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2227.TW$50.50+1.00%
Fair $50.50+0.0%

2227.TW

Yulon Nissan Motor Co., Ltd

Consumer Cyclical / Auto ManufacturersTaiwan

$50.50

+0.50 (+1.00%)

Fairly Valued+0.0%Fair Value $50.50Fund rank 26/100 · Data gapFallback financials|
SA 34/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 $116.4M · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

34/100

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 2 consecutive years Operating margin has declined for 3 consecutive years ROE is 2.2%, below the 5% threshold
Thesis & Journal · 2227.TWLocal privado en este navegador · Yulon Nissan Motor 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

$15.2B

P/E

38.8x

↑

EV/EBITDA

12.4x

↑

ROE

2.2%

↓

Gross Margin

9.5%

↓

Debt/Equity

0.03

↓
52-Week Range$51
$48$63

TradingView lightweight chart

2227.TW price, volumen y niveles de valoración

Último $50.50Periodo -40.9%
Fair value: $50.50

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

-13.8%

FCF CAGR

—

FCF margin

0.8%

FCF / Net income

0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.13B · net income $389.9M · FCF $116.4M

2022-FY → 2025-FY

Gross margin

9.5%-3.0% pts

Operating margin

-4.0%-4.5% pts

Net margin

2.6%-7.6% pts

FCF margin

0.8%+10.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.13B$15.13B$23.13B$26.14B$23.61B
Net Income$389.9M$389.9M$1.67B$1.16B$2.41B
EBITDA$815.8M$815.8M$2.37B$1.88B$3.64B
EPS——5.573.878.03
Gross Margin9.5%9.5%11.5%11.7%12.5%
Operating Margin-4.0%-4.0%0.3%0.5%0.5%
Net Margin2.6%2.6%7.2%4.4%10.2%
Balance Sheet
Debt/Equity0.030.030.030.030.03
Current Ratio4.264.26———
Cash Flow
Free Cash Flow$116.4M$116.4M$-571.8M$1.11B$-2.28B
Returns
ROE2.2%2.2%8.7%6.5%12.5%
Valuation
P/E38.8538.8513.5748.0623.85
EV/EBITDA12.4312.437.1425.9815.23
P/B0.840.841.183.152.99
Growth & Yield
Revenue Growth-34.6%-34.6%-11.5%10.7%—
EPS Growth——43.9%-51.8%—
Dividend Yield7.5%7.5%———

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 -9.9%

Total return

-9.9%

Start / end P/E

n/dx → n/dx

EPS bridge

5.57 → n/d

Residual

-17.3%

EPS growthn/d
Multiple reratingn/d
Dividend+7.5%
Residual / FX / buybacks / cross-term-17.3%

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.