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4966.TWO$859.00+3.00%
Fair $859.00+0.0%

4966.TWO

Parade Technologies, Ltd.

Technology / SemiconductorsTaipei Exchange

$859.00

+25.00 (+3.00%)

Fairly Valued+0.0%Fair Value $859.00Fund rank 38/100 · Data gapFallback financials|
SA 61/B
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.3B · quality 81.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

61/100

B

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 · 4966.TWOLocal privado en este navegador · Parade Technologies, 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

$65.6B

P/E

25.1x

↑

EV/EBITDA

16.6x

↑

ROE

12.3%

↑

Gross Margin

42.6%

↑

Debt/Equity

0.02

↓
52-Week Range$859
$464$929

TradingView lightweight chart

4966.TWO price, volumen y niveles de valoración

Último $859.00Periodo +571.9%
Fair value: $859.00

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

-6.2%

FCF CAGR

+11.6%

FCF margin

19.8%

FCF / Net income

1.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.53B · net income $2.73B · FCF $3.28B

2022-FY → 2025-FY

Gross margin

42.6%-3.9% pts

Operating margin

16.4%-9.9% pts

Net margin

16.5%-7.9% pts

FCF margin

19.8%+8.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.53B$16.53B$16.25B$13.77B$20.06B
Net Income$2.73B$2.73B$2.59B$2.03B$4.90B
EBITDA$3.48B$3.48B$3.16B$2.65B$5.92B
EPS34.3134.3132.3925.5560.35
Gross Margin42.6%42.6%42.5%43.7%46.5%
Operating Margin16.4%16.4%15.1%14.3%26.3%
Net Margin16.5%16.5%16.0%14.8%24.4%
Balance Sheet
Debt/Equity0.020.020.010.010.01
Current Ratio4.984.98———
Cash Flow
Free Cash Flow$3.28B$3.28B$3.17B$3.56B$2.36B
Returns
ROE12.3%12.3%11.6%10.4%27.6%
Valuation
P/E25.0725.0722.7242.0714.73
EV/EBITDA16.5916.5915.4029.2211.04
P/B3.093.092.634.364.07
Growth & Yield
Revenue Growth1.8%1.8%18.0%-31.3%—
EPS Growth5.9%5.9%26.8%-57.7%—
Dividend Yield2.1%2.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

30.5%

muy exigente

EPS terminal req.

$76.22

Spread vs growth

-24.6%

5Y implied EPS CAGR

21.9%

exigente

EPS terminal req.

$92.23

Spread vs growth

-15.9%

10Y implied EPS CAGR

15.8%

exigente

EPS terminal req.

$148.53

Spread vs growth

-9.9%

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 +55.2%

Total return

+55.2%

Start / end P/E

17.3x → 25.0x

EPS bridge

32.39 → 34.31

Residual

+2.6%

EPS growth+5.9%
Multiple rerating+44.6%
Dividend+2.1%
Residual / FX / buybacks / cross-term+2.6%

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.