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2718.TWO$46.55+0.22%
Fair $46.55+0.0%

2718.TWO

Allmind Holdings Corporation

Real Estate / Real Estate - DevelopmentTaipei Exchange

$46.55

+0.10 (+0.22%)

Fairly Valued+0.0%Fair Value $46.55Fund rank 33/100 · Data gapFallback financials|
SA 55/C
F-Score: 3/9

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 100.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

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: 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 · 2718.TWOLocal privado en este navegador · Allmind Holdings Corporation
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

$4.1B

P/E

2.8x

↓

EV/EBITDA

1.0x

↓

ROE

23.6%

↑

Gross Margin

66.9%

↑

Debt/Equity

0.14

↓
52-Week Range$47
$41$66

TradingView lightweight chart

2718.TWO price, volumen y niveles de valoración

Último $46.55Periodo +39.2%
Fair value: $46.55

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

+219.5%

FCF CAGR

—

FCF margin

64.5%

FCF / Net income

1.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.02B · net income $1.48B · FCF $1.95B

2022-FY → 2025-FY

Gross margin

66.9%+62.6% pts

Operating margin

58.1%+113.6% pts

Net margin

49.0%+100.7% pts

FCF margin

64.5%+645.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.02B$3.02B$4.25B$2.18B$92.6M
Net Income$1.48B$1.48B$3.09B$681.6M$-47.9M
EBITDA$1.97B$1.97B$3.31B$843.0M$-36.1M
EPS——35.237.89-0.57
Gross Margin66.9%66.9%81.1%49.2%4.3%
Operating Margin58.1%58.1%76.6%37.5%-55.5%
Net Margin49.0%49.0%72.8%31.3%-51.8%
Balance Sheet
Debt/Equity0.140.140.080.611.29
Current Ratio5.605.60———
Cash Flow
Free Cash Flow$1.95B$1.95B$3.53B$1.10B$-538.4M
Returns
ROE23.6%23.6%59.4%28.8%-3.1%
Valuation
P/E2.762.762.166.69—
EV/EBITDA1.041.041.055.31—
P/B0.650.651.291.931.82
Growth & Yield
Revenue Growth-28.9%-28.9%95.4%2249.1%—
EPS Growth——346.5%1484.2%—
Dividend Yield9.7%9.7%———

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 -0.3%

Total return

-0.3%

Start / end P/E

n/dx → n/dx

EPS bridge

35.23 → n/d

Residual

-10.0%

EPS growthn/d
Multiple reratingn/d
Dividend+9.7%
Residual / FX / buybacks / cross-term-10.0%

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.