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004430.KS$10280.00+0.69%
Fair $10280.00+0.0%

004430.KS

Songwon Industrial Co., Ltd.

Basic Materials / Specialty ChemicalsKSE

$10280.00

+70.00 (+0.69%)

Fairly Valued+0.0%Fair Value $10280.00Fund rank 33/100 · Data gapFallback financials|
SA 26/D
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 $56.9B · quality 65.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

26/100

D

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is -0.6%, below the 5% threshold
Thesis & Journal · 004430.KSLocal privado en este navegador · Songwon Industrial 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

$246.7B

P/E

N/A

•

EV/EBITDA

10.9x

↑

ROE

-0.6%

↓

Gross Margin

5.8%

↓

Debt/Equity

0.22

↓
52-Week Range$10280
$8470$16730

TradingView lightweight chart

004430.KS price, volumen y niveles de valoración

Último $10,280Periodo +390.0%
Fair value: $10,280

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

-14.1%

FCF CAGR

-35.3%

FCF margin

1.7%

FCF / Net income

-3.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $842.45B · net income $-3.90B · FCF $14.46B

2022-FY → 2025-FY

Gross margin

5.8%-16.9% pts

Operating margin

-1.0%-14.9% pts

Net margin

-0.5%-10.4% pts

FCF margin

1.7%-2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$842.45B$842.45B$1070.20B$1029.97B$1329.51B
Net Income$-3.90B$-3.90B$45.09B$34.85B$131.93B
EBITDA$34.00B$34.00B$111.03B$94.88B$222.61B
EPS-162.00-162.001879.001452.005497.00
Gross Margin5.8%5.8%16.5%14.6%22.7%
Operating Margin-1.0%-1.0%5.9%5.7%13.9%
Net Margin-0.5%-0.5%4.2%3.4%9.9%
Balance Sheet
Debt/Equity0.220.220.250.270.43
Current Ratio2.132.13———
Cash Flow
Free Cash Flow$14.46B$14.46B$56.91B$124.19B$53.37B
Returns
ROE-0.6%-0.6%6.0%4.9%19.3%
Valuation
P/E——5.8511.253.26
EV/EBITDA10.9410.943.045.082.77
P/B0.370.370.350.560.63
Growth & Yield
Revenue Growth-21.3%-21.3%3.9%-22.5%—
EPS Growth-108.6%-108.6%29.4%-73.6%—
Dividend Yield2.9%2.9%———

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 -9.8%

Total return

-9.8%

Start / end P/E

n/dx → n/dx

EPS bridge

1879.00 → -162.00

Residual

-12.7%

EPS growthn/d
Multiple reratingn/d
Dividend+2.9%
Residual / FX / buybacks / cross-term-12.7%

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.