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4968.TW$120.00+2.56%
Fair $120.00+0.0%

4968.TW

RichWave Technology Corporation

Technology / SemiconductorsTaiwan

$120.00

+3.00 (+2.56%)

Fairly Valued+0.0%Fair Value $120.00Fund rank 32/100 · Data gapFallback financials|
SA 44/C
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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $106.3M · quality 57.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

44/100

C

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 · 4968.TWLocal privado en este navegador · RichWave Technology Corporation
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

$11.1B

P/E

45.5x

↑

EV/EBITDA

23.4x

↑

ROE

8.9%

↑

Gross Margin

36.3%

↑

Debt/Equity

0.03

↓
52-Week Range$120
$101$171

TradingView lightweight chart

4968.TW price, volumen y niveles de valoración

Último $120.00Periodo +674.2%
Fair value: $120.00

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

+3.1%

FCF CAGR

+16.8%

FCF margin

11.7%

FCF / Net income

1.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.76B · net income $245.1M · FCF $438.9M

2022-FY → 2025-FY

Gross margin

36.3%+5.4% pts

Operating margin

6.3%+6.4% pts

Net margin

6.5%+4.9% pts

FCF margin

11.7%+3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.76B$3.76B$3.68B$2.98B$3.43B
Net Income$245.1M$245.1M$156.6M$-222.3M$55.1M
EBITDA$446.8M$446.8M$364.4M$-126.5M$201.0M
EPS——1.73-2.460.62
Gross Margin36.3%36.3%33.5%26.9%30.9%
Operating Margin6.3%6.3%2.1%-10.1%-0.1%
Net Margin6.5%6.5%4.3%-7.4%1.6%
Balance Sheet
Debt/Equity0.030.030.070.140.13
Current Ratio4.174.17———
Cash Flow
Free Cash Flow$438.9M$438.9M$106.3M$-72.3M$275.3M
Returns
ROE8.9%8.9%6.1%-10.1%2.3%
Valuation
P/E45.4545.45114.45—205.65
EV/EBITDA23.3623.3646.97—53.02
P/B4.024.027.026.814.79
Growth & Yield
Revenue Growth2.2%2.2%23.3%-13.0%—
EPS Growth——170.3%-496.8%—
Dividend Yield0.9%0.9%———

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 -6.0%

Total return

-6.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.73 → n/d

Residual

-7.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.9%
Residual / FX / buybacks / cross-term-7.0%

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.