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6464.TW$78.00+0.00%
Fair $78.00+0.0%

6464.TW

Taiwan Optical Platform Co., Ltd.

Communication Services / EntertainmentTaiwan

$78.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $78.00Fund rank 36/100 · Data gapFallback financials|
SA 30/D
F-Score: 5/9
Margin Compression

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $848.4M · quality 73.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

30/100

D

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 6464.TWLocal privado en este navegador · Taiwan Optical Platform 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

$10.0B

P/E

18.6x

↑

EV/EBITDA

10.9x

↑

ROE

6.7%

↑

Gross Margin

50.1%

↑

Debt/Equity

0.94

↑
52-Week Range$78
$73$81

TradingView lightweight chart

6464.TW price, volumen y niveles de valoración

Último $78.00Periodo -46.0%
Fair value: $78.00

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

+0.7%

FCF CAGR

-12.4%

FCF margin

15.3%

FCF / Net income

1.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.45B · net income $541.3M · FCF $681.8M

2022-FY → 2025-FY

Gross margin

50.1%-1.7% pts

Operating margin

26.6%-6.7% pts

Net margin

12.2%-7.9% pts

FCF margin

15.3%-7.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.45B$4.45B$4.37B$4.18B$4.36B
Net Income$541.3M$541.3M$879.1M$738.0M$873.6M
EBITDA$1.52B$1.52B$1.85B$1.68B$1.88B
EPS——6.785.606.46
Gross Margin50.1%50.1%51.3%51.7%51.9%
Operating Margin26.6%26.6%29.3%32.3%33.3%
Net Margin12.2%12.2%20.1%17.7%20.0%
Balance Sheet
Debt/Equity0.940.940.991.061.05
Current Ratio0.550.55———
Cash Flow
Free Cash Flow$681.8M$681.8M$848.4M$1.04B$1.01B
Returns
ROE6.7%6.7%10.9%9.4%10.9%
Valuation
P/E18.6218.6211.2714.9014.77
EV/EBITDA10.9510.959.0210.3810.51
P/B1.241.241.231.401.61
Growth & Yield
Revenue Growth1.9%1.9%4.6%-4.2%—
EPS Growth——21.0%-13.2%—
Dividend Yield4.1%4.1%———

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 +4.4%

Total return

+4.4%

Start / end P/E

n/dx → n/dx

EPS bridge

6.78 → n/d

Residual

+0.3%

EPS growthn/d
Multiple reratingn/d
Dividend+4.1%
Residual / FX / buybacks / cross-term+0.3%

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.