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8105.TW$21.20+9.97%
Fair $21.20+0.0%

8105.TW

Giantplus Technology Co., Ltd.

Technology / Electronic ComponentsTaiwan

$21.20

+1.75 (+9.97%)

Fairly Valued+0.0%Fair Value $21.20Fund rank 31/100 · Data gapFallback financials|
SA 53/C
F-Score: 5/9
Declining RevenueLow 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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $248.8M · quality 61.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

53/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is -1.7%, below the 5% threshold
Thesis & Journal · 8105.TWLocal privado en este navegador · Giantplus 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

$9.4B

P/E

N/A

•

EV/EBITDA

20.6x

↑

ROE

-1.7%

↓

Gross Margin

5.9%

↓

Debt/Equity

0.03

↓
52-Week Range$21
$10$19

TradingView lightweight chart

8105.TW price, volumen y niveles de valoración

Último $19.30Periodo -9.3%
Fair value: $21.20

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

-6.2%

FCF CAGR

-20.2%

FCF margin

2.9%

FCF / Net income

-1.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.60B · net income $-131.5M · FCF $248.8M

2022-FY → 2025-FY

Gross margin

5.9%-5.0% pts

Operating margin

-1.8%-4.9% pts

Net margin

-1.5%-7.4% pts

FCF margin

2.9%-1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.60B$8.60B$8.77B$9.04B$10.41B
Net Income$-131.5M$-131.5M$67.1M$236.2M$613.7M
EBITDA$354.8M$354.8M$537.1M$735.9M$1.04B
EPS——0.150.531.38
Gross Margin5.9%5.9%5.1%8.4%10.9%
Operating Margin-1.8%-1.8%-2.7%0.7%3.1%
Net Margin-1.5%-1.5%0.8%2.6%5.9%
Balance Sheet
Debt/Equity0.030.030.070.100.19
Current Ratio2.022.02———
Cash Flow
Free Cash Flow$248.8M$248.8M$8.3M$623.1M$489.1M
Returns
ROE-1.7%-1.7%0.8%3.0%7.9%
Valuation
P/E——97.0025.669.49
EV/EBITDA20.5820.588.465.694.44
P/B1.191.190.810.760.75
Growth & Yield
Revenue Growth-2.0%-2.0%-3.0%-13.2%—
EPS Growth——-71.7%-61.6%—

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 +49.0%

Total return

+49.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.15 → n/d

Residual

+49.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+49.0%

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.