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5206.TWO$21.70+0.00%
Fair $21.70+0.0%

5206.TWO

Kunyue Development Co., Ltd.

Real Estate / Real Estate - DevelopmentTaipei Exchange

$21.70

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $21.70Fund rank 18/100 · Data gapFallback financials|
SA 30/D
F-Score: 4/9
High Debt

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 44.0/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

30/100

D

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 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. Debt-to-Equity ratio is 2.95, above the 2.0 threshold
Thesis & Journal · 5206.TWOLocal privado en este navegador · Kunyue Development 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

$3.7B

P/E

6.3x

↓

EV/EBITDA

17.4x

↑

ROE

16.0%

↑

Gross Margin

31.8%

↓

Debt/Equity

2.95

↑
52-Week Range$22
$21$39

TradingView lightweight chart

5206.TWO price, volumen y niveles de valoración

Último $21.70Periodo +393.8%
Fair value: $21.70

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

+111.9%

FCF CAGR

—

FCF margin

-33.3%

FCF / Net income

-2.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.78B · net income $590.0M · FCF $-1.26B

2022-FY → 2025-FY

Gross margin

31.8%+5.1% pts

Operating margin

19.4%+47.9% pts

Net margin

15.6%+41.9% pts

FCF margin

-33.3%+166.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.78B$3.78B$2.44B$3.37B$396.9M
Net Income$590.0M$590.0M$321.7M$358.2M$-104.3M
EBITDA$785.1M$785.1M$451.9M$486.0M$-88.2M
EPS——1.882.09-0.61
Gross Margin31.8%31.8%32.4%25.3%26.6%
Operating Margin19.4%19.4%16.0%12.9%-28.5%
Net Margin15.6%15.6%13.2%10.6%-26.3%
Balance Sheet
Debt/Equity2.952.953.042.352.58
Current Ratio1.311.31———
Cash Flow
Free Cash Flow$-1.26B$-1.26B$-2.18B$204.3M$-794.7M
Returns
ROE16.0%16.0%10.1%11.7%-3.8%
Valuation
P/E6.316.3120.6712.57—
EV/EBITDA17.4417.4434.4621.90—
P/B1.011.012.101.470.91
Growth & Yield
Revenue Growth55.1%55.1%-27.8%749.2%—
EPS Growth——-10.1%443.3%—
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 -36.7%

Total return

-36.7%

Start / end P/E

n/dx → n/dx

EPS bridge

1.88 → n/d

Residual

-39.0%

EPS growthn/d
Multiple reratingn/d
Dividend+2.3%
Residual / FX / buybacks / cross-term-39.0%

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.