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8481.TW$41.40+1.10%
Fair $41.40+0.0%

8481.TW

Transart Graphics Co., Ltd.

Industrials / Specialty Business ServicesTaiwan

$41.40

+0.45 (+1.10%)

Fairly Valued+0.0%Fair Value $41.40Fund rank 37/100 · Data gapFallback financials|
SA 51/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $162.8M · quality 79.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

51/100

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 · 8481.TWLocal privado en este navegador · Transart Graphics 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

$2.8B

P/E

12.8x

↓

EV/EBITDA

7.6x

↓

ROE

12.4%

↑

Gross Margin

47.3%

↑

Debt/Equity

0.01

↓
52-Week Range$41
$40$50

TradingView lightweight chart

8481.TW price, volumen y niveles de valoración

Último $41.40Periodo -47.1%
Fair value: $41.40

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

-6.8%

FCF CAGR

+0.3%

FCF margin

22.7%

FCF / Net income

1.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.18B · net income $216.3M · FCF $267.2M

2022-FY → 2025-FY

Gross margin

47.3%-2.8% pts

Operating margin

20.8%-5.6% pts

Net margin

18.3%-1.9% pts

FCF margin

22.7%+4.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.18B$1.18B$1.12B$993.7M$1.46B
Net Income$216.3M$216.3M$200.7M$124.9M$295.0M
EBITDA$308.2M$308.2M$304.0M$207.5M$489.9M
EPS——3.011.874.43
Gross Margin47.3%47.3%45.7%43.1%50.2%
Operating Margin20.8%20.8%18.9%13.9%26.3%
Net Margin18.3%18.3%17.9%12.6%20.2%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio4.054.05———
Cash Flow
Free Cash Flow$267.2M$267.2M$162.8M$128.7M$264.5M
Returns
ROE12.4%12.4%11.8%7.9%17.2%
Valuation
P/E12.7812.7816.6127.4312.87
EV/EBITDA7.597.598.8312.485.80
P/B1.581.581.972.152.21
Growth & Yield
Revenue Growth4.9%4.9%13.1%-31.8%—
EPS Growth——61.0%-57.8%—
Dividend Yield6.2%6.2%———

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 -10.3%

Total return

-10.3%

Start / end P/E

n/dx → n/dx

EPS bridge

3.01 → n/d

Residual

-16.5%

EPS growthn/d
Multiple reratingn/d
Dividend+6.2%
Residual / FX / buybacks / cross-term-16.5%

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.