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US Equities · Finance research note

TEM

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2. Company Fundamentals

2.1 Competitiveness

Metric Value
Free Float 0.11B
Short Int % Utilisation 38.44%

2.2 Growth

Metric Value
EV/EBITDA -50.79

2.3 Management

Role Metric
Consensus Rating N/A

2.4 Return

Metric Value
Expected Return (Ann.)* -12.33%
Risk / Std Dev (Ann.)* 66.69%
1-Year Price Return* -29.38%

Latest Market Data (as of 2026-08-14, US Eastern time):

Metric Value
Last Price $52.10
52-Week Range $40.77 – $104.32
Observation Count 251 trading days

The return and risk statistics use daily adjusted closes from the retrieved one-year series and annualise daily moments using 252 trading days. The last price is the latest regular-market price reported for the stated date. Source: Yahoo Finance market data.

DuPont Model Analysis

The DuPont model decomposes return on equity (ROE) into three operating and capital-structure drivers:

ROE = Net Margin × Asset Turnover × Equity Multiplier

The comparison uses the latest two comparable annual periods available for the issuer, with reported statement amounts shown in US$. Revenue and net income are income-statement flows; total assets and shareholders’ equity are year-end balance-sheet figures. This is a simplified year-end-balance DuPont comparison rather than an average-balance ROE calculation.

DuPont component Calculation FY2025 FY2024
Revenue Reported revenue $1.27B $693.40M
Net income Reported net income $-245.03M $-746.33M
Total assets Year-end reported balance $2.27B $926.12M
Shareholders’ equity Year-end reported balance $491.33M $56.34M
Net margin Net income ÷ revenue -19.27% -107.63%
Asset turnover Revenue ÷ total assets 0.5591x 0.7487x
Equity multiplier Total assets ÷ shareholders’ equity 4.6300x 16.4383x
ROE Net margin × asset turnover × equity multiplier -49.87% -1324.71%

Source: Yahoo Finance annual statements. Values are based on the two latest comparable annual periods returned by the source; fiscal period labels use the statement period-end year.

2.5 FCFF DCF Valuation

FCFF DCF exception: Reported operating inputs do not support a stable FCFF DCF. This post deliberately does not publish a mechanical enterprise value or implied per-share value on an unsuitable basis.

Available valuation input Value
Last market price $49.63
Market capitalisation $8.95B
Revenue $1.27B
EBIT -$220.83M
Reported free cash flow -$245.35M
FCF yield -2.74%
Net debt / EBITDA -4.83x

2.6 Investor-Style Research Screen

Educational screen Result
Buffett-inspired cash-quality checks not rated — FCFF DCF suitability or data-integrity condition not met
Lynch-inspired balance-and-growth checks not rated — FCFF DCF suitability or data-integrity condition not met

Data lineage: Yahoo Finance public market and reported-statement data; retrieval timestamp: 2026-08-18 17:50:32.018040 UTC; latest reported fiscal period: 2025-12-31 00:00:00. Financial institutions and REITs require sector-specific methods rather than a mechanical FCFF DCF. This is research and analysis only, not personalized financial advice.

2.7 Quantitative Factor Diagnostics

Model basis: Daily issuer USD excess returns are regressed in-sample using ordinary least squares on matching regional Fama–French factors. FF3 estimates market, size, and value loadings; FF5 adds profitability and investment. Coefficients are descriptive historical exposures, not predictions.

Estimation input Value
Regional factor set US
Factor-return currency USD
Issuer-return basis USD adjusted total return
Estimation window 2025-08-19 to 2026-06-30
Aligned daily observations 217
Minimum observation requirement 120
Currency conversion for HK listings not required

Fama–French Three-Factor and Five-Factor Results

Diagnostic FF3 FF5
Annualised alpha -17.96% -30.78%
Adjusted R² 0.39 0.42
Annualised residual volatility 50.87% 49.45%
Factor loading (t-statistic) FF3 FF5
Market excess return (Mkt-RF) 1.50 (5.01) 1.21 (3.61)
Size (SMB) 2.05 (5.06) 1.55 (3.66)
Value (HML) -2.09 (-6.01) -2.37 (-5.66)
Profitability (RMW) NM -1.13 (-3.19)
Investment (CMA) NM 1.30 (2.11)

Definitions: Mkt-RF is the market return less the risk-free rate; SMB is small minus big; HML is high minus low book-to-market; RMW is robust minus weak profitability; CMA is conservative minus aggressive investment. Factor returns are sourced from the Kenneth R. French Data Library; issuer adjusted-return history is sourced from Yahoo Finance. For Hong Kong listings, adjusted HKD prices are converted into USD with daily USD/HKD closes before return calculation to match the USD regional factor basis. This is an in-sample historical regression; coefficients and t-statistics do not establish causation or predict future returns. This is research and analysis only, not personalized financial advice.

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