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4205.TWO$72.50-0.14%
Fair $72.50+0.0%

4205.TWO

Chung Hwa Food Industrial Co., Ltd.

Consumer Defensive / Packaged FoodsTaipei Exchange

$72.50

-0.10 (-0.14%)

Fairly Valued+0.0%Fair Value $72.50Fund rank 36/100 · Data gapFallback financials|
SA 42/C
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $287.8M · quality 77.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 77/100Data 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

42/100

C

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: 0unknown: 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.
Thesis & Journal · 4205.TWOLocal privado en este navegador · Chung Hwa Food 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

$7.1B

P/E

17.5x

↑

EV/EBITDA

10.9x

↑

ROE

17.4%

↑

Gross Margin

40.1%

↑

Debt/Equity

0.05

↓
52-Week Range$73
$72$92

TradingView lightweight chart

4205.TWO price, volumen y niveles de valoración

Último $72.20Periodo +407.9%
Fair value: $72.50

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

+3.7%

FCF CAGR

+30.2%

FCF margin

17.2%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.06B · net income $404.5M · FCF $352.9M

2022-FY → 2025-FY

Gross margin

40.1%+0.5% pts

Operating margin

24.1%+0.1% pts

Net margin

19.7%+0.5% pts

FCF margin

17.2%+8.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.06B$2.06B$2.02B$1.95B$1.84B
Net Income$404.5M$404.5M$395.4M$346.9M$352.7M
EBITDA$553.6M$553.6M$524.9M$461.4M$472.2M
EPS——4.053.553.61
Gross Margin40.1%40.1%39.3%36.7%39.6%
Operating Margin24.1%24.1%23.7%21.6%23.9%
Net Margin19.7%19.7%19.6%17.8%19.2%
Balance Sheet
Debt/Equity0.050.050.050.060.05
Current Ratio5.945.94———
Cash Flow
Free Cash Flow$352.9M$352.9M$287.8M$219.1M$159.8M
Returns
ROE17.4%17.4%18.8%17.6%18.7%
Valuation
P/E17.5117.5119.5725.4025.19
EV/EBITDA10.8810.8813.0617.2816.86
P/B3.043.043.694.484.70
Growth & Yield
Revenue Growth1.7%1.7%3.5%6.1%—
EPS Growth——13.9%-1.5%—
Dividend Yield2.8%2.8%———

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 -11.6%

Total return

-11.6%

Start / end P/E

n/dx → n/dx

EPS bridge

4.05 → n/d

Residual

-14.3%

EPS growthn/d
Multiple reratingn/d
Dividend+2.8%
Residual / FX / buybacks / cross-term-14.3%

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.