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1709.TW$19.90+2.05%
Fair $19.90+0.0%

1709.TW

Formosan Union Chemical Corp.

Basic Materials / ChemicalsTaiwan

$19.90

+0.40 (+2.05%)

Fairly Valued+0.0%Fair Value $19.90Fund rank 36/100 · Data gapFallback financials|
SA 58/C
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $679.5M · quality 80.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

58/100

C

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 1709.TWLocal privado en este navegador · Formosan Union Chemical Corp.
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

$9.5B

P/E

16.2x

↓

EV/EBITDA

10.3x

↓

ROE

6.6%

↑

Gross Margin

14.9%

↓

Debt/Equity

0.18

↓
52-Week Range$20
$16$20

TradingView lightweight chart

1709.TW price, volumen y niveles de valoración

Último $19.90Periodo +126.9%
Fair value: $19.90

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

-5.2%

FCF CAGR

-21.8%

FCF margin

5.5%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.01B · net income $588.4M · FCF $496.7M

2022-FY → 2025-FY

Gross margin

14.9%-3.5% pts

Operating margin

7.0%-2.7% pts

Net margin

6.5%-3.7% pts

FCF margin

5.5%-4.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.01B$9.01B$10.30B$9.43B$10.57B
Net Income$588.4M$588.4M$733.6M$418.2M$1.08B
EBITDA$1.03B$1.03B$1.19B$797.3M$1.63B
EPS——1.530.882.27
Gross Margin14.9%14.9%14.3%12.3%18.4%
Operating Margin7.0%7.0%6.0%4.6%9.7%
Net Margin6.5%6.5%7.1%4.4%10.3%
Balance Sheet
Debt/Equity0.180.180.210.290.32
Current Ratio2.882.88———
Cash Flow
Free Cash Flow$496.7M$496.7M$679.5M$737.1M$1.04B
Returns
ROE6.6%6.6%8.1%5.2%13.1%
Valuation
P/E16.1816.1813.2723.649.96
EV/EBITDA10.2910.299.3614.787.53
P/B1.061.061.071.241.31
Growth & Yield
Revenue Growth-12.6%-12.6%9.2%-10.8%—
EPS Growth——73.9%-61.2%—
Dividend Yield4.4%4.4%———

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 +13.1%

Total return

+13.1%

Start / end P/E

n/dx → n/dx

EPS bridge

1.53 → n/d

Residual

+8.7%

EPS growthn/d
Multiple reratingn/d
Dividend+4.4%
Residual / FX / buybacks / cross-term+8.7%

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.