StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
7781.TWO$30.05-2.28%
Fair $30.05+0.0%

7781.TWO

7781.TWO

Technology / Software - ApplicationTaipei Exchange

$30.05

-0.70 (-2.28%)

Fairly Valued+0.0%Fair Value $30.05Fund rank 27/100 · Data gapFallback financials|
SA 24/D
F-Score: 3/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-218.6M · quality 63.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

24/100

D

Piotroski

3/9

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 -1.0%, below the 5% threshold
Thesis & Journal · 7781.TWOLocal privado en este navegador · 7781.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

$16.9B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-101.6%

↓

Gross Margin

25.7%

↓

Debt/Equity

1.71

↑
52-Week Range$30
$4$40

TradingView lightweight chart

7781.TWO price, volumen y niveles de valoración

Último $30.05Periodo +289.2%
Fair value: $30.05

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

+11.1%

FCF CAGR

—

FCF margin

-33.2%

FCF / Net income

0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $719.1M · net income $-251.4M · FCF $-238.5M

2022-FY → 2025-FY

Gross margin

25.7%+31.9% pts

Operating margin

-36.8%+11.9% pts

Net margin

-35.0%+14.8% pts

FCF margin

-33.2%-0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$719.1M$719.1M$843.7M$775.9M$524.8M
Net Income$-251.4M$-251.4M$-434.5M$-20.1M$-261.4M
EBITDA$-206.2M$-206.2M$-398.7M$16.4M$-223.0M
EPS——-0.79-0.05-1.12
Gross Margin25.7%25.7%12.6%38.0%-6.2%
Operating Margin-36.8%-36.8%-47.8%-1.7%-48.7%
Net Margin-35.0%-35.0%-51.5%-2.6%-49.8%
Balance Sheet
Debt/Equity1.711.710.060.19-3.67
Current Ratio0.920.92———
Cash Flow
Free Cash Flow$-238.5M$-238.5M$-218.6M$-194.1M$-169.1M
Returns
ROE-101.6%-101.6%-70.0%-3.6%185.4%
Valuation
P/B68.1768.176.52——
Growth & Yield
Revenue Growth-14.8%-14.8%8.7%47.9%—
EPS Growth——-1480.0%95.5%—

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 +513.3%

Total return

+513.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.79 → n/d

Residual

+513.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+513.3%

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.