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1444.TW$6.74+7.84%
Fair $6.74+0.0%

1444.TW

Lealea Enterprise Co., Ltd.

Consumer Cyclical / Textile ManufacturingTaiwan

$6.74

+0.49 (+7.84%)

Fairly Valued+0.0%Fair Value $6.74Fund rank 24/100 · Data gapFallback financials|
SA 20/D
F-Score: 1/9
Low 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 17%

FCF escenarios

weak_data · normalized FCF $-442.5M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

1/9

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. ROE is -8.1%, below the 5% threshold
Thesis & Journal · 1444.TWLocal privado en este navegador · Lealea Enterprise 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

$6.6B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-8.1%

↓

Gross Margin

2.5%

↓

Debt/Equity

0.67

↑
52-Week Range$7
$6$7

TradingView lightweight chart

1444.TW price, volumen y niveles de valoración

Último $6.740Periodo +2.0%
Fair value: $6.740

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

-16.5%

FCF CAGR

—

FCF margin

-6.2%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.11B · net income $-772.4M · FCF $-442.5M

2022-FY → 2025-FY

Gross margin

2.5%-6.0% pts

Operating margin

-5.4%-5.7% pts

Net margin

-10.9%-14.9% pts

FCF margin

-6.2%-13.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.11B$7.11B$8.27B$8.15B$12.24B
Net Income$-772.4M$-772.4M$272.5M$-273.4M$489.8M
EBITDA$-138.0M$-138.0M$1.04B$392.5M$1.41B
EPS——0.28-0.280.49
Gross Margin2.5%2.5%2.9%-0.7%8.6%
Operating Margin-5.4%-5.4%-4.7%-7.4%0.3%
Net Margin-10.9%-10.9%3.3%-3.4%4.0%
Balance Sheet
Debt/Equity0.670.670.520.480.49
Current Ratio0.860.86———
Cash Flow
Free Cash Flow$-442.5M$-442.5M$-679.6M$307.8M$901.2M
Returns
ROE-8.1%-8.1%2.5%-2.6%4.5%
Valuation
P/E——30.82—20.41
EV/EBITDA——12.9736.029.71
P/B0.690.690.790.950.92
Growth & Yield
Revenue Growth-14.0%-14.0%1.5%-33.4%—
EPS Growth——200.0%-157.1%—

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 -6.0%

Total return

-6.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.28 → n/d

Residual

-6.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-6.0%

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.