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6485.TWO$115.50+10.00%
Fair $115.50+0.0%

6485.TWO

ASolid Technology Co., Ltd.

Technology / Computer HardwareTaipei Exchange

$115.50

+10.50 (+10.00%)

Fairly Valued+0.0%Fair Value $115.50Fund rank 29/100 · Data gapFallback financials|
SA 42/C
F-Score: 2/9
Declining RevenueMargin CompressionLow 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 20%

FCF escenarios

weak_data · normalized FCF $-190.4M · quality 52.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

42/100

C

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -3.1%, below the 5% threshold
Thesis & Journal · 6485.TWOLocal privado en este navegador · ASolid Technology 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

$5.2B

P/E

165.0x

↑

EV/EBITDA

N/A

•

ROE

-3.1%

↓

Gross Margin

45.8%

↑

Debt/Equity

0.04

↓
52-Week Range$116
$50$130

TradingView lightweight chart

6485.TWO price, volumen y niveles de valoración

Último $115.50Periodo +177.3%
Fair value: $115.50

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-13.5%

FCF CAGR

—

FCF margin

-15.1%

FCF / Net income

3.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.26B · net income $-56.4M · FCF $-190.4M

2021-FY → 2024-FY

Gross margin

45.8%-14.7% pts

Operating margin

-5.8%-38.3% pts

Net margin

-4.5%-29.9% pts

FCF margin

-15.1%-53.8% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.26B$1.26B$1.68B$1.92B$1.95B
Net Income$-56.4M$-56.4M$89.1M$426.6M$496.7M
EBITDA$-176000.00$-176000.00$149.8M$583.0M$649.7M
EPS-1.36-1.361.959.4411.55
Gross Margin45.8%45.8%41.6%59.3%60.5%
Operating Margin-5.8%-5.8%4.8%27.2%32.4%
Net Margin-4.5%-4.5%5.3%22.2%25.5%
Balance Sheet
Debt/Equity0.040.040.05——
Current Ratio3.233.23———
Cash Flow
Free Cash Flow$-190.4M$-190.4M$-678.5M$109.4M$755.4M
Returns
ROE-3.1%-3.1%4.6%21.4%28.7%
Valuation
P/E165.00165.0054.367.2511.56
EV/EBITDA——28.752.986.68
P/B2.842.842.501.553.31
Growth & Yield
Revenue Growth-25.1%-25.1%-12.3%-1.5%—
EPS Growth-169.7%-169.7%-79.3%-18.3%—
Dividend Yield0.4%0.4%———

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 +101.0%

Total return

+101.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.95 → -1.36

Residual

+100.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.4%
Residual / FX / buybacks / cross-term+100.5%

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.