- 理想的成長型公司, 本業EPS的成長幅度會大於營收的成長幅度
- 營收到某個數字後, 本業EPS呈現不成比例的增加, 有可能是規模經濟的效應
- 如果是有淡旺季的公司, 是否有淡季不淡, 旺季更旺的情況
- 漲很多的股票要留意 EPS 較上季是否有大幅衰退的情況
- 如果EPS衰退，要觀察同業是不是有一樣的狀況
- 要留意增資減資和公司債對股本及EPS的影響
| 加權平均股數 QoQ YoY | EPS QoQ YoY | 本業EPS QoQ YoY | 累計EPS QoQ YoY | 營收 QoQ YoY | 毛利率(%) QoQ YoY | 營業利益 QoQ YoY | 稅後淨利 QoQ YoY | 稅前淨利率(%) QoQ YoY | 稅後淨利率(%) QoQ YoY | 兩季平均(YOY)營收成長率(%) | 兩季平均(YOY)EPS成長率(%) | 兩季平均(YOY)本業EPS成長率(%) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 23Q4 (20) | 32 | 0.0 | 0.0 | 0.30 | -74.79 | 149.18 | 0.62 | -31.87 | 1133.33 | 1.80 | 20.0 | -81.13 | 3.3 | -10.08 | -3.79 | 32.13 | -7.94 | 55.97 | 0.21 | -40.0 | 400.0 | 0.1 | -73.68 | 152.63 | 3.27 | -73.15 | 145.54 | 2.91 | -71.53 | 151.78 | -3.21 | -36.10 | -14.23 |
| 23Q3 (19) | 32 | 0.0 | 0.0 | 1.19 | 2.59 | -33.15 | 0.91 | 3.41 | 121.95 | 1.50 | 383.87 | -85.22 | 3.67 | 3.67 | 2.51 | 34.90 | 17.11 | -18.48 | 0.35 | 118.75 | 25.0 | 0.38 | 2.7 | -32.14 | 12.18 | 72.52 | -38.79 | 10.22 | -1.06 | -34.65 | 14.82 | 119.53 | 115.47 |
| 23Q2 (18) | 32 | 0.0 | 0.0 | 1.16 | 236.47 | -63.98 | 0.88 | 227.54 | -60.89 | 0.31 | 136.47 | -96.3 | 3.54 | 25.98 | -31.53 | 29.80 | -0.03 | -42.34 | 0.16 | 161.54 | -85.71 | 0.37 | 237.04 | -63.73 | 7.06 | 163.89 | -74.28 | 10.33 | 208.05 | -47.46 | 3.95 | 98.56 | -411.23 |
| 23Q1 (17) | 32 | 0.0 | 0.0 | -0.85 | -39.34 | -116.5 | -0.69 | -1050.0 | -115.75 | -0.85 | -108.91 | -116.5 | 2.81 | -18.08 | -49.73 | 29.81 | 44.71 | -45.57 | -0.26 | -271.43 | -115.29 | -0.27 | -42.11 | -116.56 | -11.05 | -53.9 | -131.95 | -9.56 | -70.11 | -132.84 | -11.13 | -86.81 | -582.32 |
| 22Q4 (16) | 32 | 0.0 | 0.0 | -0.61 | -134.27 | -110.97 | -0.06 | -114.63 | -101.07 | 9.54 | -6.01 | -44.57 | 3.43 | -4.19 | -48.42 | 20.60 | -51.88 | -66.56 | -0.07 | -125.0 | -103.15 | -0.19 | -133.93 | -110.86 | -7.18 | -136.08 | -121.91 | -5.62 | -135.93 | -121.31 | -17.47 | -89.50 | -98.20 |
