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6224.TW$88.10-7.26%
Fair $88.10+0.0%

6224.TW

Polytronics Technology Corp.

Technology / Electronic ComponentsTaiwan

$88.10

-6.90 (-7.26%)

Fairly Valued+0.0%Fair Value $88.10Fund rank 34/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9
Low Profitability

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $182.9M · quality 65.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

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: 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. ROE is 2.6%, below the 5% threshold
Thesis & Journal · 6224.TWLocal privado en este navegador · Polytronics Technology Corp.
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

$7.5B

P/E

133.5x

↑

EV/EBITDA

24.8x

↑

ROE

2.6%

↓

Gross Margin

28.2%

↓

Debt/Equity

0.43

↑
52-Week Range$88
$39$98

TradingView lightweight chart

6224.TW price, volumen y niveles de valoración

Último $88.10Periodo +102.9%
Fair value: $88.10

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

-1.0%

FCF CAGR

+259.5%

FCF margin

5.9%

FCF / Net income

2.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.85B · net income $57.0M · FCF $169.7M

2022-FY → 2025-FY

Gross margin

28.2%+10.9% pts

Operating margin

0.2%+6.5% pts

Net margin

2.0%-1.1% pts

FCF margin

5.9%+5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.85B$2.85B$2.93B$2.79B$2.94B
Net Income$57.0M$57.0M$190.9M$106.4M$89.9M
EBITDA$310.4M$310.4M$456.0M$302.3M$224.9M
EPS——2.141.231.04
Gross Margin28.2%28.2%31.2%25.1%17.3%
Operating Margin0.2%0.2%3.4%-1.9%-6.3%
Net Margin2.0%2.0%6.5%3.8%3.1%
Balance Sheet
Debt/Equity0.430.430.460.380.38
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$169.7M$169.7M$182.9M$299.7M$3.7M
Returns
ROE2.6%2.6%8.1%4.1%3.4%
Valuation
P/E133.48133.4825.7946.4257.02
EV/EBITDA24.7724.7711.6215.7422.39
P/B3.413.412.101.911.95
Growth & Yield
Revenue Growth-2.5%-2.5%4.7%-5.1%—
EPS Growth——74.0%18.3%—
Dividend Yield1.4%1.4%———

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 +86.9%

Total return

+86.9%

Start / end P/E

n/dx → n/dx

EPS bridge

2.14 → n/d

Residual

+85.5%

EPS growthn/d
Multiple reratingn/d
Dividend+1.4%
Residual / FX / buybacks / cross-term+85.5%

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.