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2739.TW$35.35+0.00%
Fair $35.35+0.0%

2739.TW

My Humble House Hospitality Management Consulting Co., Ltd.

Consumer Cyclical / LodgingTaiwan

$35.35

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $35.35Fund rank 31/100 · Data gapFallback financials|
SA 39/D
F-Score: 6/9
High Debt

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 $1.3B · quality 52.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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

39/100

D

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: 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. Debt-to-Equity ratio is 5.44, above the 2.0 threshold
Thesis & Journal · 2739.TWLocal privado en este navegador · My Humble House Hospitality Management Consulting 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

15.0x

↓

EV/EBITDA

6.7x

↓

ROE

13.4%

↑

Gross Margin

39.9%

↑

Debt/Equity

5.44

↑
52-Week Range$35
$31$44

TradingView lightweight chart

2739.TW price, volumen y niveles de valoración

Último $35.35Periodo -67.8%
Fair value: $35.35

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

+14.7%

FCF CAGR

+38.6%

FCF margin

30.3%

FCF / Net income

7.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.17B · net income $215.7M · FCF $1.57B

2022-FY → 2025-FY

Gross margin

39.9%+15.0% pts

Operating margin

7.8%+14.5% pts

Net margin

4.2%+14.0% pts

FCF margin

30.3%+13.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.17B$5.17B$5.03B$4.83B$3.42B
Net Income$215.7M$215.7M$493.6M$414.0M$-338.1M
EBITDA$1.69B$1.69B$1.96B$1.88B$962.3M
EPS——5.394.52-3.69
Gross Margin39.9%39.9%39.5%38.6%24.8%
Operating Margin7.8%7.8%14.0%13.0%-6.7%
Net Margin4.2%4.2%9.8%8.6%-9.9%
Balance Sheet
Debt/Equity5.445.446.399.2816.94
Current Ratio0.660.66———
Cash Flow
Free Cash Flow$1.57B$1.57B$1.33B$1.35B$589.1M
Returns
ROE13.4%13.4%32.1%34.9%-47.0%
Valuation
P/E15.0415.049.4213.27—
EV/EBITDA6.716.717.278.5615.31
P/B2.012.013.034.633.85
Growth & Yield
Revenue Growth2.7%2.7%4.2%41.2%—
EPS Growth——19.2%222.5%—
Dividend Yield2.8%2.8%———

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 -14.1%

Total return

-14.1%

Start / end P/E

n/dx → n/dx

EPS bridge

5.39 → n/d

Residual

-16.9%

EPS growthn/d
Multiple reratingn/d
Dividend+2.8%
Residual / FX / buybacks / cross-term-16.9%

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.