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8086.TWO$168.00+1.20%
Fair $168.00+0.0%

8086.TWO

Advanced Wireless Semiconductor Company

Technology / SemiconductorsTaipei Exchange

$168.00

+2.00 (+1.20%)

Fairly Valued+0.0%Fair Value $168.00Fund rank 24/100 · Data gapFallback financials|
SA 74/B
F-Score: 6/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $371.0M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

74/100

B

Piotroski

6/9

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 · 8086.TWOLocal privado en este navegador · Advanced Wireless Semiconductor Company
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

$33.0B

P/E

50.1x

↑

EV/EBITDA

20.9x

↑

ROE

8.0%

↑

Gross Margin

26.5%

↓

Debt/Equity

0.16

↓
52-Week Range$168
$73$183

TradingView lightweight chart

8086.TWO price, volumen y niveles de valoración

Último $168.00Periodo +734.8%
Fair value: $168.00

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

+23.9%

FCF CAGR

—

FCF margin

25.7%

FCF / Net income

1.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.12B · net income $660.1M · FCF $1.06B

2022-FY → 2025-FY

Gross margin

26.5%+10.6% pts

Operating margin

17.9%+19.5% pts

Net margin

16.0%+15.4% pts

FCF margin

25.7%+52.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.12B$4.12B$4.46B$2.72B$2.16B
Net Income$660.1M$660.1M$520.9M$82.7M$13.7M
EBITDA$1.48B$1.48B$1.26B$689.2M$499.6M
EPS3.353.352.640.420.07
Gross Margin26.5%26.5%19.9%15.2%15.9%
Operating Margin17.9%17.9%11.8%2.6%-1.6%
Net Margin16.0%16.0%11.7%3.0%0.6%
Balance Sheet
Debt/Equity0.160.160.140.060.01
Current Ratio3.693.69———
Cash Flow
Free Cash Flow$1.06B$1.06B$371.0M$-368.0M$-581.1M
Returns
ROE8.0%8.0%6.7%1.1%0.2%
Valuation
P/E50.1550.1541.48278.571044.29
EV/EBITDA20.9220.9215.7631.1225.14
P/B4.034.032.763.071.94
Growth & Yield
Revenue Growth-7.6%-7.6%63.6%25.9%—
EPS Growth26.9%26.9%528.6%500.0%—
Dividend Yield0.8%0.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

64.5%

muy exigente

EPS terminal req.

$14.91

Spread vs growth

-37.6%

5Y implied EPS CAGR

40.0%

muy exigente

EPS terminal req.

$18.04

Spread vs growth

-13.1%

10Y implied EPS CAGR

24.1%

exigente

EPS terminal req.

$29.05

Spread vs growth

2.8%

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 +111.0%

Total return

+111.0%

Start / end P/E

30.3x → 50.1x

EPS bridge

2.64 → 3.35

Residual

+17.7%

EPS growth+26.9%
Multiple rerating+65.7%
Dividend+0.7%
Residual / FX / buybacks / cross-term+17.7%

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.