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4760.TWO$402.00-6.29%
Fair $402.00+0.0%

4760.TWO

Ample Electronic Technology Co.,Ltd.

Technology / Semiconductor Equipment & MaterialsTaipei Exchange

$402.00

-27.00 (-6.29%)

Fairly Valued+0.0%Fair Value $402.00Fund rank 25/100 · Data gapFallback financials|
SA 58/C
F-Score: 4/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-42.8M · quality 41.7/100

Data gap 25/100
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

58/100

C

Piotroski

4/9

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 · 4760.TWOLocal privado en este navegador · Ample Electronic 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

$13.0B

P/E

57.5x

↑

EV/EBITDA

42.2x

↑

ROE

21.1%

↑

Gross Margin

21.5%

↓

Debt/Equity

0.45

↑
52-Week Range$402
$90$510

TradingView lightweight chart

4760.TWO price, volumen y niveles de valoración

Último $402.00Periodo +1958.9%
Fair value: $402.00

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

+27.1%

FCF CAGR

-43.2%

FCF margin

4.0%

FCF / Net income

0.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.91B · net income $222.9M · FCF $76.9M

2022-FY → 2025-FY

Gross margin

21.5%+0.6% pts

Operating margin

15.1%+3.8% pts

Net margin

11.7%+1.7% pts

FCF margin

4.0%-41.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.91B$1.91B$1.49B$1.05B$928.1M
Net Income$222.9M$222.9M$189.8M$116.7M$92.4M
EBITDA$315.2M$315.2M$271.2M$175.4M$147.3M
EPS——5.993.692.91
Gross Margin21.5%21.5%21.9%21.4%20.9%
Operating Margin15.1%15.1%14.9%12.3%11.3%
Net Margin11.7%11.7%12.7%11.2%10.0%
Balance Sheet
Debt/Equity0.450.450.380.270.20
Current Ratio1.451.45———
Cash Flow
Free Cash Flow$76.9M$76.9M$-42.8M$-75.0M$420.3M
Returns
ROE21.1%21.1%20.5%14.2%12.6%
Valuation
P/E57.5157.5116.4617.2915.51
EV/EBITDA42.1842.1812.4812.249.31
P/B12.2712.273.382.461.96
Growth & Yield
Revenue Growth27.8%27.8%42.8%12.6%—
EPS Growth——62.5%26.5%—
Dividend Yield1.1%1.1%———

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 +290.1%

Total return

+290.1%

Start / end P/E

n/dx → n/dx

EPS bridge

5.99 → n/d

Residual

+289.0%

EPS growthn/d
Multiple reratingn/d
Dividend+1.1%
Residual / FX / buybacks / cross-term+289.0%

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.