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9958.TW$102.50-2.38%
Fair $102.50+0.0%

9958.TW

Century Iron and Steel Industrial Co.,Ltd.

Industrials / Metal FabricationTaiwan

$102.50

-2.50 (-2.38%)

Fairly Valued+0.0%Fair Value $102.50Fund rank 19/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9

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 14%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 25.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

48/100

C

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: 0unknown: 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.
Thesis & Journal · 9958.TWLocal privado en este navegador · Century Iron and Steel 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

$25.3B

P/E

15.8x

↓

EV/EBITDA

6.4x

↓

ROE

14.8%

↑

Gross Margin

29.3%

↑

Debt/Equity

1.52

↑
52-Week Range$103
$101$248

TradingView lightweight chart

9958.TW price, volumen y niveles de valoración

Último $102.50Periodo +452.5%
Fair value: $102.50

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

+16.2%

FCF CAGR

—

FCF margin

33.2%

FCF / Net income

2.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.46B · net income $1.65B · FCF $4.80B

2022-FY → 2025-FY

Gross margin

29.3%+24.5% pts

Operating margin

22.9%+22.1% pts

Net margin

11.4%+7.4% pts

FCF margin

33.2%+56.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.46B$14.46B$12.47B$14.52B$9.22B
Net Income$1.65B$1.65B$1.76B$1.05B$369.5M
EBITDA$5.25B$5.25B$4.64B$3.08B$961.2M
EPS6.476.476.934.151.58
Gross Margin29.3%29.3%28.2%17.0%4.8%
Operating Margin22.9%22.9%24.1%13.8%0.8%
Net Margin11.4%11.4%14.1%7.2%4.0%
Balance Sheet
Debt/Equity1.521.521.111.971.96
Current Ratio1.231.23———
Cash Flow
Free Cash Flow$4.80B$4.80B$1.67B$-4.67B$-2.12B
Returns
ROE14.8%14.8%13.9%11.8%5.3%
Valuation
P/E15.8415.8423.3044.2256.84
EV/EBITDA6.416.4110.7120.3634.90
P/B2.552.553.325.323.05
Growth & Yield
Revenue Growth15.9%15.9%-14.1%57.4%—
EPS Growth-6.6%-6.6%67.0%162.7%—
Dividend Yield4.0%4.0%———

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

12.0%

razonable

EPS terminal req.

$9.10

Spread vs growth

-18.7%

5Y implied EPS CAGR

11.2%

razonable

EPS terminal req.

$11.01

Spread vs growth

-17.8%

10Y implied EPS CAGR

10.6%

razonable

EPS terminal req.

$17.72

Spread vs growth

-17.2%

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 -39.1%

Total return

-39.1%

Start / end P/E

26.0x → 15.8x

EPS bridge

6.93 → 6.47

Residual

+2.6%

EPS growth-6.6%
Multiple rerating-39.0%
Dividend+4.0%
Residual / FX / buybacks / cross-term+2.6%

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.