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003380.KQ$11080.00-1.77%
Fair $11080.00+0.0%

003380.KQ

Harim Holdings Co., Ltd.

Consumer Defensive / Packaged FoodsKOSDAQ

$11080.00

-200.00 (-1.77%)

Fairly Valued+0.0%Fair Value $11080.00Fund rank 30/100 · Data gapFallback financials|
SA 44/C
F-Score: 6/9
High Debt

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $266.9B · quality 51.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

6/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 2.82, above the 2.0 threshold
Thesis & Journal · 003380.KQLocal privado en este navegador · Harim Holdings 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

$1.10T

P/E

4.7x

↓

EV/EBITDA

5.0x

↓

ROE

7.1%

↑

Gross Margin

17.7%

↓

Debt/Equity

2.82

↑
52-Week Range$11080
$6850$19610

TradingView lightweight chart

003380.KQ price, volumen y niveles de valoración

Último $11,080Periodo +25.9%
Fair value: $11,080

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

-1.4%

FCF CAGR

+0.5%

FCF margin

4.8%

FCF / Net income

2.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.21T · net income $229.74B · FCF $638.82B

2022-FY → 2025-FY

Gross margin

17.7%+1.4% pts

Operating margin

6.7%+0.0% pts

Net margin

1.7%-0.0% pts

FCF margin

4.8%+0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13214.88B$13214.88B$12272.96B$12062.36B$13775.30B
Net Income$229.74B$229.74B$26.37B$37.05B$243.98B
EBITDA$1751.53B$1751.53B$1199.97B$1246.58B$1685.51B
EPS2360.002360.00271.00384.002678.00
Gross Margin17.7%17.7%17.8%16.4%16.3%
Operating Margin6.7%6.7%6.3%4.7%6.6%
Net Margin1.7%1.7%0.2%0.3%1.8%
Balance Sheet
Debt/Equity2.822.822.792.342.42
Current Ratio0.780.78———
Cash Flow
Free Cash Flow$638.82B$638.82B$192.86B$266.90B$628.75B
Returns
ROE7.1%7.1%0.9%1.3%9.0%
Valuation
P/E4.694.6920.1819.273.03
EV/EBITDA5.005.006.504.793.60
P/B0.330.330.170.260.27
Growth & Yield
Revenue Growth7.7%7.7%1.7%-12.4%—
EPS Growth770.8%770.8%-29.4%-85.7%—
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

-25.3%

fácil

EPS terminal req.

$983.17

Spread vs growth

796.2%

5Y implied EPS CAGR

-12.8%

fácil

EPS terminal req.

$1189.63

Spread vs growth

783.7%

10Y implied EPS CAGR

-2.1%

fácil

EPS terminal req.

$1915.91

Spread vs growth

772.9%

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 +55.4%

Total return

+55.4%

Start / end P/E

26.5x → 4.7x

EPS bridge

271.00 → 2360.00

Residual

-634.3%

EPS growth+770.8%
Multiple rerating-82.3%
Dividend+1.1%
Residual / FX / buybacks / cross-term-634.3%

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.