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1324.TW$10.40+0.49%
Fair $10.40+0.0%

1324.TW

Globe Industries Corporation

Industrials / Business Equipment & SuppliesTaiwan

$10.40

+0.05 (+0.49%)

Fairly Valued+0.0%Fair Value $10.40Fund rank 29/100 · Data gapFallback financials|
SA 20/D
F-Score: 2/9
Declining RevenueLow 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 19%

FCF escenarios

weak_data · normalized FCF $-11.4M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

20/100

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: 2unknown: 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 ROE is -6.9%, below the 5% threshold
Thesis & Journal · 1324.TWLocal privado en este navegador · Globe Industries 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

$781M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-6.9%

↓

Gross Margin

13.7%

↓

Debt/Equity

0.10

↓
52-Week Range$10
$10$13

TradingView lightweight chart

1324.TW price, volumen y niveles de valoración

Último $10.35Periodo -2.9%
Fair value: $10.40

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

-9.3%

FCF CAGR

—

FCF margin

-5.1%

FCF / Net income

0.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $734.0M · net income $-61.3M · FCF $-37.4M

2022-FY → 2025-FY

Gross margin

13.7%-1.9% pts

Operating margin

-8.8%-8.9% pts

Net margin

-8.3%-8.8% pts

FCF margin

-5.1%-10.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$734.0M$734.0M$795.2M$921.4M$983.0M
Net Income$-61.3M$-61.3M$6.8M$39.5M$4.8M
EBITDA$-17.0M$-17.0M$42.4M$82.2M$52.8M
EPS——0.090.520.06
Gross Margin13.7%13.7%18.1%21.4%15.6%
Operating Margin-8.8%-8.8%-0.7%4.4%0.1%
Net Margin-8.3%-8.3%0.9%4.3%0.5%
Balance Sheet
Debt/Equity0.100.100.080.100.09
Current Ratio3.833.83———
Cash Flow
Free Cash Flow$-37.4M$-37.4M$-11.4M$35.6M$52.8M
Returns
ROE-6.9%-6.9%0.7%4.1%0.5%
Valuation
P/E——140.5632.79180.83
EV/EBITDA——18.3913.3812.16
P/B0.880.880.981.320.86
Growth & Yield
Revenue Growth-7.7%-7.7%-13.7%-6.3%—
EPS Growth——-82.7%766.7%—
Dividend Yield1.9%1.9%———

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 -8.5%

Total return

-8.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.09 → n/d

Residual

-10.4%

EPS growthn/d
Multiple reratingn/d
Dividend+1.9%
Residual / FX / buybacks / cross-term-10.4%

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.