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6432.TWO$68.10-3.54%
Fair $68.10+0.0%

6432.TWO

Arlitech Electronic Corp.

Technology / Electronic ComponentsTaipei Exchange

$68.10

-2.50 (-3.54%)

Fairly Valued+0.0%Fair Value $68.10Fund rank 29/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9
Low Profitability

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 19%

FCF escenarios

weak_data · normalized FCF $-43.2M · quality 51.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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: 1unknown: 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. ROE is 1.8%, below the 5% threshold
Thesis & Journal · 6432.TWOLocal privado en este navegador · Arlitech Electronic 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

$2.3B

P/E

141.9x

↑

EV/EBITDA

29.6x

↑

ROE

1.8%

↓

Gross Margin

22.2%

↓

Debt/Equity

0.29

↑
52-Week Range$68
$25$73

TradingView lightweight chart

6432.TWO price, volumen y niveles de valoración

Último $68.10Periodo +88.0%
Fair value: $68.10

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

—

FCF margin

-3.8%

FCF / Net income

-2.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.12B · net income $15.5M · FCF $-43.2M

2022-FY → 2025-FY

Gross margin

22.2%-1.1% pts

Operating margin

3.0%+2.7% pts

Net margin

1.4%-2.7% pts

FCF margin

-3.8%-28.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.12B$1.12B$1.02B$1.08B$1.11B
Net Income$15.5M$15.5M$52.7M$36.4M$45.9M
EBITDA$69.5M$69.5M$125.2M$90.5M$107.1M
EPS——1.501.021.31
Gross Margin22.2%22.2%26.0%24.0%23.3%
Operating Margin3.0%3.0%2.4%1.8%0.2%
Net Margin1.4%1.4%5.2%3.4%4.1%
Balance Sheet
Debt/Equity0.290.290.330.380.30
Current Ratio2.522.52———
Cash Flow
Free Cash Flow$-43.2M$-43.2M$218.9M$-112.6M$276.1M
Returns
ROE1.8%1.8%6.0%4.7%5.8%
Valuation
P/E141.88141.8818.5035.1523.40
EV/EBITDA29.6029.606.1314.128.57
P/B2.482.481.191.721.43
Growth & Yield
Revenue Growth10.3%10.3%-5.6%-3.0%—
EPS Growth——47.1%-22.1%—
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 +152.0%

Total return

+152.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.50 → n/d

Residual

+149.0%

EPS growthn/d
Multiple reratingn/d
Dividend+3.0%
Residual / FX / buybacks / cross-term+149.0%

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.