StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
003920.KS$45300.00-1.20%
Fair $45300.00+0.0%

003920.KS

Namyang Dairy Products Co., Ltd

Consumer Defensive / Packaged FoodsKSE

$45300.00

-550.00 (-1.20%)

Fairly Valued+0.0%Fair Value $45300.00Fund rank 30/100 · Data gapFallback financials|
SA 41/C
F-Score: 7/9
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 20%

FCF escenarios

weak_data · normalized FCF $17.7B · quality 55.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

41/100

C

Piotroski

7/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 2 consecutive years ROE is 0.7%, below the 5% threshold
Thesis & Journal · 003920.KSLocal privado en este navegador · Namyang Dairy Products 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

$356.2B

P/E

51.0x

↑

EV/EBITDA

7.5x

↓

ROE

0.7%

↓

Gross Margin

21.1%

↓

Debt/Equity

0.01

↓
52-Week Range$45300
$44950$79100

TradingView lightweight chart

003920.KS price, volumen y niveles de valoración

Último $45,300Periodo +107.8%
Fair value: $45,300

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

-1.8%

FCF CAGR

—

FCF margin

1.9%

FCF / Net income

2.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $914.15B · net income $7.11B · FCF $17.72B

2022-FY → 2025-FY

Gross margin

21.1%+5.5% pts

Operating margin

0.6%+9.6% pts

Net margin

0.8%+8.9% pts

FCF margin

1.9%+8.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$914.15B$914.15B$952.79B$996.76B$964.66B
Net Income$7.11B$7.11B$250.0M$-66.25B$-78.44B
EBITDA$31.59B$31.59B$27.42B$-32.04B$-56.40B
EPS888.00888.0027.00-753.20-9269.00
Gross Margin21.1%21.1%20.6%19.0%15.6%
Operating Margin0.6%0.6%-1.0%-7.2%-9.0%
Net Margin0.8%0.8%0.0%-6.6%-8.1%
Balance Sheet
Debt/Equity0.010.010.020.030.08
Current Ratio2.942.94———
Cash Flow
Free Cash Flow$17.72B$17.72B$31.94B$-46.34B$-65.01B
Returns
ROE0.7%0.7%0.0%-9.9%-10.6%
Valuation
P/E51.0151.012233.33——
EV/EBITDA7.497.4911.96——
P/B0.280.280.640.620.50
Growth & Yield
Revenue Growth-4.1%-4.1%-4.4%3.3%—
EPS Growth3188.9%3188.9%103.6%91.9%—
Dividend Yield3.1%3.1%———

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

65.4%

muy exigente

EPS terminal req.

$4019.62

Spread vs growth

3123.5%

5Y implied EPS CAGR

40.5%

muy exigente

EPS terminal req.

$4863.74

Spread vs growth

3148.4%

10Y implied EPS CAGR

24.3%

exigente

EPS terminal req.

$7833.10

Spread vs growth

3164.6%

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 -38.7%

Total return

-38.7%

Start / end P/E

2885.2x → 51.0x

EPS bridge

27.00 → 888.00

Residual

-3132.5%

EPS growth+3188.9%
Multiple rerating-98.2%
Dividend+3.1%
Residual / FX / buybacks / cross-term-3132.5%

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.