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8039.TW$155.00+1.31%
Fair $155.00+0.0%

8039.TW

Taiflex Scientific Co., Ltd.

Technology / Electronic ComponentsTaiwan

$155.00

+2.00 (+1.31%)

Fairly Valued+0.0%Fair Value $155.00Fund rank 31/100 · Data gapFallback financials|
SA 59/C
F-Score: 5/9
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $255.5M · quality 60.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

59/100

C

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: 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 4.9%, below the 5% threshold
Thesis & Journal · 8039.TWLocal privado en este navegador · Taiflex Scientific Co., Ltd.
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

$40.9B

P/E

76.4x

↑

EV/EBITDA

32.8x

↑

ROE

4.9%

↑

Gross Margin

19.2%

↓

Debt/Equity

0.08

↓
52-Week Range$155
$44$171

TradingView lightweight chart

8039.TW price, volumen y niveles de valoración

Último $155.00Periodo +5707.6%
Fair value: $155.00

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

+6.7%

FCF CAGR

-11.4%

FCF margin

1.1%

FCF / Net income

0.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.61B · net income $535.1M · FCF $111.4M

2022-FY → 2025-FY

Gross margin

19.2%-4.6% pts

Operating margin

4.9%-2.6% pts

Net margin

5.0%-3.0% pts

FCF margin

1.1%-0.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.61B$10.61B$9.94B$8.15B$8.72B
Net Income$535.1M$535.1M$592.8M$423.0M$700.5M
EBITDA$1.18B$1.18B$1.26B$974.0M$1.34B
EPS——2.321.662.74
Gross Margin19.2%19.2%21.5%22.0%23.8%
Operating Margin4.9%4.9%7.0%6.0%7.5%
Net Margin5.0%5.0%6.0%5.2%8.0%
Balance Sheet
Debt/Equity0.080.080.110.350.35
Current Ratio2.452.45———
Cash Flow
Free Cash Flow$111.4M$111.4M$719.5M$255.5M$160.3M
Returns
ROE4.9%4.9%5.6%5.3%8.9%
Valuation
P/E76.3576.3519.0526.6914.41
EV/EBITDA32.7532.757.7412.808.06
P/B3.743.741.081.461.30
Growth & Yield
Revenue Growth6.8%6.8%21.9%-6.6%—
EPS Growth——39.8%-39.5%—
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 +235.0%

Total return

+235.0%

Start / end P/E

n/dx → n/dx

EPS bridge

2.32 → n/d

Residual

+233.3%

EPS growthn/d
Multiple reratingn/d
Dividend+1.6%
Residual / FX / buybacks / cross-term+233.3%

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.