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6028.TWO$78.80-0.38%
Fair $78.80+0.0%

6028.TWO

Golden Insurance Brokers Co.,Ltd.

Financial Services / Insurance BrokersTaipei Exchange

$78.80

-0.30 (-0.38%)

Fairly Valued+0.0%Fair Value $78.80Fund rank 38/100 · Data gapFallback financials|
SA 48/C
F-Score: 4/9

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 100.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 77/100Data 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

48/100

C

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 6028.TWOLocal privado en este navegador · Golden Insurance Brokers 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

10.1x

↓

EV/EBITDA

4.4x

↓

ROE

26.7%

↑

Gross Margin

14.4%

↓

Debt/Equity

0.26

↓
52-Week Range$79
$78$150

TradingView lightweight chart

6028.TWO price, volumen y niveles de valoración

Último $78.80Periodo +134.8%
Fair value: $78.80

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

+29.1%

FCF CAGR

+9.5%

FCF margin

3.8%

FCF / Net income

1.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.72B · net income $172.8M · FCF $178.6M

2022-FY → 2025-FY

Gross margin

14.4%-2.4% pts

Operating margin

5.1%+1.4% pts

Net margin

3.7%+0.7% pts

FCF margin

3.8%-2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.72B$4.72B$4.48B$3.04B$2.19B
Net Income$172.8M$172.8M$238.9M$119.2M$64.9M
EBITDA$330.1M$330.1M$389.5M$230.6M$158.8M
EPS——10.805.402.95
Gross Margin14.4%14.4%15.6%16.0%16.9%
Operating Margin5.1%5.1%6.6%4.9%3.8%
Net Margin3.7%3.7%5.3%3.9%3.0%
Balance Sheet
Debt/Equity0.260.260.200.220.27
Current Ratio1.441.44———
Cash Flow
Free Cash Flow$178.6M$178.6M$389.6M$183.6M$135.9M
Returns
ROE26.7%26.7%37.6%24.5%15.2%
Valuation
P/E10.0810.0810.8611.3314.66
EV/EBITDA4.404.405.655.105.10
P/B2.672.674.082.782.23
Growth & Yield
Revenue Growth5.3%5.3%47.2%39.0%—
EPS Growth——100.0%83.3%—
Dividend Yield7.6%7.6%———

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 -36.3%

Total return

-36.3%

Start / end P/E

n/dx → n/dx

EPS bridge

10.80 → n/d

Residual

-43.9%

EPS growthn/d
Multiple reratingn/d
Dividend+7.6%
Residual / FX / buybacks / cross-term-43.9%

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.