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004780.KQ$3745.00-3.20%
Fair $3745.00+0.0%

004780.KQ

Daeryuk Can Co., Ltd.

Consumer Cyclical / Packaging & ContainersKOSDAQ

$3745.00

-125.00 (-3.20%)

Fairly Valued+0.0%Fair Value $3745.00Fund rank 34/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $13.2B · quality 70.0/100

Data gap 34/100
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

42/100

C

Piotroski

4/9

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 · 004780.KQLocal privado en este navegador · Daeryuk Can 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

$59.6B

P/E

6.5x

↓

EV/EBITDA

2.9x

↓

ROE

5.8%

↑

Gross Margin

10.6%

↓

Debt/Equity

0.06

↓
52-Week Range$3745
$3400$4160

TradingView lightweight chart

004780.KQ price, volumen y niveles de valoración

Último $3,780Periodo +440.0%
Fair value: $3,745

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

-1.2%

FCF CAGR

+40.4%

FCF margin

4.9%

FCF / Net income

1.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $266.56B · net income $9.18B · FCF $13.16B

2022-FY → 2025-FY

Gross margin

10.6%+1.1% pts

Operating margin

4.0%+0.4% pts

Net margin

3.4%-0.1% pts

FCF margin

4.9%+3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$266.56B$266.56B$274.66B$271.10B$275.98B
Net Income$9.18B$9.18B$11.51B$13.07B$9.70B
EBITDA$18.36B$18.36B$23.03B$22.99B$17.50B
EPS577.00577.00724.00822.00610.00
Gross Margin10.6%10.6%12.3%12.3%9.5%
Operating Margin4.0%4.0%5.6%5.8%3.6%
Net Margin3.4%3.4%4.2%4.8%3.5%
Balance Sheet
Debt/Equity0.060.060.070.080.10
Current Ratio2.222.22———
Cash Flow
Free Cash Flow$13.16B$13.16B$13.74B$4.13B$4.76B
Returns
ROE5.8%5.8%7.6%9.2%7.4%
Valuation
P/E6.496.495.445.057.16
EV/EBITDA2.902.902.692.713.88
P/B0.380.380.420.470.53
Growth & Yield
Revenue Growth-2.9%-2.9%1.3%-1.8%—
EPS Growth-20.3%-20.3%-11.9%34.8%—
Dividend Yield4.0%4.0%———

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

-16.8%

fácil

EPS terminal req.

$332.31

Spread vs growth

-3.5%

5Y implied EPS CAGR

-7.0%

fácil

EPS terminal req.

$402.09

Spread vs growth

-13.3%

10Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$647.57

Spread vs growth

-21.5%

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 +4.0%

Total return

+4.0%

Start / end P/E

5.2x → 6.6x

EPS bridge

724.00 → 577.00

Residual

-5.2%

EPS growth-20.3%
Multiple rerating+25.5%
Dividend+4.0%
Residual / FX / buybacks / cross-term-5.2%

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.