- 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 | 營業利益率 QoQ YoY | 稅後淨利率 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(%) | |||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
24Q3 (20) | 293 | 0.0 | 10.57 | 2.01 | -22.09 | 28.03 | 1.62 | -57.81 | 45.95 | 8.21 | 32.42 | 206.34 | 93.99 | -6.47 | 9.25 | 21.41 | -13.77 | 15.67 | 8.57 | -38.12 | 42.83 | 6.82 | -11.08 | 37.78 | 8.05 | -42.17 | 55.71 | 5.9 | -21.85 | 42.51 | 9.79 | -3.74 | 38.87 | 6.82 | -11.08 | 37.78 | -7.06 | -25.41 | -29.04 |
24Q2 (19) | 293 | 0.0 | 11.41 | 2.58 | -28.73 | 155.45 | 3.84 | -0.26 | 2853.85 | 6.20 | 71.27 | 458.56 | 100.49 | -7.65 | 46.74 | 24.83 | -6.05 | 60.61 | 13.85 | -2.53 | 569.08 | 7.67 | -21.17 | 84.82 | 13.92 | -10.02 | 880.28 | 7.55 | -28.77 | 182.77 | 10.17 | -25.11 | 88.33 | 7.67 | -21.17 | 84.82 | -4.47 | 5.25 | 14.90 |
24Q1 (18) | 293 | 8.12 | 11.41 | 3.62 | 39.23 | 3922.22 | 3.85 | 30.07 | 4912.5 | 3.62 | -30.52 | 3922.22 | 108.81 | -1.29 | 50.89 | 26.43 | 33.89 | 129.23 | 14.21 | 45.74 | 2350.0 | 9.73 | 47.42 | 1131.65 | 15.47 | 43.91 | 3583.33 | 10.6 | 50.57 | 4316.67 | 13.58 | 64.41 | 1013.11 | 9.73 | 47.42 | 1131.65 | 13.42 | 52.42 | 98.37 |
23Q4 (17) | 271 | 2.26 | 4.23 | 2.60 | 65.61 | 276.81 | 2.96 | 166.67 | 1509.52 | 5.21 | 94.4 | 63.32 | 110.23 | 28.13 | 47.7 | 19.74 | 6.65 | 77.84 | 9.75 | 62.5 | 557.75 | 6.60 | 33.33 | 140.88 | 10.75 | 107.93 | 776.1 | 7.04 | 70.05 | 293.3 | 8.26 | 17.16 | 657.8 | 6.60 | 33.33 | 140.88 | 26.88 | 60.53 | 460.26 |
23Q3 (16) | 265 | 0.76 | 1.53 | 1.57 | 55.45 | 185.45 | 1.11 | 753.85 | 1109.09 | 2.68 | 141.44 | 7.2 | 86.03 | 25.63 | -3.56 | 18.51 | 19.73 | 50.24 | 6.00 | 189.86 | 192.68 | 4.95 | 19.28 | 156.48 | 5.17 | 264.08 | 182.51 | 4.14 | 55.06 | 191.55 | 7.05 | 30.56 | 75.81 | 4.95 | 19.28 | 156.48 | 10.30 | 538.84 | 508.18 |
23Q2 (15) | 263 | 0.0 | 1.15 | 1.01 | 1022.22 | 621.43 | 0.13 | 262.5 | -81.16 | 1.11 | 1133.33 | -43.37 | 68.48 | -5.03 | -21.73 | 15.46 | 34.08 | 43.15 | 2.07 | 256.9 | 14.36 | 4.15 | 425.32 | 2493.75 | 1.42 | 238.1 | -10.13 | 2.67 | 1012.5 | 621.62 | 5.40 | 342.62 | 7814.29 | 4.15 | 425.32 | 2493.75 | -4.21 | 467.63 | 162.20 |
