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2530.TW$18.75-4.57%
Fair $18.75+0.0%

2530.TW

Delpha Construction Co.,Ltd.

Industrials / Engineering & ConstructionTaiwan

$18.75

-0.90 (-4.57%)

Fairly Valued+0.0%Fair Value $18.75Fund rank 19/100 · Data gapFallback financials|
SA 33/D
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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-2.1B · quality 27.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 2/100Data 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

33/100

D

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 · 2530.TWLocal privado en este navegador · Delpha Construction 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

$15.8B

P/E

9.4x

↓

EV/EBITDA

12.8x

↑

ROE

16.9%

↑

Gross Margin

41.0%

↑

Debt/Equity

1.55

↑
52-Week Range$19
$18$35

TradingView lightweight chart

2530.TW price, volumen y niveles de valoración

Último $18.80Periodo +60.7%
Fair value: $18.75

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

+47.0%

FCF CAGR

—

FCF margin

30.1%

FCF / Net income

1.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.34B · net income $1.70B · FCF $1.91B

2022-FY → 2025-FY

Gross margin

41.0%+9.2% pts

Operating margin

33.9%+13.8% pts

Net margin

26.8%+4.2% pts

FCF margin

30.1%+171.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.34B$6.34B$6.10B$1.95B$1.99B
Net Income$1.70B$1.70B$1.63B$511.0M$451.7M
EBITDA$2.19B$2.19B$2.07B$675.3M$425.8M
EPS——1.940.610.56
Gross Margin41.0%41.0%41.2%43.7%31.8%
Operating Margin33.9%33.9%33.6%33.1%20.0%
Net Margin26.8%26.8%26.7%26.2%22.6%
Balance Sheet
Debt/Equity1.551.551.310.990.84
Current Ratio1.611.61———
Cash Flow
Free Cash Flow$1.91B$1.91B$-2.11B$-2.12B$-2.82B
Returns
ROE16.9%16.9%15.5%4.9%4.4%
Valuation
P/E9.459.4520.1062.6231.16
EV/EBITDA12.8512.8522.4661.1548.45
P/B1.571.573.203.071.37
Growth & Yield
Revenue Growth4.0%4.0%212.3%-2.1%—
EPS Growth——218.0%8.9%—
Dividend Yield15.2%15.2%———

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 -29.3%

Total return

-29.3%

Start / end P/E

n/dx → n/dx

EPS bridge

1.94 → n/d

Residual

-44.5%

EPS growthn/d
Multiple reratingn/d
Dividend+15.2%
Residual / FX / buybacks / cross-term-44.5%

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.