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2221.TWO$42.75-2.06%
Fair $42.75+0.0%

2221.TWO

Tachia Yung Ho Machine Industry Co., Ltd.

Basic Materials / SteelTaipei Exchange

$42.75

-0.90 (-2.06%)

Fairly Valued+0.0%Fair Value $42.75Fund rank 37/100 · Data gapFallback financials|
SA 58/C
F-Score: 6/9
Declining Revenue

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 $191.7M · quality 78.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

58/100

C

Piotroski

6/9

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. Revenue has declined for 3 consecutive years
Thesis & Journal · 2221.TWOLocal privado en este navegador · Tachia Yung Ho Machine Industry 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

$1.8B

P/E

18.7x

↑

EV/EBITDA

9.3x

↓

ROE

9.2%

↑

Gross Margin

20.2%

↑

Debt/Equity

0.25

↑
52-Week Range$43
$27$49

TradingView lightweight chart

2221.TWO price, volumen y niveles de valoración

Último $42.75Periodo +63.8%
Fair value: $42.75

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

-7.9%

FCF CAGR

+13.6%

FCF margin

14.1%

FCF / Net income

1.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.36B · net income $97.7M · FCF $191.7M

2022-FY → 2025-FY

Gross margin

20.2%-8.8% pts

Operating margin

9.8%-10.0% pts

Net margin

7.2%-8.2% pts

FCF margin

14.1%+6.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.36B$1.36B$1.40B$1.48B$1.74B
Net Income$97.7M$97.7M$85.7M$86.6M$268.4M
EBITDA$176.2M$176.2M$168.5M$185.7M$407.9M
EPS——2.012.046.28
Gross Margin20.2%20.2%18.4%18.3%29.0%
Operating Margin9.8%9.8%8.9%9.4%19.8%
Net Margin7.2%7.2%6.1%5.9%15.4%
Balance Sheet
Debt/Equity0.250.250.320.320.30
Current Ratio3.413.41———
Cash Flow
Free Cash Flow$191.7M$191.7M$194.9M$90.4M$130.8M
Returns
ROE9.2%9.2%8.3%8.8%25.1%
Valuation
P/E18.6718.6714.3017.626.10
EV/EBITDA9.319.317.528.904.11
P/B1.701.701.191.551.53
Growth & Yield
Revenue Growth-3.0%-3.0%-5.0%-15.2%—
EPS Growth——-1.5%-67.5%—
Dividend Yield3.0%3.0%———

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 +55.7%

Total return

+55.7%

Start / end P/E

n/dx → n/dx

EPS bridge

2.01 → n/d

Residual

+52.7%

EPS growthn/d
Multiple reratingn/d
Dividend+3.0%
Residual / FX / buybacks / cross-term+52.7%

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.