23Q1 (14) | 263 | 1.15 | 1.94 | 0.09 | -86.96 | -95.05 | -0.08 | 61.9 | -106.84 | 0.09 | -97.18 | -95.05 | 72.11 | -3.38 | -26.38 | 11.53 | 3.87 | -25.61 | 0.58 | 127.23 | -89.18 | 0.79 | -71.17 | -84.36 | 0.42 | 126.42 | -92.0 | 0.24 | -86.59 | -94.9 | 1.22 | 11.93 | -81.71 | 0.79 | -71.17 | -84.36 | -9.86 | -30.75 | -14.50 |
22Q4 (13) | 260 | -0.38 | 5.69 | 0.69 | 25.45 | 213.64 | -0.21 | -90.91 | 4.55 | 3.19 | 27.6 | -65.1 | 74.63 | -16.34 | -26.7 | 11.10 | -9.9 | 4.23 | -2.13 | -203.9 | -213.3 | 2.74 | 41.97 | 174.0 | -1.59 | -186.89 | -183.25 | 1.79 | 26.06 | 237.74 | 1.09 | -72.82 | -63.91 | 2.74 | 41.97 | 174.0 | -7.18 | 159.16 | -103.42 |
22Q3 (12) | 261 | 0.38 | 3.57 | 0.55 | 292.86 | 292.86 | -0.11 | -115.94 | -109.82 | 2.50 | 27.55 | -72.31 | 89.21 | 1.97 | -7.88 | 12.32 | 14.07 | 17.33 | 2.05 | 13.26 | -46.89 | 1.93 | 1106.25 | 4925.0 | 1.83 | 15.82 | -50.94 | 1.42 | 283.78 | 305.71 | 4.01 | 5828.57 | 389.02 | 1.93 | 1106.25 | 4925.0 | -4.35 | 100.28 | -78.48 |
22Q2 (11) | 260 | 0.78 | 6.56 | 0.14 | -92.31 | -97.69 | 0.69 | -41.03 | -66.34 | 1.96 | 7.69 | -78.34 | 87.49 | -10.68 | -17.71 | 10.80 | -30.32 | -40.66 | 1.81 | -66.23 | -81.36 | 0.16 | -96.83 | -98.9 | 1.58 | -69.9 | -84.7 | 0.37 | -92.14 | -97.49 | -0.07 | -101.05 | -100.39 | 0.16 | -96.83 | -98.9 | -7.24 | 317.48 | 295.40 |
22Q1 (10) | 258 | 4.88 | 10.73 | 1.82 | 727.27 | -38.1 | 1.17 | 631.82 | -19.31 | 1.82 | -80.09 | -38.1 | 97.95 | -3.8 | 7.68 | 15.50 | 45.54 | -18.72 | 5.36 | 185.11 | -32.41 | 5.05 | 405.0 | -35.09 | 5.25 | 174.87 | -27.18 | 4.71 | 788.68 | -31.24 | 6.67 | 120.86 | -38.13 | 5.05 | 405.0 | -35.09 | 0.67 | 392.20 | 256.09 |
21Q4 (9) | 246 | -2.38 | 11.31 | 0.22 | 57.14 | -84.4 | -0.22 | -119.64 | -156.41 | 9.14 | 1.22 | 49.84 | 101.82 | 5.14 | 14.87 | 10.65 | 1.43 | -14.39 | 1.88 | -51.3 | -48.35 | 1.00 | 2600.0 | -72.07 | 1.91 | -48.79 | -40.68 | 0.53 | 51.43 | -83.07 | 3.02 | 268.29 | -48.73 | 1.00 | 2600.0 | -72.07 | -1.89 | -20.27 | -82.50 |
