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8467.TW$131.50+2.73%
Fair $131.50+0.0%

8467.TW

Bonny Worldwide Limited

Consumer Cyclical / LeisureTaiwan

$131.50

+3.50 (+2.73%)

Fairly Valued+0.0%Fair Value $131.50Fund rank 35/100 · Data gapFallback financials|
SA 49/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $387.4M · quality 73.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

49/100

C

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 · 8467.TWLocal privado en este navegador · Bonny Worldwide 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

$6.4B

P/E

13.0x

↓

EV/EBITDA

7.6x

↓

ROE

17.8%

↑

Gross Margin

42.0%

↑

Debt/Equity

0.48

↑
52-Week Range$132
$124$204

TradingView lightweight chart

8467.TW price, volumen y niveles de valoración

Último $131.50Periodo +77.7%
Fair value: $131.50

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

+7.5%

FCF CAGR

+32.9%

FCF margin

30.9%

FCF / Net income

1.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.43B · net income $510.5M · FCF $751.1M

2022-FY → 2025-FY

Gross margin

42.0%+4.3% pts

Operating margin

25.1%+5.2% pts

Net margin

21.0%+0.2% pts

FCF margin

30.9%+14.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.43B$2.43B$2.47B$1.99B$1.96B
Net Income$510.5M$510.5M$589.6M$386.9M$406.8M
EBITDA$767.3M$767.3M$856.7M$621.3M$633.2M
EPS——11.387.697.54
Gross Margin42.0%42.0%40.9%39.2%37.7%
Operating Margin25.1%25.1%23.9%20.7%19.9%
Net Margin21.0%21.0%23.9%19.5%20.8%
Balance Sheet
Debt/Equity0.480.480.330.540.73
Current Ratio1.901.90———
Cash Flow
Free Cash Flow$751.1M$751.1M$374.8M$387.4M$319.9M
Returns
ROE17.8%17.8%20.7%19.0%25.2%
Valuation
P/E12.9812.9825.6619.257.57
EV/EBITDA7.627.6217.3312.245.89
P/B2.302.305.393.661.93
Growth & Yield
Revenue Growth-1.5%-1.5%24.2%1.7%—
EPS Growth——48.0%2.0%—
Dividend Yield3.1%3.1%———

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 -22.0%

Total return

-22.0%

Start / end P/E

n/dx → n/dx

EPS bridge

11.38 → n/d

Residual

-25.1%

EPS growthn/d
Multiple reratingn/d
Dividend+3.1%
Residual / FX / buybacks / cross-term-25.1%

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.