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5381.TWO$26.55+5.78%
Fair $26.55+0.0%

5381.TWO

Spectrum Electrics Corporation

Technology / Electronic ComponentsTaipei Exchange

$26.55

+1.45 (+5.78%)

Fairly Valued+0.0%Fair Value $26.55Fund rank 22/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-32.5M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

38/100

D

Piotroski

4/9

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 · 5381.TWOLocal privado en este navegador · Spectrum Electrics 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

$4.7B

P/E

31.6x

↑

EV/EBITDA

17.8x

↑

ROE

7.7%

↑

Gross Margin

25.4%

↓

Debt/Equity

0.93

↑
52-Week Range$27
$22$42

TradingView lightweight chart

5381.TWO price, volumen y niveles de valoración

Último $26.55Periodo +138.8%
Fair value: $26.55

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

+89.4%

FCF CAGR

—

FCF margin

-36.6%

FCF / Net income

-4.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.20B · net income $173.7M · FCF $-804.9M

2022-FY → 2025-FY

Gross margin

25.4%-2.0% pts

Operating margin

14.5%+17.2% pts

Net margin

7.9%+2.5% pts

FCF margin

-36.6%-56.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.20B$2.20B$2.33B$1.19B$323.3M
Net Income$173.7M$173.7M$199.8M$9.9M$17.3M
EBITDA$359.3M$359.3M$371.1M$96.9M$38.1M
EPS——1.080.060.12
Gross Margin25.4%25.4%22.1%17.0%27.4%
Operating Margin14.5%14.5%11.0%1.6%-2.7%
Net Margin7.9%7.9%8.6%0.8%5.4%
Balance Sheet
Debt/Equity0.930.930.320.950.06
Current Ratio1.011.01———
Cash Flow
Free Cash Flow$-804.9M$-804.9M$380.2M$-32.5M$65.5M
Returns
ROE7.7%7.7%9.6%0.8%2.1%
Valuation
P/E31.6131.6124.73559.0359.80
EV/EBITDA17.7617.7614.0168.8421.42
P/B2.082.082.364.671.33
Growth & Yield
Revenue Growth-5.9%-5.9%96.3%267.8%—
EPS Growth——1740.0%-49.6%—

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 +1.0%

Total return

+1.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.08 → n/d

Residual

+1.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+1.0%

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.