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6451.TW$659.00+5.10%
Fair $659.00+0.0%

6451.TW

ShunSin Technology Holdings Limited

Technology / SemiconductorsTaiwan

$659.00

+32.00 (+5.10%)

Fairly Valued+0.0%Fair Value $659.00Fund rank 19/100 · Data gapFallback financials|
SA 46/C
F-Score: 3/9
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 14%

FCF escenarios

weak_data · normalized FCF $-598.0M · quality 25.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 2/100Data 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

46/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 0.4%, below the 5% threshold
Thesis & Journal · 6451.TWLocal privado en este navegador · ShunSin Technology Holdings Limited
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

$70.0B

P/E

2636.0x

↑

EV/EBITDA

60.9x

↑

ROE

0.4%

↓

Gross Margin

16.2%

↓

Debt/Equity

1.48

↑
52-Week Range$659
$120$689

TradingView lightweight chart

6451.TW price, volumen y niveles de valoración

Último $659.00Periodo +311.9%
Fair value: $659.00

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

+12.3%

FCF CAGR

—

FCF margin

-34.7%

FCF / Net income

-94.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.53B · net income $27.5M · FCF $-2.61B

2022-FY → 2025-FY

Gross margin

16.2%+4.0% pts

Operating margin

2.2%+3.7% pts

Net margin

0.4%-3.5% pts

FCF margin

-34.7%-10.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.53B$7.53B$5.19B$5.21B$5.32B
Net Income$27.5M$27.5M$42.7M$434.2M$205.7M
EBITDA$1.23B$1.23B$806.0M$1.24B$656.3M
EPS——0.404.061.92
Gross Margin16.2%16.2%13.2%23.4%12.2%
Operating Margin2.2%2.2%-4.4%5.4%-1.5%
Net Margin0.4%0.4%0.8%8.3%3.9%
Balance Sheet
Debt/Equity1.481.481.100.961.26
Current Ratio1.671.67———
Cash Flow
Free Cash Flow$-2.61B$-2.61B$-598.0M$995.9M$-1.27B
Returns
ROE0.4%0.4%0.6%6.9%3.3%
Valuation
P/E2636.002636.00571.2536.7041.67
EV/EBITDA60.8760.8730.6011.2911.55
P/B10.7210.723.642.521.38
Growth & Yield
Revenue Growth45.2%45.2%-0.5%-2.0%—
EPS Growth——-90.1%111.5%—
Dividend Yield0.0%0.0%———

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 +399.3%

Total return

+399.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.40 → n/d

Residual

+399.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+399.2%

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.