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2430.TW$18.55+1.09%
Fair $18.55+0.0%

2430.TW

Tsann Kuen Enterprise Co.,Ltd

Consumer Cyclical / Specialty RetailTaiwan

$18.55

+0.20 (+1.09%)

Fairly Valued+0.0%Fair Value $18.55Fund rank 34/100 · Data gapFallback financials|
SA 24/D
F-Score: 5/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $953.0M · quality 71.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

24/100

D

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: 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 3 consecutive years Operating margin has declined for 3 consecutive years ROE is 1.8%, below the 5% threshold
Thesis & Journal · 2430.TWLocal privado en este navegador · Tsann Kuen Enterprise 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

$2.2B

P/E

26.9x

↑

EV/EBITDA

4.3x

↓

ROE

1.8%

↓

Gross Margin

15.0%

↓

Debt/Equity

1.07

↑
52-Week Range$19
$18$26

TradingView lightweight chart

2430.TW price, volumen y niveles de valoración

Último $18.55Periodo -39.3%
Fair value: $18.55

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

-7.4%

FCF CAGR

-24.0%

FCF margin

4.4%

FCF / Net income

9.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.68B · net income $81.2M · FCF $774.6M

2022-FY → 2025-FY

Gross margin

15.0%-0.4% pts

Operating margin

0.8%-2.5% pts

Net margin

0.5%-2.2% pts

FCF margin

4.4%-3.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$17.68B$17.68B$18.99B$19.98B$22.29B
Net Income$81.2M$81.2M$188.4M$278.7M$593.1M
EBITDA$1.36B$1.36B$1.54B$1.63B$2.00B
EPS——1.612.384.27
Gross Margin15.0%15.0%15.1%14.9%15.5%
Operating Margin0.8%0.8%1.5%1.8%3.3%
Net Margin0.5%0.5%1.0%1.4%2.7%
Balance Sheet
Debt/Equity1.071.071.161.201.13
Current Ratio0.870.87———
Cash Flow
Free Cash Flow$774.6M$774.6M$1.36B$953.0M$1.76B
Returns
ROE1.8%1.8%4.2%6.1%12.5%
Valuation
P/E26.8826.8818.6316.3710.39
EV/EBITDA4.334.334.775.344.88
P/B0.490.490.781.001.30
Growth & Yield
Revenue Growth-6.9%-6.9%-5.0%-10.3%—
EPS Growth——-32.4%-44.3%—
Dividend Yield4.4%4.4%———

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 -22.8%

Total return

-22.8%

Start / end P/E

n/dx → n/dx

EPS bridge

1.61 → n/d

Residual

-27.1%

EPS growthn/d
Multiple reratingn/d
Dividend+4.4%
Residual / FX / buybacks / cross-term-27.1%

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.