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8102.TWO$73.40+9.39%
Fair $73.40+0.0%

8102.TWO

Jeilin Technology Co., Ltd.

Technology / SemiconductorsTaipei Exchange

$73.40

+6.30 (+9.39%)

Fairly Valued+0.0%Fair Value $73.40Fund rank 28/100 · Data gapFallback financials|
SA 51/C
F-Score: 2/9

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 19%

FCF escenarios

weak_data · normalized FCF $105.7M · quality 48.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

51/100

C

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: 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 · 8102.TWOLocal privado en este navegador · Jeilin Technology Co., Ltd.
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

$1.7B

P/E

32.9x

↑

EV/EBITDA

23.1x

↑

ROE

11.5%

↑

Gross Margin

39.0%

↑

Debt/Equity

0.01

↓
52-Week Range$73
$46$111

TradingView lightweight chart

8102.TWO price, volumen y niveles de valoración

Último $73.40Periodo +30.6%
Fair value: $73.40

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

+8.7%

FCF CAGR

—

FCF margin

-5.9%

FCF / Net income

-0.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $435.3M · net income $48.2M · FCF $-25.9M

2022-FY → 2025-FY

Gross margin

39.0%-13.4% pts

Operating margin

14.7%-10.7% pts

Net margin

11.1%-13.9% pts

FCF margin

-5.9%-3.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$435.3M$435.3M$567.6M$376.8M$339.3M
Net Income$48.2M$48.2M$117.6M$73.8M$84.6M
EBITDA$64.5M$64.5M$160.5M$97.1M$106.4M
EPS——5.443.434.11
Gross Margin39.0%39.0%46.8%46.8%52.4%
Operating Margin14.7%14.7%24.1%22.6%25.4%
Net Margin11.1%11.1%20.7%19.6%24.9%
Balance Sheet
Debt/Equity0.010.010.010.030.02
Current Ratio4.344.34———
Cash Flow
Free Cash Flow$-25.9M$-25.9M$105.7M$154.1M$-9.5M
Returns
ROE11.5%11.5%34.3%25.6%32.7%
Valuation
P/E32.9132.9113.9521.57—
EV/EBITDA23.1023.108.8114.55—
P/B4.094.094.795.52—
Growth & Yield
Revenue Growth-23.3%-23.3%50.6%11.1%—
EPS Growth——58.6%-16.5%—
Dividend Yield2.6%2.6%———

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 -8.1%

Total return

-8.1%

Start / end P/E

n/dx → n/dx

EPS bridge

5.44 → n/d

Residual

-10.7%

EPS growthn/d
Multiple reratingn/d
Dividend+2.6%
Residual / FX / buybacks / cross-term-10.7%

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.