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2640.TWO$160.50+0.00%
Fair $160.50+0.0%

2640.TWO

Taiwan Taxi Co.,Ltd.

Industrials / RailroadsTaipei Exchange

$160.50

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $160.50Fund rank 37/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $450.0M · quality 76.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

45/100

C

Piotroski

4/9

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 · 2640.TWOLocal privado en este navegador · Taiwan Taxi 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

$9.5B

P/E

17.9x

↑

EV/EBITDA

10.2x

↑

ROE

24.4%

↑

Gross Margin

50.0%

↑

Debt/Equity

0.40

↑
52-Week Range$161
$123$199

TradingView lightweight chart

2640.TWO price, volumen y niveles de valoración

Último $160.50Periodo +253.3%
Fair value: $160.50

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

+7.6%

FCF CAGR

+9.2%

FCF margin

14.3%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.15B · net income $533.9M · FCF $450.0M

2022-FY → 2025-FY

Gross margin

50.0%+2.2% pts

Operating margin

20.9%+1.4% pts

Net margin

16.9%+2.9% pts

FCF margin

14.3%+0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.15B$3.15B$3.02B$2.87B$2.53B
Net Income$533.9M$533.9M$529.0M$419.7M$355.6M
EBITDA$883.2M$883.2M$881.4M$730.7M$629.9M
EPS——8.917.075.99
Gross Margin50.0%50.0%48.8%46.9%47.8%
Operating Margin20.9%20.9%22.4%19.5%19.4%
Net Margin16.9%16.9%17.5%14.6%14.1%
Balance Sheet
Debt/Equity0.400.400.320.270.27
Current Ratio1.041.04———
Cash Flow
Free Cash Flow$450.0M$450.0M$615.0M$383.0M$345.9M
Returns
ROE24.4%24.4%25.5%22.1%19.9%
Valuation
P/E17.8517.8514.3715.5614.91
EV/EBITDA10.1810.188.368.608.17
P/B4.344.343.673.442.98
Growth & Yield
Revenue Growth4.4%4.4%5.2%13.5%—
EPS Growth——26.0%18.0%—
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 +23.2%

Total return

+23.2%

Start / end P/E

n/dx → n/dx

EPS bridge

8.91 → n/d

Residual

+18.9%

EPS growthn/d
Multiple reratingn/d
Dividend+4.4%
Residual / FX / buybacks / cross-term+18.9%

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.