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2948.TWO$37.90-0.26%
Fair $37.90+0.0%

2948.TWO

Bausen Inc.

Consumer Cyclical / Home Improvement RetailTaipei Exchange

$37.90

-0.10 (-0.26%)

Fairly Valued+0.0%Fair Value $37.90Fund rank 25/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9

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 16%

FCF escenarios

weak_data · normalized FCF $64.5M · quality 38.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

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: 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 · 2948.TWOLocal privado en este navegador · Bausen Inc.
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

$1.2B

P/E

17.7x

↑

EV/EBITDA

7.7x

↓

ROE

6.4%

↑

Gross Margin

42.5%

↑

Debt/Equity

0.98

↑
52-Week Range$38
$34$44

TradingView lightweight chart

2948.TWO price, volumen y niveles de valoración

Último $37.90Periodo -10.1%
Fair value: $37.90

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

-2.0%

FCF CAGR

+149.1%

FCF margin

8.1%

FCF / Net income

2.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.14B · net income $66.4M · FCF $173.3M

2022-FY → 2025-FY

Gross margin

42.5%+9.3% pts

Operating margin

5.8%-1.8% pts

Net margin

3.1%-3.4% pts

FCF margin

8.1%+7.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.14B$2.14B$2.10B$2.19B$2.27B
Net Income$66.4M$66.4M$65.6M$106.6M$146.7M
EBITDA$277.5M$277.5M$295.5M$313.2M$301.7M
EPS——2.113.835.60
Gross Margin42.5%42.5%41.8%41.2%33.2%
Operating Margin5.8%5.8%6.0%8.3%7.6%
Net Margin3.1%3.1%3.1%4.9%6.5%
Balance Sheet
Debt/Equity0.980.980.900.930.78
Current Ratio1.961.96———
Cash Flow
Free Cash Flow$173.3M$173.3M$-149.6M$64.5M$11.2M
Returns
ROE6.4%6.4%6.2%10.5%19.9%
Valuation
P/E17.7117.7119.0316.4511.68
EV/EBITDA7.667.667.137.627.06
P/B1.131.131.171.732.33
Growth & Yield
Revenue Growth1.8%1.8%-3.8%-3.8%—
EPS Growth——-44.9%-31.6%—
Dividend Yield4.6%4.6%———

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 +9.9%

Total return

+9.9%

Start / end P/E

n/dx → n/dx

EPS bridge

2.11 → n/d

Residual

+5.3%

EPS growthn/d
Multiple reratingn/d
Dividend+4.6%
Residual / FX / buybacks / cross-term+5.3%

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.