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4912.TW$102.50-9.69%
Fair $102.50+0.0%

4912.TW

Lemtech Holdings Co., Limited

Industrials / Metal FabricationTaiwan

$102.50

-11.00 (-9.69%)

Fairly Valued+0.0%Fair Value $102.50Fund rank 24/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9
Low Profitability

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 17%

FCF escenarios

weak_data · normalized FCF $97.9M · quality 40.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

47/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 3.3%, below the 5% threshold
Thesis & Journal · 4912.TWLocal privado en este navegador · Lemtech Holdings Co., Limited
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

$6.9B

P/E

52.0x

↑

EV/EBITDA

9.3x

↓

ROE

3.3%

↓

Gross Margin

21.5%

↓

Debt/Equity

0.67

↑
52-Week Range$103
$72$117

TradingView lightweight chart

4912.TW price, volumen y niveles de valoración

Último $102.50Periodo +351.9%
Fair value: $102.50

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

+1.6%

FCF CAGR

—

FCF margin

-3.8%

FCF / Net income

-1.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.28B · net income $129.0M · FCF $-237.9M

2022-FY → 2025-FY

Gross margin

21.5%+0.2% pts

Operating margin

6.5%-1.4% pts

Net margin

2.1%-4.5% pts

FCF margin

-3.8%-0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.28B$6.28B$5.68B$4.66B$5.98B
Net Income$129.0M$129.0M$402.0M$260.1M$390.8M
EBITDA$867.5M$867.5M$1.01B$724.1M$882.3M
EPS——6.143.985.41
Gross Margin21.5%21.5%23.0%22.0%21.3%
Operating Margin6.5%6.5%9.3%7.0%7.9%
Net Margin2.1%2.1%7.1%5.6%6.5%
Balance Sheet
Debt/Equity0.670.670.610.600.83
Current Ratio1.611.61———
Cash Flow
Free Cash Flow$-237.9M$-237.9M$97.9M$537.7M$-208.5M
Returns
ROE3.3%3.3%10.5%7.6%11.9%
Valuation
P/E52.0352.0323.6519.4713.87
EV/EBITDA9.339.339.787.837.89
P/B1.771.772.491.491.73
Growth & Yield
Revenue Growth10.4%10.4%21.8%-22.1%—
EPS Growth——54.2%-26.4%—
Dividend Yield3.5%3.5%———

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 +24.2%

Total return

+24.2%

Start / end P/E

n/dx → n/dx

EPS bridge

6.14 → n/d

Residual

+20.7%

EPS growthn/d
Multiple reratingn/d
Dividend+3.5%
Residual / FX / buybacks / cross-term+20.7%

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.