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5515.TW$41.20-0.84%
Fair $41.20+0.0%

5515.TW

Chien Kuo Construction Co., Ltd.

Industrials / Engineering & ConstructionTaiwan

$41.20

-0.35 (-0.84%)

Fairly Valued+0.0%Fair Value $41.20Fund rank 32/100 · Data gapFallback financials|
SA 68/B
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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $1.5B · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

68/100

B

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 5515.TWLocal privado en este navegador · Chien Kuo Construction 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

$8.3B

P/E

9.2x

↓

EV/EBITDA

5.1x

↓

ROE

17.2%

↑

Gross Margin

16.6%

↓

Debt/Equity

0.03

↓
52-Week Range$41
$23$44

TradingView lightweight chart

5515.TW price, volumen y niveles de valoración

Último $41.20Periodo +1186.3%
Fair value: $41.20

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

+11.9%

FCF CAGR

—

FCF margin

37.1%

FCF / Net income

2.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.10B · net income $903.6M · FCF $2.64B

2022-FY → 2025-FY

Gross margin

16.6%+5.8% pts

Operating margin

10.3%+5.7% pts

Net margin

12.7%+9.1% pts

FCF margin

37.1%+47.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.10B$7.10B$6.12B$4.19B$5.07B
Net Income$903.6M$903.6M$681.8M$338.5M$184.1M
EBITDA$1.20B$1.20B$890.9M$464.7M$260.4M
EPS——2.901.340.90
Gross Margin16.6%16.6%13.0%9.3%10.8%
Operating Margin10.3%10.3%6.5%1.1%4.6%
Net Margin12.7%12.7%11.1%8.1%3.6%
Balance Sheet
Debt/Equity0.030.030.05—0.18
Current Ratio1.771.77———
Cash Flow
Free Cash Flow$2.64B$2.64B$413.4M$1.55B$-506.5M
Returns
ROE17.2%17.2%13.8%7.0%3.9%
Valuation
P/E9.249.248.8416.7015.69
EV/EBITDA5.105.106.178.662.18
P/B1.581.581.221.170.61
Growth & Yield
Revenue Growth15.9%15.9%46.2%-17.4%—
EPS Growth——116.4%48.9%—
Dividend Yield5.2%5.2%———

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 +51.5%

Total return

+51.5%

Start / end P/E

n/dx → n/dx

EPS bridge

2.90 → n/d

Residual

+46.4%

EPS growthn/d
Multiple reratingn/d
Dividend+5.2%
Residual / FX / buybacks / cross-term+46.4%

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.