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7723.TWO$22.90+1.10%
Fair $22.90+0.0%

7723.TWO

Jhu Jian Catering Co., Ltd.

Consumer Cyclical / RestaurantsTaipei Exchange

$22.90

+0.25 (+1.10%)

Fairly Valued+0.0%Fair Value $22.90Fund rank 17/100 · Data gapFallback financials|
SA 14/F
F-Score: 2/9
High DebtLow 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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-55.8M · quality 13.7/100

Data gap 17/100
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

14/100

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. Debt-to-Equity ratio is 3.03, above the 2.0 threshold ROE is -38.9%, below the 5% threshold
Thesis & Journal · 7723.TWOLocal privado en este navegador · Jhu Jian Catering 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

$1.1B

P/E

N/A

•

EV/EBITDA

7.0x

↓

ROE

-38.9%

↓

Gross Margin

45.7%

↑

Debt/Equity

3.03

↑
52-Week Range$23
$22$55

TradingView lightweight chart

7723.TWO price, volumen y niveles de valoración

Último $22.90Periodo -85.6%
Fair value: $22.90

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

+4.4%

FCF CAGR

-24.4%

FCF margin

3.6%

FCF / Net income

-0.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.94B · net income $-327.6M · FCF $178.2M

2022-FY → 2025-FY

Gross margin

45.7%+0.3% pts

Operating margin

-1.5%-9.9% pts

Net margin

-6.6%-12.9% pts

FCF margin

3.6%-5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.94B$4.94B$5.78B$5.76B$4.34B
Net Income$-327.6M$-327.6M$185.9M$355.0M$272.0M
EBITDA$451.0M$451.0M$963.6M$1.03B$742.6M
EPS——4.058.608.74
Gross Margin45.7%45.7%45.8%46.0%45.4%
Operating Margin-1.5%-1.5%4.3%8.8%8.3%
Net Margin-6.6%-6.6%3.2%6.2%6.3%
Balance Sheet
Debt/Equity3.033.032.331.842.79
Current Ratio0.440.44———
Cash Flow
Free Cash Flow$178.2M$178.2M$-55.8M$-84.5M$413.1M
Returns
ROE-38.9%-38.9%17.1%27.8%51.3%
Valuation
P/E——18.5218.49—
EV/EBITDA7.017.015.657.44—
P/B1.351.353.165.14—
Growth & Yield
Revenue Growth-14.7%-14.7%0.4%32.7%—
EPS Growth——-52.9%-1.6%—
Dividend Yield32.6%32.6%———

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 -22.9%

Total return

-22.9%

Start / end P/E

n/dx → n/dx

EPS bridge

4.05 → n/d

Residual

-55.4%

EPS growthn/d
Multiple reratingn/d
Dividend+32.6%
Residual / FX / buybacks / cross-term-55.4%

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.