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6953.TWO$247.50+0.20%
Fair $247.50+0.0%

6953.TWO

Gudeng Equipment Co., LTD.

Technology / Semiconductor Equipment & MaterialsTaipei Exchange

$247.50

+0.50 (+0.20%)

Fairly Valued+0.0%Fair Value $247.50Fund rank 30/100 · Data gapFallback financials|
SA 50/C
F-Score: 6/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $55.5M · quality 51.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

50/100

C

Piotroski

6/9

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 · 6953.TWOLocal privado en este navegador · Gudeng Equipment 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

$7.4B

P/E

31.2x

↑

EV/EBITDA

19.3x

↑

ROE

14.9%

↑

Gross Margin

46.0%

↑

Debt/Equity

0.18

↓
52-Week Range$248
$153$299

TradingView lightweight chart

6953.TWO price, volumen y niveles de valoración

Último $247.50Periodo -16.5%
Fair value: $247.50

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

+8.1%

FCF CAGR

-58.6%

FCF margin

0.7%

FCF / Net income

0.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.32B · net income $239.7M · FCF $9.2M

2022-FY → 2025-FY

Gross margin

46.0%+3.0% pts

Operating margin

20.1%-3.7% pts

Net margin

18.1%-1.3% pts

FCF margin

0.7%-11.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.32B$1.32B$1.30B$1.21B$1.05B
Net Income$239.7M$239.7M$239.7M$228.2M$203.4M
EBITDA$321.3M$321.3M$346.1M$300.2M$270.8M
EPS——8.157.969.13
Gross Margin46.0%46.0%44.1%48.5%43.0%
Operating Margin20.1%20.1%20.0%22.0%23.9%
Net Margin18.1%18.1%18.4%18.9%19.4%
Balance Sheet
Debt/Equity0.180.180.090.050.04
Current Ratio2.012.01———
Cash Flow
Free Cash Flow$9.2M$9.2M$55.5M$429.8M$128.9M
Returns
ROE14.9%14.9%15.3%31.1%36.9%
Valuation
P/E31.2131.2126.7531.60—
EV/EBITDA19.3019.3015.1320.83—
P/B4.614.614.099.83—
Growth & Yield
Revenue Growth1.7%1.7%7.9%15.2%—
EPS Growth——2.4%-12.8%—
Dividend Yield2.4%2.4%———

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 +49.8%

Total return

+49.8%

Start / end P/E

n/dx → n/dx

EPS bridge

8.15 → n/d

Residual

+47.3%

EPS growthn/d
Multiple reratingn/d
Dividend+2.4%
Residual / FX / buybacks / cross-term+47.3%

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.