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6117.TW$86.90+1.28%
Fair $86.90+0.0%

6117.TW

In Win Development Inc.

Technology / Computer HardwareTaiwan

$86.90

+1.10 (+1.28%)

Fairly Valued+0.0%Fair Value $86.90Fund rank 27/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9

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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $207.7M · quality 37.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

34/100

D

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 6117.TWLocal privado en este navegador · In Win Development Inc.
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

$8.0B

P/E

23.9x

↑

EV/EBITDA

13.0x

↑

ROE

15.6%

↑

Gross Margin

31.1%

↓

Debt/Equity

1.29

↑
52-Week Range$87
$64$109

TradingView lightweight chart

6117.TW price, volumen y niveles de valoración

Último $86.90Periodo +89.9%
Fair value: $86.90

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

+10.4%

FCF CAGR

—

FCF margin

-8.2%

FCF / Net income

-0.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.22B · net income $346.0M · FCF $-265.3M

2022-FY → 2025-FY

Gross margin

31.1%+11.3% pts

Operating margin

14.4%+14.0% pts

Net margin

10.7%+8.5% pts

FCF margin

-8.2%-15.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.22B$3.22B$2.88B$2.37B$2.40B
Net Income$346.0M$346.0M$368.4M$90.6M$54.7M
EBITDA$773.3M$773.3M$647.6M$329.4M$265.6M
EPS——3.941.020.62
Gross Margin31.1%31.1%29.7%23.4%19.8%
Operating Margin14.4%14.4%12.1%5.2%0.5%
Net Margin10.7%10.7%12.8%3.8%2.3%
Balance Sheet
Debt/Equity1.291.290.831.381.65
Current Ratio1.421.42———
Cash Flow
Free Cash Flow$-265.3M$-265.3M$207.7M$341.3M$168.3M
Returns
ROE15.6%15.6%19.8%7.5%4.8%
Valuation
P/E23.9423.9423.2576.1822.34
EV/EBITDA13.0213.0214.8124.009.50
P/B3.633.634.675.671.09
Growth & Yield
Revenue Growth11.8%11.8%21.7%-1.2%—
EPS Growth——286.3%64.5%—
Dividend Yield2.5%2.5%———

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 -5.7%

Total return

-5.7%

Start / end P/E

n/dx → n/dx

EPS bridge

3.94 → n/d

Residual

-8.2%

EPS growthn/d
Multiple reratingn/d
Dividend+2.5%
Residual / FX / buybacks / cross-term-8.2%

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.