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6146.TWO$222.50-2.20%
Fair $222.50+0.0%

6146.TWO

Sporton International Inc.

Industrials / Specialty Business ServicesTaipei Exchange

$222.50

-5.00 (-2.20%)

Fairly Valued+0.0%Fair Value $222.50Fund rank 38/100 · Data gapFallback financials|
SA 48/C
F-Score: 4/9
Declining Revenue

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 $1.3B · quality 84.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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: 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. Revenue has declined for 3 consecutive years
Thesis & Journal · 6146.TWOLocal privado en este navegador · Sporton International 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

$22.7B

P/E

20.7x

↑

EV/EBITDA

11.1x

↑

ROE

19.0%

↑

Gross Margin

46.1%

↑

Debt/Equity

0.03

↓
52-Week Range$223
$154$240

TradingView lightweight chart

6146.TWO price, volumen y niveles de valoración

Último $222.50Periodo +501.9%
Fair value: $222.50

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

-3.6%

FCF CAGR

-10.8%

FCF margin

26.6%

FCF / Net income

1.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.49B · net income $1.10B · FCF $1.19B

2022-FY → 2025-FY

Gross margin

46.1%-8.9% pts

Operating margin

30.0%-6.5% pts

Net margin

24.4%-6.3% pts

FCF margin

26.6%-7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.49B$4.49B$4.56B$4.83B$5.02B
Net Income$1.10B$1.10B$1.29B$1.46B$1.54B
EBITDA$1.87B$1.87B$2.17B$2.36B$2.50B
EPS10.7310.7312.6114.2515.00
Gross Margin46.1%46.1%50.2%53.3%55.0%
Operating Margin30.0%30.0%34.0%37.1%36.5%
Net Margin24.4%24.4%28.3%30.2%30.7%
Balance Sheet
Debt/Equity0.030.030.050.030.04
Current Ratio4.084.08———
Cash Flow
Free Cash Flow$1.19B$1.19B$1.36B$1.29B$1.68B
Returns
ROE19.0%19.0%22.7%27.2%30.8%
Valuation
P/E20.7220.7216.0216.4614.38
EV/EBITDA11.1411.148.619.567.95
P/B3.953.953.644.484.42
Growth & Yield
Revenue Growth-1.3%-1.3%-5.7%-3.6%—
EPS Growth-14.9%-14.9%-11.5%-5.0%—
Dividend Yield5.3%5.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

22.5%

exigente

EPS terminal req.

$19.74

Spread vs growth

-37.4%

5Y implied EPS CAGR

17.4%

exigente

EPS terminal req.

$23.89

Spread vs growth

-32.3%

10Y implied EPS CAGR

13.6%

razonable

EPS terminal req.

$38.47

Spread vs growth

-28.5%

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 +23.6%

Total return

+23.6%

Start / end P/E

14.9x → 20.7x

EPS bridge

12.61 → 10.73

Residual

-5.8%

EPS growth-14.9%
Multiple rerating+39.1%
Dividend+5.3%
Residual / FX / buybacks / cross-term-5.8%

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.