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4433.TWO$21.10-0.71%
Fair $21.10+0.0%

4433.TWO

Singtex Industrial Co., Ltd.

Consumer Cyclical / Textile ManufacturingTaipei Exchange

$21.10

-0.15 (-0.71%)

Fairly Valued+0.0%Fair Value $21.10Fund rank 21/100 · Data gapFallback financials|
SA 27/D
F-Score: 4/9
High DebtLow 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 15%

FCF escenarios

weak_data · normalized FCF $-470.1M · quality 44.3/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

27/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Debt-to-Equity ratio is 2.28, above the 2.0 threshold ROE is 3.3%, below the 5% threshold
Thesis & Journal · 4433.TWOLocal privado en este navegador · Singtex 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

$1.3B

P/E

20.1x

↑

EV/EBITDA

12.2x

↑

ROE

3.3%

↓

Gross Margin

21.2%

↓

Debt/Equity

2.28

↑
52-Week Range$21
$20$30

TradingView lightweight chart

4433.TWO price, volumen y niveles de valoración

Último $21.10Periodo -33.0%
Fair value: $21.10

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

+3.9%

FCF CAGR

—

FCF margin

-9.8%

FCF / Net income

-5.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.61B · net income $64.0M · FCF $-355.3M

2022-FY → 2025-FY

Gross margin

21.2%+0.4% pts

Operating margin

4.6%+0.0% pts

Net margin

1.8%-2.5% pts

FCF margin

-9.8%+2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.61B$3.61B$3.22B$2.98B$3.22B
Net Income$64.0M$64.0M$43.7M$32.1M$138.0M
EBITDA$382.9M$382.9M$285.2M$236.3M$332.8M
EPS——0.720.532.39
Gross Margin21.2%21.2%20.8%21.8%20.8%
Operating Margin4.6%4.6%1.2%1.4%4.6%
Net Margin1.8%1.8%1.4%1.1%4.3%
Balance Sheet
Debt/Equity2.282.282.051.831.14
Current Ratio0.860.86———
Cash Flow
Free Cash Flow$-355.3M$-355.3M$-470.1M$-629.1M$-404.1M
Returns
ROE3.3%3.3%2.2%1.6%6.6%
Valuation
P/E20.1020.1037.6461.1312.66
EV/EBITDA12.1912.1916.4520.1910.59
P/B0.660.660.841.070.87
Growth & Yield
Revenue Growth12.1%12.1%7.9%-7.3%—
EPS Growth——35.8%-77.8%—
Dividend Yield4.7%4.7%———

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 -20.4%

Total return

-20.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.72 → n/d

Residual

-25.2%

EPS growthn/d
Multiple reratingn/d
Dividend+4.7%
Residual / FX / buybacks / cross-term-25.2%

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.