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4584.TWO$42.00-2.33%
Fair $42.00+0.0%

4584.TWO

Jufan Industrial Co., Ltd.

Industrials / Specialty Industrial MachineryTaipei Exchange

$42.00

-1.00 (-2.33%)

Fairly Valued+0.0%Fair Value $42.00Fund rank 29/100 · Data gapFallback financials|
SA 46/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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $50.2M · quality 52.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

46/100

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 · 4584.TWOLocal privado en este navegador · Jufan Industrial 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

$1.3B

P/E

12.3x

↓

EV/EBITDA

6.0x

↓

ROE

9.7%

↑

Gross Margin

33.3%

↑

Debt/Equity

0.36

↑
52-Week Range$42
$40$63

TradingView lightweight chart

4584.TWO price, volumen y niveles de valoración

Último $42.00Periodo -44.4%
Fair value: $42.00

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

+7.8%

FCF CAGR

—

FCF margin

-1.3%

FCF / Net income

-0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.31B · net income $102.8M · FCF $-17.2M

2022-FY → 2025-FY

Gross margin

33.3%-2.1% pts

Operating margin

13.8%-0.1% pts

Net margin

7.8%-1.0% pts

FCF margin

-1.3%-5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.31B$1.31B$1.33B$1.01B$1.05B
Net Income$102.8M$102.8M$108.1M$91.0M$92.1M
EBITDA$218.2M$218.2M$225.2M$188.4M$186.2M
EPS——3.603.033.34
Gross Margin33.3%33.3%31.7%32.2%35.3%
Operating Margin13.8%13.8%12.2%9.8%13.9%
Net Margin7.8%7.8%8.1%9.0%8.8%
Balance Sheet
Debt/Equity0.360.360.550.570.61
Current Ratio1.661.66———
Cash Flow
Free Cash Flow$-17.2M$-17.2M$50.2M$73.2M$47.3M
Returns
ROE9.7%9.7%10.6%9.8%10.3%
Valuation
P/E12.2812.2817.5317.5112.47
EV/EBITDA5.995.999.158.736.77
P/B1.191.191.861.721.28
Growth & Yield
Revenue Growth-1.5%-1.5%31.5%-3.2%—
EPS Growth——18.8%-9.4%—
Dividend Yield5.4%5.4%———

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 -24.6%

Total return

-24.6%

Start / end P/E

n/dx → n/dx

EPS bridge

3.60 → n/d

Residual

-30.0%

EPS growthn/d
Multiple reratingn/d
Dividend+5.4%
Residual / FX / buybacks / cross-term-30.0%

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.