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6863.TW$109.00-1.36%
Fair $109.00+0.0%

6863.TW

Arizon RFID Technology (Cayman) Co., Ltd.

Technology / Electronic ComponentsTaiwan

$109.00

-1.50 (-1.36%)

Fairly Valued+0.0%Fair Value $109.00Fund rank 26/100 · Data gapFallback financials|
SA 51/C
F-Score: 3/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-23.9M · quality 43.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

51/100

C

Piotroski

3/9

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 3.8%, below the 5% threshold
Thesis & Journal · 6863.TWLocal privado en este navegador · Arizon RFID Technology (Cayman) 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

$8.2B

P/E

36.5x

↑

EV/EBITDA

11.5x

↓

ROE

3.8%

↓

Gross Margin

22.3%

↓

Debt/Equity

0.41

↑
52-Week Range$109
$87$182

TradingView lightweight chart

6863.TW price, volumen y niveles de valoración

Último $109.00Periodo -48.8%
Fair value: $109.00

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

+23.4%

FCF CAGR

-59.6%

FCF margin

2.9%

FCF / Net income

0.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.95B · net income $224.9M · FCF $115.4M

2022-FY → 2025-FY

Gross margin

22.3%-9.8% pts

Operating margin

8.9%-6.5% pts

Net margin

5.7%-10.4% pts

FCF margin

2.9%-80.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.95B$3.95B$4.61B$2.69B$2.10B
Net Income$224.9M$224.9M$846.8M$447.9M$338.6M
EBITDA$694.8M$694.8M$1.26B$707.3M$616.2M
EPS——11.066.145.17
Gross Margin22.3%22.3%32.2%29.5%32.1%
Operating Margin8.9%8.9%18.5%14.6%15.3%
Net Margin5.7%5.7%18.4%16.7%16.1%
Balance Sheet
Debt/Equity0.410.410.280.070.00
Current Ratio2.062.06———
Cash Flow
Free Cash Flow$115.4M$115.4M$-848.0M$-23.9M$1.75B
Returns
ROE3.8%3.8%13.5%8.6%8.5%
Valuation
P/E36.4536.4521.3822.39—
EV/EBITDA11.5111.5113.9912.66—
P/B1.371.372.891.93—
Growth & Yield
Revenue Growth-14.3%-14.3%71.7%27.7%—
EPS Growth——80.1%18.8%—
Dividend Yield1.4%1.4%———

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 -36.2%

Total return

-36.2%

Start / end P/E

n/dx → n/dx

EPS bridge

11.06 → n/d

Residual

-37.5%

EPS growthn/d
Multiple reratingn/d
Dividend+1.4%
Residual / FX / buybacks / cross-term-37.5%

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.