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8081.TW$290.00+2.47%
Fair $290.00+0.0%

8081.TW

Global Mixed-Mode Technology Inc.

Technology / SemiconductorsTaiwan

$290.00

+7.00 (+2.47%)

Fairly Valued+0.0%Fair Value $290.00Fund rank 37/100 · Data gapFallback financials|
SA 64/B
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.8B · quality 78.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

64/100

B

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: 0unknown: 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.
Thesis & Journal · 8081.TWLocal privado en este navegador · Global Mixed-Mode Technology 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

$24.8B

P/E

16.3x

↓

EV/EBITDA

10.6x

↓

ROE

18.7%

↑

Gross Margin

39.0%

↑

Debt/Equity

0.01

↓
52-Week Range$290
$200$302

TradingView lightweight chart

8081.TW price, volumen y niveles de valoración

Último $290.00Periodo +235.4%
Fair value: $290.00

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

+1.0%

FCF CAGR

-11.6%

FCF margin

12.9%

FCF / Net income

0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.67B · net income $1.52B · FCF $1.12B

2022-FY → 2025-FY

Gross margin

39.0%-6.0% pts

Operating margin

19.4%-5.7% pts

Net margin

17.6%-5.3% pts

FCF margin

12.9%-6.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.67B$8.67B$8.25B$7.91B$8.42B
Net Income$1.52B$1.52B$1.54B$1.49B$1.93B
EBITDA$1.92B$1.92B$1.97B$1.93B$2.52B
EPS——17.8917.2621.89
Gross Margin39.0%39.0%39.4%40.4%45.0%
Operating Margin19.4%19.4%19.2%20.0%25.1%
Net Margin17.6%17.6%18.6%18.8%22.9%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio2.592.59———
Cash Flow
Free Cash Flow$1.12B$1.12B$1.78B$2.36B$1.62B
Returns
ROE18.7%18.7%19.5%20.4%29.5%
Valuation
P/E16.3516.3513.0815.476.94
EV/EBITDA10.5910.597.819.684.17
P/B3.063.062.563.162.05
Growth & Yield
Revenue Growth5.0%5.0%4.3%-6.0%—
EPS Growth——3.7%-21.2%—
Dividend Yield5.7%5.7%———

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 +36.3%

Total return

+36.3%

Start / end P/E

n/dx → n/dx

EPS bridge

17.89 → n/d

Residual

+30.6%

EPS growthn/d
Multiple reratingn/d
Dividend+5.7%
Residual / FX / buybacks / cross-term+30.6%

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.