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LEDS$2.05-9.29%
Fair $2.05+0.0%

LEDS

SemiLEDs Corporation

Technology / SemiconductorsNasdaqCM

$2.05

-0.21 (-9.29%)

Fairly Valued+0.0%Fair Value $2.05Fund rank 26/100 · Data gapFallback financials|
SA 23/D
F-Score: 6/9
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 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $-517000.00 · quality 48.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

23/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 16Warnings: 1unknown: 16
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 -40.6%, below the 5% threshold
Thesis & Journal · LEDSLocal privado en este navegador · SemiLEDs 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

$17M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-40.6%

↓

Gross Margin

5.7%

↓

Debt/Equity

1.02

↑
52-Week Range$2
$1$3

TradingView lightweight chart

LEDS price, volumen y niveles de valoración

Último $2.050Periodo -99.2%
Fair value: $2.050

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2010–2025 · 15 años de histórico normalizado

Revenue CAGR

+1.2%

FCF CAGR

—

FCF margin

3.8%

FCF / Net income

-1.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $43.0M · net income $-1.1M · FCF $1.6M

2010-FY → 2025-FY

Gross margin

5.7%-39.4% pts

Operating margin

-3.7%-34.9% pts

Net margin

-2.6%-32.9% pts

FCF margin

3.8%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
Income Statement
Revenue$43.0M$43.0M$5.2M$6.0M$7.1M$4.7M$6.1M$5.9M$7.5M$9.2M$10.1M$14.1M$14.5M$18.0M$29.3M$33.9M$35.8M
Net Income$-1.1M$-1.1M$-2.0M$-2.7M$-2.7M$-2.9M$-544000.00$-3.6M$-3.0M$-4.1M$-21.3M$-13.3M$-24.5M$-43.7M$-49.5M$-16.1M$10.8M
EBITDA$-272000.00$-272000.00$-1.2M$-1.4M$-1.4M$-3.0M$-1.2M$-2.6M$-2.7M$-3.2M$-15.1M$-8.3M$-18.2M$-34.4M$-27.7M$-5.1M$15.9M
EPS-0.15-0.15-0.32-0.55-0.61-0.68————————-18.00-8.802.40
Gross Margin5.7%5.7%20.3%16.8%19.8%21.8%26.2%7.7%-5.8%0.9%-48.7%-29.0%-78.0%-81.8%-19.1%13.2%45.1%
Operating Margin-3.7%-3.7%-57.8%-56.9%-48.2%-82.7%-34.4%-62.1%-49.0%-47.0%-203.2%-94.2%-171.3%-237.7%-124.2%-34.6%31.2%
Net Margin-2.6%-2.6%-39.3%-45.0%-38.9%-60.2%-9.0%-60.4%-39.8%-44.4%-209.8%-94.0%-169.0%-243.4%-168.8%-47.5%30.3%
Balance Sheet
Debt/Equity1.021.022.196.722.460.561.153.420.400.310.220.100.100.090.050.04—
Current Ratio0.910.91———————————————
Cash Flow
Free Cash Flow$1.6M$1.6M$-517000.00$-1.2M$-1.8M$-1.9M$-1.3M$-3.7M$-1.5M$-2.3M———————
Returns
ROE-40.6%-40.6%-92.5%-233.7%-79.5%-62.2%-21.6%-204.8%-59.6%-52.3%-183.4%-45.3%-55.7%-65.7%-45.9%-10.3%—
Valuation
P/B5.695.693.857.513.48————————————
Growth & Yield
Revenue Growth729.8%729.8%-13.3%-15.2%—-22.0%2.8%-21.3%-18.7%-9.1%-28.2%-2.5%-19.4%-38.7%-13.6%-5.2%—
EPS Growth53.1%53.1%41.8%9.8%——————————-104.5%-466.7%—

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 -31.2%

Total return

-31.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.32 → -0.15

Residual

-31.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-31.2%

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.