StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
5222.TW$123.50-2.37%
Fair $123.50+0.0%

5222.TW

Transcom, Inc.

Technology / Semiconductor Equipment & MaterialsTaiwan

$123.50

-3.00 (-2.37%)

Fairly Valued+0.0%Fair Value $123.50Fund rank 34/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9

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 $354.2M · quality 67.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

42/100

C

Piotroski

3/9

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 · 5222.TWLocal privado en este navegador · Transcom, 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

$11.3B

P/E

49.4x

↑

EV/EBITDA

31.7x

↑

ROE

9.0%

↑

Gross Margin

52.3%

↑

Debt/Equity

0.10

↓
52-Week Range$124
$95$173

TradingView lightweight chart

5222.TW price, volumen y niveles de valoración

Último $123.50Periodo +924.4%
Fair value: $123.50

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

-2.7%

FCF CAGR

+12.2%

FCF margin

12.5%

FCF / Net income

0.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $954.3M · net income $225.0M · FCF $119.3M

2022-FY → 2025-FY

Gross margin

52.3%-2.3% pts

Operating margin

25.8%-9.6% pts

Net margin

23.6%-0.5% pts

FCF margin

12.5%+4.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$954.3M$954.3M$1.30B$1.25B$1.03B
Net Income$225.0M$225.0M$396.3M$436.5M$249.5M
EBITDA$352.4M$352.4M$570.5M$606.1M$379.9M
EPS——4.375.302.76
Gross Margin52.3%52.3%52.5%55.6%54.6%
Operating Margin25.8%25.8%34.2%37.0%35.4%
Net Margin23.6%23.6%30.4%34.9%24.1%
Balance Sheet
Debt/Equity0.100.100.080.060.08
Current Ratio2.882.88———
Cash Flow
Free Cash Flow$119.3M$119.3M$495.8M$354.2M$84.5M
Returns
ROE9.0%9.0%16.0%19.4%12.4%
Valuation
P/E49.4049.4025.2826.9837.97
EV/EBITDA31.7031.7016.8919.7123.81
P/B4.514.514.055.754.72
Growth & Yield
Revenue Growth-26.7%-26.7%4.1%20.9%—
EPS Growth——-17.5%92.0%—
Dividend Yield1.8%1.8%———

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 +30.0%

Total return

+30.0%

Start / end P/E

n/dx → n/dx

EPS bridge

4.37 → n/d

Residual

+28.2%

EPS growthn/d
Multiple reratingn/d
Dividend+1.8%
Residual / FX / buybacks / cross-term+28.2%

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.