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8222.TW$36.80+5.23%
Fair $36.80+0.0%

8222.TW

Aero Win Technology Corporation

Industrials / Aerospace & DefenseTaiwan

$36.80

+1.90 (+5.23%)

Fairly Valued+0.0%Fair Value $36.80Fund rank 21/100 · Data gapFallback financials|
SA 37/D
F-Score: 3/9
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 $-176.3M · quality 33.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 2/100Data 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

37/100

D

Piotroski

3/9

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 4.2%, below the 5% threshold
Thesis & Journal · 8222.TWLocal privado en este navegador · Aero Win Technology 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

$2.5B

P/E

66.9x

↑

EV/EBITDA

22.4x

↑

ROE

4.2%

↓

Gross Margin

18.5%

↓

Debt/Equity

1.19

↑
52-Week Range$37
$34$64

TradingView lightweight chart

8222.TW price, volumen y niveles de valoración

Último $38.25Periodo +58.7%
Fair value: $36.80

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

+28.8%

FCF CAGR

—

FCF margin

-8.4%

FCF / Net income

-2.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $961.0M · net income $37.4M · FCF $-80.5M

2022-FY → 2025-FY

Gross margin

18.5%+7.0% pts

Operating margin

6.7%+13.0% pts

Net margin

3.9%-0.3% pts

FCF margin

-8.4%-20.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$961.0M$961.0M$824.1M$683.8M$449.5M
Net Income$37.4M$37.4M$102.1M$60.6M$18.9M
EBITDA$152.7M$152.7M$185.3M$129.6M$84.0M
EPS——1.480.880.28
Gross Margin18.5%18.5%22.5%19.6%11.5%
Operating Margin6.7%6.7%8.8%5.4%-6.3%
Net Margin3.9%3.9%12.4%8.9%4.2%
Balance Sheet
Debt/Equity1.191.191.080.620.61
Current Ratio2.042.04———
Cash Flow
Free Cash Flow$-80.5M$-80.5M$-477.6M$-176.3M$54.8M
Returns
ROE4.2%4.2%11.2%7.3%2.5%
Valuation
P/E66.9166.9126.0854.7794.11
EV/EBITDA22.3622.3618.4327.5522.51
P/B2.802.802.913.982.35
Growth & Yield
Revenue Growth16.6%16.6%20.5%52.1%—
EPS Growth——68.2%214.3%—
Dividend Yield1.8%1.8%———

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 -36.9%

Total return

-36.9%

Start / end P/E

n/dx → n/dx

EPS bridge

1.48 → n/d

Residual

-38.7%

EPS growthn/d
Multiple reratingn/d
Dividend+1.8%
Residual / FX / buybacks / cross-term-38.7%

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.