| 22Q3 (15) | 32 | 0.0 | 0.0 | 1.78 | -44.72 | -66.6 | 0.41 | -81.78 | -92.15 | 10.15 | 21.12 | -12.88 | 3.58 | -30.75 | -41.5 | 42.81 | -17.16 | -26.83 | 0.28 | -75.0 | -86.47 | 0.56 | -45.1 | -66.67 | 19.90 | -27.5 | -41.3 | 15.64 | -20.45 | -43.04 | -19.13 | -41.10 | -65.20 |
| 22Q2 (14) | 32 | 0.0 | 0.0 | 3.22 | -37.48 | -27.48 | 2.25 | -48.63 | -50.66 | 8.38 | 62.72 | 32.59 | 5.17 | -7.51 | -13.69 | 51.68 | -5.64 | 2.87 | 1.12 | -34.12 | -38.46 | 1.02 | -37.42 | -27.14 | 27.45 | -20.62 | -6.66 | 19.66 | -32.46 | -16.05 | -11.72 | -22.42 | -35.14 |
| 22Q1 (13) | 32 | 0.0 | 0.0 | 5.15 | -7.37 | 173.94 | 4.38 | -21.65 | 150.29 | 5.15 | -70.08 | 173.94 | 5.59 | -15.94 | 42.97 | 54.77 | -11.1 | 31.6 | 1.7 | -23.42 | 139.44 | 1.63 | -6.86 | 176.27 | 34.58 | 5.52 | 81.33 | 29.11 | 10.39 | 91.89 | -3.64 | -1.52 | -7.28 |
| 21Q4 (12) | 32 | 0.0 | 3.23 | 5.56 | 4.32 | 221.39 | 5.59 | 7.09 | 197.34 | 17.21 | 47.73 | 336.8 | 6.65 | 8.66 | 69.64 | 61.61 | 5.3 | 51.97 | 2.22 | 7.25 | 221.74 | 1.75 | 4.17 | 224.07 | 32.77 | -3.33 | 102.28 | 26.37 | -3.97 | 91.64 | 5.42 | 12.19 | 10.78 |
| 21Q3 (11) | 32 | 0.0 | 3.23 | 5.33 | 20.05 | 402.83 | 5.22 | 14.47 | 350.0 | 11.65 | 84.34 | 424.77 | 6.12 | 2.17 | 104.68 | 58.51 | 16.46 | 44.08 | 2.07 | 13.74 | 360.0 | 1.68 | 20.0 | 409.09 | 33.90 | 15.27 | 144.59 | 27.46 | 17.25 | 149.18 | 27.69 | 78.11 | 87.52 |
| 21Q2 (10) | 32 | 0.0 | 3.23 | 4.44 | 136.17 | 339.6 | 4.56 | 160.57 | 330.19 | 6.32 | 236.17 | 444.83 | 5.99 | 53.2 | 110.18 | 50.24 | 20.71 | 22.42 | 1.82 | 156.34 | 333.33 | 1.4 | 137.29 | 337.5 | 29.41 | 54.22 | 109.17 | 23.42 | 54.38 | 110.99 | 26.47 | 72.42 | 76.83 |
| 21Q1 (9) | 32 | 3.23 | 3.23 | 1.88 | 8.67 | 1153.33 | 1.75 | -6.91 | 1844.44 | 1.88 | -52.28 | 1153.33 | 3.91 | -0.26 | 112.5 | 41.62 | 2.66 | 3.51 | 0.71 | 2.9 | 1675.0 | 0.59 | 9.26 | 1080.0 | 19.07 | 17.72 | 490.4 | 15.17 | 10.25 | 504.38 | 15.42 | 35.94 | 27.58 |
| 20Q4 (8) | 31 | 0.0 | 0.0 | 1.73 | 63.21 | 239.22 | 1.88 | 62.07 | 203.23 | 3.94 | 77.48 | 48.68 | 3.92 | 31.1 | 52.53 | 40.54 | -0.17 | 8.83 | 0.69 | 53.33 | 176.0 | 0.54 | 63.64 | 237.5 | 16.20 | 16.88 | 105.84 | 13.76 | 24.86 | 120.87 | 18.01 | 34.08 | 35.75 |
