StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
8072.TW$29.45+3.70%
Fair $29.45+0.0%

8072.TW

AV TECH Corporation

Technology / Electronics & Computer DistributionTaiwan

$29.45

+1.05 (+3.70%)

Fairly Valued+0.0%Fair Value $29.45Fund rank 25/100 · Data gapFallback financials|
SA 24/D
F-Score: 2/9
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 17%

FCF escenarios

weak_data · normalized FCF $96.3M · quality 35.7/100

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

24/100

D

Piotroski

2/9

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 3.9%, below the 5% threshold
Thesis & Journal · 8072.TWLocal privado en este navegador · AV TECH 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

$2.4B

P/E

26.5x

↑

EV/EBITDA

30.8x

↑

ROE

3.9%

↓

Gross Margin

16.5%

↓

Debt/Equity

N/A

•
52-Week Range$29
$26$55

TradingView lightweight chart

8072.TW price, volumen y niveles de valoración

Último $29.45Periodo -61.8%
Fair value: $29.45

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

+1.4%

FCF CAGR

—

FCF margin

-8.4%

FCF / Net income

-1.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.28B · net income $89.0M · FCF $-108.0M

2022-FY → 2025-FY

Gross margin

16.5%-1.7% pts

Operating margin

4.7%+2.2% pts

Net margin

6.9%-0.8% pts

FCF margin

-8.4%-12.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.28B$1.28B$938.8M$1.16B$1.23B
Net Income$89.0M$89.0M$100.2M$58.6M$94.6M
EBITDA$67.6M$67.6M$16.7M$23.9M$38.2M
EPS——1.250.731.18
Gross Margin16.5%16.5%17.2%17.9%18.1%
Operating Margin4.7%4.7%1.0%1.4%2.5%
Net Margin6.9%6.9%10.7%5.1%7.7%
Balance Sheet
Current Ratio4.714.71———
Cash Flow
Free Cash Flow$-108.0M$-108.0M$96.3M$216.7M$55.3M
Returns
ROE3.9%3.9%4.4%2.6%4.2%
Valuation
P/E26.5326.5319.4036.9921.86
EV/EBITDA30.8430.8479.3075.1435.78
P/B1.021.020.850.970.92
Growth & Yield
Revenue Growth36.8%36.8%-19.0%-5.8%—
EPS Growth——71.2%-38.1%—
Dividend Yield3.5%3.5%———

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 -35.3%

Total return

-35.3%

Start / end P/E

n/dx → n/dx

EPS bridge

1.25 → n/d

Residual

-38.8%

EPS growthn/d
Multiple reratingn/d
Dividend+3.5%
Residual / FX / buybacks / cross-term-38.8%

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.