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7233.KL$2.02+8.60%
Fair $2.02+0.0%

7233.KL

Dufu Technology Corp. Berhad

Industrials / Metal FabricationKuala Lumpur

$2.02

+0.16 (+8.60%)

Fairly Valued+0.0%Fair Value $2.02Fund rank 32/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $33.2M · quality 62.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

54/100

C

Piotroski

7/9

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 · 7233.KLLocal privado en este navegador · Dufu Technology Corp. 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

$1.1B

P/E

40.4x

↑

EV/EBITDA

22.9x

↑

ROE

8.0%

↑

Gross Margin

78.8%

↑

Debt/Equity

0.15

↓
52-Week Range$2
$1$2

TradingView lightweight chart

7233.KL price, volumen y niveles de valoración

Último $2.020Periodo +676.0%
Fair value: $2.020

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

-3.1%

FCF CAGR

+34.0%

FCF margin

18.8%

FCF / Net income

1.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $277.0M · net income $28.1M · FCF $52.1M

2022-FY → 2025-FY

Gross margin

78.8%+1.8% pts

Operating margin

46.5%-4.8% pts

Net margin

10.1%-11.9% pts

FCF margin

18.8%+11.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$277.0M$277.0M$259.6M$227.8M$304.0M
Net Income$28.1M$28.1M$22.6M$24.3M$67.0M
EBITDA$44.4M$44.4M$43.8M$44.7M$96.2M
EPS——0.040.050.13
Gross Margin78.8%78.8%76.0%72.2%76.9%
Operating Margin46.5%46.5%42.3%41.0%51.3%
Net Margin10.1%10.1%8.7%10.7%22.0%
Balance Sheet
Debt/Equity0.150.150.190.140.17
Current Ratio4.904.90———
Cash Flow
Free Cash Flow$52.1M$52.1M$-2.1M$33.2M$21.6M
Returns
ROE8.0%8.0%6.6%7.2%19.7%
Valuation
P/E40.4040.4044.5841.1813.53
EV/EBITDA22.9222.9222.1121.188.90
P/B3.093.092.932.942.66
Growth & Yield
Revenue Growth6.7%6.7%14.0%-25.1%—
EPS Growth——-7.6%-63.7%—
Dividend Yield1.7%1.7%———

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 +60.8%

Total return

+60.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.04 → n/d

Residual

+59.1%

EPS growthn/d
Multiple reratingn/d
Dividend+1.7%
Residual / FX / buybacks / cross-term+59.1%

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.