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6101.TWO$40.70+1.12%
Fair $40.70+0.0%

6101.TWO

Kwan's International Co., Ltd.

Technology / Electronic ComponentsTaipei Exchange

$40.70

+0.45 (+1.12%)

Fairly Valued+0.0%Fair Value $40.70Fund rank 24/100 · Data gapFallback financials|
SA 43/C
F-Score: 3/9
Low Profitability

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 18%

FCF escenarios

weak_data · normalized FCF $-96.8M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

43/100

C

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); composite fair value and forward targets are disabled until manually verified. ROE is -1.9%, below the 5% threshold
Thesis & Journal · 6101.TWOLocal privado en este navegador · Kwan's International 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

$4.7B

P/E

N/A

•

EV/EBITDA

285.5x

↑

ROE

-1.9%

↓

Gross Margin

5.7%

↓

Debt/Equity

0.02

↓
52-Week Range$41
$34$42

TradingView lightweight chart

6101.TWO price, volumen y niveles de valoración

Último $40.70Periodo +194.3%
Fair value: $40.70

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

+161.4%

FCF CAGR

—

FCF margin

-1.1%

FCF / Net income

0.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $999.8M · net income $-21.4M · FCF $-10.6M

2022-FY → 2025-FY

Gross margin

5.7%+2.7% pts

Operating margin

-0.5%+103.7% pts

Net margin

-2.1%+68.8% pts

FCF margin

-1.1%+262.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$999.8M$999.8M$699.1M$672.3M$56.0M
Net Income$-21.4M$-21.4M$31.9M$62.5M$-39.7M
EBITDA$15.5M$15.5M$51.1M$88.8M$-32.1M
EPS——0.280.55-0.35
Gross Margin5.7%5.7%11.1%18.4%3.1%
Operating Margin-0.5%-0.5%1.1%7.6%-104.2%
Net Margin-2.1%-2.1%4.6%9.3%-70.9%
Balance Sheet
Debt/Equity0.020.020.000.000.00
Current Ratio4.154.15———
Cash Flow
Free Cash Flow$-10.6M$-10.6M$-125.8M$-96.8M$-147.8M
Returns
ROE-1.9%-1.9%2.8%5.5%-3.7%
Valuation
P/E——142.8676.18—
EV/EBITDA285.46285.4685.4453.48—
P/B4.124.123.994.252.68
Growth & Yield
Revenue Growth43.0%43.0%4.0%1100.9%—
EPS Growth——-49.1%257.1%—

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 +3.8%

Total return

+3.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.28 → n/d

Residual

+3.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+3.8%

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.