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1459.TW$11.60+0.43%
Fair $11.60+0.0%

1459.TW

Lan Fa Textile Co., Ltd.

Consumer Cyclical / Textile ManufacturingTaiwan

$11.60

+0.05 (+0.43%)

Fairly Valued+0.0%Fair Value $11.60Fund rank 29/100 · Data gapFallback financials|
SA 47/C
F-Score: 6/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $29.9M · quality 49.0/100

Data gap 29/100
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

47/100

C

Piotroski

6/9

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 · 1459.TWLocal privado en este navegador · Lan Fa Textile 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

$3.7B

P/E

8.3x

↓

EV/EBITDA

6.2x

↓

ROE

7.3%

↑

Gross Margin

12.9%

↓

Debt/Equity

0.26

↓
52-Week Range$12
$11$13

TradingView lightweight chart

1459.TW price, volumen y niveles de valoración

Último $11.60Periodo +94.1%
Fair value: $11.60

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

-17.5%

FCF CAGR

+86.3%

FCF margin

20.4%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.10B · net income $255.7M · FCF $224.2M

2022-FY → 2025-FY

Gross margin

12.9%+11.3% pts

Operating margin

4.9%+10.9% pts

Net margin

23.2%+45.9% pts

FCF margin

20.4%+18.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.10B$1.10B$838.6M$1.20B$1.96B
Net Income$255.7M$255.7M$214.7M$23.5M$-443.4M
EBITDA$613.2M$613.2M$84.2M$229.6M$-237.6M
EPS——0.680.07-1.40
Gross Margin12.9%12.9%-3.6%-13.0%1.6%
Operating Margin4.9%4.9%-11.3%-22.6%-6.0%
Net Margin23.2%23.2%25.6%2.0%-22.7%
Balance Sheet
Debt/Equity0.260.260.470.550.85
Current Ratio2.012.01———
Cash Flow
Free Cash Flow$224.2M$224.2M$14.5M$29.9M$34.7M
Returns
ROE7.3%7.3%6.8%0.8%-15.7%
Valuation
P/E8.358.3514.26141.29—
EV/EBITDA6.206.2049.6917.98—
P/B1.051.050.981.120.94
Growth & Yield
Revenue Growth31.3%31.3%-30.3%-38.5%—
EPS Growth——871.4%105.0%—
Dividend Yield1.7%1.7%———

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 -2.0%

Total return

-2.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.68 → n/d

Residual

-3.7%

EPS growthn/d
Multiple reratingn/d
Dividend+1.7%
Residual / FX / buybacks / cross-term-3.7%

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.