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8103.TW$113.50+1.79%
Fair $113.50+0.0%

8103.TW

CviLux Corporation

Technology / Electronic ComponentsTaiwan

$113.50

+2.00 (+1.79%)

Fairly Valued+0.0%Fair Value $113.50Fund rank 38/100 · Data gapFallback financials|
SA 52/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $523.6M · quality 80.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

52/100

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 · 8103.TWLocal privado en este navegador · CviLux Corporation
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

$8.9B

P/E

29.1x

↑

EV/EBITDA

7.6x

↓

ROE

8.9%

↑

Gross Margin

37.4%

↑

Debt/Equity

0.15

↓
52-Week Range$114
$50$137

TradingView lightweight chart

8103.TW price, volumen y niveles de valoración

Último $113.50Periodo +141.6%
Fair value: $113.50

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

-3.4%

FCF CAGR

-24.8%

FCF margin

11.3%

FCF / Net income

1.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.36B · net income $338.8M · FCF $379.5M

2022-FY → 2025-FY

Gross margin

37.4%+7.7% pts

Operating margin

13.6%+3.6% pts

Net margin

10.1%+1.2% pts

FCF margin

11.3%-12.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.36B$3.36B$3.19B$2.96B$3.73B
Net Income$338.8M$338.8M$338.5M$217.9M$331.5M
EBITDA$717.8M$717.8M$753.6M$596.2M$758.5M
EPS——3.922.874.32
Gross Margin37.4%37.4%34.8%34.1%29.7%
Operating Margin13.6%13.6%11.5%10.1%10.0%
Net Margin10.1%10.1%10.6%7.4%8.9%
Balance Sheet
Debt/Equity0.150.150.080.260.31
Current Ratio2.102.10———
Cash Flow
Free Cash Flow$379.5M$379.5M$523.6M$611.9M$894.0M
Returns
ROE8.9%8.9%8.7%7.1%10.8%
Valuation
P/E29.1029.1014.3918.738.47
EV/EBITDA7.647.643.774.742.40
P/B1.941.941.251.360.93
Growth & Yield
Revenue Growth5.2%5.2%7.8%-20.6%—
EPS Growth——36.6%-33.5%—
Dividend Yield4.5%4.5%———

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 +108.5%

Total return

+108.5%

Start / end P/E

n/dx → n/dx

EPS bridge

3.92 → n/d

Residual

+104.0%

EPS growthn/d
Multiple reratingn/d
Dividend+4.5%
Residual / FX / buybacks / cross-term+104.0%

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.