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001340.KS$6440.00-7.74%
Fair $6440.00+0.0%

001340.KS

Paikkwang Industrial Co.,Ltd

Basic Materials / Specialty ChemicalsKSE

$6440.00

-540.00 (-7.74%)

Fairly Valued+0.0%Fair Value $6440.00Fund rank 20/100 · Data gapFallback financials|
SA 33/D
F-Score: 5/9
Low 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 15%

FCF escenarios

weak_data · normalized FCF $-20.6B · quality 29.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

33/100

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 4.5%, below the 5% threshold
Thesis & Journal · 001340.KSLocal privado en este navegador · Paikkwang 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

$284.3B

P/E

28.1x

↑

EV/EBITDA

14.6x

↑

ROE

4.5%

↑

Gross Margin

23.2%

↑

Debt/Equity

1.31

↑
52-Week Range$6440
$5170$8200

TradingView lightweight chart

001340.KS price, volumen y niveles de valoración

Último $6,440Periodo +1876.5%
Fair value: $6,440

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

+5.4%

FCF CAGR

—

FCF margin

-43.0%

FCF / Net income

-11.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $272.14B · net income $10.10B · FCF $-117.02B

2022-FY → 2025-FY

Gross margin

23.2%-6.3% pts

Operating margin

4.5%-7.7% pts

Net margin

3.7%-6.0% pts

FCF margin

-43.0%-35.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$272.14B$272.14B$245.23B$233.52B$232.73B
Net Income$10.10B$10.10B$3.60B$7.73B$22.70B
EBITDA$37.46B$37.46B$29.87B$37.26B$48.33B
EPS229.00229.0082.00175.00514.00
Gross Margin23.2%23.2%23.6%24.9%29.5%
Operating Margin4.5%4.5%4.0%7.6%12.1%
Net Margin3.7%3.7%1.5%3.3%9.8%
Balance Sheet
Debt/Equity1.311.310.870.730.63
Current Ratio0.330.33———
Cash Flow
Free Cash Flow$-117.02B$-117.02B$-20.56B$-11.14B$-18.70B
Returns
ROE4.5%4.5%1.7%3.6%10.8%
Valuation
P/E28.1228.1290.2444.518.40
EV/EBITDA14.6014.6016.1612.756.50
P/B1.271.271.521.610.91
Growth & Yield
Revenue Growth11.0%11.0%5.0%0.3%—
EPS Growth179.3%179.3%-53.1%-66.0%—
Dividend Yield0.4%0.4%———

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

35.6%

muy exigente

EPS terminal req.

$571.44

Spread vs growth

143.6%

5Y implied EPS CAGR

24.7%

exigente

EPS terminal req.

$691.45

Spread vs growth

154.5%

10Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$1113.58

Spread vs growth

162.1%

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 +12.2%

Total return

+12.2%

Start / end P/E

70.2x → 28.1x

EPS bridge

82.00 → 229.00

Residual

-107.5%

EPS growth+179.3%
Multiple rerating-60.0%
Dividend+0.4%
Residual / FX / buybacks / cross-term-107.5%

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.