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4707.TWO$19.65+9.78%
Fair $19.65+0.0%

4707.TWO

Pan Asia Chemical Co.

Basic Materials / Specialty ChemicalsTaipei Exchange

$19.65

+1.75 (+9.78%)

Fairly Valued+0.0%Fair Value $19.65Fund rank 29/100 · Data gapFallback financials|
SA 53/C
F-Score: 5/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $38.2M · quality 49.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

53/100

C

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 4707.TWOLocal privado en este navegador · Pan Asia Chemical Co.
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

$7.9B

P/E

22.1x

↑

EV/EBITDA

19.6x

↑

ROE

6.3%

↑

Gross Margin

1.3%

↓

Debt/Equity

0.39

↑
52-Week Range$20
$9$20

TradingView lightweight chart

4707.TWO price, volumen y niveles de valoración

Último $19.65Periodo +246.9%
Fair value: $19.65

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-5.9%

FCF CAGR

-36.1%

FCF margin

2.6%

FCF / Net income

0.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.44B · net income $381.8M · FCF $38.2M

2021-FY → 2024-FY

Gross margin

1.3%-9.9% pts

Operating margin

-5.6%-9.7% pts

Net margin

26.5%+6.6% pts

FCF margin

2.6%-5.8% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.44B$1.44B$1.32B$1.83B$1.73B
Net Income$381.8M$381.8M$347.3M$402.1M$343.0M
EBITDA$498.9M$498.9M$461.4M$534.0M$453.3M
EPS0.940.940.861.000.85
Gross Margin1.3%1.3%6.9%14.7%11.2%
Operating Margin-5.6%-5.6%-0.5%6.9%4.0%
Net Margin26.5%26.5%26.3%22.0%19.9%
Balance Sheet
Debt/Equity0.390.390.340.420.45
Current Ratio0.380.38———
Cash Flow
Free Cash Flow$38.2M$38.2M$25.9M$398.2M$146.7M
Returns
ROE6.3%6.3%5.8%7.1%5.9%
Valuation
P/E22.0822.0813.9210.4912.18
EV/EBITDA19.5819.5813.9211.3113.87
P/B1.321.320.800.740.72
Growth & Yield
Revenue Growth8.9%8.9%-27.7%5.9%—
EPS Growth9.3%9.3%-13.6%17.5%—
Dividend Yield1.4%1.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

22.9%

exigente

EPS terminal req.

$1.74

Spread vs growth

-13.6%

5Y implied EPS CAGR

17.5%

exigente

EPS terminal req.

$2.11

Spread vs growth

-8.2%

10Y implied EPS CAGR

13.7%

razonable

EPS terminal req.

$3.40

Spread vs growth

-4.4%

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 +82.5%

Total return

+82.5%

Start / end P/E

12.6x → 20.9x

EPS bridge

0.86 → 0.94

Residual

+6.1%

EPS growth+9.3%
Multiple rerating+65.7%
Dividend+1.4%
Residual / FX / buybacks / cross-term+6.1%

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.