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1713.TW$49.50+0.20%
Fair $49.50+0.0%

1713.TW

Cathay Chemical Works Inc.

Basic Materials / Specialty ChemicalsTaiwan

$49.50

+0.10 (+0.20%)

Fairly Valued+0.0%Fair Value $49.50Fund rank 35/100 · Data gapFallback financials|
SA 47/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 $101.3M · quality 75.0/100

Data gap 35/100
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

47/100

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 · 1713.TWLocal privado en este navegador · Cathay Chemical Works Inc.
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

$7.5B

P/E

12.9x

↓

EV/EBITDA

11.9x

↑

ROE

15.3%

↑

Gross Margin

4.5%

↓

Debt/Equity

0.00

↓
52-Week Range$50
$42$57

TradingView lightweight chart

1713.TW price, volumen y niveles de valoración

Último $49.50Periodo +376.2%
Fair value: $49.50

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

-7.0%

FCF CAGR

+0.6%

FCF margin

22.0%

FCF / Net income

0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $460.0M · net income $583.8M · FCF $101.3M

2022-FY → 2025-FY

Gross margin

4.5%-6.5% pts

Operating margin

-17.2%-15.9% pts

Net margin

126.9%+76.9% pts

FCF margin

22.0%+4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$460.0M$460.0M$528.0M$476.4M$571.5M
Net Income$583.8M$583.8M$1.56B$350.4M$285.9M
EBITDA$617.5M$617.5M$1.56B$363.7M$299.0M
EPS——10.192.311.89
Gross Margin4.5%4.5%12.1%8.0%11.1%
Operating Margin-17.2%-17.2%-18.8%-7.7%-1.3%
Net Margin126.9%126.9%294.7%73.5%50.0%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio7.537.53———
Cash Flow
Free Cash Flow$101.3M$101.3M$151.1M$99.7M$99.6M
Returns
ROE15.3%15.3%35.8%12.3%11.1%
Valuation
P/E12.8612.864.4317.1913.23
EV/EBITDA11.9411.944.3216.1112.09
P/B1.961.961.582.111.47
Growth & Yield
Revenue Growth-12.9%-12.9%10.8%-16.6%—
EPS Growth——341.1%22.2%—
Dividend Yield15.2%15.2%———

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 +7.2%

Total return

+7.2%

Start / end P/E

n/dx → n/dx

EPS bridge

10.19 → n/d

Residual

-8.0%

EPS growthn/d
Multiple reratingn/d
Dividend+15.2%
Residual / FX / buybacks / cross-term-8.0%

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.