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005180.KS$70900.00-1.25%
Fair $70900.00+0.0%

005180.KS

Binggrae Co., Ltd.

Consumer Defensive / Packaged FoodsKSE

$70900.00

-900.00 (-1.25%)

Fairly Valued+0.0%Fair Value $70900.00Fund rank 30/100 · Data gapFallback financials|
SA 44/C
F-Score: 3/9

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $57.4B · quality 51.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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: 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 · 005180.KSLocal privado en este navegador · Binggrae 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

$626.9B

P/E

12.1x

↓

EV/EBITDA

5.1x

↓

ROE

7.1%

↑

Gross Margin

27.6%

↑

Debt/Equity

0.16

↓
52-Week Range$70900
$68600$95900

TradingView lightweight chart

005180.KS price, volumen y niveles de valoración

Último $70,900Periodo +235.7%
Fair value: $70,900

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

+1.2%

FCF CAGR

—

FCF margin

3.2%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.31T · net income $51.99B · FCF $41.98B

2022-FY → 2025-FY

Gross margin

27.6%+1.1% pts

Operating margin

5.6%+2.5% pts

Net margin

4.0%+1.9% pts

FCF margin

3.2%+6.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1312.43B$1312.43B$1463.04B$1394.32B$1267.69B
Net Income$51.99B$51.99B$103.23B$86.22B$25.69B
EBITDA$123.73B$123.73B$199.17B$174.51B$95.91B
EPS5880.005880.0011675.009751.002905.00
Gross Margin27.6%27.6%32.0%31.6%26.5%
Operating Margin5.6%5.6%9.0%8.1%3.1%
Net Margin4.0%4.0%7.1%6.2%2.0%
Balance Sheet
Debt/Equity0.160.160.140.070.05
Current Ratio2.602.60———
Cash Flow
Free Cash Flow$41.98B$41.98B$57.42B$71.20B$-40.15B
Returns
ROE7.1%7.1%14.3%13.4%4.5%
Valuation
P/E12.0612.0615.1812.1929.16
EV/EBITDA5.135.137.485.457.27
P/B0.860.862.171.641.30
Growth & Yield
Revenue Growth-10.3%-10.3%4.9%10.0%—
EPS Growth-49.6%-49.6%19.7%235.7%—
Dividend Yield4.6%4.6%———

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

2.3%

fácil

EPS terminal req.

$6291.19

Spread vs growth

-51.9%

5Y implied EPS CAGR

5.3%

razonable

EPS terminal req.

$7612.34

Spread vs growth

-54.9%

10Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$12259.76

Spread vs growth

-57.3%

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 -11.5%

Total return

-11.5%

Start / end P/E

7.2x → 12.1x

EPS bridge

11675.00 → 5880.00

Residual

-33.1%

EPS growth-49.6%
Multiple rerating+66.6%
Dividend+4.6%
Residual / FX / buybacks / cross-term-33.1%

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.