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002995.KS$12810.00-3.68%
Fair $12810.00+0.0%

002995.KS

KUMHO Engineering & Construction Co., Ltd.

Industrials / Engineering & ConstructionKSE

$12810.00

-490.00 (-3.68%)

Fairly Valued+0.0%Fair Value $12810.00Fund rank 25/100 · Data gapFallback financials|
SA 36/D
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $50.4B · quality 37.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

36/100

D

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 · 002995.KSLocal privado en este navegador · KUMHO Engineering & Construction 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

$474.7B

P/E

7.3x

↓

EV/EBITDA

4.5x

↓

ROE

25.8%

↑

Gross Margin

6.3%

↓

Debt/Equity

0.71

↑
52-Week Range$12810
$10580$50100

TradingView lightweight chart

002995.KS price, volumen y niveles de valoración

Último $12,810Periodo -96.4%
Fair value: $12,810

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

-0.5%

FCF CAGR

-1.5%

FCF margin

2.5%

FCF / Net income

0.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.02T · net income $63.92B · FCF $50.42B

2022-FY → 2025-FY

Gross margin

6.3%-0.4% pts

Operating margin

2.0%-0.7% pts

Net margin

3.2%+2.1% pts

FCF margin

2.5%-0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2018.49B$2018.49B$1914.19B$2217.63B$2048.51B
Net Income$63.92B$63.92B$-225.71B$1.11B$21.19B
EBITDA$106.60B$106.60B$-244.67B$24.28B$75.12B
EPS1765.001765.00-6238.0031.00587.00
Gross Margin6.3%6.3%-4.9%4.4%6.7%
Operating Margin2.0%2.0%-11.7%0.8%2.7%
Net Margin3.2%3.2%-11.8%0.0%1.0%
Balance Sheet
Debt/Equity0.710.711.270.670.46
Current Ratio0.890.89———
Cash Flow
Free Cash Flow$50.42B$50.42B$80.11B$-155.87B$52.78B
Returns
ROE25.8%25.8%-98.4%0.2%3.9%
Valuation
P/E7.267.26—524.1945.83
EV/EBITDA4.494.49—30.2612.39
P/B1.871.872.071.231.79
Growth & Yield
Revenue Growth5.4%5.4%-13.7%8.3%—
EPS Growth128.3%128.3%-20222.6%-94.7%—
Dividend Yield2.6%2.6%———

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

-13.6%

fácil

EPS terminal req.

$1136.67

Spread vs growth

141.9%

5Y implied EPS CAGR

-4.9%

fácil

EPS terminal req.

$1375.38

Spread vs growth

133.2%

10Y implied EPS CAGR

2.3%

fácil

EPS terminal req.

$2215.06

Spread vs growth

126.0%

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 +9.6%

Total return

+9.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-6238.00 → 1765.00

Residual

+7.0%

EPS growthn/d
Multiple reratingn/d
Dividend+2.6%
Residual / FX / buybacks / cross-term+7.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.