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2722.TW$22.50+0.67%
Fair $22.50+0.0%

2722.TW

Chateau International Development Co., Ltd.

Consumer Cyclical / Resorts & CasinosTaiwan

$22.50

+0.15 (+0.67%)

Fairly Valued+0.0%Fair Value $22.50Fund rank 26/100 · Data gapFallback financials|
SA 19/F
F-Score: 2/9
Declining RevenueMargin CompressionLow 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 $-45.5M · quality 44.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

19/100

F

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -3.0%, below the 5% threshold
Thesis & Journal · 2722.TWLocal privado en este navegador · Chateau International Development 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

$3.2B

P/E

N/A

•

EV/EBITDA

67.9x

↑

ROE

-3.0%

↓

Gross Margin

31.9%

↑

Debt/Equity

0.36

↓
52-Week Range$23
$22$32

TradingView lightweight chart

2722.TW price, volumen y niveles de valoración

Último $22.50Periodo -32.6%
Fair value: $22.50

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

-12.0%

FCF CAGR

—

FCF margin

-15.0%

FCF / Net income

1.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $569.1M · net income $-69.8M · FCF $-85.1M

2022-FY → 2025-FY

Gross margin

31.9%-20.1% pts

Operating margin

-16.1%-37.9% pts

Net margin

-12.3%-30.7% pts

FCF margin

-15.0%-40.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$569.1M$569.1M$631.4M$764.9M$835.9M
Net Income$-69.8M$-69.8M$3.4M$81.3M$154.3M
EBITDA$57.4M$57.4M$115.8M$221.8M$310.1M
EPS——0.030.671.22
Gross Margin31.9%31.9%35.8%45.3%52.0%
Operating Margin-16.1%-16.1%-6.7%10.3%21.8%
Net Margin-12.3%-12.3%0.5%10.6%18.5%
Balance Sheet
Debt/Equity0.360.360.290.290.25
Current Ratio1.291.29———
Cash Flow
Free Cash Flow$-85.1M$-85.1M$-45.5M$-31.1M$209.6M
Returns
ROE-3.0%-3.0%0.1%4.1%8.0%
Valuation
P/E——1128.3389.2624.17
EV/EBITDA67.8767.8739.0934.3212.55
P/B1.361.361.663.681.93
Growth & Yield
Revenue Growth-9.9%-9.9%-17.4%-8.5%—
EPS Growth——-95.5%-45.2%—
Dividend Yield0.7%0.7%———

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 -26.4%

Total return

-26.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.03 → n/d

Residual

-27.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.7%
Residual / FX / buybacks / cross-term-27.1%

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.