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8040.TWO$112.50+0.90%
Fair $112.50+0.0%

8040.TWO

IC Plus Corp.

Technology / SemiconductorsTaipei Exchange

$112.50

+1.00 (+0.90%)

Fairly Valued+0.0%Fair Value $112.50Fund rank 23/100 · Data gapFallback financials|
SA 29/D
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 34% · confianza 15%

FCF escenarios

weak_data · normalized FCF $-33.3M · quality 32.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

29/100

D

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 -2.4%, below the 5% threshold
Thesis & Journal · 8040.TWOLocal privado en este navegador · IC Plus Corp.
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

$10.8B

P/E

N/A

•

EV/EBITDA

912.8x

↑

ROE

-2.4%

↓

Gross Margin

41.1%

↑

Debt/Equity

N/A

•
52-Week Range$113
$45$131

TradingView lightweight chart

8040.TWO price, volumen y niveles de valoración

Último $112.50Periodo +51.7%
Fair value: $112.50

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

-20.2%

FCF CAGR

—

FCF margin

-3.3%

FCF / Net income

0.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $661.1M · net income $-58.2M · FCF $-22.0M

2022-FY → 2025-FY

Gross margin

41.1%+0.4% pts

Operating margin

-13.3%-26.8% pts

Net margin

-8.8%-20.3% pts

FCF margin

-3.3%-8.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$661.1M$661.1M$644.0M$718.0M$1.30B
Net Income$-58.2M$-58.2M$-113.8M$-120.5M$150.1M
EBITDA$9.6M$9.6M$-58.4M$-75.3M$188.5M
EPS——-1.38-1.772.17
Gross Margin41.1%41.1%34.8%33.4%40.7%
Operating Margin-13.3%-13.3%-16.3%-7.9%13.5%
Net Margin-8.8%-8.8%-17.7%-16.8%11.5%
Balance Sheet
Debt/Equity———0.060.05
Current Ratio20.4720.47———
Cash Flow
Free Cash Flow$-22.0M$-22.0M$-62.9M$-33.3M$71.7M
Returns
ROE-2.4%-2.4%-4.5%-17.7%17.1%
Valuation
P/E————24.33
EV/EBITDA912.81912.81——17.59
P/B4.444.442.504.684.15
Growth & Yield
Revenue Growth2.7%2.7%-10.3%-44.9%—
EPS Growth——22.0%-181.6%—

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 +81.2%

Total return

+81.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.38 → n/d

Residual

+81.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+81.2%

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.