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4915.TW$77.00+1.32%
Fair $77.00+0.0%

4915.TW

Primax Electronics Ltd.

Technology / Consumer ElectronicsTaiwan

$77.00

+1.00 (+1.32%)

Fairly Valued+0.0%Fair Value $77.00Fund rank 36/100 · Data gapFallback financials|
SA 45/C
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 $4.2B · quality 73.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

45/100

C

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 · 4915.TWLocal privado en este navegador · Primax Electronics 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

$36.3B

P/E

13.7x

↓

EV/EBITDA

5.8x

↓

ROE

12.8%

↑

Gross Margin

17.3%

↓

Debt/Equity

0.23

↑
52-Week Range$77
$70$90

TradingView lightweight chart

4915.TW price, volumen y niveles de valoración

Último $77.00Periodo +185.2%
Fair value: $77.00

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

-8.8%

FCF CAGR

-41.5%

FCF margin

1.4%

FCF / Net income

0.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $60.18B · net income $2.63B · FCF $847.4M

2022-FY → 2025-FY

Gross margin

17.3%+3.5% pts

Operating margin

4.7%+0.3% pts

Net margin

4.4%+0.9% pts

FCF margin

1.4%-3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$60.18B$60.18B$58.24B$60.49B$79.24B
Net Income$2.63B$2.63B$2.56B$2.49B$2.74B
EBITDA$4.89B$4.89B$5.18B$5.33B$5.81B
EPS5.635.635.525.426.02
Gross Margin17.3%17.3%17.0%15.8%13.9%
Operating Margin4.7%4.7%4.7%4.5%4.3%
Net Margin4.4%4.4%4.4%4.1%3.5%
Balance Sheet
Debt/Equity0.230.230.220.190.17
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$847.4M$847.4M$4.24B$6.14B$4.23B
Returns
ROE12.8%12.8%12.9%14.6%16.8%
Valuation
P/E13.6813.6813.9912.259.47
EV/EBITDA5.795.795.064.283.88
P/B1.751.751.801.791.59
Growth & Yield
Revenue Growth3.3%3.3%-3.7%-23.7%—
EPS Growth2.0%2.0%1.8%-10.0%—
Dividend Yield5.5%5.5%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

6.7%

razonable

EPS terminal req.

$6.83

Spread vs growth

-4.7%

5Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$8.27

Spread vs growth

-6.0%

10Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$13.31

Spread vs growth

-7.0%

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 +5.3%

Total return

+5.3%

Start / end P/E

14.0x → 13.7x

EPS bridge

5.52 → 5.63

Residual

-0.0%

EPS growth+2.0%
Multiple rerating-2.2%
Dividend+5.5%
Residual / FX / buybacks / cross-term-0.0%

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.