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8374.TW$102.00-8.93%
Fair $102.00+0.0%

8374.TW

Ace Pillar Co., Ltd.

Industrials / Industrial DistributionTaiwan

$102.00

-10.00 (-8.93%)

Fairly Valued+0.0%Fair Value $102.00Fund rank 26/100 · Data gapFallback financials|
SA 36/D
F-Score: 5/9
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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $298.4M · quality 49.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

36/100

D

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: 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 -3.1%, below the 5% threshold
Thesis & Journal · 8374.TWLocal privado en este navegador · Ace Pillar 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

$11.4B

P/E

N/A

•

EV/EBITDA

41.8x

↑

ROE

-3.1%

↓

Gross Margin

25.0%

↓

Debt/Equity

0.52

↑
52-Week Range$102
$64$122

TradingView lightweight chart

8374.TW price, volumen y niveles de valoración

Último $102.00Periodo +477.5%
Fair value: $102.00

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

+5.7%

FCF CAGR

—

FCF margin

6.7%

FCF / Net income

-4.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.44B · net income $-61.7M · FCF $298.4M

2022-FY → 2025-FY

Gross margin

25.0%+5.3% pts

Operating margin

6.2%+3.3% pts

Net margin

-1.4%-3.5% pts

FCF margin

6.7%+7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.44B$4.44B$3.58B$3.05B$3.76B
Net Income$-61.7M$-61.7M$67.4M$-20.9M$79.0M
EBITDA$271.0M$271.0M$304.9M$56.9M$188.7M
EPS——0.60-0.190.70
Gross Margin25.0%25.0%24.7%20.4%19.6%
Operating Margin6.2%6.2%4.3%-0.9%2.9%
Net Margin-1.4%-1.4%1.9%-0.7%2.1%
Balance Sheet
Debt/Equity0.520.520.520.110.18
Current Ratio1.851.85———
Cash Flow
Free Cash Flow$298.4M$298.4M$395.4M$176.8M$-40.5M
Returns
ROE-3.1%-3.1%3.2%-1.1%3.9%
Valuation
P/E——223.33—41.57
EV/EBITDA41.8241.8248.8952.7016.95
P/B5.805.807.201.611.60
Growth & Yield
Revenue Growth23.9%23.9%17.4%-18.9%—
EPS Growth——415.8%-127.1%—
Dividend Yield0.4%0.4%———

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 -4.7%

Total return

-4.7%

Start / end P/E

n/dx → n/dx

EPS bridge

0.60 → n/d

Residual

-5.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.4%
Residual / FX / buybacks / cross-term-5.1%

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.