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7831.TWO$37.10+0.00%
Fair $37.10+0.0%

7831.TWO

7831.TWO

Consumer Cyclical / Auto & Truck DealershipsTaipei Exchange

$37.10

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $37.10Fund rank 23/100 · Data gapFallback financials|
SA 15/F
F-Score: 4/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-5.1M · quality 46.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

15/100

F

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: 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 1.9%, below the 5% threshold
Thesis & Journal · 7831.TWOLocal privado en este navegador · 7831.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

$497M

P/E

92.8x

↑

EV/EBITDA

24.8x

↑

ROE

1.9%

↓

Gross Margin

20.3%

↓

Debt/Equity

1.04

↑
52-Week Range$37
$37$48

TradingView lightweight chart

7831.TWO price, volumen y niveles de valoración

Último $37.10Periodo -45.4%
Fair value: $37.10

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

—

FCF CAGR

—

FCF margin

-2.7%

FCF / Net income

-1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $155.6M · net income $4.2M · FCF $-4.2M

2021-FY → 2024-FY

Gross margin

20.3%— pts

Operating margin

4.6%— pts

Net margin

2.7%— pts

FCF margin

-2.7%— pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$155.6M$155.6M$139.2M$14.5M—
Net Income$4.2M$4.2M$24.3M$-3.8M—
EBITDA$27.0M$27.0M$37.8M$920000.00—
EPS0.400.408.10-0.29—
Gross Margin20.3%20.3%28.3%7.4%—
Operating Margin4.6%4.6%21.6%-22.8%—
Net Margin2.7%2.7%17.4%-26.4%—
Balance Sheet
Debt/Equity1.041.042.8615.022.57
Cash Flow
Free Cash Flow$-4.2M$-4.2M$-29.5M$-5.1M—
Returns
ROE1.9%1.9%102.6%-125.0%—
Valuation
P/E92.7592.75———
EV/EBITDA24.8024.80———
P/B2.212.21———
Growth & Yield
Revenue Growth11.8%11.8%863.5%——
EPS Growth-95.1%-95.1%2940.1%——

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

101.9%

muy exigente

EPS terminal req.

$3.29

Spread vs growth

-197.0%

5Y implied EPS CAGR

58.4%

muy exigente

EPS terminal req.

$3.98

Spread vs growth

-153.4%

10Y implied EPS CAGR

32.0%

muy exigente

EPS terminal req.

$6.42

Spread vs growth

-127.0%

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 -22.6%

Total return

-22.6%

Start / end P/E

5.9x → 92.7x

EPS bridge

8.10 → 0.40

Residual

-1394.4%

EPS growth-95.1%
Multiple rerating+1466.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1394.4%

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.