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6197.TW$311.00+0.65%
Fair $311.00+0.0%

6197.TW

Jess-link Products Co., Ltd.

Technology / Electronic ComponentsTaiwan

$311.00

+2.00 (+0.65%)

Fairly Valued+0.0%Fair Value $311.00Fund rank 37/100 · Data gapFallback financials|
SA 62/B
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $625.4M · quality 79.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

62/100

B

Piotroski

5/9

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 · 6197.TWLocal privado en este navegador · Jess-link Products 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

$38.0B

P/E

37.4x

↑

EV/EBITDA

22.7x

↑

ROE

21.1%

↑

Gross Margin

34.3%

↑

Debt/Equity

0.22

↑
52-Week Range$311
$127$318

TradingView lightweight chart

6197.TW price, volumen y niveles de valoración

Último $311.00Periodo +1539.8%
Fair value: $311.00

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

+20.4%

FCF CAGR

-0.7%

FCF margin

8.3%

FCF / Net income

0.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.58B · net income $1.06B · FCF $625.4M

2022-FY → 2025-FY

Gross margin

34.3%+9.0% pts

Operating margin

20.1%+11.0% pts

Net margin

14.0%+3.8% pts

FCF margin

8.3%-6.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.58B$7.58B$6.77B$4.96B$4.34B
Net Income$1.06B$1.06B$1.06B$635.4M$439.8M
EBITDA$1.63B$1.63B$1.60B$954.5M$685.3M
EPS——8.555.153.56
Gross Margin34.3%34.3%33.1%28.9%25.4%
Operating Margin20.1%20.1%17.8%12.9%9.1%
Net Margin14.0%14.0%15.7%12.8%10.1%
Balance Sheet
Debt/Equity0.220.220.240.060.02
Current Ratio2.142.14———
Cash Flow
Free Cash Flow$625.4M$625.4M$980.0M$559.3M$637.8M
Returns
ROE21.1%21.1%24.0%19.0%14.4%
Valuation
P/E37.4237.4217.0815.6511.70
EV/EBITDA22.6722.6710.989.675.64
P/B7.567.564.122.971.68
Growth & Yield
Revenue Growth12.0%12.0%36.3%14.3%—
EPS Growth——66.0%44.7%—
Dividend Yield2.3%2.3%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +121.3%

Total return

+121.3%

Start / end P/E

n/dx → n/dx

EPS bridge

8.55 → n/d

Residual

+119.0%

EPS growthn/d
Multiple reratingn/d
Dividend+2.3%
Residual / FX / buybacks / cross-term+119.0%

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.