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004150.KS$3790.00-6.07%
Fair $3790.00+0.0%

004150.KS

Hansol Holdings Co., Ltd.

Basic Materials / Paper & Paper ProductsKSE

$3790.00

-245.00 (-6.07%)

Fairly Valued+0.0%Fair Value $3790.00Fund rank 37/100 · Data gapFallback financials|
SA 60/B
F-Score: 5/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $23.5B · quality 76.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

60/100

B

Piotroski

5/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is -0.1%, below the 5% threshold
Thesis & Journal · 004150.KSLocal privado en este navegador · Hansol Holdings 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

$155.5B

P/E

N/A

•

EV/EBITDA

3.9x

↓

ROE

-0.1%

↑

Gross Margin

8.9%

↓

Debt/Equity

0.12

↓
52-Week Range$3790
$2500$4695

TradingView lightweight chart

004150.KS price, volumen y niveles de valoración

Último $3,790Periodo -47.3%
Fair value: $3,790

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

+33.0%

FCF CAGR

+7.5%

FCF margin

4.0%

FCF / Net income

-72.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.10T · net income $-606.7M · FCF $44.27B

2022-FY → 2025-FY

Gross margin

8.9%-3.9% pts

Operating margin

2.1%-2.1% pts

Net margin

-0.1%-10.3% pts

FCF margin

4.0%-3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1098.31B$1098.31B$791.64B$443.14B$467.21B
Net Income$-606.7M$-606.7M$2.02B$7.43B$48.05B
EBITDA$46.22B$46.22B$24.73B$16.02B$68.28B
EPS-15.00-15.0049.00177.001144.00
Gross Margin8.9%8.9%7.9%11.9%12.8%
Operating Margin2.1%2.1%1.0%1.0%4.1%
Net Margin-0.1%-0.1%0.3%1.7%10.3%
Balance Sheet
Debt/Equity0.120.120.140.040.04
Current Ratio1.701.70———
Cash Flow
Free Cash Flow$44.27B$44.27B$23.51B$15.02B$35.62B
Returns
ROE-0.1%-0.1%0.4%1.3%8.5%
Valuation
P/E——48.3715.992.95
EV/EBITDA3.923.925.315.781.13
P/B0.280.280.170.210.25
Growth & Yield
Revenue Growth38.7%38.7%78.6%-5.2%—
EPS Growth-130.6%-130.6%-72.3%-84.5%—
Dividend Yield3.2%3.2%———

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 +53.0%

Total return

+53.0%

Start / end P/E

n/dx → n/dx

EPS bridge

49.00 → -15.00

Residual

+49.8%

EPS growthn/d
Multiple reratingn/d
Dividend+3.2%
Residual / FX / buybacks / cross-term+49.8%

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.