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4770.TW$254.50-0.20%
Fair $254.50+0.0%

4770.TW

Allied Supreme Corp.

Basic Materials / Specialty ChemicalsTaiwan

$254.50

-0.50 (-0.20%)

Fairly Valued+0.0%Fair Value $254.50Fund rank 34/100 · Data gapFallback financials|
SA 53/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 $1.2B · quality 68.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

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 · 4770.TWLocal privado en este navegador · Allied Supreme 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

$20.4B

P/E

25.1x

↑

EV/EBITDA

14.3x

↑

ROE

9.9%

↑

Gross Margin

33.0%

↑

Debt/Equity

0.06

↓
52-Week Range$255
$204$345

TradingView lightweight chart

4770.TW price, volumen y niveles de valoración

Último $254.50Periodo +113.9%
Fair value: $254.50

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

-8.3%

FCF CAGR

+42.9%

FCF margin

29.9%

FCF / Net income

1.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.73B · net income $815.9M · FCF $1.41B

2022-FY → 2025-FY

Gross margin

33.0%-12.1% pts

Operating margin

21.6%-13.1% pts

Net margin

17.3%-11.7% pts

FCF margin

29.9%+22.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.73B$4.73B$6.46B$5.69B$6.14B
Net Income$815.9M$815.9M$1.73B$1.68B$1.78B
EBITDA$1.23B$1.23B$2.33B$2.25B$2.30B
EPS——21.5521.0422.16
Gross Margin33.0%33.0%40.7%46.4%45.1%
Operating Margin21.6%21.6%30.7%35.4%34.6%
Net Margin17.3%17.3%26.8%29.6%28.9%
Balance Sheet
Debt/Equity0.060.060.050.070.06
Current Ratio4.644.64———
Cash Flow
Free Cash Flow$1.41B$1.41B$1.23B$631.4M$484.6M
Returns
ROE9.9%9.9%20.8%22.6%26.4%
Valuation
P/E25.0725.0714.0815.2314.21
EV/EBITDA14.3314.339.1610.119.69
P/B2.472.472.923.443.75
Growth & Yield
Revenue Growth-26.8%-26.8%13.4%-7.3%—
EPS Growth——2.4%-5.1%—
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 +13.5%

Total return

+13.5%

Start / end P/E

n/dx → n/dx

EPS bridge

21.55 → n/d

Residual

+10.9%

EPS growthn/d
Multiple reratingn/d
Dividend+2.6%
Residual / FX / buybacks / cross-term+10.9%

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.