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6525.TW$119.50-0.83%
Fair $119.50+0.0%

6525.TW

GEM Services, Inc.

Technology / SemiconductorsTaiwan

$119.50

-1.00 (-0.83%)

Fairly Valued+0.0%Fair Value $119.50Fund rank 37/100 · Data gapFallback financials|
SA 62/B
F-Score: 7/9

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 $871.1M · quality 78.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

62/100

B

Piotroski

7/9

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 · 6525.TWLocal privado en este navegador · GEM Services, Inc.
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

$15.4B

P/E

20.6x

↓

EV/EBITDA

8.5x

↓

ROE

16.2%

↑

Gross Margin

26.7%

↓

Debt/Equity

0.01

↓
52-Week Range$120
$65$138

TradingView lightweight chart

6525.TW price, volumen y niveles de valoración

Último $119.50Periodo +139.0%
Fair value: $119.50

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

+0.7%

FCF CAGR

+6.0%

FCF margin

16.4%

FCF / Net income

1.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.33B · net income $758.6M · FCF $871.1M

2022-FY → 2025-FY

Gross margin

26.7%+2.7% pts

Operating margin

19.6%+3.1% pts

Net margin

14.2%-3.6% pts

FCF margin

16.4%+2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.33B$5.33B$4.67B$4.42B$5.22B
Net Income$758.6M$758.6M$664.2M$566.1M$930.3M
EBITDA$1.60B$1.60B$1.49B$1.36B$1.69B
EPS——5.084.347.12
Gross Margin26.7%26.7%22.7%21.6%24.0%
Operating Margin19.6%19.6%14.7%14.0%16.5%
Net Margin14.2%14.2%14.2%12.8%17.8%
Balance Sheet
Debt/Equity0.010.010.020.010.02
Current Ratio1.831.83———
Cash Flow
Free Cash Flow$871.1M$871.1M$1.05B$445.7M$730.8M
Returns
ROE16.2%16.2%14.7%13.6%21.4%
Valuation
P/E20.5720.5712.7815.519.86
EV/EBITDA8.488.484.245.204.31
P/B3.283.281.882.112.11
Growth & Yield
Revenue Growth14.0%14.0%5.7%-15.4%—
EPS Growth——17.1%-39.0%—
Dividend Yield4.2%4.2%———

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 +71.3%

Total return

+71.3%

Start / end P/E

n/dx → n/dx

EPS bridge

5.08 → n/d

Residual

+67.1%

EPS growthn/d
Multiple reratingn/d
Dividend+4.2%
Residual / FX / buybacks / cross-term+67.1%

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.