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6979.TWO$205.00-8.86%
Fair $205.00+0.0%

6979.TWO

6979.TWO

Unknown / UnknownTaipei Exchange

$205.00

-19.50 (-8.86%)

Fairly Valued+0.0%Fair Value $205.00Fund rank 37/100 · Data gapFallback financials|
SA 51/C
F-Score: 7/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $81.5M · quality 75.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

7/9

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 · 6979.TWOLocal privado en este navegador · 6979.TWO
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

34.8x

↑

EV/EBITDA

20.8x

↑

ROE

31.9%

↑

Gross Margin

24.2%

↓

Debt/Equity

0.07

↓
52-Week Range$205
$72$296

TradingView lightweight chart

6979.TWO price, volumen y niveles de valoración

Último $200.50Periodo +139.5%
Fair value: $205.00

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

+20.5%

FCF CAGR

+4.0%

FCF margin

11.5%

FCF / Net income

1.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $705.8M · net income $70.7M · FCF $81.5M

2022-FY → 2025-FY

Gross margin

24.2%-2.3% pts

Operating margin

11.2%+4.8% pts

Net margin

10.0%+7.1% pts

FCF margin

11.5%-6.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$705.8M$705.8M$581.1M$343.0M$402.9M
Net Income$70.7M$70.7M$41.2M$2.9M$11.9M
EBITDA$112.0M$112.0M$77.4M$30.3M$42.1M
EPS——3.610.291.19
Gross Margin24.2%24.2%21.8%20.3%26.5%
Operating Margin11.2%11.2%7.8%-1.9%6.4%
Net Margin10.0%10.0%7.1%0.9%3.0%
Balance Sheet
Debt/Equity0.070.070.120.750.87
Cash Flow
Free Cash Flow$81.5M$81.5M$96.1M$12.6M$72.5M
Returns
ROE31.9%31.9%22.0%2.8%10.6%
Valuation
P/E34.8034.8019.83——
EV/EBITDA20.7620.769.29——
P/B11.0811.084.36——
Growth & Yield
Revenue Growth21.5%21.5%69.4%-14.9%—
EPS Growth——1144.8%-75.6%—

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 +174.3%

Total return

+174.3%

Start / end P/E

n/dx → n/dx

EPS bridge

3.61 → n/d

Residual

+174.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+174.3%

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.