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6870.TWO$292.50+9.96%
Fair $292.50+0.0%

6870.TWO

Turn Cloud Technology Service Inc.

Technology / Software - InfrastructureTaipei Exchange

$292.50

+26.50 (+9.96%)

Fairly Valued+0.0%Fair Value $292.50Fund rank 24/100 · Data gapFallback financials|
SA 58/C
F-Score: 5/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-46.6M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

58/100

C

Piotroski

5/9

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 · 6870.TWOLocal privado en este navegador · Turn Cloud Technology Service 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

$6.8B

P/E

43.1x

↑

EV/EBITDA

29.2x

↑

ROE

14.1%

↑

Gross Margin

70.2%

↑

Debt/Equity

0.68

↑
52-Week Range$293
$160$293

TradingView lightweight chart

6870.TWO price, volumen y niveles de valoración

Último $292.50Periodo +88.2%
Fair value: $292.50

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

+20.1%

FCF CAGR

—

FCF margin

-62.1%

FCF / Net income

-3.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $804.3M · net income $165.4M · FCF $-499.8M

2022-FY → 2025-FY

Gross margin

70.2%+1.3% pts

Operating margin

24.3%+14.1% pts

Net margin

20.6%+6.8% pts

FCF margin

-62.1%-55.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$804.3M$804.3M$668.5M$538.9M$464.1M
Net Income$165.4M$165.4M$115.4M$81.1M$63.8M
EBITDA$247.9M$247.9M$163.1M$111.1M$89.3M
EPS——4.943.723.22
Gross Margin70.2%70.2%69.7%72.5%68.9%
Operating Margin24.3%24.3%19.0%14.8%10.2%
Net Margin20.6%20.6%17.3%15.0%13.8%
Balance Sheet
Debt/Equity0.680.680.690.150.27
Current Ratio3.433.43———
Cash Flow
Free Cash Flow$-499.8M$-499.8M$-46.6M$31.0M$-32.1M
Returns
ROE14.1%14.1%10.4%8.6%10.5%
Valuation
P/E43.0843.0843.3238.8334.89
EV/EBITDA29.1729.1728.8024.3122.42
P/B5.815.814.493.323.67
Growth & Yield
Revenue Growth20.3%20.3%24.0%16.1%—
EPS Growth——32.9%15.3%—
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 +58.7%

Total return

+58.7%

Start / end P/E

n/dx → n/dx

EPS bridge

4.94 → n/d

Residual

+57.3%

EPS growthn/d
Multiple reratingn/d
Dividend+1.4%
Residual / FX / buybacks / cross-term+57.3%

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.