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001260.KS$7700.00-1.79%
Fair $7700.00+0.0%

001260.KS

Namkwang Engineering & Construction Co., Ltd.

Industrials / Engineering & ConstructionKSE

$7700.00

-140.00 (-1.79%)

Fairly Valued+0.0%Fair Value $7700.00Fund rank 28/100 · Data gapFallback financials|
SA 36/D
F-Score: 5/9
Declining RevenueLow Profitability

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 19%

FCF escenarios

weak_data · normalized FCF $-680.9M · quality 50.3/100

Data gap 28/100
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

36/100

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: 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 2 consecutive years ROE is 4.2%, below the 5% threshold
Thesis & Journal · 001260.KSLocal privado en este navegador · Namkwang Engineering & Construction 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

$75.6B

P/E

14.3x

↓

EV/EBITDA

4.2x

↓

ROE

4.2%

↓

Gross Margin

9.7%

↓

Debt/Equity

0.28

↓
52-Week Range$7700
$6960$12240

TradingView lightweight chart

001260.KS price, volumen y niveles de valoración

Último $7,700Periodo -100.0%
Fair value: $7,700

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

-7.4%

FCF CAGR

+8.9%

FCF margin

9.6%

FCF / Net income

6.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $357.45B · net income $5.29B · FCF $34.14B

2022-FY → 2025-FY

Gross margin

9.7%+1.9% pts

Operating margin

3.2%+0.7% pts

Net margin

1.5%-2.8% pts

FCF margin

9.6%+3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$357.45B$357.45B$504.25B$547.68B$450.38B
Net Income$5.29B$5.29B$6.20B$5.99B$19.33B
EBITDA$8.37B$8.37B$10.84B$10.91B$19.84B
EPS539.00539.00631.00610.001969.00
Gross Margin9.7%9.7%4.8%4.5%7.8%
Operating Margin3.2%3.2%1.4%0.8%2.5%
Net Margin1.5%1.5%1.2%1.1%4.3%
Balance Sheet
Debt/Equity0.280.280.360.350.39
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$34.14B$34.14B$-680.9M$-24.66B$26.44B
Returns
ROE4.2%4.2%5.2%5.3%18.1%
Valuation
P/E14.2914.2912.8412.934.90
EV/EBITDA4.164.166.996.583.00
P/B0.610.610.660.690.89
Growth & Yield
Revenue Growth-29.1%-29.1%-7.9%21.6%—
EPS Growth-14.6%-14.6%3.4%-69.0%—

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

8.2%

razonable

EPS terminal req.

$683.25

Spread vs growth

-22.8%

5Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$826.73

Spread vs growth

-23.5%

10Y implied EPS CAGR

9.5%

razonable

EPS terminal req.

$1331.45

Spread vs growth

-24.0%

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 -8.3%

Total return

-8.3%

Start / end P/E

13.3x → 14.3x

EPS bridge

631.00 → 539.00

Residual

-1.1%

EPS growth-14.6%
Multiple rerating+7.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1.1%

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.