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6284.TWO$110.00-5.17%
Fair $110.00+0.0%

6284.TWO

INPAQ Technology Co., Ltd.

Technology / Electronic ComponentsTaipei Exchange

$110.00

-6.00 (-5.17%)

Fairly Valued+0.0%Fair Value $110.00Fund rank 34/100 · Data gapFallback financials|
SA 56/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $998.2M · quality 66.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

56/100

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 · 6284.TWOLocal privado en este navegador · INPAQ Technology 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

$16.2B

P/E

26.3x

↑

EV/EBITDA

14.4x

↑

ROE

8.5%

↑

Gross Margin

24.7%

↓

Debt/Equity

0.50

↑
52-Week Range$110
$61$131

TradingView lightweight chart

6284.TWO price, volumen y niveles de valoración

Último $110.00Periodo +121.6%
Fair value: $110.00

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

+6.6%

FCF CAGR

+103.8%

FCF margin

13.6%

FCF / Net income

1.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.62B · net income $641.7M · FCF $1.03B

2022-FY → 2025-FY

Gross margin

24.7%+0.0% pts

Operating margin

9.2%+1.1% pts

Net margin

8.4%-1.0% pts

FCF margin

13.6%+11.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.62B$7.62B$7.37B$6.60B$6.29B
Net Income$641.7M$641.7M$984.6M$715.0M$590.9M
EBITDA$1.31B$1.31B$1.80B$1.34B$1.18B
EPS4.194.196.314.984.17
Gross Margin24.7%24.7%27.6%28.0%24.7%
Operating Margin9.2%9.2%12.9%11.6%8.2%
Net Margin8.4%8.4%13.4%10.8%9.4%
Balance Sheet
Debt/Equity0.500.500.440.440.47
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$1.03B$1.03B$998.2M$560.3M$122.0M
Returns
ROE8.5%8.5%13.0%10.4%10.2%
Valuation
P/E26.2526.2513.6015.8412.27
EV/EBITDA14.3914.398.768.846.96
P/B2.242.241.781.661.25
Growth & Yield
Revenue Growth3.4%3.4%11.5%5.0%—
EPS Growth-33.6%-33.6%26.7%19.4%—
Dividend Yield2.3%2.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

32.6%

muy exigente

EPS terminal req.

$9.76

Spread vs growth

-66.2%

5Y implied EPS CAGR

23.0%

exigente

EPS terminal req.

$11.81

Spread vs growth

-56.6%

10Y implied EPS CAGR

16.3%

exigente

EPS terminal req.

$19.02

Spread vs growth

-49.9%

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 +54.5%

Total return

+54.5%

Start / end P/E

11.5x → 26.3x

EPS bridge

6.31 → 4.19

Residual

-43.4%

EPS growth-33.6%
Multiple rerating+129.1%
Dividend+2.3%
Residual / FX / buybacks / cross-term-43.4%

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.