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4544.TWO$14.90+9.56%
Fair $14.90+0.0%

4544.TWO

Chun Zu Machinery Industry Co., Ltd.

Industrials / Specialty Industrial MachineryTaipei Exchange

$14.90

+1.30 (+9.56%)

Fairly Valued+0.0%Fair Value $14.90Fund rank 30/100 · Data gapFallback financials|
SA 30/D
F-Score: 1/9
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $129.9M · quality 54.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

30/100

D

Piotroski

1/9

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 1.6%, below the 5% threshold
Thesis & Journal · 4544.TWOLocal privado en este navegador · Chun Zu 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

$898M

P/E

55.2x

↑

EV/EBITDA

12.2x

↑

ROE

1.6%

↓

Gross Margin

23.5%

↓

Debt/Equity

0.15

↓
52-Week Range$15
$14$18

TradingView lightweight chart

4544.TWO price, volumen y niveles de valoración

Último $14.90Periodo -60.7%
Fair value: $14.90

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

-4.0%

FCF CAGR

—

FCF margin

-1.0%

FCF / Net income

-0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.13B · net income $16.5M · FCF $-11.7M

2022-FY → 2025-FY

Gross margin

23.5%-4.3% pts

Operating margin

0.9%-8.4% pts

Net margin

1.5%-7.3% pts

FCF margin

-1.0%-2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.13B$1.13B$1.25B$1.17B$1.27B
Net Income$16.5M$16.5M$68.0M$74.3M$111.0M
EBITDA$62.0M$62.0M$126.3M$146.4M$180.5M
EPS———1.231.84
Gross Margin23.5%23.5%27.0%27.3%27.8%
Operating Margin0.9%0.9%5.0%7.2%9.3%
Net Margin1.5%1.5%5.5%6.3%8.7%
Balance Sheet
Debt/Equity0.150.150.070.040.05
Current Ratio1.771.77———
Cash Flow
Free Cash Flow$-11.7M$-11.7M$129.9M$291.9M$22.3M
Returns
ROE1.6%1.6%6.3%7.0%10.2%
Valuation
P/E55.1955.19—14.809.67
EV/EBITDA12.1812.186.555.315.07
P/B0.850.851.071.030.99
Growth & Yield
Revenue Growth-9.7%-9.7%6.4%-7.7%—
EPS Growth———-33.2%—
Dividend Yield8.1%8.1%———

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 -9.1%

Total return

-9.1%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

-17.2%

EPS growthn/d
Multiple reratingn/d
Dividend+8.1%
Residual / FX / buybacks / cross-term-17.2%

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.