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2235.TWO$30.50-5.57%
Fair $30.50+0.0%

2235.TWO

I Yuan Precision Industrial Co., Ltd.

Consumer Cyclical / Auto PartsTaipei Exchange

$30.50

-1.80 (-5.57%)

Fairly Valued+0.0%Fair Value $30.50Fund rank 36/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $76.1M · quality 73.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

40/100

C

Piotroski

5/9

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 2.8%, below the 5% threshold
Thesis & Journal · 2235.TWOLocal privado en este navegador · I Yuan Precision 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

$1.1B

P/E

32.1x

↑

EV/EBITDA

10.1x

↑

ROE

2.8%

↓

Gross Margin

18.4%

↓

Debt/Equity

0.04

↓
52-Week Range$31
$29$48

TradingView lightweight chart

2235.TWO price, volumen y niveles de valoración

Último $30.50Periodo +15.8%
Fair value: $30.50

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

-8.4%

FCF CAGR

-35.4%

FCF margin

13.7%

FCF / Net income

2.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $555.9M · net income $34.2M · FCF $76.1M

2022-FY → 2025-FY

Gross margin

18.4%-7.5% pts

Operating margin

4.8%-9.4% pts

Net margin

6.2%-16.6% pts

FCF margin

13.7%-25.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$555.9M$555.9M$591.5M$586.5M$723.0M
Net Income$34.2M$34.2M$95.8M$86.8M$164.7M
EBITDA$103.8M$103.8M$183.6M$183.8M$286.4M
EPS——2.672.424.58
Gross Margin18.4%18.4%23.5%24.3%25.9%
Operating Margin4.8%4.8%11.0%11.4%14.2%
Net Margin6.2%6.2%16.2%14.8%22.8%
Balance Sheet
Debt/Equity0.040.040.040.150.41
Current Ratio3.513.51———
Cash Flow
Free Cash Flow$76.1M$76.1M$63.4M$146.4M$282.2M
Returns
ROE2.8%2.8%7.3%6.7%12.1%
Valuation
P/E32.1132.1117.2318.789.99
EV/EBITDA10.0510.058.738.136.14
P/B0.890.891.261.261.21
Growth & Yield
Revenue Growth-6.0%-6.0%0.9%-18.9%—
EPS Growth——10.3%-47.2%—
Dividend Yield10.0%10.0%———

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 -26.4%

Total return

-26.4%

Start / end P/E

n/dx → n/dx

EPS bridge

2.67 → n/d

Residual

-36.4%

EPS growthn/d
Multiple reratingn/d
Dividend+10.0%
Residual / FX / buybacks / cross-term-36.4%

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.