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6226.TW$13.55+4.23%
Fair $13.55+0.0%

6226.TW

Para Light Electronics Co., Ltd.

Technology / Electronic ComponentsTaiwan

$13.55

+0.55 (+4.23%)

Fairly Valued+0.0%Fair Value $13.55Fund rank 27/100 · Data gapFallback financials|
SA 36/D
F-Score: 5/9
Declining RevenueLow 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-6.5M · quality 44.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

36/100

D

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: 2unknown: 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 ROE is -2.8%, below the 5% threshold
Thesis & Journal · 6226.TWLocal privado en este navegador · Para Light Electronics 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

$1.6B

P/E

N/A

•

EV/EBITDA

49.0x

↑

ROE

-2.8%

↓

Gross Margin

28.5%

↓

Debt/Equity

0.58

↑
52-Week Range$14
$6$16

TradingView lightweight chart

6226.TW price, volumen y niveles de valoración

Último $13.55Periodo +28.7%
Fair value: $13.55

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

-13.4%

FCF CAGR

—

FCF margin

-3.7%

FCF / Net income

0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $609.2M · net income $-31.7M · FCF $-22.5M

2022-FY → 2025-FY

Gross margin

28.5%+2.3% pts

Operating margin

-8.5%-5.9% pts

Net margin

-5.2%-5.3% pts

FCF margin

-3.7%-7.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$609.2M$609.2M$632.7M$759.5M$938.3M
Net Income$-31.7M$-31.7M$-51.1M$-74.8M$1.0M
EBITDA$39.5M$39.5M$21.4M$-4.3M$78.4M
EPS——-0.44-0.650.01
Gross Margin28.5%28.5%25.3%24.1%26.2%
Operating Margin-8.5%-8.5%-11.8%-8.3%-2.6%
Net Margin-5.2%-5.2%-8.1%-9.9%0.1%
Balance Sheet
Debt/Equity0.580.580.570.610.59
Current Ratio1.241.24———
Cash Flow
Free Cash Flow$-22.5M$-22.5M$-6.5M$13.4M$34.9M
Returns
ROE-2.8%-2.8%-4.5%-6.7%0.1%
Valuation
P/E————1035.00
EV/EBITDA49.0249.0260.98—20.42
P/B1.391.390.891.081.00
Growth & Yield
Revenue Growth-3.7%-3.7%-16.7%-19.1%—
EPS Growth——32.3%-6600.0%—

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 +81.9%

Total return

+81.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.44 → n/d

Residual

+81.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+81.9%

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.