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8932.TWO$103.50+2.99%
Fair $103.50+0.0%

8932.TWO

Wiselink Co., Ltd.

Consumer Cyclical / Apparel ManufacturingTaipei Exchange

$103.50

+3.00 (+2.99%)

Fairly Valued+0.0%Fair Value $103.50Fund rank 27/100 · Data gapFallback financials|
SA 64/B
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 32% · confianza 21%

FCF escenarios

weak_data · normalized FCF $458.8M · quality 43.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

64/100

B

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 · 8932.TWOLocal privado en este navegador · Wiselink 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

$36.7B

P/E

112.5x

↑

EV/EBITDA

33.1x

↑

ROE

28.9%

↑

Gross Margin

63.0%

↑

Debt/Equity

0.25

↓
52-Week Range$104
$45$124

TradingView lightweight chart

8932.TWO price, volumen y niveles de valoración

Último $103.50Periodo +3793.8%
Fair value: $103.50

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

+41.6%

FCF CAGR

+113.0%

FCF margin

29.8%

FCF / Net income

1.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.27B · net income $657.6M · FCF $676.5M

2022-FY → 2025-FY

Gross margin

63.0%+46.5% pts

Operating margin

47.4%+51.1% pts

Net margin

29.0%+32.6% pts

FCF margin

29.8%+21.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.27B$2.27B$1.49B$961.2M$799.0M
Net Income$657.6M$657.6M$318.6M$88.2M$-29.0M
EBITDA$1.08B$1.08B$584.1M$240.5M$45.7M
EPS——0.460.25-0.11
Gross Margin63.0%63.0%56.1%38.4%16.5%
Operating Margin47.4%47.4%34.5%17.6%-3.8%
Net Margin29.0%29.0%21.3%9.2%-3.6%
Balance Sheet
Debt/Equity0.250.250.390.560.88
Current Ratio3.233.23———
Cash Flow
Free Cash Flow$676.5M$676.5M$458.8M$-220.5M$70.0M
Returns
ROE28.9%28.9%21.8%9.1%-3.9%
Valuation
P/E112.50112.5095.60111.28—
EV/EBITDA33.1133.1151.5442.0059.98
P/B16.1316.1320.8110.163.38
Growth & Yield
Revenue Growth51.8%51.8%55.5%20.3%—
EPS Growth——79.7%332.2%—
Dividend Yield0.1%0.1%———

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 +130.5%

Total return

+130.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.46 → n/d

Residual

+130.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term+130.4%

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.