StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
9927.TW$68.20-0.15%
Fair $68.20+0.0%

9927.TW

Thye Ming Industrial Co., Ltd.

Basic Materials / Other Industrial Metals & MiningTaiwan

$68.20

-0.10 (-0.15%)

Fairly Valued+0.0%Fair Value $68.20Fund rank 31/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9
Declining Revenue

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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $633.4M · quality 59.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

42/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years
Thesis & Journal · 9927.TWLocal privado en este navegador · Thye Ming Industrial 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

$8.2B

P/E

16.0x

↓

EV/EBITDA

7.5x

↓

ROE

11.6%

↑

Gross Margin

12.4%

↓

Debt/Equity

0.00

↓
52-Week Range$68
$66$99

TradingView lightweight chart

9927.TW price, volumen y niveles de valoración

Último $68.20Periodo +496.6%
Fair value: $68.20

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

-3.9%

FCF CAGR

-4.6%

FCF margin

4.5%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.05B · net income $653.0M · FCF $365.6M

2022-FY → 2025-FY

Gross margin

12.4%+1.4% pts

Operating margin

9.5%+1.2% pts

Net margin

8.1%+0.6% pts

FCF margin

4.5%-0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.05B$8.05B$8.55B$9.22B$9.06B
Net Income$653.0M$653.0M$1.05B$993.8M$680.5M
EBITDA$915.3M$915.3M$1.40B$1.35B$959.2M
EPS——6.288.275.66
Gross Margin12.4%12.4%14.4%15.2%11.0%
Operating Margin9.5%9.5%11.3%12.3%8.3%
Net Margin8.1%8.1%12.3%10.8%7.5%
Balance Sheet
Debt/Equity0.000.000.010.080.07
Current Ratio12.8612.86———
Cash Flow
Free Cash Flow$365.6M$365.6M$633.4M$2.23B$421.3M
Returns
ROE11.6%11.6%16.0%15.7%11.2%
Valuation
P/E16.0516.0514.1911.809.30
EV/EBITDA7.497.495.936.715.33
P/B1.461.461.631.851.05
Growth & Yield
Revenue Growth-5.9%-5.9%-7.2%1.7%—
EPS Growth——-24.0%46.1%—
Dividend Yield5.8%5.8%———

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 -24.9%

Total return

-24.9%

Start / end P/E

n/dx → n/dx

EPS bridge

6.28 → n/d

Residual

-30.6%

EPS growthn/d
Multiple reratingn/d
Dividend+5.8%
Residual / FX / buybacks / cross-term-30.6%

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.