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5309.TWO$78.60+3.56%
Fair $78.60+0.0%

5309.TWO

Sysgration Ltd.

Technology / Scientific & Technical InstrumentsTaipei Exchange

$78.60

+2.70 (+3.56%)

Fairly Valued+0.0%Fair Value $78.60Fund rank 23/100 · Data gapFallback financials|
SA 48/C
F-Score: 3/9
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-274.6M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

48/100

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: 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 1.4%, below the 5% threshold
Thesis & Journal · 5309.TWOLocal privado en este navegador · Sysgration 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

$18.0B

P/E

302.3x

↑

EV/EBITDA

57.8x

↑

ROE

1.4%

↓

Gross Margin

23.5%

↓

Debt/Equity

0.55

↑
52-Week Range$79
$33$83

TradingView lightweight chart

5309.TWO price, volumen y niveles de valoración

Último $78.60Periodo +672.4%
Fair value: $78.60

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

-0.1%

FCF CAGR

—

FCF margin

-23.1%

FCF / Net income

-14.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.39B · net income $52.9M · FCF $-783.9M

2022-FY → 2025-FY

Gross margin

23.5%-0.1% pts

Operating margin

-0.7%-9.7% pts

Net margin

1.6%-8.4% pts

FCF margin

-23.1%-23.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.39B$3.39B$3.11B$3.28B$3.40B
Net Income$52.9M$52.9M$116.0M$255.5M$338.5M
EBITDA$266.1M$266.1M$334.6M$422.4M$462.3M
EPS——0.611.321.99
Gross Margin23.5%23.5%24.2%24.7%23.6%
Operating Margin-0.7%-0.7%2.4%6.1%9.0%
Net Margin1.6%1.6%3.7%7.8%9.9%
Balance Sheet
Debt/Equity0.550.550.280.290.42
Current Ratio4.104.10———
Cash Flow
Free Cash Flow$-783.9M$-783.9M$-274.6M$325.0M$471000.00
Returns
ROE1.4%1.4%3.8%8.6%17.4%
Valuation
P/E302.31302.3167.8727.2720.00
EV/EBITDA57.8557.8520.8413.7713.90
P/B4.134.132.572.403.52
Growth & Yield
Revenue Growth9.1%9.1%-5.1%-3.7%—
EPS Growth——-53.8%-33.7%—
Dividend Yield0.7%0.7%———

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 +117.2%

Total return

+117.2%

Start / end P/E

n/dx → n/dx

EPS bridge

0.61 → n/d

Residual

+116.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.7%
Residual / FX / buybacks / cross-term+116.5%

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.