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7818.TWO$96.00-0.46%
Fair $96.00+0.0%

7818.TWO

7818.TWO

Utilities / Utilities - Regulated WaterTaipei Exchange

$96.00

-0.30 (-0.46%)

Fairly Valued+0.0%Fair Value $96.00Fund rank 31/100 · Data gapFallback financials|
SA 34/D
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $606.6M · quality 57.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

34/100

D

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 · 7818.TWOLocal privado en este navegador · 7818.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

$16.1B

P/E

17.0x

↑

EV/EBITDA

9.5x

↓

ROE

10.6%

↑

Gross Margin

30.3%

↑

Debt/Equity

0.52

↓
52-Week Range$96
$63$130

TradingView lightweight chart

7818.TWO price, volumen y niveles de valoración

Último $65.50Periodo -64.4%
Fair value: $96.00

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

+4.1%

FCF CAGR

+95.6%

FCF margin

4.8%

FCF / Net income

0.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.60B · net income $847.8M · FCF $606.6M

2022-FY → 2025-FY

Gross margin

30.3%+4.9% pts

Operating margin

9.1%+4.4% pts

Net margin

6.7%+3.0% pts

FCF margin

4.8%+4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.60B$12.60B$13.14B$12.00B$11.17B
Net Income$847.8M$847.8M$1.19B$618.9M$414.1M
EBITDA$1.84B$1.84B$2.38B$1.75B$1.38B
EPS——8.114.422.76
Gross Margin30.3%30.3%31.4%27.8%25.4%
Operating Margin9.1%9.1%9.9%7.8%4.7%
Net Margin6.7%6.7%9.0%5.2%3.7%
Balance Sheet
Debt/Equity0.520.520.721.051.35
Cash Flow
Free Cash Flow$606.6M$606.6M$594.6M$1.49B$81.0M
Returns
ROE10.6%10.6%16.0%11.1%7.9%
Valuation
P/E17.0217.02———
EV/EBITDA9.529.52———
P/B1.811.81———
Growth & Yield
Revenue Growth-4.1%-4.1%9.5%7.5%—
EPS Growth——83.5%60.1%—
Dividend Yield1.6%1.6%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -40.5%

Total return

-40.5%

Start / end P/E

n/dx → n/dx

EPS bridge

8.11 → n/d

Residual

-42.0%

EPS growthn/d
Multiple reratingn/d
Dividend+1.6%
Residual / FX / buybacks / cross-term-42.0%

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.