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1456.TW$12.50-1.57%
Fair $12.50+0.0%

1456.TW

I-Hwa Industrial Co.,Ltd

Real Estate / Real Estate ServicesTaiwan

$12.50

-0.20 (-1.57%)

Fairly Valued+0.0%Fair Value $12.50Fund rank 16/100 · Data gapFallback financials|
SA 26/D
F-Score: 4/9
High DebtDeclining Revenue

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 13.0/100

Data gap 16/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

26/100

D

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Debt-to-Equity ratio is 5.40, above the 2.0 threshold Revenue has declined for 2 consecutive years
Thesis & Journal · 1456.TWLocal privado en este navegador · I-Hwa Industrial 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

$1.2B

P/E

3.7x

↓

EV/EBITDA

17.5x

↑

ROE

16.5%

↑

Gross Margin

38.9%

↓

Debt/Equity

5.40

↑
52-Week Range$13
$12$16

TradingView lightweight chart

1456.TW price, volumen y niveles de valoración

Último $12.50Periodo -92.7%
Fair value: $12.50

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

+10.3%

FCF CAGR

—

FCF margin

-55.9%

FCF / Net income

-1.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $829.0M · net income $319.4M · FCF $-463.3M

2022-FY → 2025-FY

Gross margin

38.9%+10.7% pts

Operating margin

78.2%+59.2% pts

Net margin

38.5%+50.8% pts

FCF margin

-55.9%+540.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$829.0M$829.0M$1.04B$1.68B$617.3M
Net Income$319.4M$319.4M$103.6M$5.1M$-75.5M
EBITDA$663.3M$663.3M$476.9M$396.6M$149.5M
EPS——1.100.05-0.81
Gross Margin38.9%38.9%33.9%33.4%28.3%
Operating Margin78.2%78.2%46.4%23.6%19.1%
Net Margin38.5%38.5%9.9%0.3%-12.2%
Balance Sheet
Debt/Equity5.405.406.206.475.75
Current Ratio1.021.02———
Cash Flow
Free Cash Flow$-463.3M$-463.3M$-423.1M$-974.7M$-3.68B
Returns
ROE16.5%16.5%6.4%0.3%-4.9%
Valuation
P/E3.683.6813.77339.00—
EV/EBITDA17.4617.4623.7328.6867.28
P/B0.600.600.881.040.93
Growth & Yield
Revenue Growth-20.5%-20.5%-38.1%173.0%—
EPS Growth——2100.0%106.2%—

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 -6.4%

Total return

-6.4%

Start / end P/E

n/dx → n/dx

EPS bridge

1.10 → n/d

Residual

-6.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-6.4%

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.