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004690.KS$119900.00-0.42%
Fair $119900.00+0.0%

004690.KS

Samchully Co.,Ltd

Utilities / Utilities - Regulated GasKSE

$119900.00

-500.00 (-0.42%)

Fairly Valued+0.0%Fair Value $119900.00Fund rank 30/100 · Data gapFallback financials|
SA 50/C
F-Score: 8/9

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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $38.3B · quality 58.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

50/100

C

Piotroski

8/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 004690.KSLocal privado en este navegador · Samchully 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

$410.5B

P/E

3.7x

↓

EV/EBITDA

3.0x

↓

ROE

6.6%

↑

Gross Margin

10.9%

↓

Debt/Equity

0.58

↓
52-Week Range$119900
$106500$176800

TradingView lightweight chart

004690.KS price, volumen y niveles de valoración

Último $119,900Periodo +294.5%
Fair value: $119,900

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

-3.0%

FCF CAGR

-0.1%

FCF margin

3.5%

FCF / Net income

1.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.28T · net income $111.51B · FCF $184.01B

2022-FY → 2025-FY

Gross margin

10.9%+3.5% pts

Operating margin

3.0%+1.4% pts

Net margin

2.1%+1.3% pts

FCF margin

3.5%+0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5275.46B$5275.46B$5120.53B$5664.04B$5789.10B
Net Income$111.51B$111.51B$101.37B$120.24B$49.26B
EBITDA$362.95B$362.95B$334.42B$362.18B$264.55B
EPS32566.0032566.0029606.0035116.0014387.00
Gross Margin10.9%10.9%9.9%9.4%7.4%
Operating Margin3.0%3.0%2.2%3.1%1.6%
Net Margin2.1%2.1%2.0%2.1%0.9%
Balance Sheet
Debt/Equity0.580.580.730.760.97
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$184.01B$184.01B$38.35B$-4.44B$184.42B
Returns
ROE6.6%6.6%6.4%7.9%3.5%
Valuation
P/E3.683.683.062.6629.61
EV/EBITDA3.033.033.243.218.97
P/B0.240.240.200.211.04
Growth & Yield
Revenue Growth3.0%3.0%-9.6%-2.2%—
EPS Growth10.0%10.0%-15.7%144.1%—
Dividend Yield2.5%2.5%———

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

-31.1%

fácil

EPS terminal req.

$10639.13

Spread vs growth

41.1%

5Y implied EPS CAGR

-16.9%

fácil

EPS terminal req.

$12873.34

Spread vs growth

26.9%

10Y implied EPS CAGR

-4.4%

fácil

EPS terminal req.

$20732.65

Spread vs growth

14.4%

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 +12.7%

Total return

+12.7%

Start / end P/E

3.7x → 3.7x

EPS bridge

29606.00 → 32566.00

Residual

+0.0%

EPS growth+10.0%
Multiple rerating+0.2%
Dividend+2.5%
Residual / FX / buybacks / cross-term+0.0%

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.