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4128.TWO$14.55+1.04%
Fair $14.55+0.0%

4128.TWO

Microbio Co., Ltd.

Consumer Defensive / Packaged FoodsTaipei Exchange

$14.55

+0.15 (+1.04%)

Fairly Valued+0.0%Fair Value $14.55Fund rank 26/100 · Data gapFallback financials|
SA 19/F
F-Score: 5/9
Low 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 $16.1M · quality 45.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

19/100

F

Piotroski

5/9

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. ROE is -8.5%, below the 5% threshold
Thesis & Journal · 4128.TWOLocal privado en este navegador · Microbio 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

$8.6B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-8.5%

↓

Gross Margin

39.8%

↑

Debt/Equity

0.08

↓
52-Week Range$15
$14$30

TradingView lightweight chart

4128.TWO price, volumen y niveles de valoración

Último $14.55Periodo +15.0%
Fair value: $14.55

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

+3.2%

FCF CAGR

-45.4%

FCF margin

0.8%

FCF / Net income

-0.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.89B · net income $-757.7M · FCF $16.1M

2022-FY → 2025-FY

Gross margin

39.8%-0.4% pts

Operating margin

-21.5%-5.3% pts

Net margin

-40.0%-52.3% pts

FCF margin

0.8%-4.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.89B$1.89B$1.72B$1.59B$1.72B
Net Income$-757.7M$-757.7M$-1.10B$-1.18B$211.2M
EBITDA$-665.2M$-665.2M$-1.00B$-1.13B$400.4M
EPS——-1.87-2.010.36
Gross Margin39.8%39.8%39.2%37.9%40.1%
Operating Margin-21.5%-21.5%-26.2%-31.8%-16.2%
Net Margin-40.0%-40.0%-63.9%-74.1%12.3%
Balance Sheet
Debt/Equity0.080.080.060.050.04
Current Ratio5.765.76———
Cash Flow
Free Cash Flow$16.1M$16.1M$489.7M$-166.8M$98.4M
Returns
ROE-8.5%-8.5%-10.7%-10.0%1.7%
Valuation
P/E————147.86
EV/EBITDA————76.96
P/B0.960.961.842.372.60
Growth & Yield
Revenue Growth9.9%9.9%8.3%-7.6%—
EPS Growth——7.0%-655.4%—

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 -43.2%

Total return

-43.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.87 → n/d

Residual

-43.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-43.2%

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.