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2947.TWO$77.30-0.26%
Fair $77.30+0.0%

2947.TWO

Zhen Yu Hardware Co., Ltd.

Consumer Cyclical / Specialty RetailTaipei Exchange

$77.30

-0.20 (-0.26%)

Fairly Valued+0.0%Fair Value $77.30Fund rank 25/100 · Data gapFallback financials|
SA 34/D
F-Score: 7/9
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 33% · confianza 16%

FCF escenarios

weak_data · normalized FCF $173.4M · quality 31.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

34/100

D

Piotroski

7/9

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 2.16, above the 2.0 threshold
Thesis & Journal · 2947.TWOLocal privado en este navegador · Zhen Yu Hardware 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

$1.7B

P/E

24.5x

↑

EV/EBITDA

8.8x

↓

ROE

8.4%

↑

Gross Margin

39.5%

↑

Debt/Equity

2.16

↑
52-Week Range$77
$77$97

TradingView lightweight chart

2947.TWO price, volumen y niveles de valoración

Último $77.30Periodo -41.4%
Fair value: $77.30

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

+7.7%

FCF CAGR

—

FCF margin

10.1%

FCF / Net income

3.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.30B · net income $67.2M · FCF $231.8M

2022-FY → 2025-FY

Gross margin

39.5%+0.5% pts

Operating margin

3.9%-1.2% pts

Net margin

2.9%-0.7% pts

FCF margin

10.1%+12.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.30B$2.30B$2.17B$1.97B$1.84B
Net Income$67.2M$67.2M$66.7M$44.7M$66.9M
EBITDA$351.4M$351.4M$333.2M$275.5M$274.3M
EPS——3.142.113.15
Gross Margin39.5%39.5%38.4%38.2%39.0%
Operating Margin3.9%3.9%4.2%3.5%5.2%
Net Margin2.9%2.9%3.1%2.3%3.6%
Balance Sheet
Debt/Equity2.162.162.292.352.07
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$231.8M$231.8M$173.4M$6.1M$-35.7M
Returns
ROE8.4%8.4%8.7%6.1%9.3%
Valuation
P/E24.4624.4626.6937.2729.20
EV/EBITDA8.848.849.8111.4511.84
P/B2.092.092.322.272.72
Growth & Yield
Revenue Growth5.7%5.7%10.5%6.8%—
EPS Growth——48.9%-33.1%—
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 -14.2%

Total return

-14.2%

Start / end P/E

n/dx → n/dx

EPS bridge

3.14 → n/d

Residual

-17.1%

EPS growthn/d
Multiple reratingn/d
Dividend+2.8%
Residual / FX / buybacks / cross-term-17.1%

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.