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6504.TW$36.30-0.55%
Fair $36.30+0.0%

6504.TW

Nan Liu Enterprise Co., Ltd.

Consumer Defensive / Household & Personal ProductsTaiwan

$36.30

-0.20 (-0.55%)

Fairly Valued+0.0%Fair Value $36.30Fund rank 21/100 · Data gapFallback financials|
SA 22/D
F-Score: 4/9
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 33% · confianza 17%

FCF escenarios

weak_data · normalized FCF $475.7M · quality 25.7/100

Data gap 21/100
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

22/100

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: 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 -2.3%, below the 5% threshold
Thesis & Journal · 6504.TWLocal privado en este navegador · Nan Liu 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

$2.6B

P/E

N/A

•

EV/EBITDA

10.5x

↑

ROE

-2.3%

↓

Gross Margin

12.7%

↓

Debt/Equity

1.63

↑
52-Week Range$36
$36$64

TradingView lightweight chart

6504.TW price, volumen y niveles de valoración

Último $36.30Periodo +87.2%
Fair value: $36.30

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

+3.4%

FCF CAGR

—

FCF margin

10.4%

FCF / Net income

-8.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.61B · net income $-79.4M · FCF $685.3M

2022-FY → 2025-FY

Gross margin

12.7%+2.2% pts

Operating margin

3.0%+2.2% pts

Net margin

-1.2%-2.2% pts

FCF margin

10.4%+13.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.61B$6.61B$6.72B$6.18B$5.99B
Net Income$-79.4M$-79.4M$101.0M$119.9M$57.7M
EBITDA$663.3M$663.3M$909.0M$836.0M$785.2M
EPS——1.391.650.80
Gross Margin12.7%12.7%12.4%11.9%10.5%
Operating Margin3.0%3.0%2.6%2.9%0.8%
Net Margin-1.2%-1.2%1.5%1.9%1.0%
Balance Sheet
Debt/Equity1.631.631.571.731.74
Current Ratio1.221.22———
Cash Flow
Free Cash Flow$685.3M$685.3M$475.7M$197.6M$-187.0M
Returns
ROE-2.3%-2.3%2.8%3.4%1.6%
Valuation
P/E——45.7647.3991.75
EV/EBITDA10.5010.509.9912.7212.60
P/B0.760.761.271.621.52
Growth & Yield
Revenue Growth-1.5%-1.5%8.7%3.2%—
EPS Growth——-15.8%106.2%—
Dividend Yield2.7%2.7%———

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 -37.4%

Total return

-37.4%

Start / end P/E

n/dx → n/dx

EPS bridge

1.39 → n/d

Residual

-40.1%

EPS growthn/d
Multiple reratingn/d
Dividend+2.7%
Residual / FX / buybacks / cross-term-40.1%

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.