StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
1463.TW$17.80+0.28%
Fair $17.80+0.0%

1463.TW

CS Group Investment Holding Limited

Consumer Cyclical / Textile ManufacturingTaiwan

$17.80

+0.05 (+0.28%)

Fairly Valued+0.0%Fair Value $17.80Fund rank 29/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $29.4M · quality 50.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

33/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 0.9%, below the 5% threshold
Thesis & Journal · 1463.TWLocal privado en este navegador · CS Group Investment Holding Limited
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

$3.1B

P/E

136.9x

↑

EV/EBITDA

14.6x

↑

ROE

0.9%

↓

Gross Margin

11.0%

↓

Debt/Equity

N/A

•
52-Week Range$18
$17$23

TradingView lightweight chart

1463.TW price, volumen y niveles de valoración

Último $17.80Periodo +75.4%
Fair value: $17.80

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

+17.1%

FCF CAGR

+30.2%

FCF margin

21.6%

FCF / Net income

7.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $796.5M · net income $22.9M · FCF $172.2M

2022-FY → 2025-FY

Gross margin

11.0%-4.5% pts

Operating margin

-0.6%-1.6% pts

Net margin

2.9%-11.0% pts

FCF margin

21.6%+5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$796.5M$796.5M$643.2M$347.5M$495.9M
Net Income$22.9M$22.9M$539.1M$107.3M$68.7M
EBITDA$151.7M$151.7M$630.1M$170.4M$133.3M
EPS——3.270.650.42
Gross Margin11.0%11.0%17.2%4.5%15.4%
Operating Margin-0.6%-0.6%2.2%-16.0%1.1%
Net Margin2.9%2.9%83.8%30.9%13.8%
Balance Sheet
Debt/Equity——0.000.000.00
Current Ratio6.896.89———
Cash Flow
Free Cash Flow$172.2M$172.2M$14.0M$29.4M$78.0M
Returns
ROE0.9%0.9%19.6%4.7%3.1%
Valuation
P/E136.92136.927.6027.3134.17
EV/EBITDA14.6414.645.2315.8515.82
P/B1.171.171.491.281.06
Growth & Yield
Revenue Growth23.8%23.8%85.1%-29.9%—
EPS Growth——403.1%54.8%—
Dividend Yield11.8%11.8%———

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 -6.7%

Total return

-6.7%

Start / end P/E

n/dx → n/dx

EPS bridge

3.27 → n/d

Residual

-18.5%

EPS growthn/d
Multiple reratingn/d
Dividend+11.8%
Residual / FX / buybacks / cross-term-18.5%

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.