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1342.TW$92.80+1.31%
Fair $92.80+0.0%

1342.TW

Cathay Consolidated, Inc.

Consumer Cyclical / Textile ManufacturingTaiwan

$92.80

+1.20 (+1.31%)

Fairly Valued+0.0%Fair Value $92.80Fund rank 36/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9

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 $284.3M · quality 80.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 77/100Data 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

47/100

C

Piotroski

4/9

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 · 1342.TWLocal privado en este navegador · Cathay Consolidated, 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

$7.2B

P/E

16.6x

↓

EV/EBITDA

11.3x

↑

ROE

18.5%

↑

Gross Margin

27.0%

↓

Debt/Equity

0.29

↓
52-Week Range$93
$80$106

TradingView lightweight chart

1342.TW price, volumen y niveles de valoración

Último $92.80Periodo +50.4%
Fair value: $92.80

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

+3.4%

FCF CAGR

-1.5%

FCF margin

11.6%

FCF / Net income

0.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.86B · net income $442.8M · FCF $331.7M

2022-FY → 2025-FY

Gross margin

27.0%-2.0% pts

Operating margin

18.5%-2.9% pts

Net margin

15.5%-3.8% pts

FCF margin

11.6%-1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.86B$2.86B$2.51B$2.56B$2.59B
Net Income$442.8M$442.8M$489.6M$529.8M$499.5M
EBITDA$670.4M$670.4M$696.7M$749.7M$708.2M
EPS——6.186.726.59
Gross Margin27.0%27.0%30.2%32.5%29.0%
Operating Margin18.5%18.5%20.9%24.0%21.3%
Net Margin15.5%15.5%19.5%20.7%19.3%
Balance Sheet
Debt/Equity0.290.290.330.270.32
Current Ratio1.911.91———
Cash Flow
Free Cash Flow$331.7M$331.7M$257.0M$284.3M$347.2M
Returns
ROE18.5%18.5%20.4%23.6%24.9%
Valuation
P/E16.6016.6016.1516.1016.62
EV/EBITDA11.2911.2911.5811.4211.67
P/B3.023.023.303.814.15
Growth & Yield
Revenue Growth13.9%13.9%-2.1%-0.9%—
EPS Growth——-8.0%2.0%—
Dividend Yield6.5%6.5%———

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 +5.1%

Total return

+5.1%

Start / end P/E

n/dx → n/dx

EPS bridge

6.18 → n/d

Residual

-1.4%

EPS growthn/d
Multiple reratingn/d
Dividend+6.5%
Residual / FX / buybacks / cross-term-1.4%

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.