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2231.TW$109.00+2.83%
Fair $109.00+0.0%

2231.TW

Cub Elecparts Inc.

Consumer Cyclical / Auto PartsTaiwan

$109.00

+3.00 (+2.83%)

Fairly Valued+0.0%Fair Value $109.00Fund rank 21/100 · Data gapFallback financials|
SA 28/D
F-Score: 1/9
Margin 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 14%

FCF escenarios

weak_data · normalized FCF $-863.2M · quality 29.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

28/100

D

Piotroski

1/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years ROE is -6.6%, below the 5% threshold
Thesis & Journal · 2231.TWLocal privado en este navegador · Cub Elecparts Inc.
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

$14.8B

P/E

N/A

•

EV/EBITDA

2897.8x

↑

ROE

-6.6%

↓

Gross Margin

32.6%

↑

Debt/Equity

1.57

↑
52-Week Range$109
$66$151

TradingView lightweight chart

2231.TW price, volumen y niveles de valoración

Último $109.00Periodo +206.5%
Fair value: $109.00

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

-2.6%

FCF CAGR

—

FCF margin

-23.6%

FCF / Net income

3.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.65B · net income $-223.8M · FCF $-863.2M

2022-FY → 2025-FY

Gross margin

32.6%-8.9% pts

Operating margin

-2.4%-14.4% pts

Net margin

-6.1%-22.0% pts

FCF margin

-23.6%-42.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.65B$3.65B$4.67B$4.40B$3.96B
Net Income$-223.8M$-223.8M$474.9M$451.0M$629.7M
EBITDA$6.4M$6.4M$1.04B$818.3M$937.8M
EPS——3.233.094.62
Gross Margin32.6%32.6%32.9%39.8%41.5%
Operating Margin-2.4%-2.4%6.6%10.9%11.9%
Net Margin-6.1%-6.1%10.2%10.3%15.9%
Balance Sheet
Debt/Equity1.571.571.140.900.78
Current Ratio1.531.53———
Cash Flow
Free Cash Flow$-863.2M$-863.2M$-382.9M$-1.25B$760.9M
Returns
ROE-6.6%-6.6%11.1%10.7%15.4%
Valuation
P/E——33.2842.5628.86
EV/EBITDA2897.782897.7818.1827.5720.65
P/B4.404.403.784.694.47
Growth & Yield
Revenue Growth-21.8%-21.8%6.2%11.1%—
EPS Growth——4.5%-33.1%—
Dividend Yield1.9%1.9%———

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 +24.9%

Total return

+24.9%

Start / end P/E

n/dx → n/dx

EPS bridge

3.23 → n/d

Residual

+23.0%

EPS growthn/d
Multiple reratingn/d
Dividend+1.9%
Residual / FX / buybacks / cross-term+23.0%

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.