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5284.TW$428.50-4.03%
Fair $428.50+0.0%

5284.TW

JPP Holding Company Limited

Technology / Electronic ComponentsTaiwan

$428.50

-18.00 (-4.03%)

Fairly Valued+0.0%Fair Value $428.50Fund rank 25/100 · Data gapFallback financials|
SA 58/C
F-Score: 6/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-185.7M · quality 45.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

58/100

C

Piotroski

6/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 5284.TWLocal privado en este navegador · JPP Holding Company 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

$22.7B

P/E

35.5x

↑

EV/EBITDA

21.3x

↑

ROE

16.7%

↑

Gross Margin

37.8%

↑

Debt/Equity

0.42

↑
52-Week Range$429
$148$480

TradingView lightweight chart

5284.TW price, volumen y niveles de valoración

Último $428.50Periodo +563.3%
Fair value: $428.50

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

+27.8%

FCF CAGR

—

FCF margin

-5.0%

FCF / Net income

-0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.73B · net income $618.2M · FCF $-185.7M

2022-FY → 2025-FY

Gross margin

37.8%+1.6% pts

Operating margin

20.8%+2.7% pts

Net margin

16.6%+3.0% pts

FCF margin

-5.0%-0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.73B$3.73B$2.39B$2.25B$1.79B
Net Income$618.2M$618.2M$49.2M$399.4M$243.6M
EBITDA$1.11B$1.11B$371.5M$673.9M$490.3M
EPS——1.028.335.02
Gross Margin37.8%37.8%34.2%39.0%36.2%
Operating Margin20.8%20.8%16.8%21.8%18.0%
Net Margin16.6%16.6%2.1%17.8%13.6%
Balance Sheet
Debt/Equity0.420.420.690.520.46
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$-185.7M$-185.7M$-568.1M$-62.3M$-86.8M
Returns
ROE16.7%16.7%1.9%17.0%11.8%
Valuation
P/E35.5335.53159.8014.1714.00
EV/EBITDA21.2921.2924.459.898.52
P/B6.136.132.982.411.66
Growth & Yield
Revenue Growth56.2%56.2%6.2%25.7%—
EPS Growth——-87.8%66.1%—
Dividend Yield0.3%0.3%———

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 +167.3%

Total return

+167.3%

Start / end P/E

n/dx → n/dx

EPS bridge

1.02 → n/d

Residual

+167.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.3%
Residual / FX / buybacks / cross-term+167.0%

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.