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006730.KQ$10690.00-2.25%
Fair $10690.00+0.0%

006730.KQ

Seobu T&D Co., Ltd.

Consumer Cyclical / LodgingKOSDAQ

$10690.00

-240.00 (-2.25%)

Fairly Valued+0.0%Fair Value $10690.00Fund rank 34/100 · Data gapFallback financials|
SA 54/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $59.8B · quality 63.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

54/100

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: 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 · 006730.KQLocal privado en este navegador · Seobu T&D 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

$680.6B

P/E

8.6x

↓

EV/EBITDA

8.6x

↓

ROE

7.5%

↑

Gross Margin

51.6%

↑

Debt/Equity

1.30

↑
52-Week Range$10690
$6220$20450

TradingView lightweight chart

006730.KQ price, volumen y niveles de valoración

Último $10,430Periodo +1726.6%
Fair value: $10,690

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

+22.4%

FCF CAGR

+48.3%

FCF margin

41.3%

FCF / Net income

1.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $248.33B · net income $79.13B · FCF $102.46B

2022-FY → 2025-FY

Gross margin

51.6%+12.3% pts

Operating margin

28.3%+14.1% pts

Net margin

31.9%+19.5% pts

FCF margin

41.3%+18.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$248.33B$248.33B$180.95B$169.16B$135.28B
Net Income$79.13B$79.13B$34.36B$138.34B$16.70B
EBITDA$225.90B$225.90B$128.01B$237.95B$82.67B
EPS1242.001242.00533.002126.00255.45
Gross Margin51.6%51.6%49.6%45.6%39.3%
Operating Margin28.3%28.3%26.6%22.0%14.2%
Net Margin31.9%31.9%19.0%81.8%12.3%
Balance Sheet
Debt/Equity1.301.301.141.041.22
Current Ratio0.470.47———
Cash Flow
Free Cash Flow$102.46B$102.46B$59.76B$37.95B$31.43B
Returns
ROE7.5%7.5%3.4%16.1%2.5%
Valuation
P/E8.618.6110.363.3727.37
EV/EBITDA8.658.6510.925.5315.08
P/B0.640.640.360.540.67
Growth & Yield
Revenue Growth37.2%37.2%7.0%25.0%—
EPS Growth133.0%133.0%-74.9%732.2%—
Dividend Yield1.0%1.0%———

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

-8.6%

fácil

EPS terminal req.

$948.56

Spread vs growth

141.6%

5Y implied EPS CAGR

-1.6%

fácil

EPS terminal req.

$1147.76

Spread vs growth

134.6%

10Y implied EPS CAGR

4.1%

fácil

EPS terminal req.

$1848.47

Spread vs growth

129.0%

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 +66.5%

Total return

+66.5%

Start / end P/E

11.8x → 8.4x

EPS bridge

533.00 → 1242.00

Residual

-38.5%

EPS growth+133.0%
Multiple rerating-29.0%
Dividend+1.0%
Residual / FX / buybacks / cross-term-38.5%

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.