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2065.TWO$36.00-0.55%
Fair $36.00+0.0%

2065.TWO

Sheh Fung Screws Co.,Ltd

Industrials / Tools & AccessoriesTaipei Exchange

$36.00

-0.20 (-0.55%)

Fairly Valued+0.0%Fair Value $36.00Fund rank 27/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9
Declining RevenueMargin CompressionLow 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 $75.6M · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

36/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is 4.0%, below the 5% threshold
Thesis & Journal · 2065.TWOLocal privado en este navegador · Sheh Fung Screws 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

$2.3B

P/E

32.4x

↑

EV/EBITDA

12.6x

↑

ROE

4.0%

↓

Gross Margin

14.6%

↓

Debt/Equity

0.70

↑
52-Week Range$36
$28$43

TradingView lightweight chart

2065.TWO price, volumen y niveles de valoración

Último $36.00Periodo +64.6%
Fair value: $36.00

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

-7.2%

FCF CAGR

-42.1%

FCF margin

3.6%

FCF / Net income

1.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.07B · net income $70.7M · FCF $75.6M

2022-FY → 2025-FY

Gross margin

14.6%-8.2% pts

Operating margin

4.8%-10.4% pts

Net margin

3.4%-10.9% pts

FCF margin

3.6%-11.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.07B$2.07B$2.32B$2.32B$2.59B
Net Income$70.7M$70.7M$205.5M$266.7M$370.2M
EBITDA$258.9M$258.9M$419.8M$433.7M$552.2M
EPS——3.264.266.03
Gross Margin14.6%14.6%18.8%21.3%22.8%
Operating Margin4.8%4.8%9.9%13.6%15.2%
Net Margin3.4%3.4%8.8%11.5%14.3%
Balance Sheet
Debt/Equity0.700.700.530.790.66
Current Ratio1.461.46———
Cash Flow
Free Cash Flow$75.6M$75.6M$155.4M$-26.2M$389.6M
Returns
ROE4.0%4.0%10.8%15.7%23.5%
Valuation
P/E32.4332.4315.9814.488.72
EV/EBITDA12.6112.619.4111.177.11
P/B1.291.291.762.322.08
Growth & Yield
Revenue Growth-10.8%-10.8%-0.0%-10.3%—
EPS Growth——-23.5%-29.4%—
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 -8.9%

Total return

-8.9%

Start / end P/E

n/dx → n/dx

EPS bridge

3.26 → n/d

Residual

-13.9%

EPS growthn/d
Multiple reratingn/d
Dividend+5.0%
Residual / FX / buybacks / cross-term-13.9%

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.