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7728.TWO$715.00-3.38%
Fair $715.00+0.0%

7728.TWO

Enli Technology Co.,Ltd

Technology / SemiconductorsTaipei Exchange

$715.00

-25.00 (-3.38%)

Fairly Valued+0.0%Fair Value $715.00Fund rank 36/100 · Data gapFallback financials|
SA 50/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $93.5M · quality 74.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

50/100

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 · 7728.TWOLocal privado en este navegador · Enli Technology 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

$9.9B

P/E

146.5x

↑

EV/EBITDA

89.2x

↑

ROE

8.9%

↑

Gross Margin

65.9%

↑

Debt/Equity

0.08

↓
52-Week Range$715
$216$980

TradingView lightweight chart

7728.TWO price, volumen y niveles de valoración

Último $715.00Periodo +293.9%
Fair value: $715.00

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

+15.3%

FCF CAGR

-9.2%

FCF margin

9.8%

FCF / Net income

0.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $356.7M · net income $66.9M · FCF $34.9M

2022-FY → 2025-FY

Gross margin

65.9%+0.1% pts

Operating margin

20.7%-1.8% pts

Net margin

18.8%-3.1% pts

FCF margin

9.8%-10.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$356.7M$356.7M$380.1M$333.7M$233.0M
Net Income$66.9M$66.9M$108.3M$76.8M$50.8M
EBITDA$103.8M$103.8M$147.8M$103.6M$69.5M
EPS——8.776.624.86
Gross Margin65.9%65.9%64.5%66.1%65.8%
Operating Margin20.7%20.7%28.1%27.5%22.5%
Net Margin18.8%18.8%28.5%23.0%21.8%
Balance Sheet
Debt/Equity0.080.080.140.410.23
Current Ratio5.535.53———
Cash Flow
Free Cash Flow$34.9M$34.9M$93.5M$105.2M$46.7M
Returns
ROE8.9%8.9%33.2%26.8%26.0%
Valuation
P/E146.52146.5233.64——
EV/EBITDA89.1889.1822.77——
P/B13.1513.1511.18——
Growth & Yield
Revenue Growth-6.2%-6.2%13.9%43.3%—
EPS Growth——32.5%36.2%—
Dividend Yield1.0%1.0%———

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 +203.3%

Total return

+203.3%

Start / end P/E

n/dx → n/dx

EPS bridge

8.77 → n/d

Residual

+202.3%

EPS growthn/d
Multiple reratingn/d
Dividend+1.0%
Residual / FX / buybacks / cross-term+202.3%

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.