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4973.TWO$156.50+0.00%
Fair $156.50+0.0%

4973.TWO

Silicon Power Computer & Communications Inc.

Technology / Computer HardwareTaipei Exchange

$156.50

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $156.50Fund rank 28/100 · Data gapFallback financials|
SA 46/C
F-Score: 2/9
Declining Revenue

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 19%

FCF escenarios

weak_data · normalized FCF $-43.0M · quality 47.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

46/100

C

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 4973.TWOLocal privado en este navegador · Silicon Power Computer & Communications Inc.
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

$10.2B

P/E

74.5x

↑

EV/EBITDA

50.3x

↑

ROE

6.4%

↑

Gross Margin

23.7%

↓

Debt/Equity

0.45

↑
52-Week Range$157
$23$167

TradingView lightweight chart

4973.TWO price, volumen y niveles de valoración

Último $156.50Periodo +385.8%
Fair value: $156.50

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

-0.7%

FCF CAGR

—

FCF margin

-12.3%

FCF / Net income

-3.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.26B · net income $134.4M · FCF $-524.4M

2022-FY → 2025-FY

Gross margin

23.7%+8.1% pts

Operating margin

2.8%+2.1% pts

Net margin

3.2%-1.1% pts

FCF margin

-12.3%-19.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.26B$4.26B$4.40B$4.49B$4.34B
Net Income$134.4M$134.4M$113.3M$197.6M$183.3M
EBITDA$216.7M$216.7M$175.6M$267.1M$239.1M
EPS——1.763.072.84
Gross Margin23.7%23.7%20.0%21.1%15.6%
Operating Margin2.8%2.8%1.7%3.2%0.7%
Net Margin3.2%3.2%2.6%4.4%4.2%
Balance Sheet
Debt/Equity0.450.450.180.230.21
Current Ratio1.631.63———
Cash Flow
Free Cash Flow$-524.4M$-524.4M$246.4M$-43.0M$320.0M
Returns
ROE6.4%6.4%5.3%8.5%9.5%
Valuation
P/E74.5274.5217.3011.827.80
EV/EBITDA50.3250.3211.399.295.79
P/B4.914.910.921.000.74
Growth & Yield
Revenue Growth-3.2%-3.2%-2.0%3.4%—
EPS Growth——-42.7%8.1%—
Dividend Yield0.6%0.6%———

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 +498.0%

Total return

+498.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.76 → n/d

Residual

+497.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.6%
Residual / FX / buybacks / cross-term+497.3%

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.