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003240.KS$949000.00-2.06%
Fair $949000.00+0.0%

003240.KS

Taekwang Industrial Co., Ltd.

Basic Materials / ChemicalsKSE

$949000.00

-20000.00 (-2.06%)

Fairly Valued+0.0%Fair Value $949000.00Fund rank 24/100 · Data gapFallback financials|
SA 45/C
F-Score: 3/9
Declining RevenueLow 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $26.8B · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

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: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is 2.1%, below the 5% threshold
Thesis & Journal · 003240.KSLocal privado en este navegador · Taekwang Industrial 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

$798.7B

P/E

9.9x

↓

EV/EBITDA

2.7x

↓

ROE

2.1%

↑

Gross Margin

9.7%

↓

Debt/Equity

0.00

↓
52-Week Range$949000
$708000$1634000

TradingView lightweight chart

003240.KS price, volumen y niveles de valoración

Último $949,000Periodo +137.8%
Fair value: $949,000

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

-11.2%

FCF CAGR

—

FCF margin

-15.3%

FCF / Net income

-3.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.83T · net income $80.82B · FCF $-279.02B

2022-FY → 2025-FY

Gross margin

9.7%+5.8% pts

Operating margin

-1.6%+2.4% pts

Net margin

4.4%-5.4% pts

FCF margin

-15.3%-7.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1827.44B$1827.44B$2027.54B$2265.49B$2606.60B
Net Income$80.82B$80.82B$214.53B$-18.50B$256.66B
EBITDA$140.00B$140.00B$349.62B$79.57B$301.62B
EPS96033.0096033.00254899.00-21984.00304953.00
Gross Margin9.7%9.7%9.5%4.6%3.9%
Operating Margin-1.6%-1.6%-0.0%-4.4%-4.0%
Net Margin4.4%4.4%10.6%-0.8%9.8%
Balance Sheet
Debt/Equity0.000.000.030.030.02
Current Ratio5.915.91———
Cash Flow
Free Cash Flow$-279.02B$-279.02B$153.45B$26.84B$-207.95B
Returns
ROE2.1%2.1%5.5%-0.5%6.3%
Valuation
P/E9.889.882.39—2.35
EV/EBITDA2.722.720.633.270.71
P/B0.200.200.130.130.15
Growth & Yield
Revenue Growth-9.9%-9.9%-10.5%-13.1%—
EPS Growth-62.3%-62.3%1259.5%-107.2%—
Dividend Yield0.2%0.2%———

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

-4.3%

fácil

EPS terminal req.

$84207.93

Spread vs growth

-58.0%

5Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$101891.60

Spread vs growth

-63.5%

10Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$164097.44

Spread vs growth

-67.8%

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 +13.2%

Total return

+13.2%

Start / end P/E

3.3x → 9.9x

EPS bridge

254899.00 → 96033.00

Residual

-124.6%

EPS growth-62.3%
Multiple rerating+199.9%
Dividend+0.2%
Residual / FX / buybacks / cross-term-124.6%

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.