21Q3 (8) | 252 | 3.28 | 15.07 | 0.14 | -97.69 | -89.78 | 1.12 | -45.37 | 93.1 | 9.03 | -0.22 | 92.54 | 96.84 | -8.92 | 11.89 | 10.50 | -42.31 | -0.1 | 3.86 | -60.25 | 2.39 | -0.04 | -100.27 | -101.11 | 3.73 | -63.89 | 14.07 | 0.35 | -97.63 | -88.33 | 0.82 | -95.43 | -84.47 | -0.04 | -100.27 | -101.11 | 3.99 | 4.05 | -1.99 |
21Q2 (7) | 244 | 4.72 | 11.42 | 6.05 | 105.78 | 384.0 | 2.05 | 41.38 | 184.72 | 9.05 | 207.82 | 172.59 | 106.32 | 16.89 | 41.31 | 18.20 | -4.56 | 29.63 | 9.71 | 22.45 | 134.54 | 14.61 | 87.79 | 286.51 | 10.33 | 43.27 | 231.09 | 14.74 | 115.18 | 437.96 | 17.93 | 66.33 | 260.76 | 14.61 | 87.79 | 286.51 | 9.76 | 107.15 | 156.59 |
21Q1 (6) | 233 | 5.43 | 3.56 | 2.94 | 108.51 | 42.72 | 1.45 | 271.79 | -44.87 | 2.94 | -51.8 | 42.72 | 90.96 | 2.62 | 26.61 | 19.07 | 53.3 | -19.74 | 7.93 | 117.86 | -38.57 | 7.78 | 117.32 | 25.08 | 7.21 | 123.91 | -22.31 | 6.85 | 118.85 | 47.63 | 10.78 | 83.02 | 24.62 | 7.78 | 117.32 | 25.08 | 2.52 | 55.72 | 119.52 |
20Q4 (5) | 221 | 0.91 | 1.38 | 1.41 | 2.92 | 222.61 | 0.39 | -32.76 | 244.44 | 6.10 | 30.06 | 199.02 | 88.64 | 2.41 | 24.42 | 12.44 | 18.36 | 45.84 | 3.64 | -3.45 | 450.0 | 3.58 | -0.83 | 204.68 | 3.22 | -1.53 | 535.14 | 3.13 | 4.33 | 225.2 | 5.89 | 11.55 | 270.72 | 3.58 | -0.83 | 204.68 | - | - | 0.00 |
20Q3 (4) | 219 | 0.0 | 0.0 | 1.37 | 9.6 | 0.0 | 0.58 | -19.44 | 0.0 | 4.69 | 41.27 | 0.0 | 86.55 | 15.03 | 0.0 | 10.51 | -25.14 | 0.0 | 3.77 | -8.94 | 0.0 | 3.61 | -4.5 | 0.0 | 3.27 | 4.81 | 0.0 | 3.0 | 9.49 | 0.0 | 5.28 | 6.24 | 0.0 | 3.61 | -4.5 | 0.0 | - | - | 0.00 |
20Q2 (3) | 219 | -2.67 | 0.0 | 1.25 | -39.32 | 0.0 | 0.72 | -72.62 | 0.0 | 3.32 | 61.17 | 0.0 | 75.24 | 4.73 | 0.0 | 14.04 | -40.91 | 0.0 | 4.14 | -67.93 | 0.0 | 3.78 | -39.23 | 0.0 | 3.12 | -66.38 | 0.0 | 2.74 | -40.95 | 0.0 | 4.97 | -42.54 | 0.0 | 3.78 | -39.23 | 0.0 | - | - | 0.00 |
20Q1 (2) | 225 | 3.21 | 0.0 | 2.06 | 279.13 | 0.0 | 2.63 | 1074.07 | 0.0 | 2.06 | 0.98 | 0.0 | 71.84 | 0.84 | 0.0 | 23.76 | 178.55 | 0.0 | 12.91 | 1341.35 | 0.0 | 6.22 | 281.87 | 0.0 | 9.28 | 1354.05 | 0.0 | 4.64 | 285.6 | 0.0 | 8.65 | 350.72 | 0.0 | 6.22 | 281.87 | 0.0 | - | - | 0.00 |
