StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
4506.TWO$117.00-0.43%
Fair $117.00+0.0%

4506.TWO

GFC. LTD.

Industrials / Specialty Industrial MachineryTaipei Exchange

$117.00

-0.50 (-0.43%)

Fairly Valued+0.0%Fair Value $117.00Fund rank 39/100 · Data gapFallback financials|
SA 50/C
F-Score: 7/9

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 $1.2B · quality 84.7/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

50/100

C

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: 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 · 4506.TWOLocal privado en este navegador · GFC. 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

$20.7B

P/E

18.0x

↑

EV/EBITDA

11.7x

↑

ROE

19.8%

↑

Gross Margin

32.5%

↑

Debt/Equity

0.02

↓
52-Week Range$117
$109$133

TradingView lightweight chart

4506.TWO price, volumen y niveles de valoración

Último $117.00Periodo +817.6%
Fair value: $117.00

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

+8.3%

FCF CAGR

+23.6%

FCF margin

25.0%

FCF / Net income

1.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.02B · net income $1.15B · FCF $1.50B

2022-FY → 2025-FY

Gross margin

32.5%+2.9% pts

Operating margin

21.7%+3.4% pts

Net margin

19.2%+1.3% pts

FCF margin

25.0%+8.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.02B$6.02B$5.49B$5.27B$4.74B
Net Income$1.15B$1.15B$988.6M$895.1M$847.9M
EBITDA$1.50B$1.50B$1.29B$1.18B$1.10B
EPS——5.585.054.79
Gross Margin32.5%32.5%31.4%29.0%29.7%
Operating Margin21.7%21.7%20.0%18.2%18.2%
Net Margin19.2%19.2%18.0%17.0%17.9%
Balance Sheet
Debt/Equity0.020.020.020.020.02
Current Ratio1.611.61———
Cash Flow
Free Cash Flow$1.50B$1.50B$1.16B$1.13B$795.4M
Returns
ROE19.8%19.8%17.9%17.1%17.1%
Valuation
P/E18.0318.0318.2816.2614.61
EV/EBITDA11.6511.6511.9210.329.31
P/B3.543.543.282.782.51
Growth & Yield
Revenue Growth9.7%9.7%4.1%11.2%—
EPS Growth——10.5%5.4%—
Dividend Yield3.8%3.8%———

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 +10.2%

Total return

+10.2%

Start / end P/E

n/dx → n/dx

EPS bridge

5.58 → n/d

Residual

+6.4%

EPS growthn/d
Multiple reratingn/d
Dividend+3.8%
Residual / FX / buybacks / cross-term+6.4%

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.