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9802.TW$80.50+3.60%
Fair $80.50+0.0%

9802.TW

Fulgent Sun International (Holding) Co., Ltd.

Consumer Cyclical / Footwear & AccessoriesTaiwan

$80.50

+2.80 (+3.60%)

Fairly Valued+0.0%Fair Value $80.50Fund rank 28/100 · Data gapFallback financials|
SA 40/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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $240.4M · quality 49.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

40/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 9802.TWLocal privado en este navegador · Fulgent Sun International (Holding) 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

$16.2B

P/E

13.7x

↓

EV/EBITDA

7.1x

↓

ROE

8.8%

↑

Gross Margin

18.3%

↓

Debt/Equity

0.25

↓
52-Week Range$81
$72$121

TradingView lightweight chart

9802.TW price, volumen y niveles de valoración

Último $80.50Periodo +195.2%
Fair value: $80.50

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

-10.6%

FCF CAGR

—

FCF margin

-3.0%

FCF / Net income

-0.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.29B · net income $1.21B · FCF $-510.5M

2022-FY → 2025-FY

Gross margin

18.3%-4.8% pts

Operating margin

9.2%-6.7% pts

Net margin

7.0%-7.0% pts

FCF margin

-3.0%-12.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$17.29B$17.29B$14.61B$16.89B$24.18B
Net Income$1.21B$1.21B$1.38B$1.50B$3.40B
EBITDA$2.54B$2.54B$2.79B$3.19B$5.43B
EPS5.875.877.207.8617.60
Gross Margin18.3%18.3%19.1%18.9%23.1%
Operating Margin9.2%9.2%8.6%10.7%15.9%
Net Margin7.0%7.0%9.4%8.9%14.0%
Balance Sheet
Debt/Equity0.250.250.240.210.35
Cash Flow
Free Cash Flow$-510.5M$-510.5M$240.4M$3.89B$2.37B
Returns
ROE8.8%8.8%9.8%12.1%26.8%
Valuation
P/E13.7113.7116.1816.797.95
EV/EBITDA7.087.087.977.895.40
P/B1.231.231.592.032.14
Growth & Yield
Revenue Growth18.4%18.4%-13.5%-30.1%—
EPS Growth-18.5%-18.5%-8.4%-55.3%—
Dividend Yield6.6%6.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

6.8%

razonable

EPS terminal req.

$7.14

Spread vs growth

-25.2%

5Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$8.64

Spread vs growth

-26.5%

10Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$13.92

Spread vs growth

-27.5%

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 -13.7%

Total return

-13.7%

Start / end P/E

14.0x → 13.7x

EPS bridge

7.20 → 5.87

Residual

+0.4%

EPS growth-18.5%
Multiple rerating-2.2%
Dividend+6.6%
Residual / FX / buybacks / cross-term+0.4%

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.