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002290.KQ$3530.00-3.16%
Fair $3530.00+0.0%

002290.KQ

Samil Enterprise Co., Ltd.

Unknown / UnknownKOSDAQ

$3530.00

-115.00 (-3.16%)

Fairly Valued+0.0%Fair Value $3530.00Fund rank 32/100 · Data gapFallback financials|
SA 58/C
F-Score: 7/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $6.8B · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

58/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 002290.KQLocal privado en este navegador · Samil Enterprise 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

$43.8B

P/E

6.4x

↓

EV/EBITDA

3.3x

↓

ROE

9.3%

↑

Gross Margin

14.5%

↓

Debt/Equity

0.00

↓
52-Week Range$3530
$3315$4600

TradingView lightweight chart

002290.KQ price, volumen y niveles de valoración

Último $3,530Periodo +332.1%
Fair value: $3,530

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

+10.2%

FCF CAGR

+12.6%

FCF margin

18.5%

FCF / Net income

2.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $85.18B · net income $6.84B · FCF $15.79B

2022-FY → 2025-FY

Gross margin

14.5%+5.0% pts

Operating margin

8.7%+5.2% pts

Net margin

8.0%+4.1% pts

FCF margin

18.5%+1.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$85.18B$85.18B$112.65B$78.64B$63.62B
Net Income$6.84B$6.84B$5.84B$3.84B$2.49B
EBITDA$7.66B$7.66B$5.93B$3.28B$2.32B
EPS551.00551.00471.00310.00201.00
Gross Margin14.5%14.5%9.3%14.6%9.5%
Operating Margin8.7%8.7%5.1%4.0%3.4%
Net Margin8.0%8.0%5.2%4.9%3.9%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Cash Flow
Free Cash Flow$15.79B$15.79B$6.81B$-4.86B$11.07B
Returns
ROE9.3%9.3%8.5%5.9%4.0%
Valuation
P/E6.416.418.6213.8118.38
EV/EBITDA3.293.295.568.3711.76
P/B0.600.600.730.810.73
Growth & Yield
Revenue Growth-24.4%-24.4%43.2%23.6%—
EPS Growth17.0%17.0%51.9%54.2%—

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

-17.2%

fácil

EPS terminal req.

$313.23

Spread vs growth

34.1%

5Y implied EPS CAGR

-7.2%

fácil

EPS terminal req.

$379.01

Spread vs growth

24.2%

10Y implied EPS CAGR

1.0%

fácil

EPS terminal req.

$610.39

Spread vs growth

16.0%

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 +2.3%

Total return

+2.3%

Start / end P/E

7.3x → 6.4x

EPS bridge

471.00 → 551.00

Residual

-2.1%

EPS growth+17.0%
Multiple rerating-12.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.1%

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.