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6184.TW$45.95-0.22%
Fair $45.95+0.0%

6184.TW

Dafeng TV Ltd.

Communication Services / EntertainmentTaiwan

$45.95

-0.10 (-0.22%)

Fairly Valued+0.0%Fair Value $45.95Fund rank 36/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
Margin Compression

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 $424.3M · quality 68.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 6184.TWLocal privado en este navegador · Dafeng TV 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

$7.0B

P/E

20.2x

↑

EV/EBITDA

6.5x

↓

ROE

7.8%

↑

Gross Margin

52.6%

↑

Debt/Equity

0.49

↑
52-Week Range$46
$45$62

TradingView lightweight chart

6184.TW price, volumen y niveles de valoración

Último $45.95Periodo +137.4%
Fair value: $45.95

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

+2.3%

FCF CAGR

-21.7%

FCF margin

19.7%

FCF / Net income

1.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.16B · net income $385.5M · FCF $424.3M

2022-FY → 2025-FY

Gross margin

52.6%+1.3% pts

Operating margin

28.6%-2.8% pts

Net margin

17.9%-7.8% pts

FCF margin

19.7%-24.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.16B$2.16B$2.12B$2.07B$2.01B
Net Income$385.5M$385.5M$531.9M$521.5M$515.8M
EBITDA$976.8M$976.8M$1.12B$1.09B$1.06B
EPS——3.173.513.48
Gross Margin52.6%52.6%51.9%50.0%51.3%
Operating Margin28.6%28.6%30.3%30.4%31.4%
Net Margin17.9%17.9%25.1%25.2%25.6%
Balance Sheet
Debt/Equity0.490.490.380.330.52
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$424.3M$424.3M$571.7M$214.5M$883.4M
Returns
ROE7.8%7.8%11.5%11.6%11.7%
Valuation
P/E20.1520.1516.3414.6713.94
EV/EBITDA6.476.478.047.066.62
P/B1.421.421.921.701.63
Growth & Yield
Revenue Growth1.8%1.8%2.5%2.8%—
EPS Growth——-9.7%0.9%—
Dividend Yield6.5%6.5%———

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 -8.1%

Total return

-8.1%

Start / end P/E

n/dx → n/dx

EPS bridge

3.17 → n/d

Residual

-14.6%

EPS growthn/d
Multiple reratingn/d
Dividend+6.5%
Residual / FX / buybacks / cross-term-14.6%

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.