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2734.TWO$15.10+1.34%
Fair $15.10+0.0%

2734.TWO

Ezfly International Travel Agent Co., Ltd.

Consumer Cyclical / Travel ServicesTaipei Exchange

$15.10

+0.20 (+1.34%)

Fairly Valued+0.0%Fair Value $15.10Fund rank 25/100 · Data gapFallback financials|
SA 24/D
F-Score: 5/9
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 $43.5M · 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 10/100Data 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

24/100

D

Piotroski

5/9

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 -12.5%, below the 5% threshold
Thesis & Journal · 2734.TWOLocal privado en este navegador · Ezfly International Travel Agent 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

$865M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-12.5%

↓

Gross Margin

14.0%

↓

Debt/Equity

0.11

↓
52-Week Range$15
$15$28

TradingView lightweight chart

2734.TWO price, volumen y niveles de valoración

Último $15.10Periodo -52.0%
Fair value: $15.10

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

+55.7%

FCF CAGR

+81.3%

FCF margin

4.6%

FCF / Net income

-0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.64B · net income $-81.4M · FCF $75.8M

2022-FY → 2025-FY

Gross margin

14.0%-8.4% pts

Operating margin

-1.0%+14.2% pts

Net margin

-5.0%+5.9% pts

FCF margin

4.6%+1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.64B$1.64B$1.60B$1.61B$435.6M
Net Income$-81.4M$-81.4M$43.3M$23.9M$-47.4M
EBITDA$-57.3M$-57.3M$64.7M$45.8M$-33.0M
EPS——1.000.56-1.19
Gross Margin14.0%14.0%10.5%12.4%22.4%
Operating Margin-1.0%-1.0%-3.2%1.3%-15.1%
Net Margin-5.0%-5.0%2.7%1.5%-10.9%
Balance Sheet
Debt/Equity0.110.110.360.820.84
Current Ratio2.002.00———
Cash Flow
Free Cash Flow$75.8M$75.8M$-151.1M$43.5M$12.7M
Returns
ROE-12.5%-12.5%6.0%7.4%-16.4%
Valuation
P/E——26.6579.11—
EV/EBITDA——14.5938.39—
P/B1.321.321.595.823.71
Growth & Yield
Revenue Growth2.6%2.6%-0.7%270.5%—
EPS Growth——78.6%147.0%—

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 -40.3%

Total return

-40.3%

Start / end P/E

n/dx → n/dx

EPS bridge

1.00 → n/d

Residual

-40.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-40.3%

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.