StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
1232.TW$147.50+0.00%
Fair $147.50+0.0%

1232.TW

TTET Union Corporation

Consumer Defensive / Packaged FoodsTaiwan

$147.50

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $147.50Fund rank 35/100 · Data gapFallback financials|
SA 34/D
F-Score: 5/9
Declining Revenue

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 73.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

34/100

D

Piotroski

5/9

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. Revenue has declined for 3 consecutive years
Thesis & Journal · 1232.TWLocal privado en este navegador · TTET Union 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

$23.6B

P/E

17.9x

↑

EV/EBITDA

10.9x

↑

ROE

22.4%

↑

Gross Margin

13.4%

↓

Debt/Equity

0.25

↓
52-Week Range$148
$141$166

TradingView lightweight chart

1232.TW price, volumen y niveles de valoración

Último $147.50Periodo +1393.1%
Fair value: $147.50

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

-4.5%

FCF CAGR

+108.5%

FCF margin

7.6%

FCF / Net income

1.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.51B · net income $1.32B · FCF $1.63B

2022-FY → 2025-FY

Gross margin

13.4%+3.7% pts

Operating margin

7.9%+1.9% pts

Net margin

6.1%+1.2% pts

FCF margin

7.6%+6.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.51B$21.51B$22.07B$23.56B$24.68B
Net Income$1.32B$1.32B$1.32B$1.20B$1.23B
EBITDA$2.06B$2.06B$2.03B$1.83B$1.82B
EPS——8.227.527.65
Gross Margin13.4%13.4%12.5%10.7%9.7%
Operating Margin7.9%7.9%7.4%6.5%6.0%
Net Margin6.1%6.1%6.0%5.1%5.0%
Balance Sheet
Debt/Equity0.250.250.270.200.08
Current Ratio2.722.72———
Cash Flow
Free Cash Flow$1.63B$1.63B$1.82B$1.74B$179.6M
Returns
ROE22.4%22.4%23.2%22.3%23.8%
Valuation
P/E17.8817.8817.6419.0218.37
EV/EBITDA10.8910.8911.0912.2712.08
P/B4.004.004.094.244.37
Growth & Yield
Revenue Growth-2.5%-2.5%-6.3%-4.5%—
EPS Growth——9.3%-1.7%—
Dividend Yield4.9%4.9%———

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 -4.4%

Total return

-4.4%

Start / end P/E

n/dx → n/dx

EPS bridge

8.22 → n/d

Residual

-9.2%

EPS growthn/d
Multiple reratingn/d
Dividend+4.9%
Residual / FX / buybacks / cross-term-9.2%

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.