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004700.KS$60900.00-0.16%
Fair $60900.00+0.0%

004700.KS

Chokwang Leather Co.,Ltd.

Consumer Cyclical / Auto PartsKSE

$60900.00

-100.00 (-0.16%)

Fairly Valued+0.0%Fair Value $60900.00Fund rank 35/100 · Data gapFallback financials|
SA 38/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $11.6B · quality 66.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

38/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 2.0%, below the 5% threshold
Thesis & Journal · 004700.KSLocal privado en este navegador · Chokwang Leather 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

$216.4B

P/E

18.8x

↑

EV/EBITDA

10.5x

↑

ROE

2.0%

↓

Gross Margin

21.0%

↓

Debt/Equity

0.00

↓
52-Week Range$60900
$52800$87600

TradingView lightweight chart

004700.KS price, volumen y niveles de valoración

Último $60,900Periodo +1422.5%
Fair value: $60,900

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

-7.1%

FCF CAGR

-4.6%

FCF margin

11.8%

FCF / Net income

1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $97.88B · net income $11.54B · FCF $11.56B

2022-FY → 2025-FY

Gross margin

21.0%+13.0% pts

Operating margin

9.0%+8.6% pts

Net margin

11.8%+6.8% pts

FCF margin

11.8%+0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$97.88B$97.88B$90.25B$126.57B$122.01B
Net Income$11.54B$11.54B$12.60B$9.05B$6.06B
EBITDA$15.67B$15.67B$17.09B$13.75B$6.69B
EPS3248.003248.003548.002546.001706.00
Gross Margin21.0%21.0%18.1%14.9%8.0%
Operating Margin9.0%9.0%8.0%5.0%0.4%
Net Margin11.8%11.8%14.0%7.1%5.0%
Balance Sheet
Debt/Equity0.000.000.000.050.06
Current Ratio5.335.33———
Cash Flow
Free Cash Flow$11.56B$11.56B$27.79B$3.35B$13.30B
Returns
ROE2.0%2.0%2.3%2.1%1.6%
Valuation
P/E18.7518.7515.3619.5428.72
EV/EBITDA10.5410.548.1011.8826.08
P/B0.370.370.360.410.46
Growth & Yield
Revenue Growth8.5%8.5%-28.7%3.7%—
EPS Growth-8.5%-8.5%39.4%49.2%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

18.5%

exigente

EPS terminal req.

$5403.86

Spread vs growth

-26.9%

5Y implied EPS CAGR

15.0%

exigente

EPS terminal req.

$6538.67

Spread vs growth

-23.5%

10Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$10530.59

Spread vs growth

-20.9%

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 +11.3%

Total return

+11.3%

Start / end P/E

15.4x → 18.8x

EPS bridge

3548.00 → 3248.00

Residual

-1.8%

EPS growth-8.5%
Multiple rerating+21.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1.8%

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.