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1736.TW$118.50-0.84%
Fair $118.50+0.0%

1736.TW

Johnson Health Tech .Co., Ltd.

Consumer Cyclical / LeisureTaiwan

$118.50

-1.00 (-0.84%)

Fairly Valued+0.0%Fair Value $118.50Fund rank 23/100 · Data gapFallback financials|
SA 49/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 33% · confianza 17%

FCF escenarios

weak_data · normalized FCF $798.3M · quality 29.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 1736.TWLocal privado en este navegador · Johnson Health Tech .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

$36.0B

P/E

13.1x

↓

EV/EBITDA

8.7x

↓

ROE

20.0%

↑

Gross Margin

50.6%

↑

Debt/Equity

1.41

↑
52-Week Range$119
$109$194

TradingView lightweight chart

1736.TW price, volumen y niveles de valoración

Último $118.50Periodo +519.8%
Fair value: $118.50

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

+17.4%

FCF CAGR

—

FCF margin

1.5%

FCF / Net income

0.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $54.33B · net income $2.75B · FCF $798.3M

2022-FY → 2025-FY

Gross margin

50.6%+7.1% pts

Operating margin

6.7%+7.3% pts

Net margin

5.1%+3.8% pts

FCF margin

1.5%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$54.33B$54.33B$47.79B$38.07B$33.61B
Net Income$2.75B$2.75B$2.43B$709.8M$429.0M
EBITDA$5.95B$5.95B$5.36B$3.11B$1.77B
EPS9.069.068.012.341.42
Gross Margin50.6%50.6%50.8%48.4%43.5%
Operating Margin6.7%6.7%7.1%3.6%-0.6%
Net Margin5.1%5.1%5.1%1.9%1.3%
Balance Sheet
Debt/Equity1.411.411.461.702.00
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$798.3M$798.3M$326.8M$3.14B$-48.4M
Returns
ROE20.0%20.0%20.2%7.4%4.5%
Valuation
P/E13.0713.0722.6029.9653.31
EV/EBITDA8.758.7513.0111.3521.68
P/B2.622.624.562.202.42
Growth & Yield
Revenue Growth13.7%13.7%25.5%13.3%—
EPS Growth13.1%13.1%242.3%64.8%—
Dividend Yield3.4%3.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

5.1%

razonable

EPS terminal req.

$10.51

Spread vs growth

8.0%

5Y implied EPS CAGR

7.0%

razonable

EPS terminal req.

$12.72

Spread vs growth

6.1%

10Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$20.49

Spread vs growth

4.6%

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 -21.1%

Total return

-21.1%

Start / end P/E

19.6x → 13.1x

EPS bridge

8.01 → 9.06

Residual

-4.4%

EPS growth+13.1%
Multiple rerating-33.3%
Dividend+3.4%
Residual / FX / buybacks / cross-term-4.4%

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.