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4721.TWO$90.20-1.53%
Fair $90.20+0.0%

4721.TWO

Mechema Chemicals International Corp.

Basic Materials / Specialty ChemicalsTaipei Exchange

$90.20

-1.40 (-1.53%)

Fairly Valued+0.0%Fair Value $90.20Fund rank 32/100 · Data gapFallback financials|
SA 46/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $258.9M · quality 59.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

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 · 4721.TWOLocal privado en este navegador · Mechema Chemicals International Corp.
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

$6.8B

P/E

30.0x

↑

EV/EBITDA

18.8x

↑

ROE

16.6%

↑

Gross Margin

18.3%

↓

Debt/Equity

0.49

↑
52-Week Range$90
$58$98

TradingView lightweight chart

4721.TWO price, volumen y niveles de valoración

Último $90.20Periodo +297.0%
Fair value: $90.20

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

-21.7%

FCF CAGR

-28.5%

FCF margin

4.4%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.53B · net income $225.7M · FCF $112.4M

2022-FY → 2025-FY

Gross margin

18.3%+8.6% pts

Operating margin

11.9%+4.9% pts

Net margin

8.9%+1.7% pts

FCF margin

4.4%-1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.53B$2.53B$2.12B$2.32B$5.27B
Net Income$225.7M$225.7M$251.9M$-24.5M$381.3M
EBITDA$369.9M$369.9M$322.8M$46.6M$520.9M
EPS——3.36-0.335.08
Gross Margin18.3%18.3%19.6%10.1%9.7%
Operating Margin11.9%11.9%12.5%4.8%7.0%
Net Margin8.9%8.9%11.9%-1.1%7.2%
Balance Sheet
Debt/Equity0.490.490.370.360.53
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$112.4M$112.4M$258.9M$575.6M$308.1M
Returns
ROE16.6%16.6%19.2%-2.2%25.4%
Valuation
P/E29.9729.9719.61—19.51
EV/EBITDA18.8318.8315.37142.9415.09
P/B4.994.993.775.754.95
Growth & Yield
Revenue Growth19.3%19.3%-8.4%-56.1%—
EPS Growth——1118.2%-106.5%—
Dividend Yield2.6%2.6%———

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 +45.3%

Total return

+45.3%

Start / end P/E

n/dx → n/dx

EPS bridge

3.36 → n/d

Residual

+42.7%

EPS growthn/d
Multiple reratingn/d
Dividend+2.6%
Residual / FX / buybacks / cross-term+42.7%

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.