consecutive years ROE is -23.9%, below the 5% threshold
Thesis & Journal · 3672.TWOLocal privado en este navegador · Connection Technology Systems Inc.
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

$457M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-23.9%

↓

Gross Margin

34.0%

↑

Debt/Equity

0.62

↑
52-Week Range$11
$10$20

TradingView lightweight chart

3672.TWO price, volumen y niveles de valoración

Último $11.20Periodo -52.8%
Fair value: $11.20

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

-30.1%

FCF CAGR

—

FCF margin

-13.6%

FCF / Net income

0.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $234.3M · net income $-78.5M · FCF $-31.8M

2022-FY → 2025-FY

Gross margin

34.0%+4.6% pts

Operating margin

-33.5%-29.8% pts

Net margin

-33.5%-31.9% pts

FCF margin

-13.6%-23.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$234.3M$234.3M$294.4M$370.4M$686.5M
Net Income$-78.5M$-78.5M$-63.1M$-37.4M$-10.8M
EBITDA$-53.1M$-53.1M$-57.6M$-40.1M$20.6M
EPS——-2.04-1.17-0.34
Gross Margin34.0%34.0%33.0%34.1%29.4%
Operating Margin-33.5%-33.5%-31.3%-18.5%-3.7%
Net Margin-33.5%-33.5%-21.4%-10.1%-1.6%
Balance Sheet
Debt/Equity0.620.621.161.010.76
Current Ratio1.631.63———
Cash Flow
Free Cash Flow$-31.8M$-31.8M$-78.3M$-20.7M$68.6M
Returns
ROE-23.9%-23.9%-23.4%-11.2%-2.9%
Valuation
EV/EBITDA————45.20
P/B1.391.392.242.342.30
Growth & Yield
Revenue Growth-20.4%-20.4%-20.5%-46.0%—
EPS Growth——-75.1%-245.7%—

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 -36.0%

Total return

-36.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.04 → n/d

Residual

-36.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-36.0%

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.