StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
003690.KS$12820.00-0.23%
Fair $12820.00+0.0%

003690.KS

Korean Reinsurance Company

Financial Services / Insurance - ReinsuranceKSE

$12820.00

-30.00 (-0.23%)

Fairly Valued+0.0%Fair Value $12820.00Fund rank 38/100 · Data gapFallback financials|
SA 50/C
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 36.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

50/100

C

Piotroski

4/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 003690.KSLocal privado en este navegador · Korean Reinsurance Company
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

$2.27T

P/E

8.1x

↓

EV/EBITDA

N/A

•

ROE

8.7%

↑

Gross Margin

N/A

•

Debt/Equity

0.01

↓
52-Week Range$12820
$8540$15400

TradingView lightweight chart

003690.KS price, volumen y niveles de valoración

Último $12,820Periodo +144.2%
Fair value: $12,820

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

-2.4%

FCF CAGR

+8.3%

FCF margin

38.0%

FCF / Net income

5.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.34T · net income $322.04B · FCF $1.65T

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

7.4%+1.5% pts

FCF margin

38.0%+10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4343.74B$4343.74B$4552.28B$4020.46B$4675.31B
Net Income$322.04B$322.04B$316.67B$283.87B$278.46B
EPS1587.001587.001556.001149.171223.61
Net Margin7.4%7.4%7.0%7.1%6.0%
Balance Sheet
Debt/Equity0.010.010.00——
Current Ratio44.5744.57———
Cash Flow
Free Cash Flow$1651.44B$1651.44B$1145.93B$675.06B$1299.75B
Returns
ROE8.7%8.7%9.2%8.7%10.3%
Valuation
P/E8.088.085.134.984.08
P/B0.710.710.470.430.42
Growth & Yield
Revenue Growth-4.6%-4.6%13.2%-14.0%—
EPS Growth2.0%2.0%35.4%-6.1%—
Dividend Yield4.4%4.4%———

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

-10.5%

fácil

EPS terminal req.

$1137.56

Spread vs growth

12.5%

5Y implied EPS CAGR

-2.8%

fácil

EPS terminal req.

$1376.45

Spread vs growth

4.8%

10Y implied EPS CAGR

3.4%

fácil

EPS terminal req.

$2216.79

Spread vs growth

-1.4%

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 +49.8%

Total return

+49.8%

Start / end P/E

5.7x → 8.1x

EPS bridge

1556.00 → 1587.00

Residual

+0.8%

EPS growth+2.0%
Multiple rerating+42.5%
Dividend+4.4%
Residual / FX / buybacks / cross-term+0.8%

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.