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003720.KS$8840.00-9.80%
Fair $8840.00+0.0%

003720.KS

Samyoung Co.,Ltd.

Consumer Cyclical / Packaging & ContainersKSE

$8840.00

-960.00 (-9.80%)

Fairly Valued+0.0%Fair Value $8840.00Fund rank 25/100 · Data gapFallback financials|
SA 54/C
F-Score: 6/9

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 $4.6B · quality 38.0/100

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

54/100

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: 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 · 003720.KSLocal privado en este navegador · Samyoung 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

$291.0B

P/E

22.1x

↑

EV/EBITDA

15.5x

↑

ROE

15.4%

↑

Gross Margin

19.3%

↓

Debt/Equity

0.99

↑
52-Week Range$8840
$3705$13980

TradingView lightweight chart

003720.KS price, volumen y niveles de valoración

Último $8,840Periodo +524.7%
Fair value: $8,840

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

+4.2%

FCF CAGR

—

FCF margin

9.8%

FCF / Net income

1.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $153.21B · net income $13.17B · FCF $15.01B

2022-FY → 2025-FY

Gross margin

19.3%+5.6% pts

Operating margin

9.8%+7.7% pts

Net margin

8.6%+6.6% pts

FCF margin

9.8%+16.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$153.21B$153.21B$126.04B$122.59B$135.26B
Net Income$13.17B$13.17B$8.06B$18.63B$2.70B
EBITDA$22.71B$22.71B$15.10B$19.89B$10.83B
EPS400.00400.00243.00558.0032.00
Gross Margin19.3%19.3%17.4%15.0%13.7%
Operating Margin9.8%9.8%7.3%5.0%2.0%
Net Margin8.6%8.6%6.4%15.2%2.0%
Balance Sheet
Debt/Equity0.990.990.530.661.04
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$15.01B$15.01B$4.57B$2.01B$-9.40B
Returns
ROE15.4%15.4%11.0%27.9%5.2%
Valuation
P/E22.1022.1015.518.3278.75
EV/EBITDA15.5115.5110.139.4111.79
P/B3.413.411.712.321.65
Growth & Yield
Revenue Growth21.6%21.6%2.8%-9.4%—
EPS Growth64.6%64.6%-56.5%1643.8%—
Dividend Yield0.3%0.3%———

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

25.2%

muy exigente

EPS terminal req.

$784.40

Spread vs growth

39.4%

5Y implied EPS CAGR

18.9%

exigente

EPS terminal req.

$949.13

Spread vs growth

45.7%

10Y implied EPS CAGR

14.3%

razonable

EPS terminal req.

$1528.58

Spread vs growth

50.3%

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 +119.1%

Total return

+119.1%

Start / end P/E

16.6x → 22.1x

EPS bridge

243.00 → 400.00

Residual

+21.3%

EPS growth+64.6%
Multiple rerating+32.9%
Dividend+0.3%
Residual / FX / buybacks / cross-term+21.3%

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.