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6737.TWO$32.05+0.16%
Fair $32.05+0.0%

6737.TWO

Solid Year Co., Ltd.

Technology / Computer HardwareTaipei Exchange

$32.05

+0.05 (+0.16%)

Fairly Valued+0.0%Fair Value $32.05Fund rank 38/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9

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 $349.7M · quality 85.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

42/100

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: 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 · 6737.TWOLocal privado en este navegador · Solid Year 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

$1.9B

P/E

10.9x

↓

EV/EBITDA

5.8x

↓

ROE

10.2%

↑

Gross Margin

22.2%

↓

Debt/Equity

0.13

↓
52-Week Range$32
$31$61

TradingView lightweight chart

6737.TWO price, volumen y niveles de valoración

Último $32.05Periodo -17.4%
Fair value: $32.05

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

-13.3%

FCF CAGR

-14.3%

FCF margin

10.5%

FCF / Net income

1.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.85B · net income $176.2M · FCF $299.8M

2022-FY → 2025-FY

Gross margin

22.2%+3.7% pts

Operating margin

6.7%-0.9% pts

Net margin

6.2%-0.1% pts

FCF margin

10.5%-0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.85B$2.85B$4.71B$3.32B$4.37B
Net Income$176.2M$176.2M$442.1M$220.7M$276.2M
EBITDA$266.6M$266.6M$657.8M$355.7M$435.7M
EPS——7.323.654.57
Gross Margin22.2%22.2%25.6%21.8%18.5%
Operating Margin6.7%6.7%13.0%7.8%7.6%
Net Margin6.2%6.2%9.4%6.6%6.3%
Balance Sheet
Debt/Equity0.130.130.190.420.52
Current Ratio2.092.09———
Cash Flow
Free Cash Flow$299.8M$299.8M$640.4M$349.7M$476.7M
Returns
ROE10.2%10.2%24.7%15.0%20.0%
Valuation
P/E10.9410.948.8810.828.75
EV/EBITDA5.805.805.507.306.40
P/B1.111.112.201.621.75
Growth & Yield
Revenue Growth-39.6%-39.6%41.9%-24.0%—
EPS Growth——100.5%-20.1%—
Dividend Yield5.0%5.0%———

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 -26.1%

Total return

-26.1%

Start / end P/E

n/dx → n/dx

EPS bridge

7.32 → n/d

Residual

-31.1%

EPS growthn/d
Multiple reratingn/d
Dividend+5.0%
Residual / FX / buybacks / cross-term-31.1%

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.