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6263.TWO$182.00+3.70%
Fair $182.00+0.0%

6263.TWO

Planet Technology Corporation

Technology / Communication EquipmentTaipei Exchange

$182.00

+6.50 (+3.70%)

Fairly Valued+0.0%Fair Value $182.00Fund rank 39/100 · Data gapFallback financials|
SA 55/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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $467.7M · quality 84.7/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 93/100Data 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

55/100

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 · 6263.TWOLocal privado en este navegador · Planet Technology Corporation
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

$11.4B

P/E

22.0x

↑

EV/EBITDA

14.7x

↑

ROE

29.5%

↑

Gross Margin

46.7%

↑

Debt/Equity

0.06

↓
52-Week Range$182
$116$195

TradingView lightweight chart

6263.TWO price, volumen y niveles de valoración

Último $182.00Periodo +390.1%
Fair value: $182.00

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

+3.1%

FCF CAGR

+1.4%

FCF margin

26.9%

FCF / Net income

0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.88B · net income $519.8M · FCF $507.6M

2022-FY → 2025-FY

Gross margin

46.7%+4.5% pts

Operating margin

31.7%+1.9% pts

Net margin

27.6%+2.1% pts

FCF margin

26.9%-1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.88B$1.88B$1.88B$1.84B$1.72B
Net Income$519.8M$519.8M$538.1M$507.4M$438.3M
EBITDA$669.8M$669.8M$691.8M$645.6M$563.1M
EPS——8.578.086.96
Gross Margin46.7%46.7%47.0%45.2%42.2%
Operating Margin31.7%31.7%32.9%31.8%29.9%
Net Margin27.6%27.6%28.6%27.5%25.5%
Balance Sheet
Debt/Equity0.060.060.060.120.06
Current Ratio5.365.36———
Cash Flow
Free Cash Flow$507.6M$507.6M$467.7M$459.2M$486.9M
Returns
ROE29.5%29.5%31.0%30.6%28.3%
Valuation
P/E22.0122.0117.6217.8812.97
EV/EBITDA14.7414.7411.5911.847.47
P/B6.466.465.475.483.66
Growth & Yield
Revenue Growth0.2%0.2%1.9%7.2%—
EPS Growth——6.1%16.1%—
Dividend Yield4.3%4.3%———

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 +23.6%

Total return

+23.6%

Start / end P/E

n/dx → n/dx

EPS bridge

8.57 → n/d

Residual

+19.3%

EPS growthn/d
Multiple reratingn/d
Dividend+4.3%
Residual / FX / buybacks / cross-term+19.3%

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.