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6138.TWO$329.00-6.80%
Fair $329.00+0.0%

6138.TWO

Anpec Electronics Corporation

Technology / SemiconductorsTaipei Exchange

$329.00

-24.00 (-6.80%)

Fairly Valued+0.0%Fair Value $329.00Fund rank 38/100 · Data gapFallback financials|
SA 65/B
F-Score: 7/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 79.7/100

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

65/100

B

Piotroski

7/9

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 · 6138.TWOLocal privado en este navegador · Anpec Electronics Corporation
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

$24.5B

P/E

25.8x

↑

EV/EBITDA

14.7x

↑

ROE

24.1%

↑

Gross Margin

36.0%

↑

Debt/Equity

0.03

↓
52-Week Range$329
$156$384

TradingView lightweight chart

6138.TWO price, volumen y niveles de valoración

Último $329.00Periodo +257.2%
Fair value: $329.00

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

+5.5%

FCF CAGR

+40.3%

FCF margin

17.6%

FCF / Net income

1.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.48B · net income $951.2M · FCF $1.31B

2022-FY → 2025-FY

Gross margin

36.0%-5.1% pts

Operating margin

17.2%-4.4% pts

Net margin

12.7%-2.4% pts

FCF margin

17.6%+10.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.48B$7.48B$6.09B$5.42B$6.38B
Net Income$951.2M$951.2M$720.1M$510.8M$963.6M
EBITDA$1.61B$1.61B$1.25B$914.0M$1.68B
EPS——9.676.8512.56
Gross Margin36.0%36.0%35.5%32.3%41.1%
Operating Margin17.2%17.2%14.8%12.4%21.6%
Net Margin12.7%12.7%11.8%9.4%15.1%
Balance Sheet
Debt/Equity0.030.030.030.140.08
Current Ratio2.152.15———
Cash Flow
Free Cash Flow$1.31B$1.31B$1.06B$687.7M$475.9M
Returns
ROE24.1%24.1%20.1%15.9%29.1%
Valuation
P/E25.8225.8217.3231.179.47
EV/EBITDA14.7314.739.4816.444.32
P/B6.186.183.474.922.70
Growth & Yield
Revenue Growth22.9%22.9%12.4%-15.1%—
EPS Growth——41.2%-45.5%—
Dividend Yield2.4%2.4%———

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 +109.4%

Total return

+109.4%

Start / end P/E

n/dx → n/dx

EPS bridge

9.67 → n/d

Residual

+106.9%

EPS growthn/d
Multiple reratingn/d
Dividend+2.4%
Residual / FX / buybacks / cross-term+106.9%

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.