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6784.TWO$26.75-2.22%
Fair $26.75+0.0%

6784.TWO

Tsky Co.,Ltd

Technology / Consumer ElectronicsTaipei Exchange

$26.75

-0.60 (-2.22%)

Fairly Valued+0.0%Fair Value $26.75Fund rank 30/100 · Data gapFallback financials|
SA 52/C
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 22%

FCF escenarios

weak_data · normalized FCF $22.2M · quality 51.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

52/100

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: 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 4.3%, below the 5% threshold
Thesis & Journal · 6784.TWOLocal privado en este navegador · Tsky 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

$493M

P/E

55.7x

↑

EV/EBITDA

22.9x

↑

ROE

4.3%

↓

Gross Margin

18.3%

↓

Debt/Equity

0.01

↓
52-Week Range$27
$15$47

TradingView lightweight chart

6784.TWO price, volumen y niveles de valoración

Último $26.40Periodo +0.8%
Fair value: $26.75

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

+5.6%

FCF CAGR

—

FCF margin

-11.4%

FCF / Net income

-4.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $359.4M · net income $8.8M · FCF $-41.1M

2022-FY → 2025-FY

Gross margin

18.3%-0.4% pts

Operating margin

3.0%+2.8% pts

Net margin

2.4%-1.8% pts

FCF margin

-11.4%-22.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$359.4M$359.4M$308.0M$276.4M$305.0M
Net Income$8.8M$8.8M$2.0M$-23.6M$13.0M
EBITDA$18.0M$18.0M$10.0M$-15.7M$20.8M
EPS——0.11-1.280.70
Gross Margin18.3%18.3%20.9%20.0%18.8%
Operating Margin3.0%3.0%0.3%-2.2%0.2%
Net Margin2.4%2.4%0.7%-8.5%4.3%
Balance Sheet
Debt/Equity0.010.010.250.070.07
Current Ratio2.542.54———
Cash Flow
Free Cash Flow$-41.1M$-41.1M$27.1M$22.2M$32.8M
Returns
ROE4.3%4.3%1.0%-12.3%5.8%
Valuation
P/E55.7355.73189.94—37.07
EV/EBITDA22.8922.8931.83—20.62
P/B2.412.411.972.412.13
Growth & Yield
Revenue Growth16.7%16.7%11.5%-9.4%—
EPS Growth——108.6%-282.9%—

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 +45.1%

Total return

+45.1%

Start / end P/E

n/dx → n/dx

EPS bridge

0.11 → n/d

Residual

+45.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+45.1%

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.