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3226.TWO$45.25+1.57%
Fair $45.25+0.0%

3226.TWO

LFA Co., Ltd.

Industrials / Electrical Equipment & PartsTaipei Exchange

$45.25

+0.70 (+1.57%)

Fairly Valued+0.0%Fair Value $45.25Fund rank 28/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9
Declining RevenueLow 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 19%

FCF escenarios

weak_data · normalized FCF $181.0M · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

40/100

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: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is 0.8%, below the 5% threshold
Thesis & Journal · 3226.TWOLocal privado en este navegador · LFA 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

$2.9B

P/E

188.5x

↑

EV/EBITDA

9.9x

↑

ROE

0.8%

↓

Gross Margin

14.4%

↓

Debt/Equity

0.17

↓
52-Week Range$45
$38$59

TradingView lightweight chart

3226.TWO price, volumen y niveles de valoración

Último $45.25Periodo +22.6%
Fair value: $45.25

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

-10.5%

FCF CAGR

—

FCF margin

-7.0%

FCF / Net income

-7.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.61B · net income $15.8M · FCF $-112.0M

2022-FY → 2025-FY

Gross margin

14.4%-8.4% pts

Operating margin

4.3%-11.2% pts

Net margin

1.0%-13.2% pts

FCF margin

-7.0%-8.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.61B$1.61B$2.13B$2.16B$2.24B
Net Income$15.8M$15.8M$358.2M$260.2M$318.8M
EBITDA$262.0M$262.0M$651.6M$529.2M$522.9M
EPS——5.554.044.94
Gross Margin14.4%14.4%25.0%25.0%22.8%
Operating Margin4.3%4.3%16.7%17.4%15.5%
Net Margin1.0%1.0%16.8%12.0%14.2%
Balance Sheet
Debt/Equity0.170.170.110.170.21
Current Ratio2.052.05———
Cash Flow
Free Cash Flow$-112.0M$-112.0M$236.7M$181.0M$35.2M
Returns
ROE0.8%0.8%18.9%16.6%21.7%
Valuation
P/E188.54188.548.6215.0211.72
EV/EBITDA9.909.903.856.986.69
P/B1.551.551.632.492.54
Growth & Yield
Revenue Growth-24.5%-24.5%-1.5%-3.7%—
EPS Growth——37.4%-18.2%—
Dividend Yield1.2%1.2%———

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 -2.6%

Total return

-2.6%

Start / end P/E

n/dx → n/dx

EPS bridge

5.55 → n/d

Residual

-3.8%

EPS growthn/d
Multiple reratingn/d
Dividend+1.2%
Residual / FX / buybacks / cross-term-3.8%

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.