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4551.TW$153.50-1.29%
Fair $153.50+0.0%

4551.TW

Global PMX Co., Ltd.

Consumer Cyclical / Auto PartsTaiwan

$153.50

-2.00 (-1.29%)

Fairly Valued+0.0%Fair Value $153.50Fund rank 38/100 · Data gapFallback financials|
SA 58/C
F-Score: 6/9

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 $895.9M · quality 80.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

58/100

C

Piotroski

6/9

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 · 4551.TWLocal privado en este navegador · Global PMX 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

$17.7B

P/E

25.5x

↑

EV/EBITDA

9.3x

↓

ROE

7.8%

↑

Gross Margin

23.1%

↓

Debt/Equity

0.27

↓
52-Week Range$154
$89$178

TradingView lightweight chart

4551.TW price, volumen y niveles de valoración

Último $153.50Periodo +107.7%
Fair value: $153.50

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

-5.4%

FCF CAGR

+8.6%

FCF margin

11.5%

FCF / Net income

1.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.82B · net income $696.4M · FCF $895.9M

2022-FY → 2025-FY

Gross margin

23.1%-4.0% pts

Operating margin

12.5%-5.3% pts

Net margin

8.9%-6.3% pts

FCF margin

11.5%+3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.82B$7.82B$7.69B$7.12B$9.24B
Net Income$696.4M$696.4M$955.2M$515.5M$1.41B
EBITDA$1.63B$1.63B$2.02B$1.43B$2.51B
EPS6.036.038.274.4712.16
Gross Margin23.1%23.1%20.3%21.7%27.1%
Operating Margin12.5%12.5%9.5%11.7%17.8%
Net Margin8.9%8.9%12.4%7.2%15.2%
Balance Sheet
Debt/Equity0.270.270.280.310.31
Current Ratio2.182.18———
Cash Flow
Free Cash Flow$895.9M$895.9M$1.30B$848.5M$699.6M
Returns
ROE7.8%7.8%10.8%6.5%17.2%
Valuation
P/E25.4625.4613.0028.0811.92
EV/EBITDA9.289.285.009.846.58
P/B1.981.981.401.832.05
Growth & Yield
Revenue Growth1.7%1.7%8.0%-22.9%—
EPS Growth-27.1%-27.1%85.0%-63.2%—
Dividend Yield2.7%2.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

31.2%

muy exigente

EPS terminal req.

$13.62

Spread vs growth

-58.3%

5Y implied EPS CAGR

22.3%

exigente

EPS terminal req.

$16.48

Spread vs growth

-49.4%

10Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$26.54

Spread vs growth

-43.1%

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 +62.8%

Total return

+62.8%

Start / end P/E

11.6x → 25.5x

EPS bridge

8.27 → 6.03

Residual

-32.4%

EPS growth-27.1%
Multiple rerating+119.5%
Dividend+2.7%
Residual / FX / buybacks / cross-term-32.4%

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.