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6245.TWO$89.80+2.98%
Fair $89.80+0.0%

6245.TWO

Lanner Electronics Inc.

Technology / Communication EquipmentTaipei Exchange

$89.80

+2.60 (+2.98%)

Fairly Valued+0.0%Fair Value $89.80Fund rank 35/100 · Data gapFallback financials|
SA 60/B
F-Score: 4/9
Declining Revenue

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 $788.2M · quality 72.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

60/100

B

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. Revenue has declined for 3 consecutive years
Thesis & Journal · 6245.TWOLocal privado en este navegador · Lanner Electronics Inc.
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

$13.2B

P/E

20.8x

↓

EV/EBITDA

14.1x

↑

ROE

10.4%

↑

Gross Margin

31.7%

↓

Debt/Equity

0.02

↓
52-Week Range$90
$59$94

TradingView lightweight chart

6245.TWO price, volumen y niveles de valoración

Último $89.80Periodo +349.0%
Fair value: $89.80

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

-9.9%

FCF CAGR

-15.6%

FCF margin

11.0%

FCF / Net income

1.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.19B · net income $642.1M · FCF $788.2M

2022-FY → 2025-FY

Gross margin

31.7%+1.2% pts

Operating margin

8.7%-3.3% pts

Net margin

8.9%-1.3% pts

FCF margin

11.0%-2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.19B$7.19B$7.45B$8.37B$9.82B
Net Income$642.1M$642.1M$890.8M$987.4M$1.00B
EBITDA$849.8M$849.8M$1.29B$1.36B$1.43B
EPS——6.006.696.89
Gross Margin31.7%31.7%35.6%33.7%30.5%
Operating Margin8.7%8.7%13.1%13.9%12.0%
Net Margin8.9%8.9%12.0%11.8%10.2%
Balance Sheet
Debt/Equity0.020.020.020.010.25
Current Ratio2.912.91———
Cash Flow
Free Cash Flow$788.2M$788.2M$415.2M$2.20B$1.31B
Returns
ROE10.4%10.4%14.5%17.4%23.4%
Valuation
P/E20.7920.7916.4516.5912.13
EV/EBITDA14.0814.089.199.807.36
P/B2.132.132.392.892.84
Growth & Yield
Revenue Growth-3.5%-3.5%-11.0%-14.7%—
EPS Growth——-10.3%-2.9%—
Dividend Yield4.4%4.4%———

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 +15.6%

Total return

+15.6%

Start / end P/E

n/dx → n/dx

EPS bridge

6.00 → n/d

Residual

+11.1%

EPS growthn/d
Multiple reratingn/d
Dividend+4.4%
Residual / FX / buybacks / cross-term+11.1%

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.