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7708.TWO$91.90-0.54%
Fair $91.90+0.0%

7708.TWO

7708.TWO

Consumer Cyclical / RestaurantsTaipei Exchange

$91.90

-0.50 (-0.54%)

Fairly Valued+0.0%Fair Value $91.90Fund rank 38/100 · Data gapFallback financials|
SA 55/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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $260.4M · quality 82.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 90/100Data 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

55/100

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 · 7708.TWOLocal privado en este navegador · 7708.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

$2.3B

P/E

14.3x

↓

EV/EBITDA

5.4x

↓

ROE

15.9%

↑

Gross Margin

48.6%

↑

Debt/Equity

0.38

↓
52-Week Range$92
$90$103

TradingView lightweight chart

7708.TWO price, volumen y niveles de valoración

Último $91.90Periodo -38.7%
Fair value: $91.90

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

+16.1%

FCF CAGR

+18.3%

FCF margin

12.3%

FCF / Net income

2.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.72B · net income $164.7M · FCF $334.2M

2022-FY → 2025-FY

Gross margin

48.6%+1.6% pts

Operating margin

7.9%+4.1% pts

Net margin

6.0%+2.6% pts

FCF margin

12.3%+0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.72B$2.72B$2.38B$2.18B$1.74B
Net Income$164.7M$164.7M$128.5M$101.1M$59.2M
EBITDA$460.0M$460.0M$384.5M$343.5M$300.7M
EPS——5.374.311.97
Gross Margin48.6%48.6%47.4%46.8%47.0%
Operating Margin7.9%7.9%6.7%6.5%3.8%
Net Margin6.0%6.0%5.4%4.6%3.4%
Balance Sheet
Debt/Equity0.380.380.430.510.80
Cash Flow
Free Cash Flow$334.2M$334.2M$247.0M$260.4M$202.0M
Returns
ROE15.9%15.9%13.1%15.0%10.2%
Valuation
P/E14.2914.2917.0228.31—
EV/EBITDA5.365.366.158.79—
P/B2.262.262.224.24—
Growth & Yield
Revenue Growth14.5%14.5%9.3%24.9%—
EPS Growth——24.6%118.8%—
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 +5.9%

Total return

+5.9%

Start / end P/E

n/dx → n/dx

EPS bridge

5.37 → n/d

Residual

-0.1%

EPS growthn/d
Multiple reratingn/d
Dividend+6.0%
Residual / FX / buybacks / cross-term-0.1%

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.