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2761.TWO$14.70-0.68%
Fair $14.70+0.0%

2761.TWO

G-Yen Hutong Co., Ltd.

Consumer Cyclical / RestaurantsTaipei Exchange

$14.70

-0.10 (-0.68%)

Fairly Valued+0.0%Fair Value $14.70Fund rank 20/100 · Data gapFallback financials|
SA 25/D
F-Score: 4/9
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 14%

FCF escenarios

weak_data · normalized FCF $-8.2M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

25/100

D

Piotroski

4/9

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 -5.8%, below the 5% threshold
Thesis & Journal · 2761.TWOLocal privado en este navegador · G-Yen Hutong 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

$255M

P/E

N/A

•

EV/EBITDA

3.4x

↓

ROE

-5.8%

↓

Gross Margin

41.2%

↑

Debt/Equity

1.25

↑
52-Week Range$15
$14$27

TradingView lightweight chart

2761.TWO price, volumen y niveles de valoración

Último $14.70Periodo -73.5%
Fair value: $14.70

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

+26.0%

FCF CAGR

—

FCF margin

5.5%

FCF / Net income

-3.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.36B · net income $-23.5M · FCF $75.4M

2022-FY → 2025-FY

Gross margin

41.2%-5.2% pts

Operating margin

-0.5%-0.7% pts

Net margin

-1.7%-3.3% pts

FCF margin

5.5%+13.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.36B$1.36B$1.21B$978.3M$680.8M
Net Income$-23.5M$-23.5M$10.9M$16.9M$10.9M
EBITDA$163.4M$163.4M$151.9M$131.0M$100.9M
EPS——0.661.190.79
Gross Margin41.2%41.2%40.7%44.5%46.4%
Operating Margin-0.5%-0.5%0.5%3.8%0.2%
Net Margin-1.7%-1.7%0.9%1.7%1.6%
Balance Sheet
Debt/Equity1.251.251.101.220.98
Current Ratio0.960.96———
Cash Flow
Free Cash Flow$75.4M$75.4M$-39.4M$-8.2M$-53.4M
Returns
ROE-5.8%-5.8%2.6%5.2%3.6%
Valuation
P/E——44.1746.3949.52
EV/EBITDA3.413.415.037.846.96
P/B0.620.621.132.401.84
Growth & Yield
Revenue Growth13.0%13.0%23.3%43.7%—
EPS Growth——-44.5%50.6%—
Dividend Yield3.4%3.4%———

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 -34.0%

Total return

-34.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.66 → n/d

Residual

-37.4%

EPS growthn/d
Multiple reratingn/d
Dividend+3.4%
Residual / FX / buybacks / cross-term-37.4%

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.