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8411.TW$12.15-0.41%
Fair $12.15+0.0%

8411.TW

Kingcan Holdings Limited

Consumer Cyclical / Packaging & ContainersTaiwan

$12.15

-0.05 (-0.41%)

Fairly Valued+0.0%Fair Value $12.15Fund rank 22/100 · Data gapFallback financials|
SA 22/D
F-Score: 3/9
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $264.2M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

22/100

D

Piotroski

3/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is -2.6%, below the 5% threshold
Thesis & Journal · 8411.TWLocal privado en este navegador · Kingcan Holdings Limited
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

$2.7B

P/E

N/A

•

EV/EBITDA

14.5x

↑

ROE

-2.6%

↓

Gross Margin

6.4%

↓

Debt/Equity

0.99

↑
52-Week Range$12
$12$13

TradingView lightweight chart

8411.TW price, volumen y niveles de valoración

Último $12.15Periodo -59.1%
Fair value: $12.15

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

+1.9%

FCF CAGR

+59.9%

FCF margin

4.7%

FCF / Net income

-2.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.19B · net income $-150.0M · FCF $429.7M

2022-FY → 2025-FY

Gross margin

6.4%-1.9% pts

Operating margin

-0.6%-1.4% pts

Net margin

-1.6%+1.9% pts

FCF margin

4.7%+3.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.19B$9.19B$8.95B$8.26B$8.68B
Net Income$-150.0M$-150.0M$-53.9M$31.8M$-307.8M
EBITDA$463.3M$463.3M$650.9M$706.6M$276.3M
EPS——-0.250.15-1.69
Gross Margin6.4%6.4%9.0%10.2%8.3%
Operating Margin-0.6%-0.6%0.7%2.3%0.8%
Net Margin-1.6%-1.6%-0.6%0.4%-3.5%
Balance Sheet
Debt/Equity0.990.990.980.940.93
Current Ratio1.191.19———
Cash Flow
Free Cash Flow$429.7M$429.7M$264.2M$-431.5M$105.1M
Returns
ROE-2.6%-2.6%-0.9%0.6%-5.3%
Valuation
P/E———101.33—
EV/EBITDA14.5314.5310.8510.2520.90
P/B0.450.450.490.580.42
Growth & Yield
Revenue Growth2.6%2.6%8.4%-4.8%—
EPS Growth——-266.7%108.9%—
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 -6.8%

Total return

-6.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.25 → n/d

Residual

-7.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.4%
Residual / FX / buybacks / cross-term-7.3%

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.