19Q4 (1) | 218 | 0.0 | 0.0 | -1.15 | 0.0 | 0.0 | -0.27 | 0.0 | 0.0 | 2.04 | 0.0 | 0.0 | 71.24 | 0.0 | 0.0 | 8.53 | 0.0 | 0.0 | -1.04 | 0.0 | 0.0 | -3.42 | 0.0 | 0.0 | -0.74 | 0.0 | 0.0 | -2.5 | 0.0 | 0.0 | -3.45 | 0.0 | 0.0 | -3.42 | 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) |
---|---|---|---|---|---|---|---|---|---|---|
2024/11 | 34.94 | 2.45 | -14.67 | 371.5 | 21.59 | 101.57 | N/A | - | ||
2024/10 | 34.1 | 4.8 | -10.05 | 336.56 | 27.2 | 96.92 | N/A | - | ||
2024/9 | 32.54 | 7.43 | -2.65 | 302.46 | 33.43 | 93.36 | 1.82 | - | ||
2024/8 | 30.29 | -0.83 | 1.93 | 269.93 | 39.67 | 90.36 | 1.88 | - | ||
2024/7 | 30.54 | 3.38 | 34.03 | 239.64 | 46.53 | 92.35 | 1.84 | - | ||
2024/6 | 29.54 | -8.46 | 29.37 | 209.1 | 48.56 | 100.29 | 1.79 | - | ||
2024/5 | 32.27 | -16.12 | 31.51 | 179.56 | 52.27 | 110.51 | 1.63 | 記憶體價格上漲 | ||
2024/4 | 38.48 | -3.2 | 80.75 | 147.29 | 57.73 | 111.64 | 1.61 | 記憶體價格上漲 | ||
2024/3 | 39.75 | 19.01 | 56.58 | 108.81 | 50.93 | 108.81 | 1.81 | 記憶體價格上漲 | ||
2024/2 | 33.4 | -6.31 | 33.98 | 69.06 | 47.86 | 100.51 | 1.96 | - | ||
2024/1 | 35.65 | 13.35 | 63.75 | 35.65 | 63.75 | 108.05 | 1.82 | 記憶體價格上漲 | ||
2023/12 | 31.45 | -23.18 | 33.51 | 336.98 | -3.86 | 110.31 | 1.36 | 0.83 | 6.6 | - |
2023/11 | 40.95 | 8.0 | 56.21 | 305.53 | -6.55 | 112.28 | 1.34 | 1.14 | 5.76 | 記憶體價格上漲 |
2023/10 | 37.91 | 13.43 | 39.59 | 264.58 | -12.02 | 101.05 | 1.49 | 1.03 | 4.63 | - |
2023/9 | 33.42 | 12.49 | 3.95 | 226.67 | -17.14 | 85.92 | 1.69 | 0.93 | 3.6 | - |
2023/8 | 29.71 | 30.4 | -1.12 | 193.25 | -19.96 | 75.33 | 1.92 | - | ||
2023/7 | 22.78 | -0.2 | -14.55 | 163.54 | -22.63 | 70.16 | 2.07 | - | ||
2023/6 | 22.83 | -6.95 | -23.86 | 140.75 | -23.8 | 68.66 | 1.67 | - | ||
2023/5 | 24.54 | 15.27 | -12.53 | 117.92 | -23.79 | 71.22 | 1.61 | - | ||
2023/4 | 21.29 | -16.15 | -26.75 | 93.38 | -26.28 | 71.61 | 1.6 | - | ||
2023/3 | 25.39 | 1.83 | -21.99 | 72.09 | -26.14 | 72.09 | 1.01 | - | ||
2023/2 | 24.93 | 14.5 | -21.74 | 46.7 | -28.22 | 70.26 | 1.04 | - | ||
2023/1 | 21.77 | -7.57 | -34.43 | 21.77 | -34.43 | 71.54 | 1.02 | - | ||
2022/12 | 23.56 | -10.12 | -27.89 | 350.52 | -11.42 | 76.93 | 0.81 | - | ||
2022/11 | 26.21 | -3.48 | -26.7 | 326.96 | -9.94 | 85.52 | 0.73 | - | ||
