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5863.TWO$11.00-1.84%
Fair $11.00+0.0%

5863.TWO

Taipei Star Bank

Financial Services / Banks - RegionalTaipei Exchange

$11.00

-0.20 (-1.84%)

Fairly Valued+0.0%Fair Value $11.00Fund rank 27/100 · Data gapFallback financials|
SA 24/D
F-Score: 3/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 16.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

24/100

D

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. ROE is 4.3%, below the 5% threshold
Thesis & Journal · 5863.TWOLocal privado en este navegador · Taipei Star Bank
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

$3.5B

P/E

13.3x

↑

EV/EBITDA

N/A

•

ROE

4.3%

↓

Gross Margin

N/A

•

Debt/Equity

0.28

↓
52-Week Range$11
$11$13

TradingView lightweight chart

5863.TWO price, volumen y niveles de valoración

Último $10.65Periodo +31.9%
Fair value: $11.00

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

+4.3%

FCF CAGR

—

FCF margin

-33.3%

FCF / Net income

-1.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.34B · net income $267.5M · FCF $-446.7M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

19.9%+1.2% pts

FCF margin

-33.3%+365.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.34B$1.34B$1.18B$1.04B$1.18B
Net Income$267.5M$267.5M$251.3M$113.1M$221.4M
EPS——0.780.350.69
Net Margin19.9%19.9%21.3%10.9%18.7%
Balance Sheet
Debt/Equity0.280.280.230.270.36
Cash Flow
Free Cash Flow$-446.7M$-446.7M$456.4M$1.66B$-4.72B
Returns
ROE4.3%4.3%4.2%2.0%3.9%
Valuation
P/E13.2513.2515.2739.7214.36
P/B0.570.570.640.760.54
Growth & Yield
Revenue Growth13.5%13.5%13.7%-12.2%—
EPS Growth——121.0%-48.6%—
Dividend Yield3.8%3.8%———

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 -9.7%

Total return

-9.7%

Start / end P/E

n/dx → n/dx

EPS bridge

0.78 → n/d

Residual

-13.4%

EPS growthn/d
Multiple reratingn/d
Dividend+3.8%
Residual / FX / buybacks / cross-term-13.4%

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.