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7740.TW$169.00-1.74%
Fair $169.00+0.0%

7740.TW

Seetel New Energy Co., Ltd.

Utilities / Utilities - Regulated ElectricTaiwan

$169.00

-3.00 (-1.74%)

Fairly Valued+0.0%Fair Value $169.00Fund rank 27/100 · Data gapFallback financials|
SA 37/D
F-Score: 6/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-34.2M · quality 46.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

37/100

D

Piotroski

6/9

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 · 7740.TWLocal privado en este navegador · Seetel New Energy 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

$9.0B

P/E

34.6x

↑

EV/EBITDA

14.8x

↑

ROE

20.1%

↑

Gross Margin

15.5%

↓

Debt/Equity

0.37

↓
52-Week Range$169
$136$278

TradingView lightweight chart

7740.TW price, volumen y niveles de valoración

Último $169.00Periodo +22.9%
Fair value: $169.00

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

+99.2%

FCF CAGR

+48.1%

FCF margin

2.7%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.22B · net income $253.7M · FCF $113.5M

2022-FY → 2025-FY

Gross margin

15.5%-3.9% pts

Operating margin

8.5%-2.1% pts

Net margin

6.0%+1.8% pts

FCF margin

2.7%-3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.22B$4.22B$428.5M$94.1M$533.9M
Net Income$253.7M$253.7M$-41.7M$4.2M$22.5M
EBITDA$547.0M$547.0M$34.7M$16.4M$32.0M
EPS——-0.900.2813.27
Gross Margin15.5%15.5%23.5%40.9%19.4%
Operating Margin8.5%8.5%-3.4%-38.5%10.6%
Net Margin6.0%6.0%-9.7%4.4%4.2%
Balance Sheet
Debt/Equity0.370.370.641.651.38
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$113.5M$113.5M$-34.2M$-78.5M$34.9M
Returns
ROE20.1%20.1%-8.5%4.9%28.0%
Valuation
P/E34.6334.63———
EV/EBITDA14.8014.80271.67——
P/B7.117.1119.70——
Growth & Yield
Revenue Growth885.0%885.0%355.5%-82.4%—
EPS Growth——-421.4%-97.9%—

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 -29.3%

Total return

-29.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.90 → n/d

Residual

-29.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-29.3%

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.