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1722.TW$47.05+0.97%
Fair $47.05+0.0%

1722.TW

Taiwan Fertilizer Co., Ltd.

Basic Materials / Agricultural InputsTaiwan

$47.05

+0.45 (+0.97%)

Fairly Valued+0.0%Fair Value $47.05Fund rank 38/100 · Data gapFallback financials|
SA 37/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.2B · quality 79.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

37/100

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 1.7%, below the 5% threshold
Thesis & Journal · 1722.TWLocal privado en este navegador · Taiwan Fertilizer 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

$46.1B

P/E

49.0x

↑

EV/EBITDA

17.2x

↑

ROE

1.7%

↑

Gross Margin

13.1%

↓

Debt/Equity

0.01

↓
52-Week Range$47
$44$58

TradingView lightweight chart

1722.TW price, volumen y niveles de valoración

Último $47.05Periodo +78.0%
Fair value: $47.05

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

-7.1%

FCF CAGR

-28.8%

FCF margin

15.6%

FCF / Net income

2.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.09B · net income $932.2M · FCF $1.89B

2022-FY → 2025-FY

Gross margin

13.1%+4.5% pts

Operating margin

3.0%+6.2% pts

Net margin

7.7%-10.0% pts

FCF margin

15.6%-19.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.09B$12.09B$11.87B$15.01B$15.05B
Net Income$932.2M$932.2M$1.97B$3.92B$2.67B
EBITDA$2.61B$2.61B$3.05B$5.61B$4.47B
EPS——2.003.992.72
Gross Margin13.1%13.1%15.0%27.4%8.6%
Operating Margin3.0%3.0%4.6%18.4%-3.2%
Net Margin7.7%7.7%16.6%26.1%17.7%
Balance Sheet
Debt/Equity0.010.010.000.000.00
Current Ratio3.983.98———
Cash Flow
Free Cash Flow$1.89B$1.89B$3.18B$5.65B$5.25B
Returns
ROE1.7%1.7%3.5%7.2%5.0%
Valuation
P/E49.0149.0125.1516.9919.60
EV/EBITDA17.1517.1514.8511.1111.13
P/B0.850.850.891.220.99
Growth & Yield
Revenue Growth1.8%1.8%-20.9%-0.2%—
EPS Growth——-49.9%46.7%—
Dividend Yield4.3%4.3%———

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 -10.8%

Total return

-10.8%

Start / end P/E

n/dx → n/dx

EPS bridge

2.00 → n/d

Residual

-15.1%

EPS growthn/d
Multiple reratingn/d
Dividend+4.3%
Residual / FX / buybacks / cross-term-15.1%

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.