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004440.KS$4945.00-1.49%
Fair $4945.00+0.0%

004440.KS

SAMIL C&S Co., Ltd.

Basic Materials / Building MaterialsKSE

$4945.00

-75.00 (-1.49%)

Fairly Valued+0.0%Fair Value $4945.00Fund rank 30/100 · Data gapFallback financials|
SA 31/D
F-Score: 6/9
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 20%

FCF escenarios

weak_data · normalized FCF $-9.2B · quality 53.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

31/100

D

Piotroski

6/9

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 · 004440.KSLocal privado en este navegador · SAMIL C&S 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

$63.0B

P/E

42.3x

↑

EV/EBITDA

6.2x

↓

ROE

0.6%

↑

Gross Margin

11.7%

↓

Debt/Equity

0.48

↑
52-Week Range$4945
$3990$11070

TradingView lightweight chart

004440.KS price, volumen y niveles de valoración

Último $4,945Periodo -78.7%
Fair value: $4,945

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

-2.6%

FCF CAGR

—

FCF margin

1.9%

FCF / Net income

2.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $223.13B · net income $1.49B · FCF $4.32B

2022-FY → 2025-FY

Gross margin

11.7%+1.4% pts

Operating margin

2.2%+5.1% pts

Net margin

0.7%+3.2% pts

FCF margin

1.9%+6.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$223.13B$223.13B$221.30B$216.45B$241.24B
Net Income$1.49B$1.49B$-2.01B$2.04B$-6.19B
EBITDA$15.41B$15.41B$9.25B$15.42B$3.78B
EPS117.00117.00-158.00160.00-486.00
Gross Margin11.7%11.7%9.6%16.0%10.3%
Operating Margin2.2%2.2%-1.0%2.4%-2.9%
Net Margin0.7%0.7%-0.9%0.9%-2.6%
Balance Sheet
Debt/Equity0.480.480.320.150.27
Current Ratio1.531.53———
Cash Flow
Free Cash Flow$4.32B$4.32B$-9.24B$-21.15B$-9.83B
Returns
ROE0.6%0.6%-0.8%0.8%-2.3%
Valuation
P/E42.2642.26—27.25—
EV/EBITDA6.226.228.625.5524.88
P/B0.240.240.160.210.26
Growth & Yield
Revenue Growth0.8%0.8%2.2%-10.3%—
EPS Growth174.1%174.1%-198.8%132.9%—

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

55.4%

muy exigente

EPS terminal req.

$438.79

Spread vs growth

118.7%

5Y implied EPS CAGR

35.3%

muy exigente

EPS terminal req.

$530.93

Spread vs growth

138.7%

10Y implied EPS CAGR

22.0%

exigente

EPS terminal req.

$855.07

Spread vs growth

152.0%

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 +13.7%

Total return

+13.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-158.00 → 117.00

Residual

+13.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+13.7%

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.