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8049.TWO$27.00+0.19%
Fair $27.00+0.0%

8049.TWO

Ampire Co., Ltd.

Technology / Electronic ComponentsTaipei Exchange

$27.00

+0.05 (+0.19%)

Fairly Valued+0.0%Fair Value $27.00Fund rank 35/100 · Data gapFallback financials|
SA 57/C
F-Score: 4/9
Declining Revenue

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $273.5M · quality 76.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

57/100

C

Piotroski

4/9

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. Revenue has declined for 3 consecutive years
Thesis & Journal · 8049.TWOLocal privado en este navegador · Ampire 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

$3.2B

P/E

15.9x

↓

EV/EBITDA

10.4x

↓

ROE

8.5%

↑

Gross Margin

28.1%

↓

Debt/Equity

0.03

↓
52-Week Range$27
$25$32

TradingView lightweight chart

8049.TWO price, volumen y niveles de valoración

Último $27.00Periodo +92.9%
Fair value: $27.00

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

-18.5%

FCF CAGR

-6.5%

FCF margin

20.9%

FCF / Net income

1.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.31B · net income $203.0M · FCF $273.5M

2022-FY → 2025-FY

Gross margin

28.1%-0.4% pts

Operating margin

15.3%-4.4% pts

Net margin

15.5%-3.2% pts

FCF margin

20.9%+7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.31B$1.31B$1.32B$2.09B$2.42B
Net Income$203.0M$203.0M$295.7M$401.2M$451.7M
EBITDA$291.5M$291.5M$392.3M$542.1M$596.5M
EPS——2.473.353.75
Gross Margin28.1%28.1%27.5%30.8%28.5%
Operating Margin15.3%15.3%14.1%21.0%19.8%
Net Margin15.5%15.5%22.4%19.2%18.7%
Balance Sheet
Debt/Equity0.030.030.010.020.02
Current Ratio5.095.09———
Cash Flow
Free Cash Flow$273.5M$273.5M$218.9M$717.9M$334.9M
Returns
ROE8.5%8.5%13.4%18.2%21.6%
Valuation
P/E15.8815.8812.8311.648.00
EV/EBITDA10.4110.418.968.115.53
P/B1.341.341.722.121.73
Growth & Yield
Revenue Growth-0.9%-0.9%-36.7%-13.8%—
EPS Growth——-26.3%-10.7%—
Dividend Yield7.4%7.4%———

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 -5.9%

Total return

-5.9%

Start / end P/E

n/dx → n/dx

EPS bridge

2.47 → n/d

Residual

-13.3%

EPS growthn/d
Multiple reratingn/d
Dividend+7.4%
Residual / FX / buybacks / cross-term-13.3%

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.