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6738.TWO$68.00+0.00%
Fair $68.00+0.0%

6738.TWO

MAYO Human Capital Inc.

Technology / Software - ApplicationTaipei Exchange

$68.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $68.00Fund rank 32/100 · Data gapFallback financials|
SA 23/D
F-Score: 4/9
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 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $-97.1M · quality 77.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

23/100

D

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. ROE is -30.3%, below the 5% threshold
Thesis & Journal · 6738.TWOLocal privado en este navegador · MAYO Human Capital 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

$2.5B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-30.3%

↓

Gross Margin

70.1%

↑

Debt/Equity

0.23

↑
52-Week Range$68
$49$85

TradingView lightweight chart

6738.TWO price, volumen y niveles de valoración

Último $68.00Periodo -3.7%
Fair value: $68.00

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

-5.8%

FCF CAGR

—

FCF margin

-35.3%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $169.6M · net income $-64.9M · FCF $-59.9M

2022-FY → 2025-FY

Gross margin

70.1%+46.1% pts

Operating margin

-38.6%+45.0% pts

Net margin

-38.3%+46.2% pts

FCF margin

-35.3%+25.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$169.6M$169.6M$221.7M$202.5M$202.9M
Net Income$-64.9M$-64.9M$-138.2M$-168.0M$-171.3M
EBITDA$-45.0M$-45.0M$-115.7M$-145.8M$-155.4M
EPS——-4.28-5.76-6.53
Gross Margin70.1%70.1%35.3%25.9%24.0%
Operating Margin-38.6%-38.6%-62.7%-85.1%-83.7%
Net Margin-38.3%-38.3%-62.3%-83.0%-84.5%
Balance Sheet
Debt/Equity0.230.230.331.171.30
Current Ratio2.622.62———
Cash Flow
Free Cash Flow$-59.9M$-59.9M$-97.1M$-129.7M$-123.4M
Returns
ROE-30.3%-30.3%-191.4%-402.7%-316.4%
Valuation
P/B11.6511.6519.3931.4622.87
Growth & Yield
Revenue Growth-23.5%-23.5%9.5%-0.2%—
EPS Growth——25.7%11.8%—

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 +35.2%

Total return

+35.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-4.28 → n/d

Residual

+35.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+35.2%

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.