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5519.TW$31.80-0.47%
Fair $31.80+0.0%

5519.TW

LongDa Construction & Development Corporation

Industrials / Engineering & ConstructionTaiwan

$31.80

-0.15 (-0.47%)

Fairly Valued+0.0%Fair Value $31.80Fund rank 31/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $614.6M · quality 56.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

39/100

D

Piotroski

5/9

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 · 5519.TWLocal privado en este navegador · LongDa Construction & Development Corporation
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

$7.0B

P/E

6.5x

↓

EV/EBITDA

7.7x

↓

ROE

17.5%

↑

Gross Margin

33.1%

↑

Debt/Equity

1.10

↑
52-Week Range$32
$27$37

TradingView lightweight chart

5519.TW price, volumen y niveles de valoración

Último $31.80Periodo +205.7%
Fair value: $31.80

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

+5.0%

FCF CAGR

+23.9%

FCF margin

34.6%

FCF / Net income

1.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.45B · net income $1.09B · FCF $1.89B

2022-FY → 2025-FY

Gross margin

33.1%+2.4% pts

Operating margin

24.6%+2.5% pts

Net margin

20.0%+0.7% pts

FCF margin

34.6%+13.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.45B$5.45B$6.25B$4.37B$4.71B
Net Income$1.09B$1.09B$855.4M$808.4M$905.8M
EBITDA$1.39B$1.39B$1.13B$1.00B$1.06B
EPS——3.873.664.09
Gross Margin33.1%33.1%24.8%31.8%30.7%
Operating Margin24.6%24.6%17.5%22.1%22.1%
Net Margin20.0%20.0%13.7%18.5%19.2%
Balance Sheet
Debt/Equity1.101.101.081.031.07
Current Ratio3.173.17———
Cash Flow
Free Cash Flow$1.89B$1.89B$103.1M$614.6M$991.0M
Returns
ROE17.5%17.5%14.8%14.9%17.9%
Valuation
P/E6.466.468.718.215.44
EV/EBITDA7.717.7110.8210.768.25
P/B1.121.121.291.230.97
Growth & Yield
Revenue Growth-12.8%-12.8%43.2%-7.4%—
EPS Growth——5.7%-10.5%—
Dividend Yield9.4%9.4%———

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 -1.2%

Total return

-1.2%

Start / end P/E

n/dx → n/dx

EPS bridge

3.87 → n/d

Residual

-10.5%

EPS growthn/d
Multiple reratingn/d
Dividend+9.4%
Residual / FX / buybacks / cross-term-10.5%

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.