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001820.KS$107700.00-5.53%
Fair $107700.00+0.0%

001820.KS

SAMWHA CAPACITOR Co.,LTD

Technology / Electronic ComponentsKSE

$107700.00

-6300.00 (-5.53%)

Fairly Valued+0.0%Fair Value $107700.00Fund rank 35/100 · Data gapFallback financials|
SA 56/C
F-Score: 4/9
Margin CompressionLow 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $9.1B · quality 69.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

56/100

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: 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. Operating margin has declined for 3 consecutive years ROE is 4.5%, below the 5% threshold
Thesis & Journal · 001820.KSLocal privado en este navegador · SAMWHA CAPACITOR 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

$1.11T

P/E

88.2x

↑

EV/EBITDA

33.2x

↑

ROE

4.5%

↓

Gross Margin

15.0%

↓

Debt/Equity

0.01

↓
52-Week Range$107700
$23700$172800

TradingView lightweight chart

001820.KS price, volumen y niveles de valoración

Último $107,700Periodo +3152.7%
Fair value: $107,700

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

+3.8%

FCF CAGR

-32.0%

FCF margin

3.1%

FCF / Net income

0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $294.49B · net income $12.53B · FCF $9.13B

2022-FY → 2025-FY

Gross margin

15.0%-7.0% pts

Operating margin

4.4%-7.2% pts

Net margin

4.3%-6.8% pts

FCF margin

3.1%-7.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$294.49B$294.49B$295.41B$280.77B$263.47B
Net Income$12.53B$12.53B$21.82B$20.81B$29.14B
EBITDA$32.14B$32.14B$45.72B$47.78B$53.01B
EPS1221.001221.002127.002028.002840.00
Gross Margin15.0%15.0%16.0%18.6%21.9%
Operating Margin4.4%4.4%6.0%8.4%11.6%
Net Margin4.3%4.3%7.4%7.4%11.1%
Balance Sheet
Debt/Equity0.010.010.010.040.05
Current Ratio3.733.73———
Cash Flow
Free Cash Flow$9.13B$9.13B$28.24B$8.94B$29.03B
Returns
ROE4.5%4.5%8.2%8.5%13.0%
Valuation
P/E88.2188.2112.9519.1113.36
EV/EBITDA33.1833.185.587.746.47
P/B3.983.981.071.631.74
Growth & Yield
Revenue Growth-0.3%-0.3%5.2%6.6%—
EPS Growth-42.6%-42.6%4.9%-28.6%—
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

98.5%

muy exigente

EPS terminal req.

$9556.58

Spread vs growth

-141.1%

5Y implied EPS CAGR

56.8%

muy exigente

EPS terminal req.

$11563.46

Spread vs growth

-99.4%

10Y implied EPS CAGR

31.3%

muy exigente

EPS terminal req.

$18623.07

Spread vs growth

-73.9%

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 +345.5%

Total return

+345.5%

Start / end P/E

11.4x → 88.2x

EPS bridge

2127.00 → 1221.00

Residual

-287.6%

EPS growth-42.6%
Multiple rerating+675.3%
Dividend+0.4%
Residual / FX / buybacks / cross-term-287.6%

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.