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002840.KS$118400.00+2.07%
Fair $118400.00+0.0%

002840.KS

Miwon Commercial Co., Ltd.

Basic Materials / ChemicalsKSE

$118400.00

+2400.00 (+2.07%)

Fairly Valued+0.0%Fair Value $118400.00Fund rank 35/100 · Data gapFallback financials|
SA 44/C
F-Score: 3/9
Margin Compression

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $29.8B · quality 75.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

44/100

C

Piotroski

3/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 002840.KSLocal privado en este navegador · Miwon Commercial 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

$542.0B

P/E

12.5x

↓

EV/EBITDA

5.6x

↓

ROE

10.5%

↑

Gross Margin

19.4%

↓

Debt/Equity

0.00

↓
52-Week Range$118400
$113000$187000

TradingView lightweight chart

002840.KS price, volumen y niveles de valoración

Último $118,400Periodo +9802.9%
Fair value: $118,400

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

+0.2%

FCF CAGR

-13.0%

FCF margin

4.4%

FCF / Net income

0.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $441.14B · net income $43.52B · FCF $19.34B

2022-FY → 2025-FY

Gross margin

19.4%-5.3% pts

Operating margin

9.9%-7.7% pts

Net margin

9.9%-6.6% pts

FCF margin

4.4%-2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$441.14B$441.14B$435.80B$421.37B$438.19B
Net Income$43.52B$43.52B$50.55B$61.02B$72.22B
EBITDA$92.21B$92.21B$93.61B$106.66B$115.28B
EPS9449.009449.0010790.0012771.0014752.00
Gross Margin19.4%19.4%23.0%24.1%24.7%
Operating Margin9.9%9.9%13.8%16.0%17.6%
Net Margin9.9%9.9%11.6%14.5%16.5%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio4.284.28———
Cash Flow
Free Cash Flow$19.34B$19.34B$29.82B$37.65B$29.37B
Returns
ROE10.5%10.5%12.6%16.1%21.1%
Valuation
P/E12.5312.5316.9613.3610.78
EV/EBITDA5.635.638.787.306.54
P/B1.311.312.142.162.28
Growth & Yield
Revenue Growth1.2%1.2%3.4%-3.8%—
EPS Growth-12.4%-12.4%-15.5%-13.4%—
Dividend Yield2.1%2.1%———

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

3.6%

fácil

EPS terminal req.

$10506.03

Spread vs growth

-16.0%

5Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$12712.29

Spread vs growth

-18.5%

10Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$20473.27

Spread vs growth

-20.5%

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 -32.1%

Total return

-32.1%

Start / end P/E

16.7x → 12.5x

EPS bridge

10790.00 → 9449.00

Residual

+3.1%

EPS growth-12.4%
Multiple rerating-24.8%
Dividend+2.1%
Residual / FX / buybacks / cross-term+3.1%

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.