| 20Q3 (7) | 31 | 0.0 | 0.0 | 1.06 | 4.95 | -4.5 | 1.16 | 9.43 | 6.42 | 2.22 | 91.38 | 4.23 | 2.99 | 4.91 | 8.33 | 40.61 | -1.05 | 3.33 | 0.45 | 7.14 | 25.0 | 0.33 | 3.12 | -5.71 | 13.86 | -1.42 | 5.56 | 11.02 | -0.72 | -12.54 | 29.90 | 289.14 | 543.61 |
| 20Q2 (6) | 31 | 0.0 | 0.0 | 1.01 | 573.33 | -24.63 | 1.06 | 1077.78 | -17.19 | 1.16 | 673.33 | 13.73 | 2.85 | 54.89 | -10.94 | 41.04 | 2.06 | 4.72 | 0.42 | 950.0 | -19.23 | 0.32 | 540.0 | -23.81 | 14.06 | 335.29 | -14.16 | 11.10 | 342.23 | -15.14 | 13.25 | 251.37 | 496.15 |
| 20Q1 (5) | 31 | 0.0 | 0.0 | 0.15 | -70.59 | 146.87 | 0.09 | -85.48 | 126.47 | 0.15 | -94.34 | 146.87 | 1.84 | -28.4 | -3.66 | 40.21 | 7.95 | 34.17 | 0.04 | -84.0 | 130.77 | 0.05 | -68.75 | 150.0 | 3.23 | -58.96 | 151.76 | 2.51 | -59.71 | 147.72 | - | - | 0.00 |
| 19Q4 (4) | 31 | 0.0 | 0.0 | 0.51 | -54.05 | 0.0 | 0.62 | -43.12 | 0.0 | 2.65 | 24.41 | 0.0 | 2.57 | -6.88 | 0.0 | 37.25 | -5.22 | 0.0 | 0.25 | -30.56 | 0.0 | 0.16 | -54.29 | 0.0 | 7.87 | -40.06 | 0.0 | 6.23 | -50.56 | 0.0 | - | - | 0.00 |
| 19Q3 (3) | 31 | 0.0 | 0.0 | 1.11 | -17.16 | 0.0 | 1.09 | -14.84 | 0.0 | 2.13 | 108.82 | 0.0 | 2.76 | -13.75 | 0.0 | 39.30 | 0.28 | 0.0 | 0.36 | -30.77 | 0.0 | 0.35 | -16.67 | 0.0 | 13.13 | -19.84 | 0.0 | 12.60 | -3.67 | 0.0 | - | - | 0.00 |
| 19Q2 (2) | 31 | 0.0 | 0.0 | 1.34 | 518.75 | 0.0 | 1.28 | 476.47 | 0.0 | 1.02 | 418.75 | 0.0 | 3.2 | 67.54 | 0.0 | 39.19 | 30.76 | 0.0 | 0.52 | 500.0 | 0.0 | 0.42 | 520.0 | 0.0 | 16.38 | 362.5 | 0.0 | 13.08 | 348.67 | 0.0 | - | - | 0.00 |
| 19Q1 (1) | 31 | 0.0 | 0.0 | -0.32 | 0.0 | 0.0 | -0.34 | 0.0 | 0.0 | -0.32 | 0.0 | 0.0 | 1.91 | 0.0 | 0.0 | 29.97 | 0.0 | 0.0 | -0.13 | 0.0 | 0.0 | -0.1 | 0.0 | 0.0 | -6.24 | 0.0 | 0.0 | -5.26 | 0.0 | 0.0 | - | - | 0.00 |
| 年/月 | 營收 | 月增率(%) | 去年同期年增率(%) | 累計營收 | 累計營收年增率(%) | 近三月累計營收 | 存貨銷售比 | 自結稅前EPS | 自結稅前累計EPS | 備註(年增率變動50%需說明原因) |
|---|---|---|---|---|---|---|---|---|---|---|
| 2024/3 | 1.11 | 54.89 | -12.83 | 3.28 | 16.68 | 3.28 | N/A | - | ||
