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4533.TWO$32.70+1.71%
Fair $32.70+0.0%

4533.TWO

Shieh Yih Machinery Industry Co., Ltd.

Industrials / Specialty Industrial MachineryTaipei Exchange

$32.70

+0.55 (+1.71%)

Fairly Valued+0.0%Fair Value $32.70Fund rank 22/100 · Data gapFallback financials|
SA 36/D
F-Score: 2/9
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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $40.3M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

36/100

D

Piotroski

2/9

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 1.2%, below the 5% threshold
Thesis & Journal · 4533.TWOLocal privado en este navegador · Shieh Yih Machinery Industry 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

$5.2B

P/E

163.5x

↑

EV/EBITDA

34.5x

↑

ROE

1.2%

↓

Gross Margin

26.0%

↑

Debt/Equity

0.88

↑
52-Week Range$33
$19$42

TradingView lightweight chart

4533.TWO price, volumen y niveles de valoración

Último $32.70Periodo +33.0%
Fair value: $32.70

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

+4.3%

FCF CAGR

—

FCF margin

-1.4%

FCF / Net income

-1.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.03B · net income $31.6M · FCF $-58.0M

2022-FY → 2025-FY

Gross margin

26.0%+2.2% pts

Operating margin

1.5%+2.1% pts

Net margin

0.8%-0.0% pts

FCF margin

-1.4%+0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.03B$4.03B$3.59B$3.50B$3.55B
Net Income$31.6M$31.6M$245.8M$212.9M$28.7M
EBITDA$152.8M$152.8M$451.6M$388.4M$228.3M
EPS——1.551.340.18
Gross Margin26.0%26.0%28.0%30.4%23.8%
Operating Margin1.5%1.5%1.8%4.6%-0.6%
Net Margin0.8%0.8%6.8%6.1%0.8%
Balance Sheet
Debt/Equity0.880.880.770.760.85
Current Ratio1.811.81———
Cash Flow
Free Cash Flow$-58.0M$-58.0M$523.9M$40.3M$-81.3M
Returns
ROE1.2%1.2%9.2%8.2%1.2%
Valuation
P/E163.50163.5023.2919.9358.06
EV/EBITDA34.4734.4711.2110.085.44
P/B2.002.002.131.640.68
Growth & Yield
Revenue Growth12.0%12.0%2.7%-1.4%—
EPS Growth——15.7%644.4%—
Dividend Yield3.7%3.7%———

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 +20.0%

Total return

+20.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.55 → n/d

Residual

+16.4%

EPS growthn/d
Multiple reratingn/d
Dividend+3.7%
Residual / FX / buybacks / cross-term+16.4%

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.