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7711.TW$413.00+2.61%
Fair $413.00+0.0%

7711.TW

ASRock Rack Incorporation

Technology / Computer HardwareTaiwan

$413.00

+10.50 (+2.61%)

Fairly Valued+0.0%Fair Value $413.00Fund rank 31/100 · Data gapFallback financials|
SA 49/C
F-Score: 5/9

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 21%

FCF escenarios

weak_data · normalized FCF $184.5M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

49/100

C

Piotroski

5/9

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 · 7711.TWLocal privado en este navegador · ASRock Rack Incorporation
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

$29.6B

P/E

32.8x

↑

EV/EBITDA

24.1x

↑

ROE

16.6%

↑

Gross Margin

8.5%

↓

Debt/Equity

0.01

↓
52-Week Range$413
$189$471

TradingView lightweight chart

7711.TW price, volumen y niveles de valoración

Último $413.00Periodo +51.8%
Fair value: $413.00

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

+98.4%

FCF CAGR

+55.4%

FCF margin

4.3%

FCF / Net income

1.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.88B · net income $803.5M · FCF $1.07B

2022-FY → 2025-FY

Gross margin

8.5%-17.3% pts

Operating margin

3.9%-0.5% pts

Net margin

3.2%-1.1% pts

FCF margin

4.3%-4.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$24.88B$24.88B$8.80B$2.70B$3.19B
Net Income$803.5M$803.5M$505.1M$7.9M$137.5M
EBITDA$1.06B$1.06B$671.3M$53.0M$198.8M
EPS——8.250.132.34
Gross Margin8.5%8.5%17.1%26.8%25.9%
Operating Margin3.9%3.9%6.3%-0.3%4.4%
Net Margin3.2%3.2%5.7%0.3%4.3%
Balance Sheet
Debt/Equity0.010.010.300.050.03
Current Ratio1.601.60———
Cash Flow
Free Cash Flow$1.07B$1.07B$-500.3M$184.5M$285.8M
Returns
ROE16.6%16.6%37.6%0.9%16.4%
Valuation
P/E32.7832.78———
EV/EBITDA24.1424.14———
P/B6.116.11———
Growth & Yield
Revenue Growth182.7%182.7%225.3%-15.1%—
EPS Growth——6246.2%-94.4%—

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 · available periodreconcilia total +51.8%

Total return

+51.8%

Start / end P/E

n/dx → n/dx

EPS bridge

8.25 → n/d

Residual

+51.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+51.8%

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.