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7721.TW$75.70-5.38%
Fair $75.70+0.0%

7721.TW

Microprogram Information Co.,Ltd

Technology / Software - InfrastructureTaiwan

$75.70

-4.30 (-5.38%)

Fairly Valued+0.0%Fair Value $75.70Fund rank 29/100 · Data gapFallback financials|
SA 44/C
F-Score: 4/9
Low 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 19%

FCF escenarios

weak_data · normalized FCF $28.3M · quality 50.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

44/100

C

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: 1unknown: 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. ROE is 2.2%, below the 5% threshold
Thesis & Journal · 7721.TWLocal privado en este navegador · Microprogram Information Co.,Ltd
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

$4.2B

P/E

137.6x

↑

EV/EBITDA

37.1x

↑

ROE

2.2%

↓

Gross Margin

68.2%

↑

Debt/Equity

0.18

↓
52-Week Range$76
$45$93

TradingView lightweight chart

7721.TW price, volumen y niveles de valoración

Último $75.70Periodo +62.6%
Fair value: $75.70

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

+3.3%

FCF CAGR

—

FCF margin

-6.5%

FCF / Net income

-1.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $507.8M · net income $29.0M · FCF $-33.1M

2022-FY → 2025-FY

Gross margin

68.2%+13.5% pts

Operating margin

6.1%+5.2% pts

Net margin

5.7%+4.6% pts

FCF margin

-6.5%-8.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$507.8M$507.8M$794.3M$677.5M$461.1M
Net Income$29.0M$29.0M$151.6M$92.1M$5.3M
EBITDA$111.5M$111.5M$216.3M$148.5M$42.4M
EPS——3.332.150.16
Gross Margin68.2%68.2%56.2%52.5%54.7%
Operating Margin6.1%6.1%22.2%14.7%0.9%
Net Margin5.7%5.7%19.1%13.6%1.2%
Balance Sheet
Debt/Equity0.180.180.130.130.25
Current Ratio3.973.97———
Cash Flow
Free Cash Flow$-33.1M$-33.1M$138.7M$28.3M$10.9M
Returns
ROE2.2%2.2%14.8%15.2%1.6%
Valuation
P/E137.64137.6423.3327.95—
EV/EBITDA37.0937.0916.0716.76—
P/B3.243.243.464.23—
Growth & Yield
Revenue Growth-36.1%-36.1%17.2%46.9%—
EPS Growth——54.9%1243.8%—
Dividend Yield2.5%2.5%———

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 +21.5%

Total return

+21.5%

Start / end P/E

n/dx → n/dx

EPS bridge

3.33 → n/d

Residual

+19.0%

EPS growthn/d
Multiple reratingn/d
Dividend+2.5%
Residual / FX / buybacks / cross-term+19.0%

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.