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9921.TW$69.80+0.00%
Fair $69.80+0.0%

9921.TW

Giant Manufacturing Co., Ltd.

Consumer Cyclical / LeisureTaiwan

$69.80

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $69.80Fund rank 32/100 · Data gapFallback financials|
SA 35/D
F-Score: 5/9
Declining RevenueMargin CompressionLow 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 $9.3B · quality 62.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

35/100

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: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is 2.1%, below the 5% threshold
Thesis & Journal · 9921.TWLocal privado en este navegador · Giant Manufacturing 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

$27.4B

P/E

37.9x

↑

EV/EBITDA

6.5x

↓

ROE

2.1%

↓

Gross Margin

19.8%

↓

Debt/Equity

0.44

↑
52-Week Range$70
$65$124

TradingView lightweight chart

9921.TW price, volumen y niveles de valoración

Último $69.80Periodo +428.0%
Fair value: $69.80

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

-13.2%

FCF CAGR

—

FCF margin

15.5%

FCF / Net income

12.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $60.25B · net income $723.3M · FCF $9.34B

2022-FY → 2025-FY

Gross margin

19.8%-2.8% pts

Operating margin

1.6%-7.6% pts

Net margin

1.2%-5.1% pts

FCF margin

15.5%+17.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$60.25B$60.25B$71.28B$76.95B$92.04B
Net Income$723.3M$723.3M$1.26B$3.40B$5.84B
EBITDA$4.60B$4.60B$5.98B$8.35B$11.31B
EPS——3.218.4415.14
Gross Margin19.8%19.8%19.0%22.1%22.6%
Operating Margin1.6%1.6%2.6%6.8%9.2%
Net Margin1.2%1.2%1.8%4.4%6.3%
Balance Sheet
Debt/Equity0.440.440.710.860.99
Current Ratio1.681.68———
Cash Flow
Free Cash Flow$9.34B$9.34B$9.63B$8.28B$-2.19B
Returns
ROE2.1%2.1%3.7%10.1%17.5%
Valuation
P/E37.9337.9343.3021.3313.21
EV/EBITDA6.536.5311.1310.508.73
P/B0.800.801.682.182.32
Growth & Yield
Revenue Growth-15.5%-15.5%-7.4%-16.4%—
EPS Growth——-62.0%-44.3%—
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 -39.6%

Total return

-39.6%

Start / end P/E

n/dx → n/dx

EPS bridge

3.21 → n/d

Residual

-42.8%

EPS growthn/d
Multiple reratingn/d
Dividend+3.1%
Residual / FX / buybacks / cross-term-42.8%

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.