| 2024/2 | 0.72 | -50.73 | -23.28 | 2.17 | 41.12 | 3.28 | N/A | - | ||
| 2024/1 | 1.45 | 31.43 | 140.71 | 1.45 | 140.71 | 3.6 | N/A | 基期較低 | ||
| 2023/12 | 1.11 | 6.21 | 10.14 | 13.33 | -24.97 | 3.3 | 1.06 | - | ||
| 2023/11 | 1.04 | -9.8 | -25.17 | 12.22 | -27.08 | 3.35 | 1.05 | - | ||
| 2023/10 | 1.16 | 0.16 | 12.22 | 11.18 | -27.25 | 3.57 | 0.98 | - | ||
| 2023/9 | 1.15 | -8.79 | -0.36 | 10.03 | -30.09 | 3.67 | 0.97 | - | ||
| 2023/8 | 1.26 | 0.64 | 12.76 | 8.87 | -32.7 | 3.68 | 0.97 | - | ||
| 2023/7 | 1.26 | 8.45 | -3.78 | 7.61 | -36.92 | 3.53 | 1.01 | - | ||
| 2023/6 | 1.16 | 3.66 | -22.86 | 6.35 | -40.95 | 3.54 | 1.15 | - | ||
| 2023/5 | 1.12 | -11.57 | -38.31 | 5.19 | -43.88 | 3.65 | 1.12 | - | ||
| 2023/4 | 1.26 | -0.75 | -31.88 | 4.08 | -45.24 | 3.47 | 1.18 | - | ||
| 2023/3 | 1.27 | 36.32 | -33.15 | 2.81 | -49.67 | 2.81 | 1.69 | - | ||
| 2023/2 | 0.93 | 54.59 | -43.43 | 1.54 | -58.22 | 2.54 | 1.87 | 消費性電子需求疲弱，再加上代理商去化自身庫存。 | ||
| 2023/1 | 0.6 | -39.85 | -70.24 | 0.6 | -70.24 | 3.0 | 1.59 | 消費性電子需求疲弱，再加上代理商去化自身庫存。 | ||
| 2022/12 | 1.0 | -27.84 | -55.39 | 17.77 | -21.63 | 3.43 | 1.44 | 消費性電子需求疲弱，再加上代理商去化自身庫存。 | ||
| 2022/11 | 1.39 | 35.26 | -37.22 | 16.76 | -17.91 | 3.58 | 1.37 | - | ||
| 2022/10 | 1.03 | -11.06 | -52.78 | 15.37 | -15.55 | 3.31 | 1.49 | 受通膨、俄烏戰爭影響，消費性電子需求疲弱，再加上代理商去化自身庫存。 | ||
| 2022/9 | 1.16 | 3.22 | -42.64 | 14.34 | -10.49 | 3.58 | 1.33 | - | ||
| 2022/8 | 1.12 | -14.12 | -46.7 | 13.18 | -5.86 | 3.93 | 1.22 | - | ||
| 2022/7 | 1.31 | -13.05 | -34.77 | 12.06 | 1.35 | 4.62 | 1.03 | - | ||
| 2022/6 | 1.5 | -17.1 | -23.94 | 10.76 | 8.66 | 5.17 | 0.59 | - | ||
| 2022/5 | 1.81 | -2.36 | -13.0 | 9.26 | 16.79 | 5.57 | 0.55 | - | ||
| 2022/4 | 1.86 | -2.61 | -3.76 | 7.44 | 27.41 | 5.41 | 0.57 | - | ||
| 2022/3 | 1.91 | 15.36 | 12.51 | 5.59 | 42.77 | 5.59 | 0.45 | - | ||
| 2022/2 | 1.65 | -18.68 | 102.87 | 3.68 | 65.85 | 5.94 | 0.42 | 因MCU市場缺貨，客戶端需求強勁，所以營收表現佳。 | ||
| 2022/1 | 2.03 | -9.83 | 44.41 | 2.03 | 44.41 | 6.5 | 0.38 | - | ||
| 2021/12 | 2.25 | 1.54 | 40.4 | 22.67 | 95.41 | 6.65 | 0.32 | 因MCU市場缺貨，客戶端需求強勁，所以營收表現佳。 | ||
