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8415.TWO$34.80-0.43%
Fair $34.80+0.0%

8415.TWO

Brighton-Best International (Taiwan) Inc.

Industrials / Tools & AccessoriesTaipei Exchange

$34.80

-0.15 (-0.43%)

Fairly Valued+0.0%Fair Value $34.80Fund rank 30/100 · Data gapFallback financials|
SA 48/C
F-Score: 6/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $3.6B · quality 50.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

48/100

C

Piotroski

6/9

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 · 8415.TWOLocal privado en este navegador · Brighton-Best International (Taiwan) 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

$34.9B

P/E

11.4x

↓

EV/EBITDA

8.8x

↓

ROE

11.8%

↑

Gross Margin

36.9%

↑

Debt/Equity

0.47

↑
52-Week Range$35
$33$37

TradingView lightweight chart

8415.TWO price, volumen y niveles de valoración

Último $34.80Periodo +211.2%
Fair value: $34.80

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

-4.0%

FCF CAGR

—

FCF margin

9.3%

FCF / Net income

0.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.23B · net income $3.13B · FCF $2.17B

2022-FY → 2025-FY

Gross margin

36.9%-0.7% pts

Operating margin

16.8%-2.7% pts

Net margin

13.5%-3.8% pts

FCF margin

9.3%+19.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$23.23B$23.23B$22.71B$24.63B$26.22B
Net Income$3.13B$3.13B$2.28B$3.12B$4.53B
EBITDA$5.19B$5.19B$4.27B$5.42B$6.93B
EPS——2.223.044.39
Gross Margin36.9%36.9%33.1%33.4%37.6%
Operating Margin16.8%16.8%12.8%15.4%19.6%
Net Margin13.5%13.5%10.0%12.7%17.3%
Balance Sheet
Debt/Equity0.470.470.580.650.84
Current Ratio2.242.24———
Cash Flow
Free Cash Flow$2.17B$2.17B$3.55B$4.74B$-2.70B
Returns
ROE11.8%11.8%9.5%12.4%19.9%
Valuation
P/E11.4111.4115.1611.688.60
EV/EBITDA8.768.7611.069.418.05
P/B1.321.321.441.451.71
Growth & Yield
Revenue Growth2.3%2.3%-7.8%-6.1%—
EPS Growth——-27.0%-30.8%—
Dividend Yield4.3%4.3%———

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 +5.3%

Total return

+5.3%

Start / end P/E

n/dx → n/dx

EPS bridge

2.22 → n/d

Residual

+1.0%

EPS growthn/d
Multiple reratingn/d
Dividend+4.3%
Residual / FX / buybacks / cross-term+1.0%

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.