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001780.KS$2145.00-4.03%
Fair $2145.00+0.0%

001780.KS

Aluko Co., Ltd.

Basic Materials / AluminumKSE

$2145.00

-90.00 (-4.03%)

Fairly Valued+0.0%Fair Value $2145.00Fund rank 20/100 · Data gapFallback financials|
SA 26/D
F-Score: 4/9
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 14%

FCF escenarios

weak_data · normalized FCF $-9.9B · quality 27.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

26/100

D

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 4.8%, below the 5% threshold
Thesis & Journal · 001780.KSLocal privado en este navegador · Aluko 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

$207.7B

P/E

13.4x

↓

EV/EBITDA

6.6x

↓

ROE

4.8%

↑

Gross Margin

15.7%

↓

Debt/Equity

1.28

↑
52-Week Range$2145
$1900$3495

TradingView lightweight chart

001780.KS price, volumen y niveles de valoración

Último $2,145Periodo -50.7%
Fair value: $2,145

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

-3.7%

FCF CAGR

—

FCF margin

-1.7%

FCF / Net income

-0.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $575.66B · net income $15.52B · FCF $-9.86B

2022-FY → 2025-FY

Gross margin

15.7%-0.4% pts

Operating margin

6.1%+0.7% pts

Net margin

2.7%+0.5% pts

FCF margin

-1.7%+4.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$575.66B$575.66B$622.94B$591.19B$645.41B
Net Income$15.52B$15.52B$18.15B$18.53B$13.93B
EBITDA$85.47B$85.47B$100.40B$98.82B$82.26B
EPS160.00160.00188.00201.00155.00
Gross Margin15.7%15.7%16.2%15.8%16.1%
Operating Margin6.1%6.1%6.1%6.4%5.4%
Net Margin2.7%2.7%2.9%3.1%2.2%
Balance Sheet
Debt/Equity1.281.281.381.381.74
Current Ratio0.970.97———
Cash Flow
Free Cash Flow$-9.86B$-9.86B$-11.10B$3.05B$-39.99B
Returns
ROE4.8%4.8%5.8%6.7%5.9%
Valuation
P/E13.4113.4110.9014.9517.35
EV/EBITDA6.616.615.776.217.63
P/B0.640.640.631.001.02
Growth & Yield
Revenue Growth-7.6%-7.6%5.4%-8.4%—
EPS Growth-14.9%-14.9%-6.5%29.7%—

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

6.0%

razonable

EPS terminal req.

$190.33

Spread vs growth

-20.9%

5Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$230.30

Spread vs growth

-22.4%

10Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$370.91

Spread vs growth

-23.7%

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 -11.9%

Total return

-11.9%

Start / end P/E

13.0x → 13.4x

EPS bridge

188.00 → 160.00

Residual

-0.5%

EPS growth-14.9%
Multiple rerating+3.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.5%

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.