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6552.TW$34.55+2.67%
Fair $34.55+0.0%

6552.TW

JMC Electronics Co., Ltd.

Technology / SemiconductorsTaiwan

$34.55

+0.90 (+2.67%)

Fairly Valued+0.0%Fair Value $34.55Fund rank 31/100 · Data gapFallback financials|
SA 31/D
F-Score: 2/9
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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $270.8M · quality 56.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

31/100

D

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: 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 -70.0%, below the 5% threshold
Thesis & Journal · 6552.TWLocal privado en este navegador · JMC Electronics 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

$2.9B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-70.0%

↓

Gross Margin

-25.4%

↓

Debt/Equity

0.76

↑
52-Week Range$35
$24$38

TradingView lightweight chart

6552.TW price, volumen y niveles de valoración

Último $34.55Periodo -0.1%
Fair value: $34.55

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

-12.0%

FCF CAGR

—

FCF margin

-3.3%

FCF / Net income

0.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.44B · net income $-1.19B · FCF $-47.0M

2022-FY → 2025-FY

Gross margin

-25.4%-35.8% pts

Operating margin

-37.3%-37.5% pts

Net margin

-82.8%-86.2% pts

FCF margin

-3.3%-26.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.44B$1.44B$1.96B$1.77B$2.11B
Net Income$-1.19B$-1.19B$13.2M$7.5M$73.4M
EBITDA$-748.5M$-748.5M$503.2M$500.5M$530.2M
EPS——0.110.070.88
Gross Margin-25.4%-25.4%2.4%2.2%10.5%
Operating Margin-37.3%-37.3%-5.4%-5.8%0.2%
Net Margin-82.8%-82.8%0.7%0.4%3.5%
Balance Sheet
Debt/Equity0.760.760.400.540.76
Current Ratio0.540.54———
Cash Flow
Free Cash Flow$-47.0M$-47.0M$345.3M$270.8M$481.7M
Returns
ROE-70.0%-70.0%0.5%0.3%3.0%
Valuation
P/E——330.91514.2934.32
EV/EBITDA——7.638.086.57
P/B1.691.691.241.301.03
Growth & Yield
Revenue Growth-26.6%-26.6%11.0%-16.4%—
EPS Growth——57.1%-92.0%—
Dividend Yield0.6%0.6%———

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 +30.0%

Total return

+30.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.11 → n/d

Residual

+29.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.6%
Residual / FX / buybacks / cross-term+29.4%

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.