2022/10 | 27.16 | -15.52 | -18.23 | 300.75 | -8.1 | 89.36 | 0.7 | - | ||
2022/9 | 32.15 | 6.99 | 0.37 | 273.59 | -6.96 | 88.87 | 0.77 | - | ||
2022/8 | 30.05 | 12.69 | -6.62 | 241.44 | -7.86 | 86.71 | 0.78 | - | ||
2022/7 | 26.67 | -11.08 | -18.4 | 211.39 | -8.03 | 84.71 | 0.8 | - | ||
2022/6 | 29.99 | 6.89 | -11.4 | 184.72 | -6.31 | 87.11 | 1.03 | - | ||
2022/5 | 28.06 | -3.47 | -22.78 | 154.73 | -5.25 | 89.67 | 1.0 | - | ||
2022/4 | 29.07 | -10.69 | -19.31 | 126.68 | -0.24 | 93.47 | 0.96 | - | ||
2022/3 | 32.55 | 2.16 | -2.94 | 97.61 | 7.31 | 97.61 | 1.12 | - | ||
2022/2 | 31.86 | -4.07 | 13.29 | 65.07 | 13.3 | 97.74 | 1.12 | - | ||
2022/1 | 33.21 | 1.64 | 13.3 | 33.21 | 13.3 | 101.64 | 1.08 | - | ||
2021/12 | 32.67 | -8.64 | 16.79 | 395.72 | 23.36 | 101.65 | 0.89 | - | ||
2021/11 | 35.76 | 7.66 | 14.52 | 363.05 | 23.99 | 101.01 | 0.9 | - | ||
2021/10 | 33.22 | 3.7 | 14.93 | 327.29 | 25.12 | 97.43 | 0.93 | - | ||
2021/9 | 32.03 | -0.47 | 0.09 | 294.07 | 26.38 | 96.9 | 1.08 | - | ||
2021/8 | 32.18 | -1.52 | 19.99 | 262.04 | 30.57 | 98.72 | 1.06 | - | ||
2021/7 | 32.68 | -3.46 | 20.32 | 229.86 | 33.37 | 102.87 | 1.01 | - | ||
2021/6 | 33.85 | -6.83 | 22.98 | 197.17 | 34.4 | 106.21 | 1.08 | - | ||
2021/5 | 36.34 | 0.86 | 39.25 | 163.32 | 37.04 | 105.89 | 1.08 | - | ||
2021/4 | 36.02 | 7.42 | 74.03 | 126.99 | 36.42 | 97.68 | 1.17 | 銷貨增加 | ||
2021/3 | 33.53 | 19.25 | 15.8 | 90.96 | 25.67 | 90.96 | 1.12 | - | ||
2021/2 | 28.12 | -4.06 | 12.26 | 57.43 | 32.25 | 85.4 | 1.19 | - | ||
2021/1 | 29.31 | 4.78 | 59.5 | 29.31 | 59.5 | 88.51 | 1.15 | 銷貨增加 | ||
2020/12 | 27.97 | -10.42 | 17.09 | 320.78 | 25.56 | 88.1 | 0.78 | - | ||
2020/11 | 31.23 | 8.05 | 23.4 | 292.81 | 26.43 | 92.13 | 0.75 | - | ||
2020/10 | 28.9 | -9.68 | 35.41 | 261.58 | 26.8 | 87.72 | 0.79 | - | ||
2020/9 | 32.0 | 19.3 | 52.62 | 232.68 | 25.81 | 85.98 | 0.66 | 銷貨增加 | ||
2020/8 | 26.82 | -1.25 | 14.82 | 200.68 | 22.38 | 81.51 | 0.7 | - | ||
2020/7 | 27.16 | -1.32 | 31.69 | 172.33 | 22.73 | 80.78 | 0.7 | - | ||
2020/6 | 27.53 | 5.49 | 41.74 | 146.7 | 22.05 | 74.32 | 0.75 | - | ||
