StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
8045.TW$69.70-2.24%
Fair $69.70+0.0%

8045.TW

TWOWAY Communications, Inc.

Technology / Communication EquipmentTaiwan

$69.70

-1.60 (-2.24%)

Fairly Valued+0.0%Fair Value $69.70Fund rank 26/100 · Data gapFallback financials|
SA 39/D
F-Score: 3/9
Declining RevenueLow 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 18%

FCF escenarios

weak_data · normalized FCF $-131.9M · quality 45.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

39/100

D

Piotroski

3/9

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. Revenue has declined for 2 consecutive years ROE is 3.0%, below the 5% threshold
Thesis & Journal · 8045.TWLocal privado en este navegador · TWOWAY Communications, Inc.
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

$6.6B

P/E

108.9x

↑

EV/EBITDA

45.3x

↑

ROE

3.0%

↓

Gross Margin

38.9%

↑

Debt/Equity

0.11

↓
52-Week Range$70
$61$136

TradingView lightweight chart

8045.TW price, volumen y niveles de valoración

Último $69.70Periodo +382.4%
Fair value: $69.70

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

+5.5%

FCF CAGR

—

FCF margin

-19.3%

FCF / Net income

-3.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.20B · net income $61.0M · FCF $-231.3M

2022-FY → 2025-FY

Gross margin

38.9%+0.5% pts

Operating margin

6.2%+3.3% pts

Net margin

5.1%-1.0% pts

FCF margin

-19.3%-39.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.20B$1.20B$1.74B$2.33B$1.02B
Net Income$61.0M$61.0M$201.7M$407.9M$62.3M
EBITDA$143.5M$143.5M$310.5M$628.1M$135.3M
EPS——2.404.840.76
Gross Margin38.9%38.9%33.8%44.0%38.4%
Operating Margin6.2%6.2%10.7%24.4%2.9%
Net Margin5.1%5.1%11.6%17.5%6.1%
Balance Sheet
Debt/Equity0.110.110.150.260.43
Current Ratio2.582.58———
Cash Flow
Free Cash Flow$-231.3M$-231.3M$-131.9M$305.8M$204.8M
Returns
ROE3.0%3.0%9.4%27.7%5.6%
Valuation
P/E108.91108.9136.0420.5815.53
EV/EBITDA45.3145.3121.7113.067.77
P/B3.293.293.415.710.86
Growth & Yield
Revenue Growth-31.1%-31.1%-25.3%128.0%—
EPS Growth——-50.4%536.8%—
Dividend Yield1.4%1.4%———

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 -19.4%

Total return

-19.4%

Start / end P/E

n/dx → n/dx

EPS bridge

2.40 → n/d

Residual

-20.8%

EPS growthn/d
Multiple reratingn/d
Dividend+1.4%
Residual / FX / buybacks / cross-term-20.8%

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.