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8433.TWO$52.00+0.00%
Fair $52.00+0.0%

8433.TWO

Bon Fame Co., Ltd.

Consumer Cyclical / Specialty RetailTaipei Exchange

$52.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $52.00Fund rank 32/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9

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 $418.1M · quality 60.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

38/100

D

Piotroski

4/9

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 · 8433.TWOLocal privado en este navegador · Bon Fame 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

$2.8B

P/E

17.0x

↓

EV/EBITDA

7.9x

↓

ROE

7.2%

↑

Gross Margin

23.3%

↓

Debt/Equity

0.55

↑
52-Week Range$52
$50$70

TradingView lightweight chart

8433.TWO price, volumen y niveles de valoración

Último $52.00Periodo +0.7%
Fair value: $52.00

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

+3.5%

FCF CAGR

—

FCF margin

-1.5%

FCF / Net income

-0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.48B · net income $172.7M · FCF $-52.2M

2022-FY → 2025-FY

Gross margin

23.3%-1.6% pts

Operating margin

10.9%-2.3% pts

Net margin

5.0%-11.1% pts

FCF margin

-1.5%-19.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.48B$3.48B$3.61B$3.47B$3.14B
Net Income$172.7M$172.7M$529.8M$489.9M$503.5M
EBITDA$361.7M$361.7M$779.3M$715.9M$629.2M
EPS——9.258.749.61
Gross Margin23.3%23.3%26.7%27.8%24.9%
Operating Margin10.9%10.9%13.8%15.9%13.2%
Net Margin5.0%5.0%14.7%14.1%16.0%
Balance Sheet
Debt/Equity0.550.550.620.640.62
Current Ratio1.231.23———
Cash Flow
Free Cash Flow$-52.2M$-52.2M$418.1M$468.5M$576.5M
Returns
ROE7.2%7.2%20.4%22.1%26.2%
Valuation
P/E17.0517.059.2310.336.49
EV/EBITDA7.917.915.966.715.01
P/B1.181.181.922.301.70
Growth & Yield
Revenue Growth-3.5%-3.5%4.1%10.3%—
EPS Growth——5.8%-9.1%—
Dividend Yield7.7%7.7%———

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 -16.6%

Total return

-16.6%

Start / end P/E

n/dx → n/dx

EPS bridge

9.25 → n/d

Residual

-24.3%

EPS growthn/d
Multiple reratingn/d
Dividend+7.7%
Residual / FX / buybacks / cross-term-24.3%

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.