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5272.TWO$23.15+2.89%
Fair $23.15+0.0%

5272.TWO

AMICCOM Electronics Corporation

Technology / Semiconductor Equipment & MaterialsTaipei Exchange

$23.15

+0.65 (+2.89%)

Fairly Valued+0.0%Fair Value $23.15Fund rank 31/100 · Data gapFallback financials|
SA 24/D
F-Score: 2/9
Margin CompressionLow Profitability

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 33% · confianza 24%

FCF escenarios

weak_data · normalized FCF $-38.1M · quality 71.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

24/100

D

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is -8.5%, below the 5% threshold
Thesis & Journal · 5272.TWOLocal privado en este navegador · AMICCOM Electronics 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

$1.3B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-8.5%

↓

Gross Margin

41.8%

↑

Debt/Equity

0.11

↓
52-Week Range$23
$18$28

TradingView lightweight chart

5272.TWO price, volumen y niveles de valoración

Último $23.15Periodo -10.4%
Fair value: $23.15

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

-12.5%

FCF CAGR

—

FCF margin

-12.0%

FCF / Net income

0.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $341.3M · net income $-73.8M · FCF $-40.9M

2022-FY → 2025-FY

Gross margin

41.8%-12.9% pts

Operating margin

-26.7%-30.4% pts

Net margin

-21.6%-31.1% pts

FCF margin

-12.0%-3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$341.3M$341.3M$331.8M$333.5M$509.3M
Net Income$-73.8M$-73.8M$-5.1M$-31.1M$48.2M
EBITDA$-36.0M$-36.0M$35.6M$6.1M$96.0M
EPS——-0.09-0.560.87
Gross Margin41.8%41.8%45.8%48.3%54.8%
Operating Margin-26.7%-26.7%-23.3%-17.0%3.7%
Net Margin-21.6%-21.6%-1.5%-9.3%9.5%
Balance Sheet
Debt/Equity0.110.110.100.100.11
Current Ratio2.872.87———
Cash Flow
Free Cash Flow$-40.9M$-40.9M$-38.1M$-11.9M$-43.5M
Returns
ROE-8.5%-8.5%-0.5%-2.8%4.4%
Valuation
P/E————30.52
EV/EBITDA——43.92327.2715.89
P/B1.481.481.531.771.35
Growth & Yield
Revenue Growth2.9%2.9%-0.5%-34.5%—
EPS Growth——83.9%-164.4%—

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 +7.2%

Total return

+7.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.09 → n/d

Residual

+7.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+7.2%

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.