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4720.TW$25.50+0.39%
Fair $25.50+0.0%

4720.TW

Tex Year Industries Inc.

Basic Materials / Specialty ChemicalsTaiwan

$25.50

+0.10 (+0.39%)

Fairly Valued+0.0%Fair Value $25.50Fund rank 29/100 · Data gapFallback financials|
SA 50/C
F-Score: 3/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $82.0M · quality 50.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

50/100

C

Piotroski

3/9

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 · 4720.TWLocal privado en este navegador · Tex Year Industries Inc.
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

$2.9B

P/E

34.5x

↑

EV/EBITDA

13.1x

↑

ROE

5.2%

↑

Gross Margin

23.0%

↑

Debt/Equity

0.66

↑
52-Week Range$26
$13$30

TradingView lightweight chart

4720.TW price, volumen y niveles de valoración

Último $25.50Periodo +153.3%
Fair value: $25.50

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

+57.3%

FCF CAGR

—

FCF margin

-7.9%

FCF / Net income

-3.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.59B · net income $85.1M · FCF $-284.7M

2022-FY → 2025-FY

Gross margin

23.0%+18.2% pts

Operating margin

3.5%+11.2% pts

Net margin

2.4%+12.4% pts

FCF margin

-7.9%+8.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.59B$3.59B$3.68B$3.31B$923.9M
Net Income$85.1M$85.1M$161.0M$76.5M$-92.7M
EBITDA$261.6M$261.6M$323.2M$242.1M$36.5M
EPS——1.410.68-1.00
Gross Margin23.0%23.0%23.8%19.8%4.9%
Operating Margin3.5%3.5%4.7%0.9%-7.7%
Net Margin2.4%2.4%4.4%2.3%-10.0%
Balance Sheet
Debt/Equity0.660.660.430.630.65
Current Ratio1.431.43———
Cash Flow
Free Cash Flow$-284.7M$-284.7M$82.0M$344.3M$-155.5M
Returns
ROE5.2%5.2%9.7%5.6%-17.3%
Valuation
P/E34.4634.4613.2324.56—
EV/EBITDA13.0713.077.209.2850.45
P/B1.801.801.301.412.99
Growth & Yield
Revenue Growth-2.3%-2.3%11.1%258.3%—
EPS Growth——107.4%168.0%—
Dividend Yield3.9%3.9%———

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 +54.8%

Total return

+54.8%

Start / end P/E

n/dx → n/dx

EPS bridge

1.41 → n/d

Residual

+50.9%

EPS growthn/d
Multiple reratingn/d
Dividend+3.9%
Residual / FX / buybacks / cross-term+50.9%

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.