StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
4538.TWO$17.60+0.57%
Fair $17.60+0.0%

4538.TWO

WINSON Machinery Co., LTD.

Industrials / Metal FabricationTaipei Exchange

$17.60

+0.10 (+0.57%)

Fairly Valued+0.0%Fair Value $17.60Fund rank 29/100 · Data gapFallback financials|
SA 22/D
F-Score: 5/9
Margin CompressionLow 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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $78.3M · quality 48.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

22/100

D

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: 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. Operating margin has declined for 3 consecutive years ROE is 2.0%, below the 5% threshold
Thesis & Journal · 4538.TWOLocal privado en este navegador · WINSON Machinery 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

$1.0B

P/E

60.7x

↑

EV/EBITDA

18.2x

↑

ROE

2.0%

↓

Gross Margin

15.8%

↓

Debt/Equity

N/A

•
52-Week Range$18
$16$20

TradingView lightweight chart

4538.TWO price, volumen y niveles de valoración

Último $17.60Periodo +8.1%
Fair value: $17.60

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

-14.5%

FCF CAGR

+4.0%

FCF margin

22.6%

FCF / Net income

4.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $379.8M · net income $17.3M · FCF $85.7M

2022-FY → 2025-FY

Gross margin

15.8%-7.3% pts

Operating margin

4.3%-11.3% pts

Net margin

4.6%-8.6% pts

FCF margin

22.6%+10.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$379.8M$379.8M$315.3M$434.7M$607.6M
Net Income$17.3M$17.3M$11.2M$61.3M$80.2M
EBITDA$56.0M$56.0M$43.6M$110.0M$132.8M
EPS——0.191.101.49
Gross Margin15.8%15.8%18.2%24.2%23.2%
Operating Margin4.3%4.3%4.4%13.8%15.6%
Net Margin4.6%4.6%3.5%14.1%13.2%
Balance Sheet
Debt/Equity——0.030.050.19
Current Ratio7.367.36———
Cash Flow
Free Cash Flow$85.7M$85.7M$78.3M$-15.6M$76.2M
Returns
ROE2.0%2.0%1.3%7.0%10.6%
Valuation
P/E60.6960.69102.1116.9111.56
EV/EBITDA18.2218.2224.779.516.55
P/B1.201.201.301.221.24
Growth & Yield
Revenue Growth20.4%20.4%-27.5%-28.5%—
EPS Growth——-82.7%-26.2%—
Dividend Yield5.7%5.7%———

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 +0.6%

Total return

+0.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.19 → n/d

Residual

-5.1%

EPS growthn/d
Multiple reratingn/d
Dividend+5.7%
Residual / FX / buybacks / cross-term-5.1%

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.