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3230.TWO$30.70+0.00%
Fair $30.70+0.0%

3230.TWO

Jiin Ming Industry Co., Ltd.

Technology / Electronic ComponentsTaipei Exchange

$30.70

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $30.70Fund rank 28/100 · Data gapFallback financials|
SA 17/F
F-Score: 4/9
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 21%

FCF escenarios

weak_data · normalized FCF $-59.4M · quality 57.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

17/100

F

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: 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 -14.2%, below the 5% threshold
Thesis & Journal · 3230.TWOLocal privado en este navegador · Jiin Ming Industry 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

$2.6B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-14.2%

↓

Gross Margin

9.4%

↓

Debt/Equity

0.17

↓
52-Week Range$31
$27$68

TradingView lightweight chart

3230.TWO price, volumen y niveles de valoración

Último $30.70Periodo -22.3%
Fair value: $30.70

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

-25.4%

FCF CAGR

—

FCF margin

-8.2%

FCF / Net income

0.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $403.7M · net income $-136.4M · FCF $-33.1M

2022-FY → 2025-FY

Gross margin

9.4%+6.3% pts

Operating margin

-33.4%-18.1% pts

Net margin

-33.8%-20.3% pts

FCF margin

-8.2%-8.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$403.7M$403.7M$445.3M$773.4M$973.3M
Net Income$-136.4M$-136.4M$293.7M$-177.2M$-131.7M
EBITDA$-54.4M$-54.4M$400.6M$-4.8M$10.8M
EPS——3.83-2.50-1.85
Gross Margin9.4%9.4%3.3%3.2%3.1%
Operating Margin-33.4%-33.4%-33.5%-19.9%-15.3%
Net Margin-33.8%-33.8%66.0%-22.9%-13.5%
Balance Sheet
Debt/Equity0.170.170.080.760.88
Current Ratio2.632.63———
Cash Flow
Free Cash Flow$-33.1M$-33.1M$-59.4M$-141.9M$6.4M
Returns
ROE-14.2%-14.2%25.2%-29.8%-16.8%
Valuation
P/E——15.35——
EV/EBITDA——9.80—123.30
P/B2.712.713.881.111.16
Growth & Yield
Revenue Growth-9.4%-9.4%-42.4%-20.5%—
EPS Growth——253.2%-35.1%—
Dividend Yield1.1%1.1%———

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 -17.0%

Total return

-17.0%

Start / end P/E

n/dx → n/dx

EPS bridge

3.83 → n/d

Residual

-18.1%

EPS growthn/d
Multiple reratingn/d
Dividend+1.1%
Residual / FX / buybacks / cross-term-18.1%

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.