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3712.TW$19.05-4.27%
Fair $19.05+0.0%

3712.TW

FIT Holding Co., Ltd.

Technology / SemiconductorsTaiwan

$19.05

-0.85 (-4.27%)

Fairly Valued+0.0%Fair Value $19.05Fund rank 20/100 · Data gapFallback financials|
SA 13/F
F-Score: 1/9
High DebtLow 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 15%

FCF escenarios

weak_data · normalized FCF $-8.8B · quality 43.0/100

Data gap 20/100
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

13/100

F

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 14.33, above the 2.0 threshold ROE is -1.7%, below the 5% threshold
Thesis & Journal · 3712.TWLocal privado en este navegador · FIT Holding 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

$4.7B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-169.7%

↓

Gross Margin

-47.8%

↓

Debt/Equity

14.33

↑
52-Week Range$19
$15$54

TradingView lightweight chart

3712.TW price, volumen y niveles de valoración

Último $19.05Periodo -42.3%
Fair value: $19.05

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

+39.6%

FCF CAGR

—

FCF margin

-45.2%

FCF / Net income

2.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $32.82B · net income $-5.63B · FCF $-14.84B

2022-FY → 2025-FY

Gross margin

-47.8%-62.8% pts

Operating margin

-53.6%-58.2% pts

Net margin

-17.1%-21.5% pts

FCF margin

-45.2%-9.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$32.82B$32.82B$26.90B$17.42B$12.07B
Net Income$-5.63B$-5.63B$1.12B$567.9M$529.6M
EBITDA$-16.73B$-16.73B$3.27B$1.78B$1.39B
EPS——4.542.302.14
Gross Margin-47.8%-47.8%13.5%13.1%15.0%
Operating Margin-53.6%-53.6%6.6%5.8%4.6%
Net Margin-17.1%-17.1%4.2%3.3%4.4%
Balance Sheet
Debt/Equity14.3314.333.722.701.84
Current Ratio0.630.63———
Cash Flow
Free Cash Flow$-14.84B$-14.84B$-8.79B$-6.11B$-4.29B
Returns
ROE-169.7%-169.7%10.3%6.7%6.7%
Valuation
P/E——13.3316.1113.50
EV/EBITDA——14.5214.1511.45
P/B1.411.411.381.070.91
Growth & Yield
Revenue Growth22.0%22.0%54.4%44.4%—
EPS Growth——97.4%7.5%—
Dividend Yield15.1%15.1%———

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 -47.8%

Total return

-47.8%

Start / end P/E

n/dx → n/dx

EPS bridge

4.54 → n/d

Residual

-62.9%

EPS growthn/d
Multiple reratingn/d
Dividend+15.1%
Residual / FX / buybacks / cross-term-62.9%

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.