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4190.TW$24.50+0.82%
Fair $24.50+0.0%

4190.TW

Jourdeness Group Limited

Consumer Defensive / Household & Personal ProductsTaiwan

$24.50

+0.20 (+0.82%)

Fairly Valued+0.0%Fair Value $24.50Fund rank 23/100 · Data gapFallback financials|
SA 18/F
F-Score: 5/9
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 21%

FCF escenarios

weak_data · normalized FCF $339.2M · quality 37.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

18/100

F

Piotroski

5/9

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 -5.8%, below the 5% threshold
Thesis & Journal · 4190.TWLocal privado en este navegador · Jourdeness Group Limited
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

$1.5B

P/E

N/A

•

EV/EBITDA

6.1x

↓

ROE

-5.8%

↓

Gross Margin

64.1%

↑

Debt/Equity

1.72

↑
52-Week Range$25
$24$38

TradingView lightweight chart

4190.TW price, volumen y niveles de valoración

Último $24.50Periodo -79.9%
Fair value: $24.50

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

-6.0%

FCF CAGR

—

FCF margin

18.5%

FCF / Net income

-4.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.31B · net income $-94.3M · FCF $426.8M

2022-FY → 2025-FY

Gross margin

64.1%-3.9% pts

Operating margin

-2.4%-4.5% pts

Net margin

-4.1%-4.6% pts

FCF margin

18.5%+19.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.31B$2.31B$2.28B$2.98B$2.78B
Net Income$-94.3M$-94.3M$-291.9M$-258000.00$14.0M
EBITDA$615.4M$615.4M$535.3M$878.7M$802.5M
EPS——-4.87-0.000.23
Gross Margin64.1%64.1%61.5%67.6%68.1%
Operating Margin-2.4%-2.4%-12.2%1.4%2.0%
Net Margin-4.1%-4.1%-12.8%-0.0%0.5%
Balance Sheet
Debt/Equity1.721.721.711.451.39
Current Ratio0.480.48———
Cash Flow
Free Cash Flow$426.8M$426.8M$256.2M$339.2M$-40.6M
Returns
ROE-5.8%-5.8%-16.5%-0.0%0.6%
Valuation
P/E————327.39
EV/EBITDA6.106.109.436.627.69
P/B0.890.891.511.642.11
Growth & Yield
Revenue Growth1.3%1.3%-23.4%7.1%—
EPS Growth——-112998.0%-101.9%—
Dividend Yield2.1%2.1%———

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 -31.7%

Total return

-31.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-4.87 → n/d

Residual

-33.8%

EPS growthn/d
Multiple reratingn/d
Dividend+2.1%
Residual / FX / buybacks / cross-term-33.8%

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.