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4164.TW$28.55+1.60%
Fair $28.55+0.0%

4164.TW

CHC Healthcare Group

Healthcare / Medical DistributionTaiwan

$28.55

+0.45 (+1.60%)

Fairly Valued+0.0%Fair Value $28.55Fund rank 25/100 · Data gapFallback financials|
SA 33/D
F-Score: 7/9
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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $129.1M · quality 37.7/100

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

33/100

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. ROE is 2.4%, below the 5% threshold
Thesis & Journal · 4164.TWLocal privado en este navegador · CHC Healthcare Group
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

$5.6B

P/E

28.6x

↑

EV/EBITDA

8.5x

↓

ROE

2.4%

↑

Gross Margin

26.1%

↓

Debt/Equity

0.71

↑
52-Week Range$29
$28$52

TradingView lightweight chart

4164.TW price, volumen y niveles de valoración

Último $28.55Periodo -71.8%
Fair value: $28.55

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

+13.9%

FCF CAGR

—

FCF margin

2.9%

FCF / Net income

0.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.40B · net income $186.3M · FCF $129.1M

2022-FY → 2025-FY

Gross margin

26.1%-4.2% pts

Operating margin

9.3%-6.8% pts

Net margin

4.2%-7.8% pts

FCF margin

2.9%+3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.40B$4.40B$3.60B$3.88B$2.97B
Net Income$186.3M$186.3M$168.4M$418.9M$356.6M
EBITDA$1.09B$1.09B$955.3M$1.24B$1.05B
EPS——0.982.261.98
Gross Margin26.1%26.1%21.1%27.6%30.3%
Operating Margin9.3%9.3%6.6%15.8%16.1%
Net Margin4.2%4.2%4.7%10.8%12.0%
Balance Sheet
Debt/Equity0.710.710.910.810.82
Current Ratio1.771.77———
Cash Flow
Free Cash Flow$129.1M$129.1M$-331.7M$386.9M$-26.0M
Returns
ROE2.4%2.4%2.7%6.5%5.8%
Valuation
P/E28.5528.5542.6526.6422.27
EV/EBITDA8.478.4712.8112.0411.40
P/B0.730.731.291.801.38
Growth & Yield
Revenue Growth22.2%22.2%-7.1%30.4%—
EPS Growth——-56.6%14.1%—
Dividend Yield3.9%3.9%———

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 -27.5%

Total return

-27.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.98 → n/d

Residual

-31.4%

EPS growthn/d
Multiple reratingn/d
Dividend+3.9%
Residual / FX / buybacks / cross-term-31.4%

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.