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005935.KS$229000.00+13.09%
Fair $229000.00+0.0%

005935.KS

Samsung Electronics Co., Ltd.

Technology / Consumer ElectronicsKSE

$229000.00

+26500.00 (+13.09%)

Fairly Valued+0.0%Fair Value $229000.00Fund rank 28/100 · Data gapFallback financials|
SA 68/B
F-Score: 7/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $19.2T · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

68/100

B

Piotroski

7/9

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 · 005935.KSLocal privado en este navegador · Samsung Electronics 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

$1511.02T

P/E

34.7x

↑

EV/EBITDA

15.5x

↑

ROE

10.4%

↑

Gross Margin

39.4%

↑

Debt/Equity

0.06

↓
52-Week Range$229000
$44200$235500

TradingView lightweight chart

005935.KS price, volumen y niveles de valoración

Último $229,000Periodo +2427.6%
Fair value: $229,000

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

+3.3%

FCF CAGR

+54.1%

FCF margin

9.9%

FCF / Net income

0.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $333.61T · net income $44.26T · FCF $33.16T

2022-FY → 2025-FY

Gross margin

39.4%+2.3% pts

Operating margin

13.1%-1.3% pts

Net margin

13.3%-4.8% pts

FCF margin

9.9%+6.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$333605.94B$333605.94B$300870.90B$258935.49B$302231.36B
Net Income$44260.96B$44260.96B$33621.36B$14473.40B$54730.02B
EBITDA$97013.85B$97013.85B$81064.47B$50603.08B$86311.15B
EPS6603.006603.004950.002131.008057.00
Gross Margin39.4%39.4%38.0%30.3%37.1%
Operating Margin13.1%13.1%10.9%2.5%14.4%
Net Margin13.3%13.3%11.2%5.6%18.1%
Balance Sheet
Debt/Equity0.060.060.050.040.03
Current Ratio2.542.54———
Cash Flow
Free Cash Flow$33162.00B$33162.00B$19240.98B$-16396.74B$9054.61B
Returns
ROE10.4%10.4%8.6%4.1%15.9%
Valuation
P/E34.6834.689.1128.956.67
EV/EBITDA15.4915.493.357.173.77
P/B3.623.620.781.191.06
Growth & Yield
Revenue Growth10.9%10.9%16.2%-14.3%—
EPS Growth33.4%33.4%132.3%-73.6%—
Dividend Yield0.7%0.7%———

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

45.5%

muy exigente

EPS terminal req.

$20319.93

Spread vs growth

-12.1%

5Y implied EPS CAGR

30.1%

muy exigente

EPS terminal req.

$24587.12

Spread vs growth

3.3%

10Y implied EPS CAGR

19.6%

exigente

EPS terminal req.

$39597.80

Spread vs growth

13.8%

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 +397.5%

Total return

+397.5%

Start / end P/E

9.3x → 34.7x

EPS bridge

4950.00 → 6603.00

Residual

+91.0%

EPS growth+33.4%
Multiple rerating+272.4%
Dividend+0.7%
Residual / FX / buybacks / cross-term+91.0%

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.