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8341.TW$76.70+0.13%
Fair $76.70+0.0%

8341.TW

Sunny Friend Environmental Technology Co., Ltd.

Industrials / Waste ManagementTaiwan

$76.70

+0.10 (+0.13%)

Fairly Valued+0.0%Fair Value $76.70Fund rank 32/100 · Data gapFallback financials|
SA 51/C
F-Score: 8/9

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 $545.2M · quality 62.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

51/100

C

Piotroski

8/9

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 · 8341.TWLocal privado en este navegador · Sunny Friend Environmental 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

$10.0B

P/E

17.2x

↑

EV/EBITDA

7.3x

↓

ROE

11.0%

↑

Gross Margin

43.2%

↑

Debt/Equity

0.54

↑
52-Week Range$77
$70$97

TradingView lightweight chart

8341.TW price, volumen y niveles de valoración

Último $76.70Periodo +41.9%
Fair value: $76.70

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

+1.3%

FCF CAGR

+15.0%

FCF margin

26.9%

FCF / Net income

1.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.99B · net income $582.9M · FCF $1.07B

2022-FY → 2025-FY

Gross margin

43.2%-3.3% pts

Operating margin

24.3%-5.9% pts

Net margin

14.6%-7.8% pts

FCF margin

26.9%+8.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.99B$3.99B$3.70B$3.26B$3.84B
Net Income$582.9M$582.9M$480.2M$408.6M$861.3M
EBITDA$1.68B$1.68B$1.40B$1.22B$1.75B
EPS4.464.463.683.397.69
Gross Margin43.2%43.2%42.4%41.2%46.5%
Operating Margin24.3%24.3%20.6%18.9%30.2%
Net Margin14.6%14.6%13.0%12.5%22.4%
Balance Sheet
Debt/Equity0.540.540.670.751.68
Current Ratio1.551.55———
Cash Flow
Free Cash Flow$1.07B$1.07B$545.2M$-34.7M$705.5M
Returns
ROE11.0%11.0%9.2%8.2%26.9%
Valuation
P/E17.2017.2023.1233.3321.35
EV/EBITDA7.317.319.9213.5713.38
P/B1.891.892.122.725.89
Growth & Yield
Revenue Growth7.9%7.9%13.5%-15.3%—
EPS Growth21.2%21.2%8.6%-55.9%—
Dividend Yield5.0%5.0%———

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

15.1%

exigente

EPS terminal req.

$6.81

Spread vs growth

6.1%

5Y implied EPS CAGR

13.0%

razonable

EPS terminal req.

$8.24

Spread vs growth

8.1%

10Y implied EPS CAGR

11.5%

razonable

EPS terminal req.

$13.26

Spread vs growth

9.7%

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 +0.6%

Total return

+0.6%

Start / end P/E

21.8x → 17.2x

EPS bridge

3.68 → 4.46

Residual

-4.5%

EPS growth+21.2%
Multiple rerating-21.1%
Dividend+5.0%
Residual / FX / buybacks / cross-term-4.5%

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.