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8261.TW$167.50-3.74%
Fair $167.50+0.0%

8261.TW

Advanced Power Electronics Co., Ltd.

Technology / SemiconductorsTaiwan

$167.50

-6.50 (-3.74%)

Fairly Valued+0.0%Fair Value $167.50Fund rank 37/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9

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 $550.0M · quality 76.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

54/100

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: 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 · 8261.TWLocal privado en este navegador · Advanced Power Electronics 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

$19.9B

P/E

29.4x

↑

EV/EBITDA

21.1x

↑

ROE

11.4%

↑

Gross Margin

37.4%

↑

Debt/Equity

0.00

↓
52-Week Range$168
$75$213

TradingView lightweight chart

8261.TW price, volumen y niveles de valoración

Último $167.50Periodo +119.2%
Fair value: $167.50

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

-7.4%

FCF CAGR

-0.8%

FCF margin

17.7%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.10B · net income $679.0M · FCF $550.0M

2022-FY → 2025-FY

Gross margin

37.4%+1.6% pts

Operating margin

25.3%+2.2% pts

Net margin

21.9%-1.1% pts

FCF margin

17.7%+3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.10B$3.10B$2.92B$2.85B$3.91B
Net Income$679.0M$679.0M$565.2M$330.4M$899.8M
EBITDA$881.6M$881.6M$723.8M$431.7M$1.13B
EPS——4.752.778.58
Gross Margin37.4%37.4%28.6%26.1%35.7%
Operating Margin25.3%25.3%16.2%10.8%23.0%
Net Margin21.9%21.9%19.4%11.6%23.0%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio7.587.58———
Cash Flow
Free Cash Flow$550.0M$550.0M$824.5M$352.9M$563.5M
Returns
ROE11.4%11.4%10.1%6.2%16.4%
Valuation
P/E29.4429.4418.4833.5712.30
EV/EBITDA21.1021.1013.5323.909.23
P/B3.363.361.862.092.02
Growth & Yield
Revenue Growth6.4%6.4%2.4%-27.1%—
EPS Growth——71.5%-67.7%—
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 +112.0%

Total return

+112.0%

Start / end P/E

n/dx → n/dx

EPS bridge

4.75 → n/d

Residual

+110.2%

EPS growthn/d
Multiple reratingn/d
Dividend+1.8%
Residual / FX / buybacks / cross-term+110.2%

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.