| 2021/11 | 2.22 | 1.74 | 65.11 | 20.42 | 104.24 | 6.42 | 0.34 | 因MCU市場缺貨，客戶端需求強勁，所以營收表現佳。 | ||
| 2021/10 | 2.18 | 8.03 | 123.83 | 18.2 | 110.31 | 6.3 | 0.34 | 因MCU市場缺貨，客戶端需求強勁，所以營收表現佳。 | ||
| 2021/9 | 2.02 | -4.08 | 97.91 | 16.02 | 108.6 | 6.12 | 0.27 | 因MCU市場缺貨，客戶端需求強勁，所以營收表現佳。 | ||
| 2021/8 | 2.1 | 5.09 | 118.39 | 14.01 | 110.23 | 6.08 | 0.27 | 因MCU市場缺貨，客戶端需求強勁，所以營收表現佳。 | ||
| 2021/7 | 2.0 | 1.38 | 98.8 | 11.9 | 108.85 | 6.06 | 0.27 | 因MCU市場缺貨，客戶端需求強勁，所以營收表現佳。 | ||
| 2021/6 | 1.97 | -5.17 | 84.01 | 9.9 | 111.01 | 5.99 | 0.2 | 因MCU市場缺貨，客戶端需求強勁，所以營收表現佳。 | ||
| 2021/5 | 2.08 | 8.0 | 144.3 | 7.92 | 119.02 | 5.7 | 0.21 | 因MCU市場缺貨，客戶端需求強勁，所以營收表現佳。 | ||
| 2021/4 | 1.93 | 13.85 | 108.39 | 5.84 | 111.23 | 4.44 | 0.27 | 因MCU市場缺貨，客戶端需求強勁，所以營收表現佳。 | ||
| 2021/3 | 1.69 | 108.02 | 93.66 | 3.91 | 112.66 | 3.91 | 0.4 | 因MCU市場缺貨，客戶端需求強勁，所以營收表現佳。 | ||
| 2021/2 | 0.81 | -42.11 | 95.25 | 2.22 | 129.86 | 3.82 | 0.41 | 因MCU市場缺貨，客戶端需求強勁，所以營收表現佳。 | ||
| 2021/1 | 1.41 | -12.34 | 156.14 | 1.41 | 156.14 | 4.35 | 0.36 | 因MCU市場缺貨，客戶端需求強勁，所以營收表現佳。 | ||
| 2020/12 | 1.6 | 19.42 | 94.06 | 11.6 | 11.07 | 3.92 | 0.35 | 因MCU市場缺貨，客戶端需求強勁，所以營收表現佳。 | ||
| 2020/11 | 1.34 | 37.92 | 54.08 | 10.0 | 3.93 | 3.34 | 0.41 | 因MCU市場缺貨，客戶端需求強勁，所以營收表現佳。 | ||
| 2020/10 | 0.97 | -4.47 | 11.27 | 8.66 | -1.05 | 2.96 | 0.46 | - | ||
| 2020/9 | 1.02 | 5.84 | 21.48 | 7.68 | -2.42 | 2.99 | 0.5 | - | ||
| 2020/8 | 0.96 | -4.33 | 5.22 | 6.66 | -5.28 | 3.04 | 0.49 | - | ||
| 2020/7 | 1.01 | -6.15 | 0.36 | 5.7 | -6.85 | 2.93 | 0.51 | - | ||
| 2020/6 | 1.07 | 25.89 | 0.42 | 4.69 | -8.27 | 2.85 | 0.54 | - | ||
| 2020/5 | 0.85 | -7.87 | -25.8 | 3.62 | -10.57 | 2.65 | 0.58 | - | ||
| 2020/4 | 0.93 | 5.8 | -6.25 | 2.77 | -4.52 | 2.22 | 0.69 | - | ||
| 2020/3 | 0.87 | 109.74 | 3.88 | 1.84 | -3.63 | 1.84 | 0.95 | - | ||
| 2020/2 | 0.42 | -24.06 | 16.14 | 0.97 | -9.56 | 1.79 | 0.97 | - | ||
| 2020/1 | 0.55 | -33.58 | -22.58 | 0.55 | -22.58 | 2.25 | 0.77 | - | ||
| 2019/12 | 0.83 | -5.17 | 3.22 | 10.45 | 7.67 | 2.57 | 0.63 | - | ||
