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7783.TWO$96.00-2.34%
Fair $96.00+0.0%

7783.TWO

7783.TWO

Industrials / Farm & Heavy Construction MachineryTaipei Exchange

$96.00

-2.30 (-2.34%)

Fairly Valued+0.0%Fair Value $96.00Fund rank 34/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9

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 $170.7M · quality 67.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

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: 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 · 7783.TWOLocal privado en este navegador · 7783.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

$6.0B

P/E

46.2x

↑

EV/EBITDA

11.2x

↑

ROE

20.6%

↑

Gross Margin

37.3%

↑

Debt/Equity

0.28

↓
52-Week Range$96
$74$197

TradingView lightweight chart

7783.TWO price, volumen y niveles de valoración

Último $96.00Periodo -55.3%
Fair value: $96.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+17.2%

FCF CAGR

+11.7%

FCF margin

10.4%

FCF / Net income

0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.35B · net income $293.8M · FCF $140.0M

2021-FY → 2024-FY

Gross margin

37.3%+7.6% pts

Operating margin

23.5%+5.4% pts

Net margin

21.8%+5.3% pts

FCF margin

10.4%-1.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.35B$1.35B$1.25B$1.16B$835.7M
Net Income$293.8M$293.8M$366.6M$283.1M$138.4M
EBITDA$507.7M$507.7M$547.0M$442.0M$272.4M
EPS4.974.977.817.602.41
Gross Margin37.3%37.3%44.9%42.3%29.7%
Operating Margin23.5%23.5%29.4%27.7%18.1%
Net Margin21.8%21.8%29.3%24.4%16.6%
Balance Sheet
Debt/Equity0.280.280.240.290.60
Current Ratio2.072.07———
Cash Flow
Free Cash Flow$140.0M$140.0M$170.7M$387.1M$100.4M
Returns
ROE20.6%20.6%27.7%36.4%25.8%
Valuation
P/E46.1546.15———
EV/EBITDA11.1711.17———
P/B3.983.98———
Growth & Yield
Revenue Growth7.5%7.5%7.9%38.9%—
EPS Growth-36.4%-36.4%2.8%214.9%—
Dividend Yield3.6%3.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

19.7%

exigente

EPS terminal req.

$8.52

Spread vs growth

-56.0%

5Y implied EPS CAGR

15.7%

exigente

EPS terminal req.

$10.31

Spread vs growth

-52.1%

10Y implied EPS CAGR

12.8%

razonable

EPS terminal req.

$16.60

Spread vs growth

-49.2%

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 -44.1%

Total return

-44.1%

Start / end P/E

23.5x → 19.3x

EPS bridge

7.81 → 4.97

Residual

+6.5%

EPS growth-36.4%
Multiple rerating-17.8%
Dividend+3.6%
Residual / FX / buybacks / cross-term+6.5%

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.