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8463.TW$21.70-0.69%
Fair $21.70+0.0%

8463.TW

Ruentex Materials Co.,Ltd.

Basic Materials / Building MaterialsTaiwan

$21.70

-0.15 (-0.69%)

Fairly Valued+0.0%Fair Value $21.70Fund rank 18/100 · Data gapFallback financials|
SA 32/D
F-Score: 5/9
High Debt

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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-35.4M · quality 19.7/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

32/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Debt-to-Equity ratio is 2.15, above the 2.0 threshold
Thesis & Journal · 8463.TWLocal privado en este navegador · Ruentex Materials 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

$3.3B

P/E

11.8x

↓

EV/EBITDA

8.8x

↓

ROE

11.2%

↑

Gross Margin

12.8%

↓

Debt/Equity

2.15

↑
52-Week Range$22
$21$28

TradingView lightweight chart

8463.TW price, volumen y niveles de valoración

Último $21.70Periodo -54.8%
Fair value: $21.70

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

+19.3%

FCF CAGR

—

FCF margin

-3.0%

FCF / Net income

-0.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.22B · net income $278.0M · FCF $-218.7M

2022-FY → 2025-FY

Gross margin

12.8%+2.9% pts

Operating margin

7.6%+4.4% pts

Net margin

3.8%+3.0% pts

FCF margin

-3.0%+7.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.22B$7.22B$6.67B$5.50B$4.25B
Net Income$278.0M$278.0M$187.5M$115.0M$38.1M
EBITDA$935.1M$935.1M$770.0M$572.5M$406.2M
EPS——1.250.770.25
Gross Margin12.8%12.8%12.3%11.4%9.9%
Operating Margin7.6%7.6%6.6%5.3%3.2%
Net Margin3.8%3.8%2.8%2.1%0.9%
Balance Sheet
Debt/Equity2.152.152.111.621.80
Current Ratio0.970.97———
Cash Flow
Free Cash Flow$-218.7M$-218.7M$781.9M$-35.4M$-428.3M
Returns
ROE11.2%11.2%7.5%5.0%1.7%
Valuation
P/E11.7911.7920.4032.3495.80
EV/EBITDA8.768.7610.6512.4617.00
P/B1.321.321.531.641.63
Growth & Yield
Revenue Growth8.3%8.3%21.2%29.5%—
EPS Growth——62.3%208.0%—
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%
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 -5.5%

Total return

-5.5%

Start / end P/E

n/dx → n/dx

EPS bridge

1.25 → n/d

Residual

-10.5%

EPS growthn/d
Multiple reratingn/d
Dividend+5.0%
Residual / FX / buybacks / cross-term-10.5%

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.