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7455.TWO$60.50+0.50%
Fair $60.50+0.0%

7455.TWO

7455.TWO

Industrials / ConglomeratesTaipei Exchange

$60.50

+0.30 (+0.50%)

Fairly Valued+0.0%Fair Value $60.50Fund rank 36/100 · Data gapFallback financials|
SA 37/D
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $116.6M · quality 75.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

37/100

D

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 7455.TWOLocal privado en este navegador · 7455.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

$1.5B

P/E

14.1x

↓

EV/EBITDA

6.8x

↓

ROE

15.6%

↑

Gross Margin

29.0%

↑

Debt/Equity

0.01

↓
52-Week Range$61
$59$81

TradingView lightweight chart

7455.TWO price, volumen y niveles de valoración

Último $60.50Periodo -34.5%
Fair value: $60.50

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

-8.6%

FCF CAGR

-23.0%

FCF margin

13.2%

FCF / Net income

1.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $880.3M · net income $109.6M · FCF $116.6M

2022-FY → 2025-FY

Gross margin

29.0%+4.9% pts

Operating margin

10.4%-2.2% pts

Net margin

12.5%-0.3% pts

FCF margin

13.2%-8.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$880.3M$880.3M$800.4M$961.8M$1.15B
Net Income$109.6M$109.6M$120.6M$113.1M$146.3M
EBITDA$151.7M$151.7M$163.3M$151.1M$185.7M
EPS——5.194.935.74
Gross Margin29.0%29.0%28.0%27.3%24.1%
Operating Margin10.4%10.4%10.6%13.1%12.6%
Net Margin12.5%12.5%15.1%11.8%12.7%
Balance Sheet
Debt/Equity0.010.010.020.030.16
Cash Flow
Free Cash Flow$116.6M$116.6M$213.9M$63.6M$255.5M
Returns
ROE15.6%15.6%17.6%19.8%28.4%
Valuation
P/E14.1414.1417.80——
EV/EBITDA6.846.8411.48——
P/B2.192.193.44——
Growth & Yield
Revenue Growth10.0%10.0%-16.8%-16.4%—
EPS Growth——5.3%-14.1%—
Dividend Yield6.0%6.0%———

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 -18.7%

Total return

-18.7%

Start / end P/E

n/dx → n/dx

EPS bridge

5.19 → n/d

Residual

-24.7%

EPS growthn/d
Multiple reratingn/d
Dividend+6.0%
Residual / FX / buybacks / cross-term-24.7%

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.