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7753.TWO$43.15-0.92%
Fair $43.15+0.0%

7753.TWO

7753.TWO

Technology / Electronic ComponentsTaipei Exchange

$43.15

-0.40 (-0.92%)

Fairly Valued+0.0%Fair Value $43.15Fund rank 29/100 · Data gapFallback financials|
SA 45/C
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 19%

FCF escenarios

weak_data · normalized FCF $-21.1M · 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

45/100

C

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 · 7753.TWOLocal privado en este navegador · 7753.TWO
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

$1.1B

P/E

10.4x

↓

EV/EBITDA

4.5x

↓

ROE

17.8%

↑

Gross Margin

33.9%

↑

Debt/Equity

0.03

↓
52-Week Range$43
$39$70

TradingView lightweight chart

7753.TWO price, volumen y niveles de valoración

Último $43.15Periodo -32.0%
Fair value: $43.15

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

+2.3%

FCF CAGR

—

FCF margin

-2.4%

FCF / Net income

-0.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $873.1M · net income $98.2M · FCF $-21.1M

2022-FY → 2025-FY

Gross margin

33.9%+11.1% pts

Operating margin

13.0%+3.1% pts

Net margin

11.2%+3.3% pts

FCF margin

-2.4%-25.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$873.1M$873.1M$797.3M$733.3M$815.7M
Net Income$98.2M$98.2M$78.7M$62.9M$65.1M
EBITDA$155.2M$155.2M$129.2M$101.0M$94.4M
EPS——3.492.872.82
Gross Margin33.9%33.9%32.5%31.3%22.8%
Operating Margin13.0%13.0%10.3%10.3%9.9%
Net Margin11.2%11.2%9.9%8.6%8.0%
Balance Sheet
Debt/Equity0.030.030.170.080.00
Cash Flow
Free Cash Flow$-21.1M$-21.1M$116.3M$-106.3M$184.1M
Returns
ROE17.8%17.8%23.4%20.1%25.1%
Valuation
P/E10.4510.4513.47——
EV/EBITDA4.504.505.97——
P/B1.961.963.15——
Growth & Yield
Revenue Growth9.5%9.5%8.7%-10.1%—
EPS Growth——21.6%1.8%—
Dividend Yield3.0%3.0%———

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 -15.7%

Total return

-15.7%

Start / end P/E

n/dx → n/dx

EPS bridge

3.49 → n/d

Residual

-18.7%

EPS growthn/d
Multiple reratingn/d
Dividend+3.0%
Residual / FX / buybacks / cross-term-18.7%

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.