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9949.TWO$22.90-1.51%
Fair $22.90+0.0%

9949.TWO

Tittot Company Limited

Consumer Defensive / Household & Personal ProductsTaipei Exchange

$22.90

-0.35 (-1.51%)

Fairly Valued+0.0%Fair Value $22.90Fund rank 26/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9
Declining RevenueMargin Compression

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 18%

FCF escenarios

weak_data · normalized FCF $-12.5M · quality 46.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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: 2unknown: 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
Thesis & Journal · 9949.TWOLocal privado en este navegador · Tittot Company Limited
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

$1.0B

P/E

4.4x

↓

EV/EBITDA

2.6x

↓

ROE

40.6%

↑

Gross Margin

64.0%

↑

Debt/Equity

0.05

↓
52-Week Range$23
$17$38

TradingView lightweight chart

9949.TWO price, volumen y niveles de valoración

Último $22.90Periodo -48.5%
Fair value: $22.90

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

-12.8%

FCF CAGR

—

FCF margin

-55.0%

FCF / Net income

-0.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $140.7M · net income $232.8M · FCF $-77.3M

2022-FY → 2025-FY

Gross margin

64.0%+8.3% pts

Operating margin

-52.7%-36.4% pts

Net margin

165.5%+182.1% pts

FCF margin

-55.0%-55.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$140.7M$140.7M$169.5M$177.5M$211.9M
Net Income$232.8M$232.8M$-52.2M$-30.3M$-35.2M
EBITDA$304.9M$304.9M$-50.8M$-18.9M$-21.0M
EPS——-1.19-0.69-0.80
Gross Margin64.0%64.0%50.9%66.5%55.7%
Operating Margin-52.7%-52.7%-41.1%-18.1%-16.4%
Net Margin165.5%165.5%-30.8%-17.1%-16.6%
Balance Sheet
Debt/Equity0.050.050.140.050.06
Current Ratio6.866.86———
Cash Flow
Free Cash Flow$-77.3M$-77.3M$-12.5M$-10.9M$1.8M
Returns
ROE40.6%40.6%-16.2%-8.2%-8.7%
Valuation
P/E4.424.42———
EV/EBITDA2.582.58———
P/B1.761.763.472.112.05
Growth & Yield
Revenue Growth-17.0%-17.0%-4.5%-16.2%—
EPS Growth——-72.5%13.8%—
Dividend Yield9.3%9.3%———

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 +29.2%

Total return

+29.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.19 → n/d

Residual

+19.9%

EPS growthn/d
Multiple reratingn/d
Dividend+9.3%
Residual / FX / buybacks / cross-term+19.9%

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.