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2915.TW$45.90+1.44%
Fair $45.90+0.0%

2915.TW

Ruentex Industries Ltd.

Consumer Cyclical / Textile ManufacturingTaiwan

$45.90

+0.65 (+1.44%)

Fairly Valued+0.0%Fair Value $45.90Fund rank 26/100 · Data gapFallback financials|
SA 48/C
F-Score: 3/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-275.9M · quality 49.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

48/100

C

Piotroski

3/9

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 · 2915.TWLocal privado en este navegador · Ruentex Industries 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

$49.0B

P/E

4.9x

↓

EV/EBITDA

5.3x

↓

ROE

9.4%

↑

Gross Margin

42.6%

↑

Debt/Equity

0.10

↓
52-Week Range$46
$43$59

TradingView lightweight chart

2915.TW price, volumen y niveles de valoración

Último $45.90Periodo +148.2%
Fair value: $45.90

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

-5.6%

FCF CAGR

—

FCF margin

4.7%

FCF / Net income

0.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.42B · net income $9.70B · FCF $113.7M

2022-FY → 2025-FY

Gross margin

42.6%+8.5% pts

Operating margin

6.5%+4.6% pts

Net margin

400.6%-22.8% pts

FCF margin

4.7%+33.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.42B$2.42B$2.89B$2.68B$2.87B
Net Income$9.70B$9.70B$13.56B$7.50B$12.17B
EBITDA$10.20B$10.20B$14.30B$8.06B$13.58B
EPS9.289.2812.997.1815.53
Gross Margin42.6%42.6%38.0%34.9%34.1%
Operating Margin6.5%6.5%7.3%2.4%2.0%
Net Margin400.6%400.6%468.8%279.8%423.4%
Balance Sheet
Debt/Equity0.100.100.090.160.21
Current Ratio4.834.83———
Cash Flow
Free Cash Flow$113.7M$113.7M$-456.7M$-275.9M$-816.5M
Returns
ROE9.4%9.4%13.3%7.8%15.3%
Valuation
P/E4.954.955.468.874.06
EV/EBITDA5.265.265.589.244.14
P/B0.470.470.720.690.62
Growth & Yield
Revenue Growth-16.3%-16.3%7.9%-6.7%—
EPS Growth-28.6%-28.6%80.9%-53.8%—
Dividend Yield5.5%5.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-24.0%

fácil

EPS terminal req.

$4.07

Spread vs growth

-4.6%

5Y implied EPS CAGR

-11.9%

fácil

EPS terminal req.

$4.93

Spread vs growth

-16.7%

10Y implied EPS CAGR

-1.6%

fácil

EPS terminal req.

$7.94

Spread vs growth

-27.0%

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 -8.0%

Total return

-8.0%

Start / end P/E

4.1x → 4.9x

EPS bridge

12.99 → 9.28

Residual

-6.0%

EPS growth-28.6%
Multiple rerating+21.0%
Dividend+5.5%
Residual / FX / buybacks / cross-term-6.0%

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.