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005420.KS$13550.00-4.51%
Fair $13550.00+0.0%

005420.KS

Cosmo Chemical Co., Ltd.

Basic Materials / Specialty ChemicalsKSE

$13550.00

-640.00 (-4.51%)

Fairly Valued+0.0%Fair Value $13550.00Fund rank 23/100 · Data gapFallback financials|
SA 8/F
F-Score: 5/9
Declining RevenueMargin CompressionLow 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 15%

FCF escenarios

weak_data · normalized FCF $-227.6B · quality 32.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

8/100

F

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: 3unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is -13.8%, below the 5% threshold
Thesis & Journal · 005420.KSLocal privado en este navegador · Cosmo Chemical 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

$519.8B

P/E

N/A

•

EV/EBITDA

68.5x

↑

ROE

-13.8%

↓

Gross Margin

4.0%

↓

Debt/Equity

1.80

↑
52-Week Range$13550
$12320$21650

TradingView lightweight chart

005420.KS price, volumen y niveles de valoración

Último $13,550Periodo -84.1%
Fair value: $13,550

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

-2.6%

FCF CAGR

—

FCF margin

10.0%

FCF / Net income

-2.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $664.16B · net income $-30.34B · FCF $66.65B

2022-FY → 2025-FY

Gross margin

4.0%-7.2% pts

Operating margin

-2.4%-8.2% pts

Net margin

-4.6%-6.1% pts

FCF margin

10.0%+16.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$664.16B$664.16B$749.28B$798.98B$718.19B
Net Income$-30.34B$-30.34B$-64.68B$-26.83B$11.24B
EBITDA$12.73B$12.73B$-4.34B$27.03B$69.33B
EPS-791.00-791.00-1686.00-754.00327.60
Gross Margin4.0%4.0%5.5%5.8%11.2%
Operating Margin-2.4%-2.4%-0.3%0.4%5.8%
Net Margin-4.6%-4.6%-8.6%-3.4%1.6%
Balance Sheet
Debt/Equity1.801.801.830.821.15
Current Ratio0.910.91———
Cash Flow
Free Cash Flow$66.65B$66.65B$-227.61B$-230.61B$-44.17B
Returns
ROE-13.8%-13.8%-28.2%-9.1%5.3%
Valuation
P/E————64.97
EV/EBITDA68.5468.54—56.4513.54
P/B2.362.362.804.603.42
Growth & Yield
Revenue Growth-11.4%-11.4%-6.2%11.2%—
EPS Growth53.1%53.1%-123.6%-330.2%—

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 -4.1%

Total return

-4.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-1686.00 → -791.00

Residual

-4.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-4.1%

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.