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3607.TW$17.80+9.88%
Fair $17.80+0.0%

3607.TW

Coxon Precise Industrial Co., Ltd

Consumer Cyclical / Packaging & ContainersTaiwan

$17.80

+1.60 (+9.88%)

Fairly Valued+0.0%Fair Value $17.80Fund rank 33/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9
Low 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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $119.3M · quality 62.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

56/100

C

Piotroski

6/9

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. ROE is 0.1%, below the 5% threshold
Thesis & Journal · 3607.TWLocal privado en este navegador · Coxon Precise Industrial 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

$2.2B

P/E

890.0x

↑

EV/EBITDA

8.6x

↓

ROE

0.1%

↓

Gross Margin

10.3%

↓

Debt/Equity

0.10

↓
52-Week Range$18
$12$18

TradingView lightweight chart

3607.TW price, volumen y niveles de valoración

Último $17.80Periodo -74.6%
Fair value: $17.80

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

-0.9%

FCF CAGR

—

FCF margin

4.3%

FCF / Net income

53.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.78B · net income $2.2M · FCF $119.3M

2022-FY → 2025-FY

Gross margin

10.3%+10.4% pts

Operating margin

-3.2%+12.1% pts

Net margin

0.1%+9.6% pts

FCF margin

4.3%+5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.78B$2.78B$3.14B$2.64B$2.86B
Net Income$2.2M$2.2M$20.5M$-44.2M$-271.3M
EBITDA$209.2M$209.2M$241.5M$193.0M$6.8M
EPS——0.17-0.36-2.23
Gross Margin10.3%10.3%9.5%8.7%-0.2%
Operating Margin-3.2%-3.2%-1.9%-5.5%-15.3%
Net Margin0.1%0.1%0.7%-1.7%-9.5%
Balance Sheet
Debt/Equity0.100.100.210.160.16
Current Ratio1.991.99———
Cash Flow
Free Cash Flow$119.3M$119.3M$112.2M$158.2M$-40.4M
Returns
ROE0.1%0.1%1.1%-2.4%-13.4%
Valuation
P/E890.00890.00107.06——
EV/EBITDA8.608.608.429.43185.94
P/B1.241.241.211.090.71
Growth & Yield
Revenue Growth-11.2%-11.2%18.9%-7.7%—
EPS Growth——147.2%83.9%—
Dividend Yield4.3%4.3%———

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 +25.8%

Total return

+25.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.17 → n/d

Residual

+21.5%

EPS growthn/d
Multiple reratingn/d
Dividend+4.3%
Residual / FX / buybacks / cross-term+21.5%

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.