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4565.TWO$118.50+0.00%
Fair $118.50+0.0%

4565.TWO

Hong-Wei Electrical Industry & Co., Ltd.

Industrials / Specialty Industrial MachineryTaipei Exchange

$118.50

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $118.50Fund rank 37/100 · Data gapFallback financials|
SA 58/C
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $554.4M · quality 78.7/100

Data gap 37/100
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

4/9

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 · 4565.TWOLocal privado en este navegador · Hong-Wei Electrical 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

$7.3B

P/E

17.3x

↑

EV/EBITDA

10.8x

↑

ROE

20.2%

↑

Gross Margin

44.9%

↑

Debt/Equity

0.05

↓
52-Week Range$119
$87$134

TradingView lightweight chart

4565.TWO price, volumen y niveles de valoración

Último $118.50Periodo +444.4%
Fair value: $118.50

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

+4.8%

FCF CAGR

+30.1%

FCF margin

37.6%

FCF / Net income

1.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.67B · net income $427.7M · FCF $626.5M

2022-FY → 2025-FY

Gross margin

44.9%+9.4% pts

Operating margin

32.9%+8.7% pts

Net margin

25.6%+4.0% pts

FCF margin

37.6%+17.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.67B$1.67B$1.69B$1.58B$1.45B
Net Income$427.7M$427.7M$494.0M$371.3M$314.4M
EBITDA$558.9M$558.9M$640.6M$489.5M$424.9M
EPS——7.915.955.04
Gross Margin44.9%44.9%41.9%39.3%35.5%
Operating Margin32.9%32.9%31.6%28.9%24.2%
Net Margin25.6%25.6%29.2%23.5%21.7%
Balance Sheet
Debt/Equity0.050.050.040.070.08
Current Ratio2.102.10———
Cash Flow
Free Cash Flow$626.5M$626.5M$554.4M$324.9M$284.7M
Returns
ROE20.2%20.2%23.9%22.0%21.0%
Valuation
P/E17.2717.2713.089.669.08
EV/EBITDA10.7710.778.225.854.95
P/B3.453.453.132.131.91
Growth & Yield
Revenue Growth-1.3%-1.3%7.0%9.0%—
EPS Growth——32.9%18.2%—
Dividend Yield5.1%5.1%———

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 +16.9%

Total return

+16.9%

Start / end P/E

n/dx → n/dx

EPS bridge

7.91 → n/d

Residual

+11.8%

EPS growthn/d
Multiple reratingn/d
Dividend+5.1%
Residual / FX / buybacks / cross-term+11.8%

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.