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1726.TW$77.80+0.13%
Fair $77.80+0.0%

1726.TW

Yung Chi Paint & Varnish Mfg.Co.,Ltd

Basic Materials / Specialty ChemicalsTaiwan

$77.80

+0.10 (+0.13%)

Fairly Valued+0.0%Fair Value $77.80Fund rank 35/100 · Data gapFallback financials|
SA 57/C
F-Score: 7/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 70.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

57/100

C

Piotroski

7/9

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 · 1726.TWLocal privado en este navegador · Yung Chi Paint & Varnish Mfg.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

$12.6B

P/E

14.1x

↓

EV/EBITDA

7.8x

↓

ROE

8.5%

↑

Gross Margin

26.7%

↑

Debt/Equity

0.00

↓
52-Week Range$78
$75$80

TradingView lightweight chart

1726.TW price, volumen y niveles de valoración

Último $77.80Periodo +109.2%
Fair value: $77.80

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

+0.2%

FCF CAGR

+54.3%

FCF margin

13.3%

FCF / Net income

1.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.79B · net income $891.6M · FCF $1.30B

2022-FY → 2025-FY

Gross margin

26.7%+4.5% pts

Operating margin

11.2%+2.3% pts

Net margin

9.1%+0.7% pts

FCF margin

13.3%+9.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.79B$9.79B$9.53B$9.35B$9.74B
Net Income$891.6M$891.6M$856.1M$831.2M$814.5M
EBITDA$1.40B$1.40B$1.34B$1.26B$1.23B
EPS——5.275.125.02
Gross Margin26.7%26.7%26.0%25.0%22.2%
Operating Margin11.2%11.2%10.4%10.1%8.9%
Net Margin9.1%9.1%9.0%8.9%8.4%
Balance Sheet
Debt/Equity0.000.000.010.010.01
Current Ratio5.265.26———
Cash Flow
Free Cash Flow$1.30B$1.30B$442.2M$1.41B$354.4M
Returns
ROE8.5%8.5%8.3%8.5%8.5%
Valuation
P/E14.1514.1514.3114.7514.00
EV/EBITDA7.767.768.368.358.12
P/B1.211.211.191.251.19
Growth & Yield
Revenue Growth2.7%2.7%1.8%-3.9%—
EPS Growth——2.9%2.0%—
Dividend Yield4.6%4.6%———

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 +6.9%

Total return

+6.9%

Start / end P/E

n/dx → n/dx

EPS bridge

5.27 → n/d

Residual

+2.2%

EPS growthn/d
Multiple reratingn/d
Dividend+4.6%
Residual / FX / buybacks / cross-term+2.2%

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.