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1432.TW$16.80+0.00%
Fair $16.80+0.0%

1432.TW

TRK Corporation

Consumer Cyclical / LeisureTaiwan

$16.80

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $16.80Fund rank 28/100 · Data gapFallback financials|
SA 38/D
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-345.1M · quality 45.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

38/100

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: 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 · 1432.TWLocal privado en este navegador · TRK 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

$1.8B

P/E

2.8x

↓

EV/EBITDA

2.1x

↓

ROE

39.1%

↑

Gross Margin

41.5%

↑

Debt/Equity

0.99

↑
52-Week Range$17
$16$20

TradingView lightweight chart

1432.TW price, volumen y niveles de valoración

Último $16.80Periodo -92.1%
Fair value: $16.80

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

+6.5%

FCF CAGR

—

FCF margin

-28.3%

FCF / Net income

-0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.34B · net income $651.5M · FCF $-379.2M

2022-FY → 2025-FY

Gross margin

41.5%+3.5% pts

Operating margin

-8.0%-7.3% pts

Net margin

48.7%+51.5% pts

FCF margin

-28.3%-44.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.34B$1.34B$1.28B$1.32B$1.11B
Net Income$651.5M$651.5M$-46.7M$60.2M$-31.2M
EBITDA$1.21B$1.21B$445.4M$538.9M$417.2M
EPS——-0.470.67-0.35
Gross Margin41.5%41.5%39.4%43.3%38.0%
Operating Margin-8.0%-8.0%-1.2%6.1%-0.6%
Net Margin48.7%48.7%-3.7%4.5%-2.8%
Balance Sheet
Debt/Equity0.990.993.734.515.04
Current Ratio1.331.33———
Cash Flow
Free Cash Flow$-379.2M$-379.2M$-345.1M$277.8M$181.4M
Returns
ROE39.1%39.1%-4.7%7.7%-4.4%
Valuation
P/E2.792.79—28.96—
EV/EBITDA2.122.1211.498.8310.06
P/B1.091.092.082.231.52
Growth & Yield
Revenue Growth4.6%4.6%-3.4%19.7%—
EPS Growth——-170.1%291.4%—
Dividend Yield11.9%11.9%———

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 +3.2%

Total return

+3.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.47 → n/d

Residual

-8.7%

EPS growthn/d
Multiple reratingn/d
Dividend+11.9%
Residual / FX / buybacks / cross-term-8.7%

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.