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5457.TWO$30.05+1.01%
Fair $30.05+0.0%

5457.TWO

Speed Tech Corp.

Technology / Electronic ComponentsTaipei Exchange

$30.05

+0.30 (+1.01%)

Fairly Valued+0.0%Fair Value $30.05Fund rank 26/100 · Data gapFallback financials|
SA 36/D
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 $3.0B · quality 37.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

36/100

D

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 · 5457.TWOLocal privado en este navegador · Speed Tech Corp.
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

$5.9B

P/E

11.9x

↓

EV/EBITDA

2.1x

↓

ROE

9.4%

↑

Gross Margin

17.8%

↓

Debt/Equity

1.43

↑
52-Week Range$30
$28$53

TradingView lightweight chart

5457.TWO price, volumen y niveles de valoración

Último $30.05Periodo +132.2%
Fair value: $30.05

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

+8.1%

FCF CAGR

—

FCF margin

-2.4%

FCF / Net income

-1.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.36B · net income $479.8M · FCF $-590.1M

2022-FY → 2025-FY

Gross margin

17.8%-3.0% pts

Operating margin

5.8%-3.2% pts

Net margin

2.0%-2.1% pts

FCF margin

-2.4%+11.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$24.36B$24.36B$22.69B$16.74B$19.26B
Net Income$479.8M$479.8M$397.1M$177.2M$781.1M
EBITDA$3.15B$3.15B$2.81B$2.26B$3.03B
EPS——2.140.974.27
Gross Margin17.8%17.8%16.6%20.0%20.8%
Operating Margin5.8%5.8%5.3%6.6%9.0%
Net Margin2.0%2.0%1.8%1.1%4.1%
Balance Sheet
Debt/Equity1.431.431.281.701.59
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$-590.1M$-590.1M$3.33B$3.02B$-2.65B
Returns
ROE9.4%9.4%8.2%4.3%18.5%
Valuation
P/E11.9211.9226.0657.0812.06
EV/EBITDA2.142.144.195.894.55
P/B1.041.042.312.512.26
Growth & Yield
Revenue Growth7.4%7.4%35.5%-13.1%—
EPS Growth——120.2%-77.2%—
Dividend Yield4.3%4.3%———

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 -30.1%

Total return

-30.1%

Start / end P/E

n/dx → n/dx

EPS bridge

2.14 → n/d

Residual

-34.4%

EPS growthn/d
Multiple reratingn/d
Dividend+4.3%
Residual / FX / buybacks / cross-term-34.4%

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.