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000230.KS$7340.00-2.78%
Fair $7340.00+0.0%

000230.KS

Ildong Holdings Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericKSE

$7340.00

-210.00 (-2.78%)

Fairly Valued+0.0%Fair Value $7340.00Fund rank 26/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 42.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

39/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 3 consecutive years
Thesis & Journal · 000230.KSLocal privado en este navegador · Ildong Holdings 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

$82.9B

P/E

7.6x

↓

EV/EBITDA

2.5x

↓

ROE

6.5%

↑

Gross Margin

38.1%

↓

Debt/Equity

1.18

↑
52-Week Range$7340
$5990$17170

TradingView lightweight chart

000230.KS price, volumen y niveles de valoración

Último $7,340Periodo +663.4%
Fair value: $7,340

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

-4.4%

FCF CAGR

—

FCF margin

1.5%

FCF / Net income

0.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $590.89B · net income $10.93B · FCF $8.97B

2022-FY → 2025-FY

Gross margin

38.1%+2.7% pts

Operating margin

2.6%+17.1% pts

Net margin

1.8%+17.0% pts

FCF margin

1.5%+15.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$590.89B$590.89B$634.65B$638.45B$675.54B
Net Income$10.93B$10.93B$63.04B$-59.59B$-102.35B
EBITDA$82.84B$82.84B$122.15B$-64.04B$-116.29B
EPS967.00967.005063.00-5227.00-9555.00
Gross Margin38.1%38.1%35.7%33.2%35.4%
Operating Margin2.6%2.6%-0.6%-12.5%-14.5%
Net Margin1.8%1.8%9.9%-9.3%-15.2%
Balance Sheet
Debt/Equity1.181.182.438.3525.32
Current Ratio0.830.83———
Cash Flow
Free Cash Flow$8.97B$8.97B$1.72B$-77.26B$-95.73B
Returns
ROE6.5%6.5%47.1%-152.9%-866.4%
Valuation
P/E7.597.591.48——
EV/EBITDA2.482.482.77——
P/B0.490.490.702.9617.95
Growth & Yield
Revenue Growth-6.9%-6.9%-0.6%-5.5%—
EPS Growth-80.9%-80.9%196.9%45.3%—
Dividend Yield1.3%1.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-12.3%

fácil

EPS terminal req.

$651.30

Spread vs growth

-68.6%

5Y implied EPS CAGR

-4.0%

fácil

EPS terminal req.

$788.08

Spread vs growth

-76.9%

10Y implied EPS CAGR

2.8%

fácil

EPS terminal req.

$1269.20

Spread vs growth

-83.7%

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 +23.2%

Total return

+23.2%

Start / end P/E

1.2x → 7.6x

EPS bridge

5063.00 → 967.00

Residual

-435.6%

EPS growth-80.9%
Multiple rerating+538.4%
Dividend+1.3%
Residual / FX / buybacks / cross-term-435.6%

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.