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000590.KS$72900.00-0.55%
Fair $72900.00+0.0%

000590.KS

CS Holdings Co., Ltd.

Industrials / Tools & AccessoriesKSE

$72900.00

-400.00 (-0.55%)

Fairly Valued+0.0%Fair Value $72900.00Fund rank 36/100 · 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $27.6B · quality 78.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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 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 · 000590.KSLocal privado en este navegador · CS 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

$75.1B

P/E

4.3x

↓

EV/EBITDA

-1.3x

↓

ROE

5.2%

↓

Gross Margin

26.1%

↑

Debt/Equity

0.00

↓
52-Week Range$72900
$69900$102100

TradingView lightweight chart

000590.KS price, volumen y niveles de valoración

Último $72,900Periodo +579.2%
Fair value: $72,900

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

-8.4%

FCF CAGR

+1.8%

FCF margin

12.4%

FCF / Net income

0.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $134.87B · net income $17.28B · FCF $16.74B

2022-FY → 2025-FY

Gross margin

26.1%+6.9% pts

Operating margin

15.0%+6.1% pts

Net margin

12.8%+4.7% pts

FCF margin

12.4%+3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$134.87B$134.87B$141.95B$171.97B$175.27B
Net Income$17.28B$17.28B$31.02B$16.58B$14.21B
EBITDA$29.44B$29.44B$51.69B$30.75B$26.59B
EPS16782.0016782.0029452.0015091.0012700.00
Gross Margin26.1%26.1%25.3%21.7%19.2%
Operating Margin15.0%15.0%15.7%11.1%8.9%
Net Margin12.8%12.8%21.9%9.6%8.1%
Balance Sheet
Debt/Equity0.000.000.000.010.01
Current Ratio15.3615.36———
Cash Flow
Free Cash Flow$16.74B$16.74B$29.17B$27.63B$15.87B
Returns
ROE5.2%5.2%9.9%5.8%5.2%
Valuation
P/E4.344.342.394.104.83
EV/EBITDA-1.26-1.26-0.26-0.46-1.61
P/B0.230.230.240.240.25
Growth & Yield
Revenue Growth-5.0%-5.0%-17.5%-1.9%—
EPS Growth-43.0%-43.0%95.2%18.8%—
Dividend Yield0.7%0.7%———

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

-27.2%

fácil

EPS terminal req.

$6468.66

Spread vs growth

-15.8%

5Y implied EPS CAGR

-14.1%

fácil

EPS terminal req.

$7827.08

Spread vs growth

-28.9%

10Y implied EPS CAGR

-2.8%

fácil

EPS terminal req.

$12605.59

Spread vs growth

-40.2%

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 -1.1%

Total return

-1.1%

Start / end P/E

2.5x → 4.3x

EPS bridge

29452.00 → 16782.00

Residual

-31.2%

EPS growth-43.0%
Multiple rerating+72.4%
Dividend+0.7%
Residual / FX / buybacks / cross-term-31.2%

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.