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1268.TWO$169.00+0.30%
Fair $169.00+0.0%

1268.TWO

Hi-Lai Foods Co., Ltd

Consumer Cyclical / RestaurantsTaipei Exchange

$169.00

+0.50 (+0.30%)

Fairly Valued+0.0%Fair Value $169.00Fund rank 36/100 · Data gapFallback financials|
SA 58/C
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $476.4M · quality 74.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

58/100

C

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: 0unknown: 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.
Thesis & Journal · 1268.TWOLocal privado en este navegador · Hi-Lai Foods 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

$7.1B

P/E

16.7x

↓

EV/EBITDA

8.3x

↓

ROE

18.5%

↑

Gross Margin

45.8%

↑

Debt/Equity

1.12

↑
52-Week Range$169
$150$175

TradingView lightweight chart

1268.TWO price, volumen y niveles de valoración

Último $169.00Periodo -4.7%
Fair value: $169.00

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

+18.3%

FCF CAGR

+29.2%

FCF margin

10.1%

FCF / Net income

1.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.23B · net income $427.2M · FCF $630.4M

2022-FY → 2025-FY

Gross margin

45.8%+5.1% pts

Operating margin

8.6%+7.8% pts

Net margin

6.9%+3.4% pts

FCF margin

10.1%+2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.23B$6.23B$5.93B$4.92B$3.76B
Net Income$427.2M$427.2M$424.9M$321.1M$130.1M
EBITDA$1.06B$1.06B$1.06B$812.9M$540.9M
EPS——10.057.603.08
Gross Margin45.8%45.8%45.8%44.6%40.6%
Operating Margin8.6%8.6%9.0%7.5%0.8%
Net Margin6.9%6.9%7.2%6.5%3.5%
Balance Sheet
Debt/Equity1.121.121.221.321.58
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$630.4M$630.4M$476.4M$325.0M$292.2M
Returns
ROE18.5%18.5%18.7%14.9%7.0%
Valuation
P/E16.7216.7214.8320.5942.21
EV/EBITDA8.288.287.5710.6514.04
P/B3.103.102.783.072.97
Growth & Yield
Revenue Growth5.0%5.0%20.6%30.9%—
EPS Growth——32.2%146.8%—
Dividend Yield4.4%4.4%———

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 +17.1%

Total return

+17.1%

Start / end P/E

n/dx → n/dx

EPS bridge

10.05 → n/d

Residual

+12.7%

EPS growthn/d
Multiple reratingn/d
Dividend+4.4%
Residual / FX / buybacks / cross-term+12.7%

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.