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1423.TW$41.45-0.12%
Fair $41.45+0.0%

1423.TW

Reward Wool Industry Corporation

Consumer Cyclical / Textile ManufacturingTaiwan

$41.45

-0.05 (-0.12%)

Fairly Valued+0.0%Fair Value $41.45Fund rank 33/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $120.6M · quality 63.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

40/100

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: 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 · 1423.TWLocal privado en este navegador · Reward Wool Industry 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

$4.1B

P/E

9.6x

↓

EV/EBITDA

9.0x

↓

ROE

11.8%

↑

Gross Margin

-13.5%

↓

Debt/Equity

N/A

•
52-Week Range$41
$35$43

TradingView lightweight chart

1423.TW price, volumen y niveles de valoración

Último $41.45Periodo +282.0%
Fair value: $41.45

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

-21.4%

FCF CAGR

-22.7%

FCF margin

170.3%

FCF / Net income

0.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $85.4M · net income $434.0M · FCF $145.4M

2022-FY → 2025-FY

Gross margin

-13.5%-12.7% pts

Operating margin

-76.6%-55.9% pts

Net margin

508.2%+466.5% pts

FCF margin

170.3%-8.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$85.4M$85.4M$104.4M$124.2M$175.9M
Net Income$434.0M$434.0M$80.8M$70.5M$73.3M
EBITDA$447.4M$447.4M$74.5M$102.6M$94.9M
EPS——0.810.570.53
Gross Margin-13.5%-13.5%-26.6%-31.4%-0.8%
Operating Margin-76.6%-76.6%-56.5%-57.0%-20.7%
Net Margin508.2%508.2%77.4%56.8%41.7%
Balance Sheet
Current Ratio54.1354.13———
Cash Flow
Free Cash Flow$145.4M$145.4M$97.0M$120.6M$314.5M
Returns
ROE11.8%11.8%2.5%2.5%2.4%
Valuation
P/E9.599.5945.6254.7452.67
EV/EBITDA9.019.0147.8433.9223.58
P/B1.131.131.141.350.92
Growth & Yield
Revenue Growth-18.2%-18.2%-15.9%-29.4%—
EPS Growth——42.1%7.5%—
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 +15.5%

Total return

+15.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.81 → n/d

Residual

+13.6%

EPS growthn/d
Multiple reratingn/d
Dividend+1.9%
Residual / FX / buybacks / cross-term+13.6%

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.