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2548.TW$104.50+2.51%
Fair $104.50+0.0%

2548.TW

Huaku Development Co., Ltd.

Real Estate / Real Estate - DevelopmentTaiwan

$104.50

+3.00 (+2.51%)

Fairly Valued+0.0%Fair Value $104.50Fund rank 27/100 · Data gapFallback financials|
SA 55/C
F-Score: 7/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 60.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

55/100

C

Piotroski

7/9

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · 2548.TWLocal privado en este navegador · Huaku Development 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

$33.4B

P/E

11.9x

↑

EV/EBITDA

11.9x

↓

ROE

14.5%

↑

Gross Margin

28.2%

↓

Debt/Equity

0.91

↑
52-Week Range$105
$94$133

TradingView lightweight chart

2548.TW price, volumen y niveles de valoración

Último $122.50Periodo +3412.5%
Fair value: $104.50

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

+7.1%

FCF CAGR

+35.2%

FCF margin

57.3%

FCF / Net income

3.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.24B · net income $3.24B · FCF $10.45B

2022-FY → 2025-FY

Gross margin

28.2%-3.7% pts

Operating margin

21.8%-3.2% pts

Net margin

17.8%-2.1% pts

FCF margin

57.3%+28.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.24B$18.24B$7.21B$15.80B$14.85B
Net Income$3.24B$3.24B$1.39B$3.58B$2.96B
EBITDA$4.32B$4.32B$2.01B$4.46B$3.85B
EPS8.798.794.3511.159.20
Gross Margin28.2%28.2%35.8%33.0%31.9%
Operating Margin21.8%21.8%26.3%27.5%25.1%
Net Margin17.8%17.8%19.3%22.7%19.9%
Balance Sheet
Debt/Equity0.910.911.290.780.78
Current Ratio2.082.08———
Cash Flow
Free Cash Flow$10.45B$10.45B$-4.99B$613.1M$4.23B
Returns
ROE14.5%14.5%6.7%17.2%15.3%
Valuation
P/E11.8811.8825.187.508.33
EV/EBITDA11.8911.8928.879.359.84
P/B1.721.721.681.291.28
Growth & Yield
Revenue Growth152.9%152.9%-54.4%6.4%—
EPS Growth102.1%102.1%-61.0%21.2%—
Dividend Yield6.5%6.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

1.8%

fácil

EPS terminal req.

$9.27

Spread vs growth

100.3%

5Y implied EPS CAGR

5.0%

razonable

EPS terminal req.

$11.22

Spread vs growth

97.1%

10Y implied EPS CAGR

7.5%

razonable

EPS terminal req.

$18.07

Spread vs growth

94.6%

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 +22.4%

Total return

+22.4%

Start / end P/E

24.3x → 13.9x

EPS bridge

4.35 → 8.79

Residual

-43.5%

EPS growth+102.1%
Multiple rerating-42.7%
Dividend+6.5%
Residual / FX / buybacks / cross-term-43.5%

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.