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1217.TW$9.84+0.20%
Fair $9.84+0.0%

1217.TW

AGV Products Corporation

Consumer Defensive / Packaged FoodsTaiwan

$9.84

+0.02 (+0.20%)

Fairly Valued+0.0%Fair Value $9.84Fund rank 30/100 · Data gapFallback financials|
SA 23/D
F-Score: 2/9
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $308.3M · quality 53.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 2.7%, below the 5% threshold
Thesis & Journal · 1217.TWLocal privado en este navegador · AGV Products 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

$4.9B

P/E

23.4x

↑

EV/EBITDA

19.3x

↑

ROE

2.7%

↓

Gross Margin

27.6%

↑

Debt/Equity

0.73

↑
52-Week Range$10
$9$11

TradingView lightweight chart

1217.TW price, volumen y niveles de valoración

Último $9.840Periodo +9.5%
Fair value: $9.840

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

+1.6%

FCF CAGR

-0.4%

FCF margin

1.3%

FCF / Net income

0.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.04B · net income $208.7M · FCF $64.0M

2022-FY → 2025-FY

Gross margin

27.6%-2.3% pts

Operating margin

1.5%-2.1% pts

Net margin

4.1%-1.6% pts

FCF margin

1.3%-0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.04B$5.04B$5.12B$4.90B$4.80B
Net Income$208.7M$208.7M$286.9M$200.9M$277.9M
EBITDA$513.8M$513.8M$630.9M$524.5M$553.4M
EPS——0.580.410.56
Gross Margin27.6%27.6%28.4%28.9%29.9%
Operating Margin1.5%1.5%2.8%2.7%3.6%
Net Margin4.1%4.1%5.6%4.1%5.8%
Balance Sheet
Debt/Equity0.730.730.660.740.73
Current Ratio0.870.87———
Cash Flow
Free Cash Flow$64.0M$64.0M$506.8M$308.3M$64.8M
Returns
ROE2.7%2.7%3.8%3.0%4.1%
Valuation
P/E23.4323.4320.0929.2719.11
EV/EBITDA19.3319.3315.8819.8217.40
P/B0.620.620.770.870.78
Growth & Yield
Revenue Growth-1.6%-1.6%4.4%2.1%—
EPS Growth——41.5%-26.8%—
Dividend Yield2.5%2.5%———

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 -9.6%

Total return

-9.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.58 → n/d

Residual

-12.1%

EPS growthn/d
Multiple reratingn/d
Dividend+2.5%
Residual / FX / buybacks / cross-term-12.1%

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.