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6952.TW$36.45-1.49%
Fair $36.45+0.0%

6952.TW

Dawushan Farm Technology Co., Ltd.

Consumer Defensive / Farm ProductsTaiwan

$36.45

-0.55 (-1.49%)

Fairly Valued+0.0%Fair Value $36.45Fund rank 23/100 · Data gapFallback financials|
SA 19/F
F-Score: 2/9
Margin CompressionLow 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 16%

FCF escenarios

weak_data · normalized FCF $-89.6M · quality 36.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

19/100

F

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is -5.7%, below the 5% threshold
Thesis & Journal · 6952.TWLocal privado en este navegador · Dawushan Farm Technology 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

$2.5B

P/E

N/A

•

EV/EBITDA

20.1x

↑

ROE

-5.7%

↓

Gross Margin

16.3%

↓

Debt/Equity

1.18

↑
52-Week Range$36
$36$53

TradingView lightweight chart

6952.TW price, volumen y niveles de valoración

Último $36.45Periodo -46.2%
Fair value: $36.45

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

+17.7%

FCF CAGR

—

FCF margin

-16.4%

FCF / Net income

3.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.94B · net income $-80.8M · FCF $-318.9M

2022-FY → 2025-FY

Gross margin

16.3%-1.1% pts

Operating margin

1.4%-14.0% pts

Net margin

-4.2%-17.6% pts

FCF margin

-16.4%+7.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.94B$1.94B$1.99B$1.15B$1.19B
Net Income$-80.8M$-80.8M$94.8M$72.1M$160.0M
EBITDA$196.3M$196.3M$463.5M$280.7M$369.2M
EPS——2.161.232.76
Gross Margin16.3%16.3%26.9%17.1%17.4%
Operating Margin1.4%1.4%11.8%12.2%15.4%
Net Margin-4.2%-4.2%4.8%6.3%13.4%
Balance Sheet
Debt/Equity1.181.180.380.540.64
Current Ratio0.610.61———
Cash Flow
Free Cash Flow$-318.9M$-318.9M$-89.6M$40.2M$-280.4M
Returns
ROE-5.7%-5.7%4.5%5.6%15.1%
Valuation
P/E——22.6957.32—
EV/EBITDA20.1520.157.7216.31—
P/B1.721.721.513.22—
Growth & Yield
Revenue Growth-2.2%-2.2%73.0%-3.6%—
EPS Growth——75.6%-55.4%—
Dividend Yield5.4%5.4%———

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 -20.6%

Total return

-20.6%

Start / end P/E

n/dx → n/dx

EPS bridge

2.16 → n/d

Residual

-26.0%

EPS growthn/d
Multiple reratingn/d
Dividend+5.4%
Residual / FX / buybacks / cross-term-26.0%

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.