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5288.TW$160.00-0.62%
Fair $160.00+0.0%

5288.TW

Eurocharm Holdings Co., Ltd.

Industrials / ConglomeratesTaiwan

$160.00

-1.00 (-0.62%)

Fairly Valued+0.0%Fair Value $160.00Fund rank 32/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 60.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

34/100

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: 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 · 5288.TWLocal privado en este navegador · Eurocharm Holdings 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

$11.2B

P/E

13.2x

↓

EV/EBITDA

7.1x

↓

ROE

13.7%

↑

Gross Margin

22.4%

↓

Debt/Equity

N/A

•
52-Week Range$160
$108$179

TradingView lightweight chart

5288.TW price, volumen y niveles de valoración

Último $160.00Periodo +110.5%
Fair value: $160.00

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

-5.4%

FCF CAGR

-4.4%

FCF margin

9.7%

FCF / Net income

0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.81B · net income $848.3M · FCF $662.9M

2022-FY → 2025-FY

Gross margin

22.4%+3.0% pts

Operating margin

13.5%-0.4% pts

Net margin

12.5%+0.8% pts

FCF margin

9.7%+0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.81B$6.81B$7.28B$7.27B$8.04B
Net Income$848.3M$848.3M$1.14B$1.03B$941.4M
EBITDA$1.39B$1.39B$1.68B$1.61B$1.45B
EPS——16.4514.9513.91
Gross Margin22.4%22.4%22.2%21.0%19.4%
Operating Margin13.5%13.5%15.5%15.0%13.9%
Net Margin12.5%12.5%15.7%14.2%11.7%
Balance Sheet
Debt/Equity——0.030.150.48
Current Ratio2.372.37———
Cash Flow
Free Cash Flow$662.9M$662.9M$1.36B$1.49B$758.9M
Returns
ROE13.7%13.7%18.7%20.6%21.3%
Valuation
P/E13.1613.1612.0412.0412.08
EV/EBITDA7.097.097.687.668.38
P/B1.801.802.262.502.58
Growth & Yield
Revenue Growth-6.6%-6.6%0.2%-9.6%—
EPS Growth——10.0%7.5%—
Dividend Yield5.3%5.3%———

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 +13.0%

Total return

+13.0%

Start / end P/E

n/dx → n/dx

EPS bridge

16.45 → n/d

Residual

+7.7%

EPS growthn/d
Multiple reratingn/d
Dividend+5.3%
Residual / FX / buybacks / cross-term+7.7%

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.