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7839.TWO$67.00+3.08%
Fair $67.00+0.0%

7839.TWO

7839.TWO

Technology / Software - ApplicationTaipei Exchange

$67.00

+2.00 (+3.08%)

Fairly Valued+0.0%Fair Value $67.00Fund rank 38/100 · Data gapFallback financials|
SA 52/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $38.4M · quality 79.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

52/100

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 · 7839.TWOLocal privado en este navegador · 7839.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

$892M

P/E

26.2x

↑

EV/EBITDA

17.5x

↑

ROE

19.8%

↑

Gross Margin

90.7%

↑

Debt/Equity

0.04

↓
52-Week Range$67
$58$89

TradingView lightweight chart

7839.TWO price, volumen y niveles de valoración

Último $67.00Periodo -17.5%
Fair value: $67.00

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

+24.9%

FCF CAGR

+63.7%

FCF margin

26.4%

FCF / Net income

1.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $173.0M · net income $34.1M · FCF $45.7M

2022-FY → 2025-FY

Gross margin

90.7%+0.8% pts

Operating margin

23.5%+8.8% pts

Net margin

19.7%+15.2% pts

FCF margin

26.4%+14.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$173.0M$173.0M$160.0M$129.8M$88.9M
Net Income$34.1M$34.1M$25.7M$23.4M$4.0M
EBITDA$47.8M$47.8M$36.8M$31.5M$10.1M
EPS——1.981.870.31
Gross Margin90.7%90.7%90.1%90.4%90.0%
Operating Margin23.5%23.5%19.4%21.8%14.7%
Net Margin19.7%19.7%16.1%18.0%4.5%
Balance Sheet
Debt/Equity0.040.040.070.320.82
Cash Flow
Free Cash Flow$45.7M$45.7M$32.5M$38.4M$10.4M
Returns
ROE19.8%19.8%17.4%59.2%28.7%
Valuation
P/E26.1726.17———
EV/EBITDA17.5117.51———
P/B5.185.18———
Growth & Yield
Revenue Growth8.1%8.1%23.3%46.0%—
EPS Growth——6.1%501.8%—
Dividend Yield1.1%1.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 · available periodreconcilia total -16.4%

Total return

-16.4%

Start / end P/E

n/dx → n/dx

EPS bridge

1.98 → n/d

Residual

-17.5%

EPS growthn/d
Multiple reratingn/d
Dividend+1.1%
Residual / FX / buybacks / cross-term-17.5%

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.