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6719.TW$240.50-1.23%
Fair $240.50+0.0%

6719.TW

uPI Semiconductor Corp.

Technology / SemiconductorsTaiwan

$240.50

-3.00 (-1.23%)

Fairly Valued+0.0%Fair Value $240.50Fund rank 35/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $893.0M · quality 67.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

54/100

C

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: 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 4.9%, below the 5% threshold
Thesis & Journal · 6719.TWLocal privado en este navegador · uPI Semiconductor Corp.
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

$25.4B

P/E

37.6x

↑

EV/EBITDA

25.9x

↑

ROE

4.9%

↑

Gross Margin

34.8%

↑

Debt/Equity

0.11

↓
52-Week Range$241
$157$286

TradingView lightweight chart

6719.TW price, volumen y niveles de valoración

Último $240.50Periodo -69.9%
Fair value: $240.50

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

-9.0%

FCF CAGR

-2.9%

FCF margin

19.5%

FCF / Net income

1.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.58B · net income $692.7M · FCF $893.0M

2022-FY → 2025-FY

Gross margin

34.8%-6.1% pts

Operating margin

14.6%-7.0% pts

Net margin

15.1%-3.9% pts

FCF margin

19.5%+3.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.58B$4.58B$3.70B$3.04B$6.08B
Net Income$692.7M$692.7M$230.0M$50.6M$1.16B
EBITDA$984.2M$984.2M$411.0M$181.4M$1.59B
EPS——2.370.6013.72
Gross Margin34.8%34.8%30.3%27.5%40.9%
Operating Margin14.6%14.6%3.6%-1.0%21.6%
Net Margin15.1%15.1%6.2%1.7%19.0%
Balance Sheet
Debt/Equity0.110.110.120.000.00
Current Ratio14.6614.66———
Cash Flow
Free Cash Flow$893.0M$893.0M$1.19B$14.9M$975.2M
Returns
ROE4.9%4.9%1.7%0.6%13.2%
Valuation
P/E37.5837.5891.98488.3319.13
EV/EBITDA25.9225.9251.92129.7511.86
P/B1.801.801.563.032.52
Growth & Yield
Revenue Growth23.9%23.9%21.7%-50.1%—
EPS Growth——295.0%-95.6%—
Dividend Yield0.7%0.7%———

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 +19.2%

Total return

+19.2%

Start / end P/E

n/dx → n/dx

EPS bridge

2.37 → n/d

Residual

+18.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.7%
Residual / FX / buybacks / cross-term+18.5%

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.