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4554.TWO$30.10-0.50%
Fair $30.10+0.0%

4554.TWO

Orange Electronic Co., Ltd.

Technology / Electronic ComponentsTaipei Exchange

$30.10

-0.15 (-0.50%)

Fairly Valued+0.0%Fair Value $30.10Fund rank 35/100 · Data gapFallback financials|
SA 60/B
F-Score: 6/9

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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $47.2M · quality 70.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

60/100

B

Piotroski

6/9

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 · 4554.TWOLocal privado en este navegador · Orange Electronic 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

$792M

P/E

14.3x

↓

EV/EBITDA

7.7x

↓

ROE

9.5%

↑

Gross Margin

44.8%

↑

Debt/Equity

0.23

↑
52-Week Range$30
$24$44

TradingView lightweight chart

4554.TWO price, volumen y niveles de valoración

Último $30.10Periodo -60.6%
Fair value: $30.10

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-3.9%

FCF CAGR

+8.8%

FCF margin

16.2%

FCF / Net income

1.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $406.6M · net income $43.5M · FCF $65.9M

2021-FY → 2024-FY

Gross margin

44.8%+3.4% pts

Operating margin

8.7%-4.0% pts

Net margin

10.7%+1.4% pts

FCF margin

16.2%+5.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$406.6M$406.6M$365.8M$356.0M$458.3M
Net Income$43.5M$43.5M$24.7M$26.6M$42.8M
EBITDA$73.4M$73.4M$45.9M$47.5M$76.0M
EPS1.651.650.941.011.62
Gross Margin44.8%44.8%41.3%37.4%41.5%
Operating Margin8.7%8.7%5.5%-0.4%12.8%
Net Margin10.7%10.7%6.7%7.5%9.3%
Balance Sheet
Debt/Equity0.230.230.140.110.23
Current Ratio2.542.54———
Cash Flow
Free Cash Flow$65.9M$65.9M$47.2M$-69000.00$51.2M
Returns
ROE9.5%9.5%5.6%6.1%10.0%
Valuation
P/E14.2714.2729.0121.2317.87
EV/EBITDA7.677.6710.647.626.59
P/B1.741.741.631.301.78
Growth & Yield
Revenue Growth11.2%11.2%2.8%-22.3%—
EPS Growth75.9%75.9%-7.0%-37.7%—
Dividend Yield1.2%1.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

17.4%

exigente

EPS terminal req.

$2.67

Spread vs growth

58.5%

5Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$3.23

Spread vs growth

61.5%

10Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$5.20

Spread vs growth

63.7%

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 -23.3%

Total return

-23.3%

Start / end P/E

42.5x → 18.2x

EPS bridge

0.94 → 1.65

Residual

-43.3%

EPS growth+75.9%
Multiple rerating-57.0%
Dividend+1.2%
Residual / FX / buybacks / cross-term-43.3%

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.