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4907.TWO$37.50+5.34%
Fair $37.50+0.0%

4907.TWO

Fu Yu Property Co., Ltd.

Real Estate / Real Estate - DevelopmentTaipei Exchange

$37.50

+1.90 (+5.34%)

Fairly Valued+0.0%Fair Value $37.50Fund rank 19/100 · Data gapFallback financials|
SA 29/D
F-Score: 2/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 38.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

29/100

D

Piotroski

2/9

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 NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · 4907.TWOLocal privado en este navegador · Fu Yu Property 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

$4.4B

P/E

30.7x

↑

EV/EBITDA

38.3x

↑

ROE

5.9%

↑

Gross Margin

21.4%

↓

Debt/Equity

1.56

↑
52-Week Range$38
$35$51

TradingView lightweight chart

4907.TWO price, volumen y niveles de valoración

Último $37.50Periodo +24.4%
Fair value: $37.50

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

+74.3%

FCF CAGR

—

FCF margin

-90.1%

FCF / Net income

-10.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.74B · net income $144.7M · FCF $-1.57B

2022-FY → 2025-FY

Gross margin

21.4%-6.6% pts

Operating margin

11.6%+6.2% pts

Net margin

8.3%+4.9% pts

FCF margin

-90.1%+567.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.74B$1.74B$6.27B$3.40B$329.3M
Net Income$144.7M$144.7M$709.3M$264.4M$11.3M
EBITDA$212.2M$212.2M$893.6M$335.5M$22.1M
EPS——5.992.240.10
Gross Margin21.4%21.4%19.4%17.9%28.0%
Operating Margin11.6%11.6%14.1%9.6%5.4%
Net Margin8.3%8.3%11.3%7.8%3.4%
Balance Sheet
Debt/Equity1.561.561.292.642.95
Current Ratio1.491.49———
Cash Flow
Free Cash Flow$-1.57B$-1.57B$2.59B$747.4M$-2.17B
Returns
ROE5.9%5.9%28.0%13.3%0.6%
Valuation
P/E30.7430.7411.6519.04274.00
EV/EBITDA38.3238.3212.1329.65385.07
P/B1.791.793.262.551.74
Growth & Yield
Revenue Growth-72.2%-72.2%84.3%932.7%—
EPS Growth——167.4%2140.0%—
Dividend Yield4.8%4.8%———

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 -18.1%

Total return

-18.1%

Start / end P/E

n/dx → n/dx

EPS bridge

5.99 → n/d

Residual

-22.9%

EPS growthn/d
Multiple reratingn/d
Dividend+4.8%
Residual / FX / buybacks / cross-term-22.9%

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.