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004970.KS$8990.00-1.21%
Fair $8990.00+0.0%

004970.KS

Silla Co.,Ltd

Consumer Defensive / Packaged FoodsKSE

$8990.00

-110.00 (-1.21%)

Fairly Valued+0.0%Fair Value $8990.00Fund rank 27/100 · Data gapFallback financials|
SA 44/C
F-Score: 3/9
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 18%

FCF escenarios

weak_data · normalized FCF $23.1B · quality 46.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

44/100

C

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: 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 0.8%, below the 5% threshold
Thesis & Journal · 004970.KSLocal privado en este navegador · Silla 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

$141.9B

P/E

30.6x

↑

EV/EBITDA

2.7x

↓

ROE

0.8%

↓

Gross Margin

16.2%

↓

Debt/Equity

0.09

↓
52-Week Range$8990
$8810$10840

TradingView lightweight chart

004970.KS price, volumen y niveles de valoración

Último $8,990Periodo +160.3%
Fair value: $8,990

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

+1.7%

FCF CAGR

—

FCF margin

-6.9%

FCF / Net income

-6.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $454.74B · net income $4.64B · FCF $-31.35B

2022-FY → 2025-FY

Gross margin

16.2%-0.3% pts

Operating margin

-0.3%-3.7% pts

Net margin

1.0%-2.3% pts

FCF margin

-6.9%-4.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$454.74B$454.74B$470.51B$434.19B$432.65B
Net Income$4.64B$4.64B$39.60B$17.16B$14.19B
EBITDA$30.65B$30.65B$78.93B$44.57B$32.36B
EPS294.00294.002509.001087.00899.00
Gross Margin16.2%16.2%20.2%19.9%16.5%
Operating Margin-0.3%-0.3%3.6%3.2%3.4%
Net Margin1.0%1.0%8.4%4.0%3.3%
Balance Sheet
Debt/Equity0.090.090.110.170.14
Current Ratio3.133.13———
Cash Flow
Free Cash Flow$-31.35B$-31.35B$49.86B$23.09B$-12.43B
Returns
ROE0.8%0.8%6.6%3.0%2.5%
Valuation
P/E30.5830.583.607.7712.01
EV/EBITDA2.682.680.652.654.62
P/B0.240.240.240.230.31
Growth & Yield
Revenue Growth-3.4%-3.4%8.4%0.4%—
EPS Growth-88.3%-88.3%130.8%20.9%—
Dividend Yield5.6%5.6%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

39.5%

muy exigente

EPS terminal req.

$797.71

Spread vs growth

-127.8%

5Y implied EPS CAGR

26.8%

muy exigente

EPS terminal req.

$965.23

Spread vs growth

-115.1%

10Y implied EPS CAGR

18.1%

exigente

EPS terminal req.

$1554.52

Spread vs growth

-106.4%

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 +6.8%

Total return

+6.8%

Start / end P/E

3.5x → 30.6x

EPS bridge

2509.00 → 294.00

Residual

-674.5%

EPS growth-88.3%
Multiple rerating+764.0%
Dividend+5.6%
Residual / FX / buybacks / cross-term-674.5%

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.