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6995.TWO$47.10+1.62%
Fair $47.10+0.0%

6995.TWO

6995.TWO

Consumer Cyclical / Specialty RetailTaipei Exchange

$47.10

+0.75 (+1.62%)

Fairly Valued+0.0%Fair Value $47.10Fund rank 23/100 · Data gapFallback financials|
SA 31/D
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-35.9M · quality 41.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

31/100

D

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 · 6995.TWOLocal privado en este navegador · 6995.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

$1.2B

P/E

52.3x

↑

EV/EBITDA

5.9x

↓

ROE

6.0%

↑

Gross Margin

35.8%

↑

Debt/Equity

0.79

↑
52-Week Range$47
$46$88

TradingView lightweight chart

6995.TWO price, volumen y niveles de valoración

Último $47.10Periodo -23.7%
Fair value: $47.10

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

+6.9%

FCF CAGR

—

FCF margin

-2.7%

FCF / Net income

-1.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.35B · net income $19.9M · FCF $-35.9M

2022-FY → 2025-FY

Gross margin

35.8%+7.8% pts

Operating margin

1.8%+8.3% pts

Net margin

1.5%+6.6% pts

FCF margin

-2.7%+3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.35B$1.35B$1.34B$1.06B$1.11B
Net Income$19.9M$19.9M$34.9M$-78.0M$-56.7M
EBITDA$214.2M$214.2M$196.3M$75.2M$69.5M
EPS——1.43-3.32-2.88
Gross Margin35.8%35.8%31.9%28.7%28.0%
Operating Margin1.8%1.8%1.5%-8.8%-6.5%
Net Margin1.5%1.5%2.6%-7.3%-5.1%
Balance Sheet
Debt/Equity0.790.790.450.701.17
Cash Flow
Free Cash Flow$-35.9M$-35.9M$-78.5M$10.6M$-72.6M
Returns
ROE6.0%6.0%11.1%-27.9%-31.9%
Valuation
P/E52.3352.33———
EV/EBITDA5.895.89———
P/B3.443.44———
Growth & Yield
Revenue Growth0.6%0.6%26.0%-3.8%—
EPS Growth——143.0%-15.4%—
Dividend Yield0.3%0.3%———

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 -27.0%

Total return

-27.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.43 → n/d

Residual

-27.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.3%
Residual / FX / buybacks / cross-term-27.3%

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.