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6728.TWO$115.00+2.22%
Fair $115.00+0.0%

6728.TWO

Up Young Cornerstone Corp.

Technology / Consumer ElectronicsTaipei Exchange

$115.00

+2.50 (+2.22%)

Fairly Valued+0.0%Fair Value $115.00Fund rank 23/100 · Data gapFallback financials|
SA 45/C
F-Score: 2/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-334.0M · quality 38.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

45/100

C

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: 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 · 6728.TWOLocal privado en este navegador · Up Young Cornerstone 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

$3.5B

P/E

12.0x

↓

EV/EBITDA

9.3x

↓

ROE

14.6%

↑

Gross Margin

33.7%

↑

Debt/Equity

0.88

↑
52-Week Range$115
$108$192

TradingView lightweight chart

6728.TWO price, volumen y niveles de valoración

Último $115.00Periodo +129.9%
Fair value: $115.00

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

+24.6%

FCF CAGR

—

FCF margin

-7.1%

FCF / Net income

-1.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.74B · net income $294.3M · FCF $-334.0M

2022-FY → 2025-FY

Gross margin

33.7%-5.4% pts

Operating margin

8.2%-8.0% pts

Net margin

6.2%-6.6% pts

FCF margin

-7.1%-4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.74B$4.74B$3.51B$2.73B$2.45B
Net Income$294.3M$294.3M$303.9M$236.4M$312.7M
EBITDA$533.0M$533.0M$500.7M$389.2M$461.5M
EPS——11.5110.1712.94
Gross Margin33.7%33.7%37.2%36.7%39.0%
Operating Margin8.2%8.2%11.3%11.1%16.3%
Net Margin6.2%6.2%8.7%8.6%12.8%
Balance Sheet
Debt/Equity0.880.880.470.630.43
Current Ratio1.461.46———
Cash Flow
Free Cash Flow$-334.0M$-334.0M$-535.5M$883000.00$-54.3M
Returns
ROE14.6%14.6%15.6%23.3%31.0%
Valuation
P/E11.9711.9710.8613.429.27
EV/EBITDA9.289.287.819.646.94
P/B1.721.721.693.132.88
Growth & Yield
Revenue Growth34.9%34.9%28.5%11.6%—
EPS Growth——13.2%-21.4%—
Dividend Yield7.1%7.1%———

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 -23.0%

Total return

-23.0%

Start / end P/E

n/dx → n/dx

EPS bridge

11.51 → n/d

Residual

-30.1%

EPS growthn/d
Multiple reratingn/d
Dividend+7.1%
Residual / FX / buybacks / cross-term-30.1%

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.