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6191.TW$97.00-0.82%
Fair $97.00+0.0%

6191.TW

Global Brands Manufacture Ltd.

Technology / Electronic ComponentsTaiwan

$97.00

-0.80 (-0.82%)

Fairly Valued+0.0%Fair Value $97.00Fund rank 34/100 · Data gapFallback financials|
SA 53/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.1B · quality 68.3/100

Data gap 34/100
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

53/100

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: 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 · 6191.TWLocal privado en este navegador · Global Brands Manufacture 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

$48.4B

P/E

14.8x

↓

EV/EBITDA

8.2x

↓

ROE

12.0%

↑

Gross Margin

19.3%

↓

Debt/Equity

0.82

↑
52-Week Range$97
$70$150

TradingView lightweight chart

6191.TW price, volumen y niveles de valoración

Último $96.20Periodo +844.6%
Fair value: $97.00

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

+11.6%

FCF CAGR

-8.8%

FCF margin

9.3%

FCF / Net income

0.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.71B · net income $3.15B · FCF $3.13B

2022-FY → 2025-FY

Gross margin

19.3%+1.4% pts

Operating margin

10.4%-0.5% pts

Net margin

9.3%-0.9% pts

FCF margin

9.3%-7.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.71B$33.71B$21.68B$22.88B$24.25B
Net Income$3.15B$3.15B$2.84B$3.16B$2.47B
EBITDA$6.96B$6.96B$5.63B$5.63B$4.92B
EPS——5.996.665.19
Gross Margin19.3%19.3%26.1%23.5%17.8%
Operating Margin10.4%10.4%16.0%15.4%10.9%
Net Margin9.3%9.3%13.1%13.8%10.2%
Balance Sheet
Debt/Equity0.820.820.490.490.48
Current Ratio1.361.36———
Cash Flow
Free Cash Flow$3.13B$3.13B$1.87B$3.39B$4.13B
Returns
ROE12.0%12.0%12.5%15.5%13.9%
Valuation
P/E14.8314.8311.609.685.36
EV/EBITDA8.208.206.145.462.84
P/B1.851.851.451.500.75
Growth & Yield
Revenue Growth55.5%55.5%-5.2%-5.7%—
EPS Growth——-10.1%28.3%—
Dividend Yield3.1%3.1%———

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 +37.9%

Total return

+37.9%

Start / end P/E

n/dx → n/dx

EPS bridge

5.99 → n/d

Residual

+34.7%

EPS growthn/d
Multiple reratingn/d
Dividend+3.1%
Residual / FX / buybacks / cross-term+34.7%

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.