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7642.TWO$65.60-1.80%
Fair $65.60+0.0%

7642.TWO

7642.TWO

Unknown / UnknownTaipei Exchange

$65.60

-1.20 (-1.80%)

Fairly Valued+0.0%Fair Value $65.60Fund rank 28/100 · Data gapFallback financials|
SA 32/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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $18.5M · quality 50.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

32/100

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 · 7642.TWOLocal privado en este navegador · 7642.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

$2.0B

P/E

19.9x

↑

EV/EBITDA

13.5x

↑

ROE

9.4%

↑

Gross Margin

26.9%

↑

Debt/Equity

0.27

↑
52-Week Range$66
$63$137

TradingView lightweight chart

7642.TWO price, volumen y niveles de valoración

Último $65.60Periodo -31.3%
Fair value: $65.60

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

-16.5%

FCF CAGR

—

FCF margin

-1.9%

FCF / Net income

-0.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $808.1M · net income $94.7M · FCF $-15.6M

2022-FY → 2025-FY

Gross margin

26.9%+2.9% pts

Operating margin

15.0%-3.9% pts

Net margin

11.7%-9.5% pts

FCF margin

-1.9%-14.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$808.1M$808.1M$958.3M$914.4M$1.39B
Net Income$94.7M$94.7M$169.7M$145.2M$294.4M
EBITDA$144.1M$144.1M$233.4M$216.4M$394.2M
EPS——6.405.7912.74
Gross Margin26.9%26.9%29.7%28.6%24.0%
Operating Margin15.0%15.0%19.9%19.2%18.8%
Net Margin11.7%11.7%17.7%15.9%21.2%
Balance Sheet
Debt/Equity0.270.270.460.590.90
Cash Flow
Free Cash Flow$-15.6M$-15.6M$104.6M$18.5M$167.0M
Returns
ROE9.4%9.4%21.7%19.6%51.7%
Valuation
P/E19.9419.9415.0015.03—
EV/EBITDA13.5013.5011.2310.32—
P/B1.971.973.252.95—
Growth & Yield
Revenue Growth-15.7%-15.7%4.8%-34.1%—
EPS Growth——10.5%-54.6%—

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 -27.6%

Total return

-27.6%

Start / end P/E

n/dx → n/dx

EPS bridge

6.40 → n/d

Residual

-27.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-27.6%

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.