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5439.TWO$380.00-0.78%
Fair $380.00+0.0%

5439.TWO

First Hi-tec Enterprise Co., Ltd.

Technology / Electronic ComponentsTaipei Exchange

$380.00

-3.00 (-0.78%)

Fairly Valued+0.0%Fair Value $380.00Fund rank 23/100 · Data gapFallback financials|
SA 50/C
F-Score: 5/9

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 $-156.2M · quality 35.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

50/100

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: 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 · 5439.TWOLocal privado en este navegador · First Hi-tec Enterprise 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

$35.3B

P/E

28.2x

↑

EV/EBITDA

19.2x

↑

ROE

32.4%

↑

Gross Margin

22.6%

↓

Debt/Equity

0.86

↑
52-Week Range$380
$169$464

TradingView lightweight chart

5439.TWO price, volumen y niveles de valoración

Último $380.00Periodo +1689.0%
Fair value: $380.00

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

+44.1%

FCF CAGR

—

FCF margin

-10.4%

FCF / Net income

-0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.64B · net income $1.28B · FCF $-999.9M

2022-FY → 2025-FY

Gross margin

22.6%+4.6% pts

Operating margin

16.8%+5.1% pts

Net margin

13.2%+1.8% pts

FCF margin

-10.4%-26.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.64B$9.64B$4.18B$4.35B$3.22B
Net Income$1.28B$1.28B$326.8M$471.3M$370.2M
EBITDA$1.91B$1.91B$610.6M$768.3M$635.1M
EPS——3.505.043.94
Gross Margin22.6%22.6%15.4%19.1%18.0%
Operating Margin16.8%16.8%9.7%13.7%11.8%
Net Margin13.2%13.2%7.8%10.8%11.5%
Balance Sheet
Debt/Equity0.860.860.390.200.15
Current Ratio1.861.86———
Cash Flow
Free Cash Flow$-999.9M$-999.9M$-156.2M$248.4M$502.6M
Returns
ROE32.4%32.4%13.4%18.8%15.7%
Valuation
P/E28.1928.1929.8621.4312.26
EV/EBITDA19.1619.1616.8713.116.97
P/B8.958.953.994.031.92
Growth & Yield
Revenue Growth130.8%130.8%-4.0%34.9%—
EPS Growth——-30.6%27.9%—
Dividend Yield0.6%0.6%———

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 +114.1%

Total return

+114.1%

Start / end P/E

n/dx → n/dx

EPS bridge

3.50 → n/d

Residual

+113.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.6%
Residual / FX / buybacks / cross-term+113.5%

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.