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2704.TW$42.40+0.24%
Fair $42.40+0.0%

2704.TW

The Ambassador Hotel,Ltd.

Consumer Cyclical / LodgingTaiwan

$42.40

+0.10 (+0.24%)

Fairly Valued+0.0%Fair Value $42.40Fund rank 24/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9
Low Profitability

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 $594000.00 · quality 43.7/100

Data gap 24/100
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

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: 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. ROE is 0.8%, below the 5% threshold
Thesis & Journal · 2704.TWLocal privado en este navegador · The Ambassador Hotel,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

$15.6B

P/E

74.4x

↑

EV/EBITDA

30.3x

↑

ROE

0.8%

↓

Gross Margin

28.9%

↓

Debt/Equity

0.16

↓
52-Week Range$42
$41$53

TradingView lightweight chart

2704.TW price, volumen y niveles de valoración

Último $42.40Periodo +265.5%
Fair value: $42.40

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

-2.2%

FCF CAGR

—

FCF margin

-35.2%

FCF / Net income

-2.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.36B · net income $210.0M · FCF $-477.0M

2022-FY → 2025-FY

Gross margin

28.9%+28.5% pts

Operating margin

-1.1%+49.7% pts

Net margin

15.5%-59.6% pts

FCF margin

-35.2%+148.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.36B$1.36B$1.30B$1.28B$1.45B
Net Income$210.0M$210.0M$1.01B$493.0M$1.09B
EBITDA$537.5M$537.5M$1.52B$961.3M$1.49B
EPS——2.761.342.95
Gross Margin28.9%28.9%28.0%28.9%0.4%
Operating Margin-1.1%-1.1%-2.5%-20.0%-50.8%
Net Margin15.5%15.5%77.9%38.5%75.1%
Balance Sheet
Debt/Equity0.160.160.130.190.29
Current Ratio5.735.73———
Cash Flow
Free Cash Flow$-477.0M$-477.0M$594000.00$2.57B$-2.66B
Returns
ROE0.8%0.8%3.6%2.5%8.1%
Valuation
P/E74.3974.3919.8636.3411.05
EV/EBITDA30.3230.3213.4518.939.70
P/B0.610.610.720.910.89
Growth & Yield
Revenue Growth4.2%4.2%1.8%-11.8%—
EPS Growth——106.0%-54.6%—
Dividend Yield1.2%1.2%———

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 -14.0%

Total return

-14.0%

Start / end P/E

n/dx → n/dx

EPS bridge

2.76 → n/d

Residual

-15.2%

EPS growthn/d
Multiple reratingn/d
Dividend+1.2%
Residual / FX / buybacks / cross-term-15.2%

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.