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6982.TWO$56.00+1.63%
Fair $56.00+0.0%

6982.TWO

Walrus Pump Co., Ltd.

Industrials / Specialty Industrial MachineryTaipei Exchange

$56.00

+0.90 (+1.63%)

Fairly Valued+0.0%Fair Value $56.00Fund rank 21/100 · Data gapFallback financials|
SA 33/D
F-Score: 3/9
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-117.5M · quality 40.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

33/100

D

Piotroski

3/9

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 0.3%, below the 5% threshold
Thesis & Journal · 6982.TWOLocal privado en este navegador · Walrus Pump 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

$2.3B

P/E

933.3x

↑

EV/EBITDA

33.7x

↑

ROE

0.3%

↓

Gross Margin

24.2%

↓

Debt/Equity

1.66

↑
52-Week Range$56
$50$81

TradingView lightweight chart

6982.TWO price, volumen y niveles de valoración

Último $56.00Periodo +21.6%
Fair value: $56.00

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

+5.1%

FCF CAGR

—

FCF margin

-34.3%

FCF / Net income

-240.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.62B · net income $2.3M · FCF $-554.5M

2022-FY → 2025-FY

Gross margin

24.2%-2.6% pts

Operating margin

1.8%-5.1% pts

Net margin

0.1%-5.4% pts

FCF margin

-34.3%-9.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.62B$1.62B$1.61B$1.40B$1.39B
Net Income$2.3M$2.3M$101.2M$73.2M$76.8M
EBITDA$107.9M$107.9M$200.6M$155.9M$159.5M
EPS——2.832.062.39
Gross Margin24.2%24.2%28.8%27.7%26.8%
Operating Margin1.8%1.8%6.8%6.2%6.9%
Net Margin0.1%0.1%6.3%5.2%5.5%
Balance Sheet
Debt/Equity1.661.661.041.721.33
Current Ratio1.641.64———
Cash Flow
Free Cash Flow$-554.5M$-554.5M$-99.1M$-117.5M$-348.6M
Returns
ROE0.3%0.3%10.6%11.5%12.4%
Valuation
P/E933.33933.3326.0821.24—
EV/EBITDA33.6633.6616.8415.64—
P/B2.502.502.752.44—
Growth & Yield
Revenue Growth0.3%0.3%14.8%0.8%—
EPS Growth——37.4%-13.8%—
Dividend Yield2.9%2.9%———

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 +11.0%

Total return

+11.0%

Start / end P/E

n/dx → n/dx

EPS bridge

2.83 → n/d

Residual

+8.1%

EPS growthn/d
Multiple reratingn/d
Dividend+2.9%
Residual / FX / buybacks / cross-term+8.1%

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.