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5356.TWO$27.35+2.24%
Fair $27.35+0.0%

5356.TWO

Sirtec International Co.,Ltd.

Technology / Electronic ComponentsTaipei Exchange

$27.35

+0.60 (+2.24%)

Fairly Valued+0.0%Fair Value $27.35Fund rank 30/100 · Data gapFallback financials|
SA 43/C
F-Score: 5/9
Low 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 20%

FCF escenarios

weak_data · normalized FCF $4.7M · quality 54.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

43/100

C

Piotroski

5/9

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. ROE is 1.0%, below the 5% threshold
Thesis & Journal · 5356.TWOLocal privado en este navegador · Sirtec International Co.,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

$2.8B

P/E

62.2x

↑

EV/EBITDA

8.2x

↓

ROE

1.0%

↓

Gross Margin

14.5%

↓

Debt/Equity

0.03

↓
52-Week Range$27
$24$30

TradingView lightweight chart

5356.TWO price, volumen y niveles de valoración

Último $27.35Periodo +132.3%
Fair value: $27.35

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

-3.3%

FCF CAGR

—

FCF margin

0.1%

FCF / Net income

0.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.35B · net income $45.8M · FCF $4.7M

2022-FY → 2025-FY

Gross margin

14.5%+7.6% pts

Operating margin

5.2%+5.2% pts

Net margin

1.4%+3.0% pts

FCF margin

0.1%+5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.35B$3.35B$3.88B$3.32B$3.71B
Net Income$45.8M$45.8M$222.6M$564.7M$-61.4M
EBITDA$246.3M$246.3M$514.6M$791.1M$157.2M
EPS——2.165.47-0.60
Gross Margin14.5%14.5%13.1%9.0%6.9%
Operating Margin5.2%5.2%5.4%0.9%0.0%
Net Margin1.4%1.4%5.7%17.0%-1.7%
Balance Sheet
Debt/Equity0.030.030.050.040.10
Current Ratio3.703.70———
Cash Flow
Free Cash Flow$4.7M$4.7M$499.8M$-18.1M$-185.0M
Returns
ROE1.0%1.0%4.8%12.3%-1.5%
Valuation
P/E62.1662.1613.845.54—
EV/EBITDA8.228.224.233.1310.40
P/B0.640.640.660.680.50
Growth & Yield
Revenue Growth-13.5%-13.5%16.8%-10.5%—
EPS Growth——-60.5%1011.7%—
Dividend Yield8.4%8.4%———

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 +2.9%

Total return

+2.9%

Start / end P/E

n/dx → n/dx

EPS bridge

2.16 → n/d

Residual

-5.5%

EPS growthn/d
Multiple reratingn/d
Dividend+8.4%
Residual / FX / buybacks / cross-term-5.5%

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.