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8096.TWO$134.50+9.80%
Fair $134.50+0.0%

8096.TWO

CoAsia Electronics Corp.

Technology / SemiconductorsTaipei Exchange

$134.50

+12.00 (+9.80%)

Fairly Valued+0.0%Fair Value $134.50Fund rank 26/100 · Data gapFallback financials|
SA 45/C
F-Score: 6/9
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 16%

FCF escenarios

weak_data · normalized FCF $-413.9M · quality 37.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

45/100

C

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: 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 5.0%, below the 5% threshold
Thesis & Journal · 8096.TWOLocal privado en este navegador · CoAsia Electronics 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

$20.1B

P/E

154.6x

↑

EV/EBITDA

41.7x

↑

ROE

5.0%

↑

Gross Margin

3.6%

↓

Debt/Equity

1.82

↑
52-Week Range$135
$37$135

TradingView lightweight chart

8096.TWO price, volumen y niveles de valoración

Último $134.50Periodo +1075.2%
Fair value: $134.50

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

+14.0%

FCF CAGR

-22.9%

FCF margin

1.9%

FCF / Net income

5.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $34.70B · net income $132.6M · FCF $674.0M

2022-FY → 2025-FY

Gross margin

3.6%+0.9% pts

Operating margin

1.9%+1.4% pts

Net margin

0.4%+0.4% pts

FCF margin

1.9%-4.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$34.70B$34.70B$28.25B$22.44B$23.42B
Net Income$132.6M$132.6M$488.2M$-460.1M$1.1M
EBITDA$572.8M$572.8M$864.5M$-217.6M$197.9M
EPS——3.26-3.080.01
Gross Margin3.6%3.6%2.9%2.6%2.7%
Operating Margin1.9%1.9%1.0%0.5%0.5%
Net Margin0.4%0.4%1.7%-2.1%0.0%
Balance Sheet
Debt/Equity1.821.821.852.041.19
Current Ratio1.341.34———
Cash Flow
Free Cash Flow$674.0M$674.0M$-413.9M$-1.27B$1.47B
Returns
ROE5.0%5.0%18.3%-21.9%0.0%
Valuation
P/E154.60154.6011.41—1176.47
EV/EBITDA41.7441.7411.38—20.74
P/B7.537.532.091.340.69
Growth & Yield
Revenue Growth22.8%22.8%25.9%-4.2%—
EPS Growth——205.8%-30900.0%—
Dividend Yield0.5%0.5%———

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 +170.1%

Total return

+170.1%

Start / end P/E

n/dx → n/dx

EPS bridge

3.26 → n/d

Residual

+169.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.5%
Residual / FX / buybacks / cross-term+169.5%

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.