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003090.KS$18010.00-3.08%
Fair $18010.00+0.0%

003090.KS

Daewoong Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericKSE

$18010.00

-580.00 (-3.08%)

Fairly Valued+0.0%Fair Value $18010.00Fund rank 22/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9

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 16%

FCF escenarios

weak_data · normalized FCF $-90.4B · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

45/100

C

Piotroski

5/9

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 · 003090.KSLocal privado en este navegador · Daewoong 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

$736.4B

P/E

4.2x

↓

EV/EBITDA

4.2x

↓

ROE

14.9%

↑

Gross Margin

53.3%

↑

Debt/Equity

0.75

↑
52-Week Range$18010
$18240$30600

TradingView lightweight chart

003090.KS price, volumen y niveles de valoración

Último $18,260Periodo +665.4%
Fair value: $18,010

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

+6.8%

FCF CAGR

—

FCF margin

-4.4%

FCF / Net income

-0.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.07T · net income $175.06B · FCF $-90.38B

2022-FY → 2025-FY

Gross margin

53.3%+0.3% pts

Operating margin

12.7%+0.4% pts

Net margin

8.5%+2.4% pts

FCF margin

-4.4%-6.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2068.37B$2068.37B$1936.92B$1813.84B$1697.34B
Net Income$175.06B$175.06B$57.89B$152.67B$102.57B
EBITDA$320.37B$320.37B$182.13B$270.74B$211.56B
EPS4280.004280.001416.003692.002467.00
Gross Margin53.3%53.3%54.2%51.3%53.0%
Operating Margin12.7%12.7%14.6%10.8%12.2%
Net Margin8.5%8.5%3.0%8.4%6.0%
Balance Sheet
Debt/Equity0.750.750.690.480.54
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$-90.38B$-90.38B$-173.92B$-23.30B$31.46B
Returns
ROE14.9%14.9%5.8%16.3%12.4%
Valuation
P/E4.214.2115.085.417.78
EV/EBITDA4.244.247.494.114.98
P/B0.630.630.880.880.96
Growth & Yield
Revenue Growth6.8%6.8%6.8%6.9%—
EPS Growth202.3%202.3%-61.6%49.7%—
Dividend Yield1.1%1.1%———

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

-28.0%

fácil

EPS terminal req.

$1598.09

Spread vs growth

230.3%

5Y implied EPS CAGR

-14.7%

fácil

EPS terminal req.

$1933.69

Spread vs growth

217.0%

10Y implied EPS CAGR

-3.1%

fácil

EPS terminal req.

$3114.22

Spread vs growth

205.4%

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

14.4x → 4.3x

EPS bridge

1416.00 → 4280.00

Residual

-142.5%

EPS growth+202.3%
Multiple rerating-70.5%
Dividend+1.1%
Residual / FX / buybacks / cross-term-142.5%

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.