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6936.TW$33.70+0.90%
Fair $33.70+0.0%

6936.TW

6936.TW

Consumer Defensive / Farm ProductsTaiwan

$33.70

+0.30 (+0.90%)

Fairly Valued+0.0%Fair Value $33.70Fund rank 38/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $220.0M · quality 80.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

45/100

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: 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 · 6936.TWLocal privado en este navegador · 6936.TW
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

$2.5B

P/E

18.5x

↑

EV/EBITDA

10.1x

↑

ROE

9.5%

↑

Gross Margin

31.9%

↑

Debt/Equity

0.02

↓
52-Week Range$34
$33$46

TradingView lightweight chart

6936.TW price, volumen y niveles de valoración

Último $33.70Periodo -23.6%
Fair value: $33.70

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

+6.1%

FCF CAGR

+35.6%

FCF margin

18.6%

FCF / Net income

2.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.42B · net income $128.9M · FCF $263.3M

2022-FY → 2025-FY

Gross margin

31.9%+2.1% pts

Operating margin

11.0%+0.5% pts

Net margin

9.1%+0.1% pts

FCF margin

18.6%+9.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.42B$1.42B$1.29B$1.21B$1.19B
Net Income$128.9M$128.9M$136.6M$91.6M$106.5M
EBITDA$233.6M$233.6M$247.0M$191.7M$212.1M
EPS——2.061.381.68
Gross Margin31.9%31.9%34.1%29.5%29.8%
Operating Margin11.0%11.0%13.2%9.2%10.5%
Net Margin9.1%9.1%10.6%7.6%9.0%
Balance Sheet
Debt/Equity0.020.020.020.070.19
Current Ratio3.513.51———
Cash Flow
Free Cash Flow$263.3M$263.3M$150.2M$220.0M$105.5M
Returns
ROE9.5%9.5%12.1%8.6%10.1%
Valuation
P/E18.5218.5217.3828.04—
EV/EBITDA10.0910.099.3413.26—
P/B1.811.812.102.42—
Growth & Yield
Revenue Growth9.4%9.4%7.2%1.9%—
EPS Growth——49.3%-17.9%—
Dividend Yield4.5%4.5%———

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 -10.2%

Total return

-10.2%

Start / end P/E

n/dx → n/dx

EPS bridge

2.06 → n/d

Residual

-14.7%

EPS growthn/d
Multiple reratingn/d
Dividend+4.5%
Residual / FX / buybacks / cross-term-14.7%

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.