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6411.TWO$106.50-3.18%
Fair $106.50+0.0%

6411.TWO

Amazing Microelectronic Corp.

Technology / SemiconductorsTaipei Exchange

$106.50

-3.50 (-3.18%)

Fairly Valued+0.0%Fair Value $106.50Fund rank 36/100 · Data gapFallback financials|
SA 54/C
F-Score: 3/9

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 $541.6M · quality 76.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

3/9

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 · 6411.TWOLocal privado en este navegador · Amazing Microelectronic Corp.
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

$10.4B

P/E

34.1x

↑

EV/EBITDA

25.0x

↑

ROE

6.2%

↑

Gross Margin

39.0%

↑

Debt/Equity

0.00

↓
52-Week Range$107
$64$118

TradingView lightweight chart

6411.TWO price, volumen y niveles de valoración

Último $106.50Periodo +114.4%
Fair value: $106.50

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

-4.4%

FCF CAGR

+13.2%

FCF margin

12.8%

FCF / Net income

1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.46B · net income $310.3M · FCF $314.2M

2022-FY → 2025-FY

Gross margin

39.0%-0.8% pts

Operating margin

8.5%-4.1% pts

Net margin

12.6%-3.7% pts

FCF margin

12.8%+5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.46B$2.46B$2.74B$2.64B$2.81B
Net Income$310.3M$310.3M$444.7M$405.6M$459.2M
EBITDA$404.9M$404.9M$570.1M$523.0M$607.2M
EPS——4.454.144.87
Gross Margin39.0%39.0%42.5%45.4%39.8%
Operating Margin8.5%8.5%12.5%14.4%12.6%
Net Margin12.6%12.6%16.2%15.4%16.3%
Balance Sheet
Debt/Equity0.000.000.000.020.09
Current Ratio2.552.55———
Cash Flow
Free Cash Flow$314.2M$314.2M$541.6M$588.6M$216.4M
Returns
ROE6.2%6.2%8.9%8.9%11.3%
Valuation
P/E34.1334.1319.0628.0217.23
EV/EBITDA25.0125.0114.2320.7810.61
P/B2.102.101.692.491.97
Growth & Yield
Revenue Growth-10.5%-10.5%4.1%-6.2%—
EPS Growth——7.5%-15.0%—
Dividend Yield3.0%3.0%———

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 +47.9%

Total return

+47.9%

Start / end P/E

n/dx → n/dx

EPS bridge

4.45 → n/d

Residual

+44.9%

EPS growthn/d
Multiple reratingn/d
Dividend+3.0%
Residual / FX / buybacks / cross-term+44.9%

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.