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6271.TW$249.50+0.81%
Fair $249.50+0.0%

6271.TW

Tong Hsing Electronic Industries, Ltd.

Technology / Semiconductor Equipment & MaterialsTaiwan

$249.50

+2.00 (+0.81%)

Fairly Valued+0.0%Fair Value $249.50Fund rank 26/100 · Data gapFallback financials|
SA 54/C
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-364.4M · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

54/100

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: 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 · 6271.TWLocal privado en este navegador · Tong Hsing Electronic Industries, 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

$52.2B

P/E

32.8x

↑

EV/EBITDA

15.7x

↑

ROE

6.0%

↑

Gross Margin

27.6%

↓

Debt/Equity

0.16

↓
52-Week Range$250
$97$269

TradingView lightweight chart

6271.TW price, volumen y niveles de valoración

Último $249.50Periodo +189.3%
Fair value: $249.50

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

-6.4%

FCF CAGR

+25.5%

FCF margin

19.7%

FCF / Net income

1.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.54B · net income $1.60B · FCF $2.27B

2022-FY → 2025-FY

Gross margin

27.6%-8.0% pts

Operating margin

13.9%-11.5% pts

Net margin

13.8%-8.5% pts

FCF margin

19.7%+11.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.54B$11.54B$12.09B$11.58B$14.07B
Net Income$1.60B$1.60B$1.71B$1.15B$3.14B
EBITDA$3.30B$3.30B$3.77B$2.92B$5.36B
EPS——8.165.4813.93
Gross Margin27.6%27.6%27.5%24.1%35.6%
Operating Margin13.9%13.9%14.4%12.2%25.4%
Net Margin13.8%13.8%14.2%9.9%22.3%
Balance Sheet
Debt/Equity0.160.160.200.220.22
Current Ratio2.592.59———
Cash Flow
Free Cash Flow$2.27B$2.27B$-750.8M$-364.4M$1.15B
Returns
ROE6.0%6.0%6.6%4.7%12.8%
Valuation
P/E32.8332.8316.6727.7411.32
EV/EBITDA15.7415.748.1611.166.23
P/B1.951.951.111.311.45
Growth & Yield
Revenue Growth-4.5%-4.5%4.4%-17.7%—
EPS Growth——48.9%-60.7%—
Dividend Yield1.2%1.2%———

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 +132.2%

Total return

+132.2%

Start / end P/E

n/dx → n/dx

EPS bridge

8.16 → n/d

Residual

+131.0%

EPS growthn/d
Multiple reratingn/d
Dividend+1.2%
Residual / FX / buybacks / cross-term+131.0%

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.