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8905.TWO$29.25-0.85%
Fair $29.25+0.0%

8905.TWO

Eagle Cold Storage Enterprise Co., Ltd.

Consumer Defensive / Packaged FoodsTaipei Exchange

$29.25

-0.25 (-0.85%)

Fairly Valued+0.0%Fair Value $29.25Fund rank 32/100 · Data gapFallback financials|
SA 32/D
F-Score: 4/9
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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $97.4M · quality 55.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

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: 1unknown: 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. ROE is 2.6%, below the 5% threshold
Thesis & Journal · 8905.TWOLocal privado en este navegador · Eagle Cold Storage Enterprise 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

$3.4B

P/E

48.0x

↑

EV/EBITDA

16.9x

↑

ROE

2.6%

↓

Gross Margin

9.8%

↓

Debt/Equity

0.22

↓
52-Week Range$29
$29$42

TradingView lightweight chart

8905.TWO price, volumen y niveles de valoración

Último $29.25Periodo +82.8%
Fair value: $29.25

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

-2.4%

FCF CAGR

-29.0%

FCF margin

4.6%

FCF / Net income

1.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.10B · net income $70.1M · FCF $97.4M

2022-FY → 2025-FY

Gross margin

9.8%-2.3% pts

Operating margin

3.5%-2.9% pts

Net margin

3.3%-2.5% pts

FCF margin

4.6%-7.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.10B$2.10B$2.05B$2.82B$2.26B
Net Income$70.1M$70.1M$156.0M$288.2M$132.0M
EBITDA$217.6M$217.6M$317.2M$442.3M$263.4M
EPS——1.352.491.14
Gross Margin9.8%9.8%15.5%17.5%12.1%
Operating Margin3.5%3.5%9.1%10.8%6.4%
Net Margin3.3%3.3%7.6%10.2%5.8%
Balance Sheet
Debt/Equity0.220.220.200.140.15
Current Ratio3.093.09———
Cash Flow
Free Cash Flow$97.4M$97.4M$-89.3M$490.5M$272.2M
Returns
ROE2.6%2.6%5.6%10.2%5.1%
Valuation
P/E47.9547.9523.2612.0719.69
EV/EBITDA16.9216.9212.097.289.69
P/B1.231.231.311.230.99
Growth & Yield
Revenue Growth2.5%2.5%-27.2%24.7%—
EPS Growth——-45.8%118.4%—
Dividend Yield3.4%3.4%———

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 -7.1%

Total return

-7.1%

Start / end P/E

n/dx → n/dx

EPS bridge

1.35 → n/d

Residual

-10.6%

EPS growthn/d
Multiple reratingn/d
Dividend+3.4%
Residual / FX / buybacks / cross-term-10.6%

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.