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006120.KS$47100.00-2.33%
Fair $47100.00+0.0%

006120.KS

SK Discovery Co., Ltd.

Energy / Oil & Gas Refining & MarketingKSE

$47100.00

-1150.00 (-2.33%)

Fairly Valued+0.0%Fair Value $47100.00Fund rank 21/100 · Data gapFallback financials|
SA 42/C
F-Score: 7/9
High DebtLow 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 14%

FCF escenarios

weak_data · normalized FCF $-370.2B · quality 39.3/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

42/100

C

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: 2unknown: 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. Debt-to-Equity ratio is 2.51, above the 2.0 threshold ROE is 4.4%, below the 5% threshold
Thesis & Journal · 006120.KSLocal privado en este navegador · SK Discovery 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

$864.1B

P/E

6.8x

↓

EV/EBITDA

7.2x

↓

ROE

4.4%

↑

Gross Margin

13.2%

↓

Debt/Equity

2.51

↑
52-Week Range$47100
$43250$68300

TradingView lightweight chart

006120.KS price, volumen y niveles de valoración

Último $48,150Periodo +442.0%
Fair value: $47,100

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

+5.3%

FCF CAGR

—

FCF margin

-1.8%

FCF / Net income

-1.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.16T · net income $129.35B · FCF $-181.97B

2022-FY → 2025-FY

Gross margin

13.2%+3.6% pts

Operating margin

3.6%-0.6% pts

Net margin

1.3%-3.6% pts

FCF margin

-1.8%+4.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10164.01B$10164.01B$9039.60B$8939.22B$8717.12B
Net Income$129.35B$129.35B$36.47B$191.03B$427.43B
EBITDA$953.50B$953.50B$609.15B$852.30B$810.07B
EPS6951.006951.001912.009699.0021631.00
Gross Margin13.2%13.2%11.7%12.5%9.5%
Operating Margin3.6%3.6%1.9%2.9%4.2%
Net Margin1.3%1.3%0.4%2.1%4.9%
Balance Sheet
Debt/Equity2.512.512.281.621.47
Current Ratio1.401.40———
Cash Flow
Free Cash Flow$-181.97B$-181.97B$-717.13B$-370.25B$-542.21B
Returns
ROE4.4%4.4%1.3%6.5%15.2%
Valuation
P/E6.786.7820.274.031.36
EV/EBITDA7.197.199.605.314.79
P/B0.300.300.260.260.21
Growth & Yield
Revenue Growth12.4%12.4%1.1%2.5%—
EPS Growth263.5%263.5%-80.3%-55.2%—
Dividend Yield3.1%3.1%———

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

-15.6%

fácil

EPS terminal req.

$4179.34

Spread vs growth

279.1%

5Y implied EPS CAGR

-6.2%

fácil

EPS terminal req.

$5057.00

Spread vs growth

269.7%

10Y implied EPS CAGR

1.6%

fácil

EPS terminal req.

$8144.35

Spread vs growth

261.9%

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 +11.6%

Total return

+11.6%

Start / end P/E

23.2x → 6.9x

EPS bridge

1912.00 → 6951.00

Residual

-184.9%

EPS growth+263.5%
Multiple rerating-70.2%
Dividend+3.1%
Residual / FX / buybacks / cross-term-184.9%

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.