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6854.TW$143.50-3.04%
Fair $143.50+0.0%

6854.TW

PlayNitride Inc.

Technology / Electronic ComponentsTaiwan

$143.50

-4.50 (-3.04%)

Fairly Valued+0.0%Fair Value $143.50Fund rank 32/100 · Data gapFallback financials|
SA 31/D
F-Score: 1/9
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 24%

FCF escenarios

weak_data · normalized FCF $-800.7M · quality 72.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

31/100

D

Piotroski

1/9

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 -3.0%, below the 5% threshold
Thesis & Journal · 6854.TWLocal privado en este navegador · PlayNitride 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

$16.8B

P/E

N/A

•

EV/EBITDA

97.4x

↑

ROE

-3.0%

↓

Gross Margin

42.4%

↑

Debt/Equity

0.26

↑
52-Week Range$144
$110$200

TradingView lightweight chart

6854.TW price, volumen y niveles de valoración

Último $143.50Periodo +13.0%
Fair value: $143.50

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

+49.6%

FCF CAGR

—

FCF margin

-70.0%

FCF / Net income

8.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.35B · net income $-117.1M · FCF $-946.3M

2022-FY → 2025-FY

Gross margin

42.4%+51.7% pts

Operating margin

-10.2%+180.7% pts

Net margin

-8.7%+131.1% pts

FCF margin

-70.0%+17.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.35B$1.35B$1.77B$943.0M$403.8M
Net Income$-117.1M$-117.1M$60.1M$-512.8M$-564.5M
EBITDA$160.2M$160.2M$330.9M$-247.8M$-276.4M
EPS——0.56-4.71-5.39
Gross Margin42.4%42.4%37.8%10.6%-9.3%
Operating Margin-10.2%-10.2%0.6%-59.6%-190.9%
Net Margin-8.7%-8.7%3.4%-54.4%-139.8%
Balance Sheet
Debt/Equity0.260.260.120.030.04
Current Ratio3.383.38———
Cash Flow
Free Cash Flow$-946.3M$-946.3M$-153.2M$-800.7M$-354.1M
Returns
ROE-3.0%-3.0%2.9%-26.3%-23.1%
Valuation
P/E——358.04——
EV/EBITDA97.3797.3763.23——
P/B4.334.3310.445.474.17
Growth & Yield
Revenue Growth-23.6%-23.6%87.5%133.5%—
EPS Growth——111.9%12.6%—

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 -7.4%

Total return

-7.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.56 → n/d

Residual

-7.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-7.4%

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.