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6690.TWO$187.50+0.00%
Fair $187.50+0.0%

6690.TWO

Acer Cyber Security Inc.

Technology / Software - InfrastructureTaipei Exchange

$187.50

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $187.50Fund rank 37/100 · Data gapFallback financials|
SA 69/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 $455.3M · quality 75.0/100

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

69/100

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 · 6690.TWOLocal privado en este navegador · Acer Cyber Security 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

$5.6B

P/E

18.5x

↓

EV/EBITDA

3.6x

↓

ROE

9.8%

↑

Gross Margin

42.4%

↑

Debt/Equity

0.14

↓
52-Week Range$188
$158$194

TradingView lightweight chart

6690.TWO price, volumen y niveles de valoración

Último $187.50Periodo +71.8%
Fair value: $187.50

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

+14.9%

FCF CAGR

+25.3%

FCF margin

49.6%

FCF / Net income

3.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.43B · net income $306.7M · FCF $1.21B

2022-FY → 2025-FY

Gross margin

42.4%+2.4% pts

Operating margin

15.0%+3.4% pts

Net margin

12.6%+2.9% pts

FCF margin

49.6%+11.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.43B$2.43B$2.15B$1.84B$1.60B
Net Income$306.7M$306.7M$225.8M$190.6M$155.4M
EBITDA$1.45B$1.45B$1.22B$935.4M$872.5M
EPS——10.068.557.59
Gross Margin42.4%42.4%41.5%39.8%40.1%
Operating Margin15.0%15.0%13.7%12.6%11.6%
Net Margin12.6%12.6%10.5%10.3%9.7%
Balance Sheet
Debt/Equity0.140.140.160.190.23
Current Ratio2.102.10———
Cash Flow
Free Cash Flow$1.21B$1.21B$252.9M$455.3M$613.1M
Returns
ROE9.8%9.8%7.5%14.7%12.9%
Valuation
P/E18.4918.4920.5823.1015.75
EV/EBITDA3.573.572.964.482.48
P/B1.791.791.543.402.02
Growth & Yield
Revenue Growth13.3%13.3%16.4%15.1%—
EPS Growth——17.7%12.7%—
Dividend Yield4.8%4.8%———

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 +7.5%

Total return

+7.5%

Start / end P/E

n/dx → n/dx

EPS bridge

10.06 → n/d

Residual

+2.7%

EPS growthn/d
Multiple reratingn/d
Dividend+4.8%
Residual / FX / buybacks / cross-term+2.7%

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.