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004870.KS$253.00-6.99%
Fair $253.00+0.0%

004870.KS

Tway Holdings Incorporation

Basic Materials / Building MaterialsKSE

$253.00

-19.00 (-6.99%)

Fairly Valued+0.0%Fair Value $253.00Fund rank 28/100 · Data gapFallback financials|
SA 13/F
F-Score: 3/9
Declining RevenueLow 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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-3.5B · quality 64.0/100

Data gap 28/100
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

13/100

F

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 3 consecutive years ROE is -59.2%, below the 5% threshold
Thesis & Journal · 004870.KSLocal privado en este navegador · Tway Holdings Incorporation
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

$28.6B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-59.2%

↓

Gross Margin

-21.9%

↓

Debt/Equity

0.11

↓
52-Week Range$253
$230$780

TradingView lightweight chart

004870.KS price, volumen y niveles de valoración

Último $253.00Periodo -99.7%
Fair value: $253.00

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

-24.0%

FCF CAGR

—

FCF margin

-80.2%

FCF / Net income

0.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.03B · net income $-55.73B · FCF $-4.04B

2022-FY → 2025-FY

Gross margin

-21.9%-28.0% pts

Operating margin

-78.9%-61.8% pts

Net margin

-1106.9%-1772.2% pts

FCF margin

-80.2%-47.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.03B$5.03B$5.24B$7.77B$11.47B
Net Income$-55.73B$-55.73B$-20.75B$4.56B$76.31B
EBITDA$-68.51B$-68.51B$-24.40B$6.79B$3.66B
EPS-493.00-493.00-186.0041.00643.00
Gross Margin-21.9%-21.9%-39.9%-0.2%6.2%
Operating Margin-78.9%-78.9%-102.2%-42.9%-17.1%
Net Margin-1106.9%-1106.9%-395.8%58.7%665.2%
Balance Sheet
Debt/Equity0.110.110.050.050.03
Current Ratio0.440.44———
Cash Flow
Free Cash Flow$-4.04B$-4.04B$-3.52B$-1.56B$-3.70B
Returns
ROE-59.2%-59.2%-13.9%2.7%46.3%
Valuation
P/E———12.610.81
EV/EBITDA———9.6418.04
P/B0.300.300.540.350.38
Growth & Yield
Revenue Growth-4.0%-4.0%-32.6%-32.2%—
EPS Growth-165.1%-165.1%-553.7%-93.6%—

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 -61.4%

Total return

-61.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-186.00 → -493.00

Residual

-61.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-61.4%

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.