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7843.TWO$136.00-1.88%
Fair $136.00+0.0%

7843.TWO

7843.TWO

Technology / Computer HardwareTaipei Exchange

$136.00

-2.50 (-1.88%)

Fairly Valued+0.0%Fair Value $136.00Fund rank 31/100 · Data gapFallback financials|
SA 41/C
F-Score: 1/9
Margin CompressionLow 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 $22.6M · quality 57.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

41/100

C

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 3.1%, below the 5% threshold
Thesis & Journal · 7843.TWOLocal privado en este navegador · 7843.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

$4.5B

P/E

261.5x

↑

EV/EBITDA

145.8x

↑

ROE

3.1%

↓

Gross Margin

40.1%

↑

Debt/Equity

0.03

↓
52-Week Range$136
$25$148

TradingView lightweight chart

7843.TWO price, volumen y niveles de valoración

Último $130.50Periodo +208.9%
Fair value: $136.00

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

-13.8%

FCF CAGR

—

FCF margin

-4.6%

FCF / Net income

-0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $327.5M · net income $17.1M · FCF $-15.2M

2022-FY → 2025-FY

Gross margin

40.1%-1.3% pts

Operating margin

6.8%-15.6% pts

Net margin

5.2%-16.1% pts

FCF margin

-4.6%-33.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$327.5M$327.5M$269.5M$358.5M$510.5M
Net Income$17.1M$17.1M$51.8M$61.1M$109.0M
EBITDA$28.6M$28.6M$67.7M$74.4M$139.6M
EPS——1.772.043.50
Gross Margin40.1%40.1%46.3%41.3%41.4%
Operating Margin6.8%6.8%9.8%15.9%22.5%
Net Margin5.2%5.2%19.2%17.0%21.4%
Balance Sheet
Debt/Equity0.030.030.010.000.01
Cash Flow
Free Cash Flow$-15.2M$-15.2M$22.6M$80.4M$148.3M
Returns
ROE3.1%3.1%11.6%15.2%28.7%
Valuation
P/E261.54261.54———
EV/EBITDA145.83145.83———
P/B8.198.19———
Growth & Yield
Revenue Growth21.5%21.5%-24.8%-29.8%—
EPS Growth——-13.2%-41.7%—

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 +208.9%

Total return

+208.9%

Start / end P/E

n/dx → n/dx

EPS bridge

1.77 → n/d

Residual

+208.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+208.9%

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.