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8114.TW$259.50+5.49%
Fair $259.50+0.0%

8114.TW

Posiflex Technology, Inc.

Industrials / Business Equipment & SuppliesTaiwan

$259.50

+13.50 (+5.49%)

Fairly Valued+0.0%Fair Value $259.50Fund rank 37/100 · Data gapFallback financials|
SA 59/C
F-Score: 7/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 76.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

59/100

C

Piotroski

7/9

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 · 8114.TWLocal privado en este navegador · Posiflex Technology, Inc.
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

$19.8B

P/E

13.5x

↓

EV/EBITDA

N/A

•

ROE

19.3%

↑

Gross Margin

48.4%

↑

Debt/Equity

0.08

↓
52-Week Range$260
$163$332

TradingView lightweight chart

8114.TW price, volumen y niveles de valoración

Último $259.50Periodo +271.3%
Fair value: $259.50

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

+14.9%

FCF CAGR

+61.8%

FCF margin

24.7%

FCF / Net income

2.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.15B · net income $1.99B · FCF $4.48B

2022-FY → 2025-FY

Gross margin

48.4%+13.4% pts

Operating margin

25.4%+12.2% pts

Net margin

11.0%+3.9% pts

FCF margin

24.7%+15.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.15B$18.15B$13.89B$9.87B$11.97B
Net Income$1.99B$1.99B$1.04B$419.6M$846.2M
EBITDA$5.00B$5.00B$3.10B$1.55B$2.13B
EPS——10.255.349.31
Gross Margin48.4%48.4%45.0%38.1%35.0%
Operating Margin25.4%25.4%18.5%11.1%13.2%
Net Margin11.0%11.0%7.5%4.3%7.1%
Balance Sheet
Debt/Equity0.080.080.310.420.59
Current Ratio2.162.16———
Cash Flow
Free Cash Flow$4.48B$4.48B$1.56B$1.91B$1.06B
Returns
ROE19.3%19.3%23.0%11.6%22.5%
Valuation
P/E13.5213.5235.5122.7512.03
EV/EBITDA——11.877.375.61
P/B——8.673.613.20
Growth & Yield
Revenue Growth30.7%30.7%40.8%-17.6%—
EPS Growth——91.9%-42.6%—
Dividend Yield3.0%3.0%———

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 -9.9%

Total return

-9.9%

Start / end P/E

n/dx → n/dx

EPS bridge

10.25 → n/d

Residual

-12.9%

EPS growthn/d
Multiple reratingn/d
Dividend+3.0%
Residual / FX / buybacks / cross-term-12.9%

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.