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1260.TWO$24.55-0.21%
Fair $24.55+0.0%

1260.TWO

Flavor Full Foods Inc.

Consumer Defensive / Farm ProductsTaipei Exchange

$24.55

-0.05 (-0.21%)

Fairly Valued+0.0%Fair Value $24.55Fund rank 23/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9
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 16%

FCF escenarios

weak_data · normalized FCF $212.4M · quality 33.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

39/100

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. ROE is 1.4%, below the 5% threshold
Thesis & Journal · 1260.TWOLocal privado en este navegador · Flavor Full Foods Inc.
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

$2.5B

P/E

12.0x

↓

EV/EBITDA

11.6x

↑

ROE

1.4%

↓

Gross Margin

14.4%

↓

Debt/Equity

0.73

↑
52-Week Range$25
$16$31

TradingView lightweight chart

1260.TWO price, volumen y niveles de valoración

Último $23.45Periodo -3.1%
Fair value: $24.55

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+4.9%

FCF CAGR

—

FCF margin

14.4%

FCF / Net income

23.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.37B · net income $32.9M · FCF $774.8M

2021-FY → 2024-FY

Gross margin

14.4%+0.4% pts

Operating margin

3.1%-2.5% pts

Net margin

0.6%-3.9% pts

FCF margin

14.4%+20.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$5.37B$5.37B$5.20B$5.06B$4.65B
Net Income$32.9M$32.9M$204.4M$265.7M$211.0M
EBITDA$309.9M$309.9M$439.5M$483.9M$402.0M
EPS——1.992.592.06
Gross Margin14.4%14.4%15.3%15.6%14.0%
Operating Margin3.1%3.1%5.7%6.7%5.6%
Net Margin0.6%0.6%3.9%5.3%4.5%
Balance Sheet
Debt/Equity0.730.730.900.780.74
Current Ratio2.012.01———
Cash Flow
Free Cash Flow$774.8M$774.8M$-250.4M$212.4M$-261.4M
Returns
ROE1.4%1.4%8.6%11.4%9.7%
Valuation
P/E12.0312.0314.129.4810.92
EV/EBITDA11.6411.6410.567.949.11
P/B1.081.081.211.081.06
Growth & Yield
Revenue Growth3.3%3.3%2.7%8.8%—
EPS Growth——-23.2%25.7%—
Dividend Yield8.5%8.5%———

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 +23.8%

Total return

+23.8%

Start / end P/E

n/dx → n/dx

EPS bridge

1.99 → n/d

Residual

+15.2%

EPS growthn/d
Multiple reratingn/d
Dividend+8.5%
Residual / FX / buybacks / cross-term+15.2%

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.