| 2019/11 | 0.87 | -0.39 | 8.83 | 9.62 | 8.07 | 2.59 | 0.63 | - | ||
| 2019/10 | 0.88 | 4.28 | 17.72 | 8.75 | 7.99 | 2.63 | 0.62 | - | ||
| 2019/9 | 0.84 | -8.32 | 3.64 | 7.87 | 7.01 | 2.76 | 0.65 | - | ||
| 2019/8 | 0.92 | -8.74 | 11.88 | 7.03 | 7.43 | 2.99 | 0.6 | - | ||
| 2019/7 | 1.0 | -6.1 | 20.5 | 6.12 | 6.79 | 3.22 | 0.56 | - | ||
| 2019/6 | 1.07 | -6.99 | 13.89 | 5.11 | 4.46 | 3.2 | 0.59 | - | ||
| 2019/5 | 1.15 | 16.41 | 3.78 | 4.05 | 2.23 | 0.0 | N/A | - | ||
| 2019/4 | 0.99 | 17.25 | 6.95 | 2.9 | 1.62 | 0.0 | N/A | - |
| 加權平均股數 YoY | EPS YoY | 本業EPS YoY | 營收 YoY | 毛利率(%) YoY | 營業利益 YoY | 稅前淨利 YoY | 稅後淨利 YoY | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 (10) | 32 | 0.0 | 1.79 | -80.84 | 1.69 | -75.54 | 13.33 | -24.99 | 31.79 | -29.15 | 0.46 | -84.77 | 0.49 | -87.17 | 0.57 | -81.06 |
| 2022 (9) | 32 | 0.0 | 9.34 | -44.8 | 6.91 | -59.64 | 17.77 | -21.61 | 44.87 | -17.4 | 3.02 | -55.65 | 3.82 | -43.49 | 3.01 | -44.57 |
| 2021 (8) | 32 | 3.23 | 16.92 | 334.96 | 17.12 | 311.54 | 22.67 | 95.43 | 54.32 | 33.69 | 6.81 | 322.98 | 6.76 | 347.68 | 5.43 | 341.46 |
| 2020 (7) | 31 | 0.0 | 3.89 | 49.04 | 4.16 | 56.39 | 11.6 | 11.0 | 40.63 | 9.66 | 1.61 | 62.63 | 1.51 | 55.67 | 1.23 | 48.19 |
| 2019 (6) | 31 | 6.9 | 2.61 | 0.0 | 2.66 | 31.03 | 10.45 | 7.73 | 37.05 | -2.55 | 0.99 | 25.32 | 0.97 | 6.59 | 0.83 | 7.79 |
| 2018 (5) | 29 | 7.41 | 2.61 | -32.56 | 2.03 | -42.0 | 9.7 | -3.77 | 38.02 | -6.29 | 0.79 | -39.23 | 0.91 | -25.41 | 0.77 | -25.96 |
| 2017 (4) | 27 | 3.85 | 3.87 | 9.32 | 3.50 | 19.05 | 10.08 | 12.75 | 40.57 | -0.78 | 1.3 | 16.07 | 1.22 | 9.91 | 1.04 | 11.83 |
| 2016 (3) | 26 | 8.33 | 3.54 | 55.95 | 2.94 | 88.46 | 8.94 | 19.68 | 40.89 | 1.77 | 1.12 | 77.78 | 1.11 | 60.87 | 0.93 | 66.07 |
| 2015 (2) | 24 | 4.35 | 2.27 | -14.34 | 1.56 | -10.86 | 7.47 | -1.71 | 40.18 | 4.17 | 0.63 | -11.27 | 0.69 | -13.75 | 0.56 | -13.85 |
| 2014 (1) | 23 | 9.52 | 2.65 | -2.57 | 1.75 | 3.55 | 7.6 | 8.73 | 38.57 | 0 | 0.71 | 16.39 | 0.8 | 15.94 | 0.65 | 6.56 |
