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2228.TW$86.70+0.59%
Fair $86.70+0.0%

2228.TW

Iron Force Industrial Co., Ltd.

Consumer Cyclical / Auto PartsTaiwan

$86.70

+0.50 (+0.59%)

Fairly Valued+0.0%Fair Value $86.70Fund rank 32/100 · Data gapFallback financials|
SA 46/C
F-Score: 3/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $458.3M · quality 61.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 47/100Data 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

46/100

C

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: 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 · 2228.TWLocal privado en este navegador · Iron Force Industrial 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

$6.9B

P/E

17.0x

↑

EV/EBITDA

8.1x

↓

ROE

8.3%

↑

Gross Margin

23.6%

↓

Debt/Equity

0.08

↓
52-Week Range$87
$80$131

TradingView lightweight chart

2228.TW price, volumen y niveles de valoración

Último $85.20Periodo +41.4%
Fair value: $86.70

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

+4.2%

FCF CAGR

+112.2%

FCF margin

9.3%

FCF / Net income

1.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.95B · net income $418.0M · FCF $458.3M

2022-FY → 2025-FY

Gross margin

23.6%-2.4% pts

Operating margin

9.1%-1.6% pts

Net margin

8.4%-1.9% pts

FCF margin

9.3%+8.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.95B$4.95B$5.04B$4.89B$4.37B
Net Income$418.0M$418.0M$731.0M$513.8M$452.6M
EBITDA$813.8M$813.8M$1.04B$921.5M$831.6M
EPS——9.406.775.71
Gross Margin23.6%23.6%24.8%24.8%26.0%
Operating Margin9.1%9.1%10.4%11.2%10.7%
Net Margin8.4%8.4%14.5%10.5%10.3%
Balance Sheet
Debt/Equity0.080.080.060.100.20
Current Ratio5.915.91———
Cash Flow
Free Cash Flow$458.3M$458.3M$330.1M$1.09B$47.9M
Returns
ROE8.3%8.3%13.9%11.8%10.9%
Valuation
P/E17.0317.0310.2713.2313.17
EV/EBITDA8.078.076.936.316.92
P/B1.381.381.431.561.44
Growth & Yield
Revenue Growth-1.7%-1.7%3.0%11.9%—
EPS Growth——38.8%18.5%—
Dividend Yield10.6%10.6%———

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 +0.4%

Total return

+0.4%

Start / end P/E

n/dx → n/dx

EPS bridge

9.40 → n/d

Residual

-10.1%

EPS growthn/d
Multiple reratingn/d
Dividend+10.6%
Residual / FX / buybacks / cross-term-10.1%

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.