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4541.TWO$46.70+3.20%
Fair $46.70+0.0%

4541.TWO

Magnate Technology Co., Ltd.

Industrials / Aerospace & DefenseTaipei Exchange

$46.70

+1.45 (+3.20%)

Fairly Valued+0.0%Fair Value $46.70Fund rank 32/100 · Data gapFallback financials|
SA 39/D
F-Score: 7/9

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 $87.2M · quality 59.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

39/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 4541.TWOLocal privado en este navegador · Magnate 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

$3.2B

P/E

22.5x

↑

EV/EBITDA

11.1x

↑

ROE

8.0%

↑

Gross Margin

22.9%

↓

Debt/Equity

1.04

↑
52-Week Range$47
$39$70

TradingView lightweight chart

4541.TWO price, volumen y niveles de valoración

Último $46.70Periodo +39.8%
Fair value: $46.70

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

+6.3%

FCF CAGR

-4.9%

FCF margin

13.4%

FCF / Net income

1.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.64B · net income $137.0M · FCF $220.8M

2022-FY → 2025-FY

Gross margin

22.9%+7.3% pts

Operating margin

13.5%+8.4% pts

Net margin

8.3%-0.6% pts

FCF margin

13.4%-5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.64B$1.64B$1.42B$1.20B$1.37B
Net Income$137.0M$137.0M$84.9M$-76.0M$122.0M
EBITDA$398.3M$398.3M$360.1M$183.8M$452.4M
EPS——1.25-1.121.80
Gross Margin22.9%22.9%15.1%3.3%15.6%
Operating Margin13.5%13.5%4.2%-9.2%5.1%
Net Margin8.3%8.3%6.0%-6.3%8.9%
Balance Sheet
Debt/Equity1.041.041.291.331.25
Current Ratio2.252.25———
Cash Flow
Free Cash Flow$220.8M$220.8M$37.8M$87.2M$256.6M
Returns
ROE8.0%8.0%5.2%-5.0%7.2%
Valuation
P/E22.4522.4528.16—16.92
EV/EBITDA11.1111.1111.5221.268.58
P/B1.851.851.471.441.21
Growth & Yield
Revenue Growth16.1%16.1%18.1%-12.3%—
EPS Growth——211.6%-162.2%—
Dividend Yield1.5%1.5%———

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 -8.9%

Total return

-8.9%

Start / end P/E

n/dx → n/dx

EPS bridge

1.25 → n/d

Residual

-10.4%

EPS growthn/d
Multiple reratingn/d
Dividend+1.5%
Residual / FX / buybacks / cross-term-10.4%

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.