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004370.KS$383000.00+0.26%
Fair $383000.00+0.0%

004370.KS

Nongshim Co., Ltd.

Consumer Defensive / Packaged FoodsKSE

$383000.00

+1000.00 (+0.26%)

Fairly Valued+0.0%Fair Value $383000.00Fund rank 37/100 · Data gapFallback financials|
SA 52/C
F-Score: 7/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $200.8B · quality 76.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

52/100

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: 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 · 004370.KSLocal privado en este navegador · Nongshim 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

$2.33T

P/E

13.7x

↓

EV/EBITDA

6.4x

↓

ROE

6.0%

↓

Gross Margin

29.0%

↑

Debt/Equity

0.06

↓
52-Week Range$383000
$358500$579000

TradingView lightweight chart

004370.KS price, volumen y niveles de valoración

Último $383,000Periodo +822.9%
Fair value: $383,000

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

+3.9%

FCF CAGR

+45.8%

FCF margin

5.7%

FCF / Net income

1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.51T · net income $170.13B · FCF $200.85B

2022-FY → 2025-FY

Gross margin

29.0%+0.2% pts

Operating margin

5.2%+1.6% pts

Net margin

4.8%+1.1% pts

FCF margin

5.7%+3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3514.32B$3514.32B$3438.73B$3410.56B$3129.07B
Net Income$170.13B$170.13B$157.30B$171.90B$116.12B
EBITDA$353.83B$353.83B$346.57B$353.05B$278.30B
EPS27970.0027970.0026747.0029728.0020081.00
Gross Margin29.0%29.0%28.1%30.4%28.7%
Operating Margin5.2%5.2%4.7%6.2%3.6%
Net Margin4.8%4.8%4.6%5.0%3.7%
Balance Sheet
Debt/Equity0.060.060.080.030.03
Current Ratio2.212.21———
Cash Flow
Free Cash Flow$200.85B$200.85B$147.23B$219.00B$64.76B
Returns
ROE6.0%6.0%5.9%7.1%5.0%
Valuation
P/E13.6913.6914.2413.5216.73
EV/EBITDA6.376.376.646.356.75
P/B0.820.820.840.960.84
Growth & Yield
Revenue Growth2.2%2.2%0.8%9.0%—
EPS Growth4.6%4.6%-10.0%48.0%—
Dividend Yield1.6%1.6%———

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

6.7%

razonable

EPS terminal req.

$33984.87

Spread vs growth

-2.1%

5Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$41121.69

Spread vs growth

-3.4%

10Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$66226.89

Spread vs growth

-4.4%

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 -8.8%

Total return

-8.8%

Start / end P/E

16.0x → 13.7x

EPS bridge

26747.00 → 27970.00

Residual

-0.7%

EPS growth+4.6%
Multiple rerating-14.3%
Dividend+1.6%
Residual / FX / buybacks / cross-term-0.7%

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.