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6027.TWO$12.55+1.21%
Fair $12.55+0.0%

6027.TWO

Reliance Securities Co.,Ltd.

Financial Services / Capital MarketsTaipei Exchange

$12.55

+0.15 (+1.21%)

Fairly Valued+0.0%Fair Value $12.55Fund rank 26/100 · Data gapFallback financials|
SA 66/B
F-Score: 6/9

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 19.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

66/100

B

Piotroski

6/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 6027.TWOLocal privado en este navegador · Reliance Securities 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

$2.0B

P/E

12.1x

↓

EV/EBITDA

9.7x

↓

ROE

6.3%

↓

Gross Margin

95.6%

↑

Debt/Equity

0.00

↓
52-Week Range$13
$6$15

TradingView lightweight chart

6027.TWO price, volumen y niveles de valoración

Último $12.55Periodo +55.8%
Fair value: $12.55

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

+35.1%

FCF CAGR

+25.8%

FCF margin

6.0%

FCF / Net income

0.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $309.7M · net income $162.2M · FCF $18.7M

2022-FY → 2025-FY

Gross margin

95.6%+3.7% pts

Operating margin

5.9%+93.9% pts

Net margin

52.4%+196.2% pts

FCF margin

6.0%-1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$309.7M$309.7M$242.0M$470.5M$125.6M
Net Income$162.2M$162.2M$78.9M$295.8M$-180.7M
EBITDA$196.3M$196.3M$108.2M$339.9M$-153.5M
EPS——0.512.09-1.16
Gross Margin95.6%95.6%94.2%97.6%91.9%
Operating Margin5.9%5.9%-13.5%39.5%-88.0%
Net Margin52.4%52.4%32.6%62.9%-143.8%
Balance Sheet
Debt/Equity0.000.000.010.010.01
Current Ratio3.063.06———
Cash Flow
Free Cash Flow$18.7M$18.7M$-10.3M$-20.4M$9.4M
Returns
ROE6.3%6.3%3.2%14.7%-10.6%
Valuation
P/E12.0712.0718.574.89—
EV/EBITDA9.719.7113.254.09—
P/B0.760.760.590.720.35
Growth & Yield
Revenue Growth28.0%28.0%-48.6%274.6%—
EPS Growth——-75.6%280.2%—

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 +77.3%

Total return

+77.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.51 → n/d

Residual

+77.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+77.3%

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.