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004985.KS$10740.00+2.78%
Fair $10740.00+0.0%

004985.KS

Sungshin Cement Co., Ltd

Basic Materials / Building MaterialsKSE

$10740.00

+290.00 (+2.78%)

Fairly Valued+0.0%Fair Value $10740.00Fund rank 25/100 · Data gapFallback financials|
SA 33/D
F-Score: 5/9
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 17%

FCF escenarios

weak_data · normalized FCF $-29.0B · quality 38.3/100

Data gap 25/100
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

33/100

D

Piotroski

5/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 4.4%, below the 5% threshold
Thesis & Journal · 004985.KSLocal privado en este navegador · Sungshin Cement 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

$266.9B

P/E

10.3x

↓

EV/EBITDA

6.5x

↓

ROE

4.4%

↑

Gross Margin

14.2%

↓

Debt/Equity

0.79

↑
52-Week Range$10740
$10000$16500

TradingView lightweight chart

004985.KS price, volumen y niveles de valoración

Último $10,740Periodo -26.9%
Fair value: $10,740

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

+5.7%

FCF CAGR

—

FCF margin

6.5%

FCF / Net income

3.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.22T · net income $25.99B · FCF $78.70B

2022-FY → 2025-FY

Gross margin

14.2%+0.4% pts

Operating margin

3.6%+3.4% pts

Net margin

2.1%+4.7% pts

FCF margin

6.5%+9.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1216.27B$1216.27B$1162.63B$1113.28B$1030.41B
Net Income$25.99B$25.99B$45.21B$66.71B$-26.55B
EBITDA$101.78B$101.78B$110.82B$126.93B$35.17B
EPS1044.001044.001818.002683.00-1070.00
Gross Margin14.2%14.2%16.6%19.1%13.7%
Operating Margin3.6%3.6%4.6%6.6%0.2%
Net Margin2.1%2.1%3.9%6.0%-2.6%
Balance Sheet
Debt/Equity0.790.790.890.881.17
Current Ratio0.740.74———
Cash Flow
Free Cash Flow$78.70B$78.70B$-35.03B$-28.99B$-30.14B
Returns
ROE4.4%4.4%7.9%12.5%-6.7%
Valuation
P/E10.2910.295.994.95—
EV/EBITDA6.496.496.456.0520.94
P/B0.460.460.480.620.82
Growth & Yield
Revenue Growth4.6%4.6%4.4%8.0%—
EPS Growth-42.6%-42.6%-32.2%350.7%—
Dividend Yield3.8%3.8%———

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

-3.0%

fácil

EPS terminal req.

$953.00

Spread vs growth

-39.6%

5Y implied EPS CAGR

2.0%

fácil

EPS terminal req.

$1153.13

Spread vs growth

-44.6%

10Y implied EPS CAGR

5.9%

razonable

EPS terminal req.

$1857.12

Spread vs growth

-48.5%

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 -9.9%

Total return

-9.9%

Start / end P/E

6.8x → 10.3x

EPS bridge

1818.00 → 1044.00

Residual

-21.4%

EPS growth-42.6%
Multiple rerating+50.2%
Dividend+3.8%
Residual / FX / buybacks / cross-term-21.4%

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.