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5301.TWO$6.79-1.31%
Fair $6.79+0.0%

5301.TWO

CJW International CO., LTD.

Consumer Cyclical / Luxury GoodsTaipei Exchange

$6.79

-0.09 (-1.31%)

Fairly Valued+0.0%Fair Value $6.79Fund rank 28/100 · Data gapFallback financials|
SA 23/D
F-Score: 3/9
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 20%

FCF escenarios

weak_data · normalized FCF $-21.6M · quality 52.0/100

Data gap 28/100
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

23/100

D

Piotroski

3/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -22.3%, below the 5% threshold
Thesis & Journal · 5301.TWOLocal privado en este navegador · CJW International 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

$447M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-22.3%

↓

Gross Margin

65.8%

↑

Debt/Equity

0.14

↓
52-Week Range$7
$7$16

TradingView lightweight chart

5301.TWO price, volumen y niveles de valoración

Último $6.790Periodo -94.5%
Fair value: $6.790

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

+63.3%

FCF CAGR

—

FCF margin

-3.5%

FCF / Net income

0.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $236.5M · net income $-119.5M · FCF $-8.2M

2022-FY → 2025-FY

Gross margin

65.8%+59.1% pts

Operating margin

-45.6%+98.7% pts

Net margin

-50.5%+80.2% pts

FCF margin

-3.5%+171.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$236.5M$236.5M$367.3M$236.4M$54.3M
Net Income$-119.5M$-119.5M$-61.3M$-83.0M$-71.0M
EBITDA$-84.5M$-84.5M$-26.6M$-49.1M$-34.1M
EPS——-0.93-0.61-0.66
Gross Margin65.8%65.8%58.4%38.2%6.7%
Operating Margin-45.6%-45.6%-23.0%-34.0%-144.2%
Net Margin-50.5%-50.5%-16.7%-35.1%-130.7%
Balance Sheet
Debt/Equity0.140.140.250.190.20
Current Ratio3.663.66———
Cash Flow
Free Cash Flow$-8.2M$-8.2M$-21.6M$-127.2M$-94.9M
Returns
ROE-22.3%-22.3%-9.5%-12.5%-10.0%
Valuation
P/B0.840.842.234.643.37
Growth & Yield
Revenue Growth-35.6%-35.6%55.4%335.0%—
EPS Growth——-52.5%7.6%—

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 -46.2%

Total return

-46.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.93 → n/d

Residual

-46.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-46.2%

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.