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6650.TWO$28.00-4.92%
Fair $28.00+0.0%

6650.TWO

Art Emperor Technology And Culture Co., Ltd.

Communication Services / Internet Content & InformationTaipei Exchange

$28.00

-1.45 (-4.92%)

Fairly Valued+0.0%Fair Value $28.00Fund rank 36/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $36.2M · quality 70.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

47/100

C

Piotroski

4/9

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 · 6650.TWOLocal privado en este navegador · Art Emperor Technology And Culture 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

$871M

P/E

26.4x

↑

EV/EBITDA

5.4x

↓

ROE

15.6%

↑

Gross Margin

79.0%

↑

Debt/Equity

0.06

↓
52-Week Range$28
$26$62

TradingView lightweight chart

6650.TWO price, volumen y niveles de valoración

Último $28.00Periodo -3.3%
Fair value: $28.00

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

+6.2%

FCF CAGR

-32.7%

FCF margin

15.4%

FCF / Net income

0.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $216.1M · net income $70.6M · FCF $33.2M

2021-FY → 2024-FY

Gross margin

79.0%-2.5% pts

Operating margin

40.0%-5.7% pts

Net margin

32.7%-2.4% pts

FCF margin

15.4%-45.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$216.1M$216.1M$171.3M$185.3M$180.3M
Net Income$70.6M$70.6M$60.0M$89.6M$63.2M
EBITDA$94.8M$94.8M$77.2M$113.9M$82.3M
EPS2.282.282.053.022.13
Gross Margin79.0%79.0%78.8%81.8%81.5%
Operating Margin40.0%40.0%42.3%43.4%45.7%
Net Margin32.7%32.7%35.0%48.3%35.1%
Balance Sheet
Debt/Equity0.060.060.030.040.06
Current Ratio2.482.48———
Cash Flow
Free Cash Flow$33.2M$33.2M$88.3M$36.2M$109.0M
Returns
ROE15.6%15.6%17.1%26.5%19.7%
Valuation
P/E26.4226.4228.7314.7522.42
EV/EBITDA5.445.4418.279.0913.31
P/B1.911.914.923.914.40
Growth & Yield
Revenue Growth26.2%26.2%-7.6%2.8%—
EPS Growth11.2%11.2%-32.2%41.7%—
Dividend Yield13.6%13.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

2.9%

fácil

EPS terminal req.

$2.48

Spread vs growth

8.3%

5Y implied EPS CAGR

5.7%

razonable

EPS terminal req.

$3.01

Spread vs growth

5.5%

10Y implied EPS CAGR

7.8%

razonable

EPS terminal req.

$4.84

Spread vs growth

3.4%

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 -30.4%

Total return

-30.4%

Start / end P/E

24.4x → 12.3x

EPS bridge

2.05 → 2.28

Residual

-5.6%

EPS growth+11.2%
Multiple rerating-49.6%
Dividend+13.6%
Residual / FX / buybacks / cross-term-5.6%

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.