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5465.TWO$27.90+2.95%
Fair $27.90+0.0%

5465.TWO

Loyalty Founder Enterprise Co.,Ltd.

Technology / Computer HardwareTaipei Exchange

$27.90

+0.80 (+2.95%)

Fairly Valued+0.0%Fair Value $27.90Fund rank 30/100 · Data gapFallback financials|
SA 43/C
F-Score: 2/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $414.3M · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

43/100

C

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: 0unknown: 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.
Thesis & Journal · 5465.TWOLocal privado en este navegador · Loyalty Founder Enterprise 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

$4.1B

P/E

21.8x

↑

EV/EBITDA

11.5x

↓

ROE

7.9%

↑

Gross Margin

13.0%

↓

Debt/Equity

0.36

↑
52-Week Range$28
$24$46

TradingView lightweight chart

5465.TWO price, volumen y niveles de valoración

Último $27.90Periodo +282.0%
Fair value: $27.90

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

+8.4%

FCF CAGR

—

FCF margin

-11.3%

FCF / Net income

-3.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.45B · net income $190.1M · FCF $-616.6M

2022-FY → 2025-FY

Gross margin

13.0%-2.3% pts

Operating margin

6.8%-1.0% pts

Net margin

3.5%-3.5% pts

FCF margin

-11.3%-20.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.45B$5.45B$4.49B$5.44B$4.28B
Net Income$190.1M$190.1M$269.0M$289.4M$299.0M
EBITDA$409.4M$409.4M$498.4M$549.7M$621.3M
EPS——1.821.952.01
Gross Margin13.0%13.0%15.2%12.8%15.4%
Operating Margin6.8%6.8%7.6%6.6%7.8%
Net Margin3.5%3.5%6.0%5.3%7.0%
Balance Sheet
Debt/Equity0.360.360.020.030.02
Current Ratio1.861.86———
Cash Flow
Free Cash Flow$-616.6M$-616.6M$420.1M$414.3M$371.4M
Returns
ROE7.9%7.9%10.9%12.4%13.0%
Valuation
P/E21.8021.8020.2723.779.78
EV/EBITDA11.4711.4710.2911.063.70
P/B1.711.712.222.931.27
Growth & Yield
Revenue Growth21.6%21.6%-17.5%26.9%—
EPS Growth——-6.7%-3.0%—
Dividend Yield7.3%7.3%———

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 -22.5%

Total return

-22.5%

Start / end P/E

n/dx → n/dx

EPS bridge

1.82 → n/d

Residual

-29.8%

EPS growthn/d
Multiple reratingn/d
Dividend+7.3%
Residual / FX / buybacks / cross-term-29.8%

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.