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6294.TWO$27.15-1.81%
Fair $27.15+0.0%

6294.TWO

Tekom Technologies, Inc

Technology / Electronic ComponentsTaipei Exchange

$27.15

-0.50 (-1.81%)

Fairly Valued+0.0%Fair Value $27.15Fund rank 36/100 · Data gapFallback financials|
SA 38/D
F-Score: 7/9

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 $153.5M · quality 74.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

38/100

D

Piotroski

7/9

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 · 6294.TWOLocal privado en este navegador · Tekom Technologies, 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

$707M

P/E

9.8x

↓

EV/EBITDA

1.6x

↓

ROE

12.5%

↑

Gross Margin

34.5%

↑

Debt/Equity

0.31

↑
52-Week Range$27
$27$63

TradingView lightweight chart

6294.TWO price, volumen y niveles de valoración

Último $27.15Periodo -52.6%
Fair value: $27.15

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

-0.3%

FCF CAGR

-26.1%

FCF margin

11.0%

FCF / Net income

1.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $972.6M · net income $72.3M · FCF $107.1M

2022-FY → 2025-FY

Gross margin

34.5%-12.3% pts

Operating margin

9.7%-20.9% pts

Net margin

7.4%-17.5% pts

FCF margin

11.0%-16.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$972.6M$972.6M$1.06B$957.7M$982.3M
Net Income$72.3M$72.3M$44.1M$232.4M$245.0M
EBITDA$230.2M$230.2M$225.0M$375.3M$394.8M
EPS——1.688.849.32
Gross Margin34.5%34.5%30.1%44.8%46.8%
Operating Margin9.7%9.7%5.1%28.3%30.6%
Net Margin7.4%7.4%4.2%24.3%24.9%
Balance Sheet
Debt/Equity0.310.310.340.200.19
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$107.1M$107.1M$153.5M$247.6M$265.7M
Returns
ROE12.5%12.5%7.5%31.5%33.9%
Valuation
P/E9.849.8434.0312.2210.98
EV/EBITDA1.611.614.895.935.09
P/B1.221.222.563.843.73
Growth & Yield
Revenue Growth-7.8%-7.8%10.2%-2.5%—
EPS Growth——-81.0%-5.2%—
Dividend Yield9.9%9.9%———

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 -38.9%

Total return

-38.9%

Start / end P/E

n/dx → n/dx

EPS bridge

1.68 → n/d

Residual

-48.8%

EPS growthn/d
Multiple reratingn/d
Dividend+9.9%
Residual / FX / buybacks / cross-term-48.8%

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.