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004090.KS$12180.00-3.33%
Fair $12180.00+0.0%

004090.KS

Korea Petroleum Industries Company

Basic Materials / Building MaterialsKSE

$12180.00

-420.00 (-3.33%)

Fairly Valued+0.0%Fair Value $12180.00Fund rank 24/100 · Data gapFallback financials|
SA 30/D
F-Score: 4/9
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-12.8B · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

30/100

D

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 2.6%, below the 5% threshold
Thesis & Journal · 004090.KSLocal privado en este navegador · Korea Petroleum Industries 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

$154.0B

P/E

29.6x

↑

EV/EBITDA

14.4x

↑

ROE

2.6%

↑

Gross Margin

9.3%

↓

Debt/Equity

0.67

↑
52-Week Range$12180
$11980$33575

TradingView lightweight chart

004090.KS price, volumen y niveles de valoración

Último $12,180Periodo +1704.4%
Fair value: $12,180

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

-2.3%

FCF CAGR

—

FCF margin

-4.6%

FCF / Net income

-6.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $696.93B · net income $5.21B · FCF $-32.25B

2022-FY → 2025-FY

Gross margin

9.3%+1.0% pts

Operating margin

1.7%-0.7% pts

Net margin

0.7%-0.7% pts

FCF margin

-4.6%-6.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$696.93B$696.93B$726.20B$679.23B$747.94B
Net Income$5.21B$5.21B$13.05B$14.85B$11.13B
EBITDA$19.60B$19.60B$23.28B$23.67B$21.40B
EPS412.00412.001049.001217.00906.00
Gross Margin9.3%9.3%9.2%9.0%8.2%
Operating Margin1.7%1.7%2.6%2.2%2.4%
Net Margin0.7%0.7%1.8%2.2%1.5%
Balance Sheet
Debt/Equity0.670.670.590.590.66
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$-32.25B$-32.25B$-12.80B$-584.7M$17.20B
Returns
ROE2.6%2.6%6.6%8.3%6.8%
Valuation
P/E29.5629.5613.019.8811.37
EV/EBITDA14.4014.4011.5410.1010.07
P/B0.750.750.860.820.77
Growth & Yield
Revenue Growth-4.0%-4.0%6.9%-9.2%—
EPS Growth-60.7%-60.7%-13.8%34.3%—
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%

3Y implied EPS CAGR

37.9%

muy exigente

EPS terminal req.

$1080.77

Spread vs growth

-98.6%

5Y implied EPS CAGR

26.0%

muy exigente

EPS terminal req.

$1307.73

Spread vs growth

-86.7%

10Y implied EPS CAGR

17.7%

exigente

EPS terminal req.

$2106.12

Spread vs growth

-78.4%

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 +1.3%

Total return

+1.3%

Start / end P/E

11.6x → 29.6x

EPS bridge

1049.00 → 412.00

Residual

-94.4%

EPS growth-60.7%
Multiple rerating+155.5%
Dividend+0.9%
Residual / FX / buybacks / cross-term-94.4%

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.