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7402.TWO$101.00-2.88%
Fair $101.00+0.0%

7402.TWO

Brinno Incorporated

Industrials / Security & Protection ServicesTaipei Exchange

$101.00

-3.00 (-2.88%)

Fairly Valued+0.0%Fair Value $101.00Fund rank 27/100 · Data gapFallback financials|
SA 36/D
F-Score: 4/9
Margin CompressionLow Profitability

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 18%

FCF escenarios

weak_data · normalized FCF $13.2M · quality 46.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

36/100

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 0.6%, below the 5% threshold
Thesis & Journal · 7402.TWOLocal privado en este navegador · Brinno Incorporated
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

$3.6B

P/E

1010.0x

↑

EV/EBITDA

185.9x

↑

ROE

0.6%

↓

Gross Margin

34.9%

↑

Debt/Equity

0.58

↑
52-Week Range$101
$76$172

TradingView lightweight chart

7402.TWO price, volumen y niveles de valoración

Último $101.00Periodo +93.9%
Fair value: $101.00

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

-7.3%

FCF CAGR

—

FCF margin

-62.9%

FCF / Net income

-88.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $520.9M · net income $3.7M · FCF $-327.5M

2022-FY → 2025-FY

Gross margin

34.9%+6.0% pts

Operating margin

3.8%-4.4% pts

Net margin

0.7%-8.0% pts

FCF margin

-62.9%-70.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$520.9M$520.9M$507.9M$542.2M$653.9M
Net Income$3.7M$3.7M$51.8M$44.2M$56.8M
EBITDA$18.9M$18.9M$71.4M$66.8M$90.9M
EPS——1.471.341.92
Gross Margin34.9%34.9%33.6%33.6%28.9%
Operating Margin3.8%3.8%4.9%7.9%8.2%
Net Margin0.7%0.7%10.2%8.2%8.7%
Balance Sheet
Debt/Equity0.580.580.010.040.67
Current Ratio6.316.31———
Cash Flow
Free Cash Flow$-327.5M$-327.5M$136.5M$13.2M$47.3M
Returns
ROE0.6%0.6%7.6%6.6%13.9%
Valuation
P/E1010.001010.0057.6958.9617.22
EV/EBITDA185.92185.9234.5835.3410.39
P/B5.485.484.364.142.83
Growth & Yield
Revenue Growth2.6%2.6%-6.3%-17.1%—
EPS Growth——9.7%-30.2%—
Dividend Yield1.7%1.7%———

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 +25.8%

Total return

+25.8%

Start / end P/E

n/dx → n/dx

EPS bridge

1.47 → n/d

Residual

+24.1%

EPS growthn/d
Multiple reratingn/d
Dividend+1.7%
Residual / FX / buybacks / cross-term+24.1%

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.