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7722.TW$280.00+6.67%
Fair $280.00+0.0%

7722.TW

LINE Pay Taiwan Limited

Technology / Software - InfrastructureTaiwan

$280.00

+17.50 (+6.67%)

Fairly Valued+0.0%Fair Value $280.00Fund rank 31/100 · 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 20%

FCF escenarios

weak_data · normalized FCF $-29.1M · 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 32/100Data 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 4.7%, below the 5% threshold
Thesis & Journal · 7722.TWLocal privado en este navegador · LINE Pay Taiwan Limited
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

$19.0B

P/E

38.9x

↑

EV/EBITDA

10.9x

↓

ROE

4.7%

↓

Gross Margin

32.7%

↑

Debt/Equity

0.07

↓
52-Week Range$280
$251$795

TradingView lightweight chart

7722.TW price, volumen y niveles de valoración

Último $280.00Periodo -52.9%
Fair value: $280.00

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

+26.8%

FCF CAGR

—

FCF margin

-0.4%

FCF / Net income

-0.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.87B · net income $507.4M · FCF $-29.1M

2022-FY → 2025-FY

Gross margin

32.7%-1.2% pts

Operating margin

7.5%-5.9% pts

Net margin

6.4%-4.9% pts

FCF margin

-0.4%-47.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.87B$7.87B$6.30B$4.93B$3.86B
Net Income$507.4M$507.4M$647.1M$481.6M$439.9M
EBITDA$933.5M$933.5M$1.00B$719.0M$628.9M
EPS——10.267.947.51
Gross Margin32.7%32.7%31.5%30.9%33.9%
Operating Margin7.5%7.5%11.8%11.3%13.4%
Net Margin6.4%6.4%10.3%9.8%11.4%
Balance Sheet
Debt/Equity0.070.070.020.040.02
Current Ratio1.881.88———
Cash Flow
Free Cash Flow$-29.1M$-29.1M$2.62B$-1.30B$1.81B
Returns
ROE4.7%4.7%6.3%8.9%9.0%
Valuation
P/E38.8938.8947.47——
EV/EBITDA10.9310.9320.89——
P/B1.761.762.98——
Growth & Yield
Revenue Growth25.0%25.0%27.8%27.6%—
EPS Growth——29.2%5.7%—
Dividend Yield0.5%0.5%———

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 -54.1%

Total return

-54.1%

Start / end P/E

n/dx → n/dx

EPS bridge

10.26 → n/d

Residual

-54.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.5%
Residual / FX / buybacks / cross-term-54.6%

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.