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8941.TWO$43.65+0.11%
Fair $43.65+0.0%

8941.TWO

Grand Hall Enterprise Co., Ltd.

Consumer Defensive / Household & Personal ProductsTaipei Exchange

$43.65

+0.05 (+0.11%)

Fairly Valued+0.0%Fair Value $43.65Fund rank 35/100 · Data gapFallback financials|
SA 34/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $311.9M · quality 71.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

34/100

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 4.9%, below the 5% threshold
Thesis & Journal · 8941.TWOLocal privado en este navegador · Grand Hall 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

$1.5B

P/E

37.6x

↑

EV/EBITDA

7.4x

↓

ROE

4.9%

↓

Gross Margin

29.1%

↑

Debt/Equity

0.43

↑
52-Week Range$44
$42$60

TradingView lightweight chart

8941.TWO price, volumen y niveles de valoración

Último $43.65Periodo -53.8%
Fair value: $43.65

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

-3.4%

FCF CAGR

-46.2%

FCF margin

2.0%

FCF / Net income

1.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.98B · net income $40.5M · FCF $60.8M

2022-FY → 2025-FY

Gross margin

29.1%+0.3% pts

Operating margin

1.2%-1.6% pts

Net margin

1.4%-5.0% pts

FCF margin

2.0%-9.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.98B$2.98B$3.15B$2.90B$3.31B
Net Income$40.5M$40.5M$176.9M$192.9M$211.2M
EBITDA$206.4M$206.4M$351.1M$393.8M$397.8M
EPS——5.045.496.01
Gross Margin29.1%29.1%28.9%30.4%28.8%
Operating Margin1.2%1.2%2.8%2.5%2.8%
Net Margin1.4%1.4%5.6%6.7%6.4%
Balance Sheet
Debt/Equity0.430.430.290.711.35
Current Ratio1.451.45———
Cash Flow
Free Cash Flow$60.8M$60.8M$334.2M$311.9M$390.6M
Returns
ROE4.9%4.9%18.4%21.5%25.0%
Valuation
P/E37.6337.6313.379.358.05
EV/EBITDA7.387.386.304.635.37
P/B1.861.862.462.012.01
Growth & Yield
Revenue Growth-5.4%-5.4%8.7%-12.5%—
EPS Growth——-8.2%-8.6%—
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 -22.3%

Total return

-22.3%

Start / end P/E

n/dx → n/dx

EPS bridge

5.04 → n/d

Residual

-25.8%

EPS growthn/d
Multiple reratingn/d
Dividend+3.4%
Residual / FX / buybacks / cross-term-25.8%

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.