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003960.KS$26300.00-2.95%
Fair $26300.00+0.0%

003960.KS

Sajodaerim Corporation

Consumer Defensive / Packaged FoodsKSE

$26300.00

-800.00 (-2.95%)

Fairly Valued+0.0%Fair Value $26300.00Fund rank 31/100 · Data gapFallback financials|
SA 19/F
F-Score: 3/9
Low 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $119.0B · quality 52.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

19/100

F

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: 1unknown: 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. ROE is -12.1%, below the 5% threshold
Thesis & Journal · 003960.KSLocal privado en este navegador · Sajodaerim Corporation
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

$235.1B

P/E

N/A

•

EV/EBITDA

18.5x

↑

ROE

-12.1%

↓

Gross Margin

12.1%

↓

Debt/Equity

1.10

↑
52-Week Range$26300
$26200$46350

TradingView lightweight chart

003960.KS price, volumen y niveles de valoración

Último $26,300Periodo -19.7%
Fair value: $26,300

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

+20.1%

FCF CAGR

-43.6%

FCF margin

0.2%

FCF / Net income

-0.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.50T · net income $-78.63B · FCF $7.14B

2022-FY → 2025-FY

Gross margin

12.1%-0.8% pts

Operating margin

2.7%-2.1% pts

Net margin

-2.2%-5.8% pts

FCF margin

0.2%-1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3499.81B$3499.81B$2642.96B$2063.07B$2018.75B
Net Income$-78.63B$-78.63B$91.80B$91.34B$71.25B
EBITDA$41.63B$41.63B$194.47B$174.51B$126.71B
EPS-8909.00-8909.0011494.0012123.009689.00
Gross Margin12.1%12.1%13.9%14.4%12.9%
Operating Margin2.7%2.7%5.0%6.7%4.8%
Net Margin-2.2%-2.2%3.5%4.4%3.5%
Balance Sheet
Debt/Equity1.101.101.020.370.48
Current Ratio0.870.87———
Cash Flow
Free Cash Flow$7.14B$7.14B$119.03B$160.08B$39.77B
Returns
ROE-12.1%-12.1%13.1%15.6%14.3%
Valuation
P/E——3.512.662.79
EV/EBITDA18.5418.544.441.643.19
P/B0.360.360.460.410.40
Growth & Yield
Revenue Growth32.4%32.4%28.1%2.2%—
EPS Growth-177.5%-177.5%-5.2%25.1%—
Dividend Yield0.9%0.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -31.3%

Total return

-31.3%

Start / end P/E

n/dx → n/dx

EPS bridge

11494.00 → -8909.00

Residual

-32.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.9%
Residual / FX / buybacks / cross-term-32.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.