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2245.TWO$27.70-10.50%
Fair $27.70+0.0%

2245.TWO

Nww Manufacturing Co., Ltd.

Consumer Cyclical / Auto PartsTaipei Exchange

$27.70

-3.25 (-10.50%)

Fairly Valued+0.0%Fair Value $27.70Fund rank 33/100 · Data gapFallback financials|
SA 47/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $67.3M · quality 63.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

47/100

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 · 2245.TWOLocal privado en este navegador · Nww Manufacturing 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

$897M

P/E

10.4x

↓

EV/EBITDA

7.5x

↓

ROE

14.4%

↑

Gross Margin

39.1%

↑

Debt/Equity

0.40

↓
52-Week Range$28
$23$35

TradingView lightweight chart

2245.TWO price, volumen y niveles de valoración

Último $27.70Periodo +47.7%
Fair value: $27.70

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

+3.1%

FCF CAGR

+14.7%

FCF margin

15.9%

FCF / Net income

0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $423.4M · net income $86.3M · FCF $67.3M

2022-FY → 2025-FY

Gross margin

39.1%+4.0% pts

Operating margin

22.8%+5.0% pts

Net margin

20.4%+3.0% pts

FCF margin

15.9%+4.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$423.4M$423.4M$416.7M$399.5M$386.5M
Net Income$86.3M$86.3M$99.8M$70.3M$67.2M
EBITDA$133.0M$133.0M$149.5M$116.0M$109.3M
EPS——3.082.602.48
Gross Margin39.1%39.1%42.0%37.8%35.1%
Operating Margin22.8%22.8%25.6%20.9%17.7%
Net Margin20.4%20.4%24.0%17.6%17.4%
Balance Sheet
Debt/Equity0.400.400.360.730.88
Current Ratio1.861.86———
Cash Flow
Free Cash Flow$67.3M$67.3M$102.1M$10.4M$44.7M
Returns
ROE14.4%14.4%18.5%15.0%15.5%
Valuation
P/E10.4110.417.146.415.54
EV/EBITDA7.487.485.705.574.96
P/B1.501.501.320.960.86
Growth & Yield
Revenue Growth1.6%1.6%4.3%3.4%—
EPS Growth——18.5%4.8%—
Dividend Yield2.7%2.7%———

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 +11.3%

Total return

+11.3%

Start / end P/E

n/dx → n/dx

EPS bridge

3.08 → n/d

Residual

+8.6%

EPS growthn/d
Multiple reratingn/d
Dividend+2.7%
Residual / FX / buybacks / cross-term+8.6%

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.