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6739.TWO$1255.00+1.62%
Fair $1255.00+0.0%

6739.TWO

Grade Upon Technology Corp

Technology / SemiconductorsTaipei Exchange

$1255.00

+20.00 (+1.62%)

Fairly Valued+0.0%Fair Value $1255.00Fund rank 36/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9

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 $130.0M · quality 69.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

56/100

C

Piotroski

6/9

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 · 6739.TWOLocal privado en este navegador · Grade Upon Technology 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

$29.2B

P/E

76.9x

↑

EV/EBITDA

61.5x

↑

ROE

36.6%

↑

Gross Margin

65.8%

↑

Debt/Equity

0.00

↓
52-Week Range$1255
$242$1760

TradingView lightweight chart

6739.TWO price, volumen y niveles de valoración

Último $1,255Periodo +2274.3%
Fair value: $1,255

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

+54.3%

FCF CAGR

+35.8%

FCF margin

10.3%

FCF / Net income

0.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $805.6M · net income $374.6M · FCF $82.9M

2022-FY → 2025-FY

Gross margin

65.8%+10.9% pts

Operating margin

52.9%+36.4% pts

Net margin

46.5%+32.3% pts

FCF margin

10.3%-4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$805.6M$805.6M$409.6M$255.3M$219.2M
Net Income$374.6M$374.6M$127.5M$49.9M$31.1M
EBITDA$469.5M$469.5M$172.1M$82.3M$45.9M
EPS——5.942.501.71
Gross Margin65.8%65.8%58.9%60.8%54.9%
Operating Margin52.9%52.9%33.7%28.1%16.5%
Net Margin46.5%46.5%31.1%19.5%14.2%
Balance Sheet
Debt/Equity0.000.000.000.100.17
Current Ratio3.093.09———
Cash Flow
Free Cash Flow$82.9M$82.9M$138.3M$130.0M$33.1M
Returns
ROE36.6%36.6%16.9%14.1%11.5%
Valuation
P/E76.9576.9532.7421.8817.58
EV/EBITDA61.4761.4722.0410.5510.84
P/B28.5728.575.523.082.08
Growth & Yield
Revenue Growth96.7%96.7%60.5%16.4%—
EPS Growth——137.6%46.2%—

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 +397.0%

Total return

+397.0%

Start / end P/E

n/dx → n/dx

EPS bridge

5.94 → n/d

Residual

+397.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+397.0%

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.