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2731.TW$169.50+1.19%
Fair $169.50+0.0%

2731.TW

Lion Travel Service Co., Ltd.

Consumer Cyclical / Travel ServicesTaiwan

$169.50

+2.00 (+1.19%)

Fairly Valued+0.0%Fair Value $169.50Fund rank 37/100 · Data gapFallback financials|
SA 57/C
F-Score: 6/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.2B · quality 80.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

57/100

C

Piotroski

6/9

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 · 2731.TWLocal privado en este navegador · Lion Travel Service 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

$15.8B

P/E

9.8x

↓

EV/EBITDA

4.4x

↓

ROE

32.9%

↑

Gross Margin

16.8%

↓

Debt/Equity

0.20

↓
52-Week Range$170
$143$185

TradingView lightweight chart

2731.TW price, volumen y niveles de valoración

Último $169.50Periodo +165.2%
Fair value: $169.50

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

+108.8%

FCF CAGR

+135.3%

FCF margin

7.5%

FCF / Net income

1.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $30.03B · net income $1.63B · FCF $2.24B

2022-FY → 2025-FY

Gross margin

16.8%-0.9% pts

Operating margin

6.0%+30.0% pts

Net margin

5.4%+26.2% pts

FCF margin

7.5%+2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$30.03B$30.03B$28.33B$21.67B$3.30B
Net Income$1.63B$1.63B$915.2M$1.39B$-684.3M
EBITDA$2.33B$2.33B$1.46B$1.77B$-496.6M
EPS——9.7515.08-8.91
Gross Margin16.8%16.8%13.9%15.7%17.8%
Operating Margin6.0%6.0%3.9%4.3%-23.9%
Net Margin5.4%5.4%3.2%6.4%-20.7%
Balance Sheet
Debt/Equity0.200.200.240.311.85
Current Ratio1.501.50———
Cash Flow
Free Cash Flow$2.24B$2.24B$2.48B$1.11B$172.3M
Returns
ROE32.9%32.9%22.5%37.3%-54.4%
Valuation
P/E9.799.7912.779.18—
EV/EBITDA4.404.405.245.83—
P/B3.193.192.873.436.21
Growth & Yield
Revenue Growth6.0%6.0%30.7%556.5%—
EPS Growth——-35.3%269.2%—
Dividend Yield7.6%7.6%———

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 +15.9%

Total return

+15.9%

Start / end P/E

n/dx → n/dx

EPS bridge

9.75 → n/d

Residual

+8.3%

EPS growthn/d
Multiple reratingn/d
Dividend+7.6%
Residual / FX / buybacks / cross-term+8.3%

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.