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8024.TWO$12.40-0.80%
Fair $12.40+0.0%

8024.TWO

Alpha Microelectronics Corporation

Technology / SemiconductorsTaipei Exchange

$12.40

-0.10 (-0.80%)

Fairly Valued+0.0%Fair Value $12.40Fund rank 25/100 · Data gapFallback financials|
SA 7/F
F-Score: 1/9
Declining RevenueMargin 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-81.8M · quality 39.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

7/100

F

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: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -27.2%, below the 5% threshold
Thesis & Journal · 8024.TWOLocal privado en este navegador · Alpha Microelectronics Corporation
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

$560M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-27.2%

↓

Gross Margin

18.0%

↓

Debt/Equity

N/A

•
52-Week Range$12
$12$15

TradingView lightweight chart

8024.TWO price, volumen y niveles de valoración

Último $12.40Periodo -72.6%
Fair value: $12.40

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

-29.9%

FCF CAGR

—

FCF margin

-41.4%

FCF / Net income

0.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $153.8M · net income $-115.4M · FCF $-63.6M

2022-FY → 2025-FY

Gross margin

18.0%-32.6% pts

Operating margin

-73.9%-85.7% pts

Net margin

-75.0%-97.2% pts

FCF margin

-41.4%-68.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$153.8M$153.8M$224.1M$239.1M$446.4M
Net Income$-115.4M$-115.4M$-52.0M$-38.9M$99.2M
EBITDA$-102.2M$-102.2M$-60.5M$-42.1M$66.7M
EPS——-1.15-0.862.15
Gross Margin18.0%18.0%31.1%35.7%50.6%
Operating Margin-73.9%-73.9%-33.1%-23.0%11.9%
Net Margin-75.0%-75.0%-23.2%-16.3%22.2%
Balance Sheet
Current Ratio11.0511.05———
Cash Flow
Free Cash Flow$-63.6M$-63.6M$-81.8M$-95.0M$121.5M
Returns
ROE-27.2%-27.2%-9.6%-6.6%13.8%
Valuation
P/E————9.93
EV/EBITDA————7.91
P/B1.321.321.441.661.38
Growth & Yield
Revenue Growth-31.4%-31.4%-6.3%-46.4%—
EPS Growth——-33.7%-140.0%—

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 -11.7%

Total return

-11.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.15 → n/d

Residual

-11.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-11.7%

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.