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2643.TWO$66.40-0.75%
Fair $66.40+0.0%

2643.TWO

Soonest Express Co., Ltd.

Industrials / Integrated Freight & LogisticsTaipei Exchange

$66.40

-0.50 (-0.75%)

Fairly Valued+0.0%Fair Value $66.40Fund rank 25/100 · Data gapFallback financials|
SA 47/C
F-Score: 3/9
Margin Compression

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 18%

FCF escenarios

weak_data · normalized FCF $-107.6M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

47/100

C

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: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 2643.TWOLocal privado en este navegador · Soonest Express 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

$2.3B

P/E

10.6x

↓

EV/EBITDA

5.1x

↓

ROE

11.1%

↑

Gross Margin

7.4%

↓

Debt/Equity

0.09

↓
52-Week Range$66
$65$78

TradingView lightweight chart

2643.TWO price, volumen y niveles de valoración

Último $66.40Periodo +197.8%
Fair value: $66.40

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

+13.8%

FCF CAGR

—

FCF margin

-1.3%

FCF / Net income

-0.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.40B · net income $220.6M · FCF $-107.6M

2022-FY → 2025-FY

Gross margin

7.4%-8.9% pts

Operating margin

4.0%-6.8% pts

Net margin

2.6%-6.1% pts

FCF margin

-1.3%-14.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.40B$8.40B$5.26B$4.17B$5.70B
Net Income$220.6M$220.6M$213.9M$234.8M$500.4M
EBITDA$386.2M$386.2M$361.9M$389.3M$703.6M
EPS——6.107.4716.22
Gross Margin7.4%7.4%9.4%13.0%16.4%
Operating Margin4.0%4.0%4.5%7.9%10.8%
Net Margin2.6%2.6%4.1%5.6%8.8%
Balance Sheet
Debt/Equity0.090.090.090.100.05
Current Ratio3.103.10———
Cash Flow
Free Cash Flow$-107.6M$-107.6M$-44.1M$-125.6M$740.4M
Returns
ROE11.1%11.1%10.9%12.6%32.6%
Valuation
P/E10.5710.5712.2810.214.10
EV/EBITDA5.135.136.554.071.58
P/B1.161.161.341.291.34
Growth & Yield
Revenue Growth59.7%59.7%26.2%-26.9%—
EPS Growth——-18.3%-53.9%—
Dividend Yield6.7%6.7%———

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 -6.9%

Total return

-6.9%

Start / end P/E

n/dx → n/dx

EPS bridge

6.10 → n/d

Residual

-13.7%

EPS growthn/d
Multiple reratingn/d
Dividend+6.7%
Residual / FX / buybacks / cross-term-13.7%

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.