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4755.TW$152.00+2.01%
Fair $152.00+0.0%

4755.TW

San Fu Chemical Co., Ltd.

Basic Materials / Specialty ChemicalsTaiwan

$152.00

+3.00 (+2.01%)

Fairly Valued+0.0%Fair Value $152.00Fund rank 31/100 · Data gapFallback financials|
SA 48/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $284.5M · quality 60.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

48/100

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 · 4755.TWLocal privado en este navegador · San Fu Chemical 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

$15.3B

P/E

41.1x

↑

EV/EBITDA

17.1x

↑

ROE

7.1%

↑

Gross Margin

21.7%

↑

Debt/Equity

0.42

↑
52-Week Range$152
$96$180

TradingView lightweight chart

4755.TW price, volumen y niveles de valoración

Último $152.00Periodo +322.8%
Fair value: $152.00

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

-4.9%

FCF CAGR

+23.2%

FCF margin

12.4%

FCF / Net income

1.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.84B · net income $372.3M · FCF $598.7M

2022-FY → 2025-FY

Gross margin

21.7%-5.0% pts

Operating margin

10.3%-6.2% pts

Net margin

7.7%-7.4% pts

FCF margin

12.4%+6.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.84B$4.84B$5.32B$4.99B$5.62B
Net Income$372.3M$372.3M$412.6M$444.5M$849.4M
EBITDA$971.3M$971.3M$1.05B$1.00B$1.40B
EPS——4.094.418.42
Gross Margin21.7%21.7%19.0%20.5%26.7%
Operating Margin10.3%10.3%9.6%11.2%16.6%
Net Margin7.7%7.7%7.7%8.9%15.1%
Balance Sheet
Debt/Equity0.420.420.460.360.31
Current Ratio1.421.42———
Cash Flow
Free Cash Flow$598.7M$598.7M$81.5M$284.5M$319.9M
Returns
ROE7.1%7.1%9.1%10.1%18.5%
Valuation
P/E41.0841.0831.5428.3414.19
EV/EBITDA17.0617.0613.9513.669.17
P/B2.912.912.882.862.63
Growth & Yield
Revenue Growth-9.2%-9.2%6.7%-11.2%—
EPS Growth——-7.3%-47.6%—
Dividend Yield2.3%2.3%———

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 +39.2%

Total return

+39.2%

Start / end P/E

n/dx → n/dx

EPS bridge

4.09 → n/d

Residual

+36.9%

EPS growthn/d
Multiple reratingn/d
Dividend+2.3%
Residual / FX / buybacks / cross-term+36.9%

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.