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1603.TW$32.00-0.31%
Fair $32.00+0.0%

1603.TW

China Wire & Cable Co., Ltd.

Technology / Electronics & Computer DistributionTaiwan

$32.00

-0.10 (-0.31%)

Fairly Valued+0.0%Fair Value $32.00Fund rank 24/100 · Data gapFallback financials|
SA 49/C
F-Score: 3/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-427.8M · 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 11/100Data 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

49/100

C

Piotroski

3/9

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 · 1603.TWLocal privado en este navegador · China Wire & Cable 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

$5.1B

P/E

9.8x

↓

EV/EBITDA

10.4x

↓

ROE

6.9%

↑

Gross Margin

13.2%

↓

Debt/Equity

0.37

↑
52-Week Range$32
$29$44

TradingView lightweight chart

1603.TW price, volumen y niveles de valoración

Último $32.00Periodo +94.8%
Fair value: $32.00

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

+16.8%

FCF CAGR

—

FCF margin

-7.7%

FCF / Net income

-0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.52B · net income $518.2M · FCF $-427.8M

2022-FY → 2025-FY

Gross margin

13.2%+0.2% pts

Operating margin

10.7%+1.4% pts

Net margin

9.4%-0.1% pts

FCF margin

-7.7%-10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.52B$5.52B$4.54B$4.01B$3.47B
Net Income$518.2M$518.2M$451.9M$474.2M$328.3M
EBITDA$739.9M$739.9M$642.7M$663.2M$451.3M
EPS——2.842.982.07
Gross Margin13.2%13.2%13.6%15.1%12.9%
Operating Margin10.7%10.7%10.9%12.3%9.2%
Net Margin9.4%9.4%10.0%11.8%9.5%
Balance Sheet
Debt/Equity0.370.370.290.340.26
Current Ratio2.092.09———
Cash Flow
Free Cash Flow$-427.8M$-427.8M$344.8M$-484.1M$85.9M
Returns
ROE6.9%6.9%6.4%7.3%5.6%
Valuation
P/E9.829.8212.5213.0512.73
EV/EBITDA10.3810.3811.6812.3712.29
P/B0.680.680.800.960.71
Growth & Yield
Revenue Growth21.7%21.7%13.1%15.7%—
EPS Growth——-4.7%44.0%—
Dividend Yield4.7%4.7%———

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 -10.3%

Total return

-10.3%

Start / end P/E

n/dx → n/dx

EPS bridge

2.84 → n/d

Residual

-15.0%

EPS growthn/d
Multiple reratingn/d
Dividend+4.7%
Residual / FX / buybacks / cross-term-15.0%

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.