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8088.TWO$59.70-1.49%
Fair $59.70+0.0%

8088.TWO

Panram International Corp.

Technology / Computer HardwareTaipei Exchange

$59.70

-0.90 (-1.49%)

Fairly Valued+0.0%Fair Value $59.70Fund rank 30/100 · Data gapFallback financials|
SA 54/C
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $14.6M · quality 54.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

54/100

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: 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 · 8088.TWOLocal privado en este navegador · Panram International Corp.
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

$3.6B

P/E

35.7x

↑

EV/EBITDA

18.4x

↑

ROE

9.4%

↑

Gross Margin

11.3%

↓

Debt/Equity

0.12

↓
52-Week Range$60
$29$73

TradingView lightweight chart

8088.TWO price, volumen y niveles de valoración

Último $59.70Periodo +355.5%
Fair value: $59.70

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

-1.5%

FCF CAGR

—

FCF margin

-24.0%

FCF / Net income

-3.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.68B · net income $103.5M · FCF $-402.4M

2022-FY → 2025-FY

Gross margin

11.3%-6.8% pts

Operating margin

7.0%-5.3% pts

Net margin

6.2%-5.9% pts

FCF margin

-24.0%-43.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.68B$1.68B$1.08B$1.52B$1.76B
Net Income$103.5M$103.5M$10.0M$159.2M$212.0M
EBITDA$200.8M$200.8M$81.3M$274.7M$355.1M
EPS——0.162.593.42
Gross Margin11.3%11.3%0.3%16.0%18.1%
Operating Margin7.0%7.0%-4.3%10.9%12.4%
Net Margin6.2%6.2%0.9%10.5%12.1%
Balance Sheet
Debt/Equity0.120.120.020.010.02
Current Ratio2.952.95———
Cash Flow
Free Cash Flow$-402.4M$-402.4M$14.6M$126.6M$340.9M
Returns
ROE9.4%9.4%1.0%13.6%18.5%
Valuation
P/E35.7535.75125.0017.787.02
EV/EBITDA18.4418.4410.538.372.63
P/B3.293.291.192.421.30
Growth & Yield
Revenue Growth55.8%55.8%-29.4%-13.3%—
EPS Growth——-93.8%-24.3%—
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%
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 +76.9%

Total return

+76.9%

Start / end P/E

n/dx → n/dx

EPS bridge

0.16 → n/d

Residual

+76.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.8%
Residual / FX / buybacks / cross-term+76.1%

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.