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2617.TW$29.65+2.42%
Fair $29.65+0.0%

2617.TW

Taiwan Navigation Co., Ltd.

Industrials / Marine ShippingTaiwan

$29.65

+0.70 (+2.42%)

Fairly Valued+0.0%Fair Value $29.65Fund rank 24/100 · Data gapFallback financials|
SA 41/C
F-Score: 6/9

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 17%

FCF escenarios

weak_data · normalized FCF $-73.8M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

41/100

C

Piotroski

6/9

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 · 2617.TWLocal privado en este navegador · Taiwan Navigation 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

$12.4B

P/E

9.4x

↓

EV/EBITDA

6.2x

↓

ROE

7.4%

↑

Gross Margin

41.7%

↑

Debt/Equity

0.38

↑
52-Week Range$30
$26$35

TradingView lightweight chart

2617.TW price, volumen y niveles de valoración

Último $29.65Periodo +515.6%
Fair value: $29.65

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

+3.5%

FCF CAGR

—

FCF margin

40.3%

FCF / Net income

1.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.30B · net income $1.33B · FCF $1.73B

2022-FY → 2025-FY

Gross margin

41.7%+7.2% pts

Operating margin

36.9%+7.5% pts

Net margin

30.8%-21.2% pts

FCF margin

40.3%+64.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.30B$4.30B$4.40B$3.99B$3.87B
Net Income$1.33B$1.33B$1.28B$1.66B$2.02B
EBITDA$2.86B$2.86B$2.78B$3.23B$3.09B
EPS——3.073.984.82
Gross Margin41.7%41.7%41.9%36.1%34.6%
Operating Margin36.9%36.9%37.7%31.0%29.3%
Net Margin30.8%30.8%29.2%41.7%52.0%
Balance Sheet
Debt/Equity0.380.380.430.410.47
Current Ratio1.671.67———
Cash Flow
Free Cash Flow$1.73B$1.73B$-1.07B$-73.8M$-926.1M
Returns
ROE7.4%7.4%7.0%10.4%12.8%
Valuation
P/E9.359.359.698.745.36
EV/EBITDA6.206.207.046.375.61
P/B0.690.690.680.910.69
Growth & Yield
Revenue Growth-2.3%-2.3%10.3%3.0%—
EPS Growth——-22.9%-17.4%—
Dividend Yield5.1%5.1%———

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 +2.9%

Total return

+2.9%

Start / end P/E

n/dx → n/dx

EPS bridge

3.07 → n/d

Residual

-2.1%

EPS growthn/d
Multiple reratingn/d
Dividend+5.1%
Residual / FX / buybacks / cross-term-2.1%

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.