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6134.TWO$39.80+9.94%
Fair $39.80+0.0%

6134.TWO

Wanshih Electronic Co., Ltd.

Technology / Communication EquipmentTaipei Exchange

$39.80

+3.60 (+9.94%)

Fairly Valued+0.0%Fair Value $39.80Fund rank 23/100 · Data gapFallback financials|
SA 50/C
F-Score: 1/9
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 17%

FCF escenarios

weak_data · normalized FCF $-98.6M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

50/100

C

Piotroski

1/9

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 0.9%, below the 5% threshold
Thesis & Journal · 6134.TWOLocal privado en este navegador · Wanshih Electronic 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

$3.3B

P/E

306.2x

↑

EV/EBITDA

33.5x

↑

ROE

0.9%

↓

Gross Margin

23.6%

↓

Debt/Equity

0.31

↑
52-Week Range$40
$18$40

TradingView lightweight chart

6134.TWO price, volumen y niveles de valoración

Último $39.80Periodo -25.0%
Fair value: $39.80

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

+9.7%

FCF CAGR

—

FCF margin

-5.2%

FCF / Net income

-10.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.91B · net income $9.5M · FCF $-98.6M

2022-FY → 2025-FY

Gross margin

23.6%+6.7% pts

Operating margin

0.7%+8.8% pts

Net margin

0.5%+5.1% pts

FCF margin

-5.2%+0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.91B$1.91B$1.56B$1.12B$1.45B
Net Income$9.5M$9.5M$17.6M$-48.8M$-66.1M
EBITDA$102.1M$102.1M$97.4M$36.3M$22.2M
EPS——0.24-0.67-0.91
Gross Margin23.6%23.6%24.6%25.6%16.9%
Operating Margin0.7%0.7%-1.4%-6.5%-8.1%
Net Margin0.5%0.5%1.1%-4.3%-4.6%
Balance Sheet
Debt/Equity0.310.310.260.440.67
Current Ratio1.481.48———
Cash Flow
Free Cash Flow$-98.6M$-98.6M$-123.8M$112.7M$-88.0M
Returns
ROE0.9%0.9%1.9%-6.7%-8.9%
Valuation
P/E306.15306.15116.04——
EV/EBITDA33.4933.4920.8540.2479.35
P/B3.233.232.181.942.04
Growth & Yield
Revenue Growth22.3%22.3%39.1%-22.3%—
EPS Growth——135.8%26.4%—
Dividend Yield0.5%0.5%———

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 +86.5%

Total return

+86.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.24 → n/d

Residual

+86.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.5%
Residual / FX / buybacks / cross-term+86.0%

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.