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8429.TW$6.17-0.80%
Fair $6.17+0.0%

8429.TW

Jinli Group Holdings Limited

Consumer Cyclical / Apparel ManufacturingTaiwan

$6.17

-0.05 (-0.80%)

Fairly Valued+0.0%Fair Value $6.17Fund rank 21/100 · Data gapFallback financials|
SA 19/F
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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $26.7M · quality 27.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

19/100

F

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 0.3%, below the 5% threshold
Thesis & Journal · 8429.TWLocal privado en este navegador · Jinli Group 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

$1.1B

P/E

51.4x

↑

EV/EBITDA

-89.9x

↓

ROE

0.3%

↓

Gross Margin

17.0%

↓

Debt/Equity

N/A

•
52-Week Range$6
$6$9

TradingView lightweight chart

8429.TW price, volumen y niveles de valoración

Último $6.170Periodo -87.0%
Fair value: $6.170

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

-11.3%

FCF CAGR

—

FCF margin

9.1%

FCF / Net income

0.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $148.3M · net income $21.6M · FCF $13.4M

2022-FY → 2025-FY

Gross margin

17.0%+40.7% pts

Operating margin

-8.1%+101.3% pts

Net margin

14.6%+109.2% pts

FCF margin

9.1%+75.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$148.3M$148.3M$132.6M$210.0M$212.7M
Net Income$21.6M$21.6M$-3.3M$-14.0M$-201.3M
EBITDA$40.9M$40.9M$19.2M$12.4M$-185.1M
EPS——-0.02-0.08-1.08
Gross Margin17.0%17.0%17.0%4.0%-23.7%
Operating Margin-8.1%-8.1%-21.4%-20.1%-109.4%
Net Margin14.6%14.6%-2.5%-6.7%-94.6%
Balance Sheet
Debt/Equity———0.010.01
Current Ratio54.7354.73———
Cash Flow
Free Cash Flow$13.4M$13.4M$38.3M$26.7M$-141.1M
Returns
ROE0.3%0.3%-0.1%-0.2%-3.2%
Valuation
P/E51.4251.42———
EV/EBITDA-89.90-89.90-146.62-202.71—
P/B0.180.180.310.330.32
Growth & Yield
Revenue Growth11.9%11.9%-36.9%-1.3%—
EPS Growth——75.0%92.6%—

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 -29.9%

Total return

-29.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.02 → n/d

Residual

-29.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-29.9%

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.