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4989.TW$100.00-6.54%
Fair $100.00+0.0%

4989.TW

LCY Technology Corp.

Basic Materials / CopperTaiwan

$100.00

-7.00 (-6.54%)

Fairly Valued+0.0%Fair Value $100.00Fund rank 29/100 · Data gapFallback financials|
SA 31/D
F-Score: 2/9
Declining RevenueMargin CompressionLow 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 20%

FCF escenarios

weak_data · normalized FCF $-216.6M · quality 53.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

31/100

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: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -32.6%, below the 5% threshold
Thesis & Journal · 4989.TWLocal privado en este navegador · LCY Technology 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

$13.8B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-32.6%

↓

Gross Margin

-12.6%

↓

Debt/Equity

0.22

↓
52-Week Range$100
$14$125

TradingView lightweight chart

4989.TW price, volumen y niveles de valoración

Último $100.00Periodo +1465.2%
Fair value: $100.00

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

-13.0%

FCF CAGR

—

FCF margin

-17.0%

FCF / Net income

0.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.66B · net income $-479.6M · FCF $-451.7M

2022-FY → 2025-FY

Gross margin

-12.6%-19.6% pts

Operating margin

-17.3%-20.6% pts

Net margin

-18.0%-23.0% pts

FCF margin

-17.0%-22.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.66B$2.66B$2.99B$3.56B$4.05B
Net Income$-479.6M$-479.6M$-305.2M$-133.8M$203.0M
EBITDA$-388.9M$-388.9M$-221.8M$-73.6M$355.0M
EPS——-2.22-0.971.47
Gross Margin-12.6%-12.6%-8.5%-1.1%7.1%
Operating Margin-17.3%-17.3%-13.6%-5.1%3.3%
Net Margin-18.0%-18.0%-10.2%-3.8%5.0%
Balance Sheet
Debt/Equity0.220.220.120.070.06
Current Ratio2.122.12———
Cash Flow
Free Cash Flow$-451.7M$-451.7M$-216.6M$-130.6M$216.2M
Returns
ROE-32.6%-32.6%-15.7%-6.1%8.5%
Valuation
P/E————17.62
EV/EBITDA————8.40
P/B9.359.351.281.731.50
Growth & Yield
Revenue Growth-11.1%-11.1%-15.9%-12.1%—
EPS Growth——-128.9%-166.0%—

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 +521.1%

Total return

+521.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.22 → n/d

Residual

+521.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+521.1%

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.