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1220.TW$11.75+0.43%
Fair $11.75+0.0%

1220.TW

Tai Roun Products Co.,Ltd.

Consumer Defensive / Packaged FoodsTaiwan

$11.75

+0.05 (+0.43%)

Fairly Valued+0.0%Fair Value $11.75Fund rank 25/100 · Data gapFallback financials|
SA 32/D
F-Score: 3/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $76.0M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

32/100

D

Piotroski

3/9

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 0.6%, below the 5% threshold
Thesis & Journal · 1220.TWLocal privado en este navegador · Tai Roun Products 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

$2.1B

P/E

146.9x

↑

EV/EBITDA

13.1x

↑

ROE

0.6%

↓

Gross Margin

10.5%

↓

Debt/Equity

0.22

↓
52-Week Range$12
$12$15

TradingView lightweight chart

1220.TW price, volumen y niveles de valoración

Último $11.75Periodo +3.8%
Fair value: $11.75

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

-2.0%

FCF CAGR

—

FCF margin

-1.4%

FCF / Net income

-3.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.33B · net income $13.5M · FCF $-45.8M

2022-FY → 2025-FY

Gross margin

10.5%+1.8% pts

Operating margin

1.5%-0.3% pts

Net margin

0.4%-0.9% pts

FCF margin

-1.4%+4.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.33B$3.33B$3.48B$3.29B$3.54B
Net Income$13.5M$13.5M$207.4M$133.3M$45.9M
EBITDA$173.5M$173.5M$387.8M$286.9M$169.9M
EPS——1.170.750.26
Gross Margin10.5%10.5%16.0%13.3%8.7%
Operating Margin1.5%1.5%7.4%5.0%1.7%
Net Margin0.4%0.4%6.0%4.0%1.3%
Balance Sheet
Debt/Equity0.220.220.130.100.15
Current Ratio2.862.86———
Cash Flow
Free Cash Flow$-45.8M$-45.8M$76.0M$346.7M$-215.1M
Returns
ROE0.6%0.6%8.5%5.7%2.1%
Valuation
P/E146.88146.8814.6219.0759.04
EV/EBITDA13.0913.097.578.4417.00
P/B0.890.891.241.091.22
Growth & Yield
Revenue Growth-4.4%-4.4%5.7%-6.9%—
EPS Growth——56.0%188.5%—
Dividend Yield6.0%6.0%———

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 -13.0%

Total return

-13.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.17 → n/d

Residual

-19.0%

EPS growthn/d
Multiple reratingn/d
Dividend+6.0%
Residual / FX / buybacks / cross-term-19.0%

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.