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2034.TW$20.10-0.50%
Fair $20.10+0.0%

2034.TW

YC Inox Co.,Ltd

Basic Materials / SteelTaiwan

$20.10

-0.10 (-0.50%)

Fairly Valued+0.0%Fair Value $20.10Fund rank 27/100 · Data gapFallback financials|
SA 18/F
F-Score: 4/9
Declining RevenueLow 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-657.1M · quality 43.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

18/100

F

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: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is 1.1%, below the 5% threshold
Thesis & Journal · 2034.TWLocal privado en este navegador · YC Inox 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

$10.6B

P/E

100.5x

↑

EV/EBITDA

24.3x

↑

ROE

1.1%

↑

Gross Margin

8.5%

↓

Debt/Equity

1.15

↑
52-Week Range$20
$18$24

TradingView lightweight chart

2034.TW price, volumen y niveles de valoración

Último $20.10Periodo +270.2%
Fair value: $20.10

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

-9.4%

FCF CAGR

—

FCF margin

-5.2%

FCF / Net income

-6.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.54B · net income $107.6M · FCF $-657.1M

2022-FY → 2025-FY

Gross margin

8.5%-4.4% pts

Operating margin

1.6%-4.1% pts

Net margin

0.9%-2.2% pts

FCF margin

-5.2%-6.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.54B$12.54B$14.52B$15.23B$16.84B
Net Income$107.6M$107.6M$-103.5M$-169.8M$518.3M
EBITDA$851.0M$851.0M$446.0M$363.2M$1.10B
EPS——-0.22-0.381.07
Gross Margin8.5%8.5%11.9%7.2%12.9%
Operating Margin1.6%1.6%4.4%2.2%5.6%
Net Margin0.9%0.9%-0.7%-1.1%3.1%
Balance Sheet
Debt/Equity1.151.150.960.930.73
Current Ratio1.111.11———
Cash Flow
Free Cash Flow$-657.1M$-657.1M$-2.02B$-276.1M$241.2M
Returns
ROE1.1%1.1%-1.0%-1.9%5.0%
Valuation
P/E100.50100.50——26.99
EV/EBITDA24.2724.2740.9854.3418.89
P/B1.091.090.871.351.36
Growth & Yield
Revenue Growth-13.6%-13.6%-4.7%-9.5%—
EPS Growth——42.1%-135.4%—
Dividend Yield5.0%5.0%———

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 -11.8%

Total return

-11.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.22 → n/d

Residual

-16.8%

EPS growthn/d
Multiple reratingn/d
Dividend+5.0%
Residual / FX / buybacks / cross-term-16.8%

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.