2020/5 | 26.09 | 26.05 | 44.28 | 119.17 | 18.26 | 75.75 | 0.74 | - | ||
2020/4 | 20.7 | -28.51 | 12.6 | 93.08 | 12.57 | 74.7 | 0.75 | - | ||
2020/3 | 28.96 | 15.61 | 27.16 | 72.38 | 12.56 | 72.38 | 1.1 | - | ||
2020/2 | 25.05 | 36.3 | 22.19 | 43.42 | 4.55 | 67.31 | 1.18 | - | ||
2020/1 | 18.38 | -23.07 | -12.63 | 18.38 | -12.63 | 0.0 | N/A | - | ||
2019/12 | 23.89 | -5.59 | 14.16 | 255.48 | -19.23 | 0.0 | N/A | - |
加權平均股數 YoY | EPS YoY | 本業EPS YoY | 營收 YoY | 毛利率(%) YoY | 營業利益率 YoY | 稅後淨利率 YoY | 營業利益 YoY | 稅前淨利 YoY | 稅後淨利 YoY | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 (10) | 271 | 4.23 | 5.18 | 63.92 | 4.12 | 167.53 | 336.85 | -3.56 | 16.80 | 33.65 | 5.27 | 160.89 | 4.44 | 74.8 | 17.75 | 151.06 | 19.76 | 82.12 | 14.09 | 69.76 |
2022 (9) | 260 | 5.69 | 3.16 | -63.21 | 1.54 | -65.08 | 349.27 | -11.79 | 12.57 | -13.79 | 2.02 | -65.47 | 2.54 | -57.38 | 7.07 | -69.5 | 10.85 | -66.85 | 8.3 | -63.06 |
2021 (8) | 246 | 11.31 | 8.59 | 57.61 | 4.41 | 2.08 | 395.94 | 22.86 | 14.58 | -1.62 | 5.85 | -0.17 | 5.96 | 41.23 | 23.18 | 22.78 | 32.73 | 65.81 | 22.47 | 66.32 |
2020 (7) | 221 | 1.84 | 5.45 | 211.43 | 4.32 | 0 | 322.27 | 26.07 | 14.82 | 33.88 | 5.86 | 1262.79 | 4.22 | 162.11 | 18.88 | 1632.11 | 19.74 | 215.84 | 13.51 | 227.12 |
2019 (6) | 217 | -0.46 | 1.75 | 0 | -0.35 | 0 | 255.62 | -19.21 | 11.07 | 82.98 | 0.43 | 0 | 1.61 | 0 | 1.09 | 0 | 6.25 | 0 | 4.13 | 0 |
2018 (5) | 218 | 1.4 | -0.82 | 0 | -2.42 | 0 | 316.41 | -2.08 | 6.05 | -55.84 | -2.44 | 0 | -0.72 | 0 | -7.73 | 0 | -2.43 | 0 | -1.79 | 0 |
2017 (4) | 215 | 0.0 | 7.95 | 29.06 | 4.44 | 51.02 | 323.12 | 39.05 | 13.70 | -3.79 | 5.77 | 17.52 | 5.55 | -1.6 | 18.64 | 63.37 | 22.86 | 41.72 | 17.23 | 29.16 |
2016 (3) | 215 | -2.27 | 6.16 | 0 | 2.94 | 0 | 232.38 | 15.07 | 14.24 | 136.54 | 4.91 | 0 | 5.64 | 0 | 11.41 | 0 | 16.13 | 8389.47 | 13.34 | 0 |
2015 (2) | 220 | -3.93 | -0.20 | 0 | -1.69 | 0 | 201.95 | -30.57 | 6.02 | 1.18 | -2.13 | 0 | -0.24 | 0 | -4.31 | 0 | 0.19 | -98.04 | -0.45 | 0 |
2014 (1) | 229 | 4.57 | 3.51 | -61.09 | -0.94 | 0 | 290.85 | -13.23 | 5.95 | 0 | -0.40 | 0 | 2.78 | 0 | -1.17 | 0 | 9.67 | -61.88 | 8.08 | -59.34 |