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1464.TW$10.25+0.49%
Fair $10.25+0.0%

1464.TW

De Licacy Industrial Co., Ltd.

Consumer Cyclical / Textile ManufacturingTaiwan

$10.25

+0.05 (+0.49%)

Fairly Valued+0.0%Fair Value $10.25Fund rank 27/100 · Data gapFallback financials|
SA 32/D
F-Score: 5/9
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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $196.2M · quality 37.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

32/100

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: 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 2.9%, below the 5% threshold
Thesis & Journal · 1464.TWLocal privado en este navegador · De Licacy 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

$4.3B

P/E

29.3x

↑

EV/EBITDA

10.2x

↑

ROE

2.9%

↓

Gross Margin

19.3%

↓

Debt/Equity

1.67

↑
52-Week Range$10
$10$13

TradingView lightweight chart

1464.TW price, volumen y niveles de valoración

Último $10.25Periodo +32.3%
Fair value: $10.25

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

+0.8%

FCF CAGR

-7.1%

FCF margin

7.4%

FCF / Net income

6.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.57B · net income $150.1M · FCF $927.5M

2022-FY → 2025-FY

Gross margin

19.3%+4.8% pts

Operating margin

3.9%+2.6% pts

Net margin

1.2%-1.8% pts

FCF margin

7.4%-2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.57B$12.57B$11.99B$9.83B$12.28B
Net Income$150.1M$150.1M$422.0M$52.6M$367.1M
EBITDA$1.13B$1.13B$1.45B$985.2M$1.35B
EPS——0.990.120.86
Gross Margin19.3%19.3%18.9%15.8%14.5%
Operating Margin3.9%3.9%5.0%-0.7%1.2%
Net Margin1.2%1.2%3.5%0.5%3.0%
Balance Sheet
Debt/Equity1.671.671.351.582.00
Current Ratio1.041.04———
Cash Flow
Free Cash Flow$927.5M$927.5M$196.2M$-203.5M$1.16B
Returns
ROE2.9%2.9%7.6%1.1%7.1%
Valuation
P/E29.2929.2915.96102.6914.73
EV/EBITDA10.1910.198.7412.5810.66
P/B0.830.831.221.091.05
Growth & Yield
Revenue Growth4.8%4.8%22.0%-19.9%—
EPS Growth——695.0%-85.6%—
Dividend Yield4.9%4.9%———

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 -17.6%

Total return

-17.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.99 → n/d

Residual

-22.5%

EPS growthn/d
Multiple reratingn/d
Dividend+4.9%
Residual / FX / buybacks / cross-term-22.5%

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.