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7004.KL$1.50+1.35%
Fair $1.50+0.0%

7004.KL

MCE Holdings Berhad

Consumer Cyclical / Auto PartsKuala Lumpur

$1.50

+0.02 (+1.35%)

Fairly Valued+0.0%Fair Value $1.50Fund rank 27/100 · Data gapFallback financials|
SA 60/B
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $16.1M · quality 46.3/100

Data gap 27/100
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

60/100

B

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 7004.KLLocal privado en este navegador · MCE Holdings Berhad
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

$226M

P/E

13.6x

↓

EV/EBITDA

7.0x

↓

ROE

14.5%

↑

Gross Margin

48.6%

↑

Debt/Equity

0.18

↓
52-Week Range$2
$1$2

TradingView lightweight chart

7004.KL price, volumen y niveles de valoración

Último $1.500Periodo +6.4%
Fair value: $1.500

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

+13.0%

FCF CAGR

—

FCF margin

-12.3%

FCF / Net income

-0.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $152.6M · net income $23.9M · FCF $-18.8M

2022-FY → 2025-FY

Gross margin

48.6%+6.8% pts

Operating margin

13.3%+4.7% pts

Net margin

15.7%+8.1% pts

FCF margin

-12.3%-5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$152.6M$152.6M$155.7M$154.9M$105.8M
Net Income$23.9M$23.9M$16.0M$15.4M$8.0M
EBITDA$35.7M$35.7M$27.1M$25.7M$14.2M
EPS0.150.150.110.130.07
Gross Margin48.6%48.6%44.4%44.2%41.8%
Operating Margin13.3%13.3%13.5%13.4%8.6%
Net Margin15.7%15.7%10.2%9.9%7.6%
Balance Sheet
Debt/Equity0.180.180.140.130.23
Current Ratio2.992.99———
Cash Flow
Free Cash Flow$-18.8M$-18.8M$30.2M$16.1M$-6.9M
Returns
ROE14.5%14.5%12.3%13.1%8.4%
Valuation
P/E13.6413.6414.796.886.85
EV/EBITDA6.966.968.784.385.14
P/B1.471.471.810.900.58
Growth & Yield
Revenue Growth-2.0%-2.0%0.5%46.4%—
EPS Growth30.8%30.8%-14.1%80.1%—
Dividend Yield6.0%6.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-3.4%

fácil

EPS terminal req.

$0.13

Spread vs growth

34.2%

5Y implied EPS CAGR

1.7%

fácil

EPS terminal req.

$0.16

Spread vs growth

29.1%

10Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$0.26

Spread vs growth

25.0%

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 +10.2%

Total return

+10.2%

Start / end P/E

12.8x → 10.2x

EPS bridge

0.11 → 0.15

Residual

-6.3%

EPS growth+30.8%
Multiple rerating-20.4%
Dividend+6.0%
Residual / FX / buybacks / cross-term-6.3%

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.