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4413.TWO$16.70-1.76%
Fair $16.70+0.0%

4413.TWO

Est Global Apparel Co.,Ltd

Consumer Cyclical / Apparel ManufacturingTaipei Exchange

$16.70

-0.30 (-1.76%)

Fairly Valued+0.0%Fair Value $16.70Fund rank 31/100 · Data gapFallback financials|
SA 37/D
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $57.3M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

37/100

D

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 4.7%, below the 5% threshold
Thesis & Journal · 4413.TWOLocal privado en este navegador · Est Global Apparel 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

$523M

P/E

32.1x

↑

EV/EBITDA

17.8x

↑

ROE

4.7%

↓

Gross Margin

12.9%

↓

Debt/Equity

0.26

↓
52-Week Range$17
$16$21

TradingView lightweight chart

4413.TWO price, volumen y niveles de valoración

Último $16.70Periodo -88.5%
Fair value: $16.70

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

+7.6%

FCF CAGR

-27.1%

FCF margin

7.0%

FCF / Net income

3.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $862.2M · net income $16.4M · FCF $60.4M

2022-FY → 2025-FY

Gross margin

12.9%-2.6% pts

Operating margin

-0.5%-4.5% pts

Net margin

1.9%-5.9% pts

FCF margin

7.0%-15.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$862.2M$862.2M$401.5M$448.0M$692.7M
Net Income$16.4M$16.4M$1.8M$18.1M$54.0M
EBITDA$26.4M$26.4M$12.3M$26.3M$58.0M
EPS——0.060.581.72
Gross Margin12.9%12.9%18.8%21.6%15.5%
Operating Margin-0.5%-0.5%-4.7%1.6%4.0%
Net Margin1.9%1.9%0.4%4.1%7.8%
Balance Sheet
Debt/Equity0.260.260.280.270.24
Current Ratio4.884.88———
Cash Flow
Free Cash Flow$60.4M$60.4M$-123.1M$57.3M$156.0M
Returns
ROE4.7%4.7%0.5%5.2%15.5%
Valuation
P/E32.1232.12282.5044.579.19
EV/EBITDA17.8517.8543.9726.136.95
P/B1.501.501.562.311.42
Growth & Yield
Revenue Growth114.8%114.8%-10.4%-35.3%—
EPS Growth——-89.7%-66.3%—
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 -2.9%

Total return

-2.9%

Start / end P/E

n/dx → n/dx

EPS bridge

0.06 → n/d

Residual

-4.0%

EPS growthn/d
Multiple reratingn/d
Dividend+1.1%
Residual / FX / buybacks / cross-term-4.0%

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.