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006840.KS$6700.00-4.01%
Fair $6700.00+0.0%

006840.KS

AK Holdings, Inc.

Basic Materials / ChemicalsKSE

$6700.00

-280.00 (-4.01%)

Fairly Valued+0.0%Fair Value $6700.00Fund rank 22/100 · Data gapFallback financials|
SA 5/F
F-Score: 2/9
High DebtDeclining RevenueLow 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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $-85.4B · quality 25.3/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

5/100

F

Piotroski

2/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 8.03, above the 2.0 threshold Revenue has declined for 2 consecutive years ROE is -29.0%, below the 5% threshold
Thesis & Journal · 006840.KSLocal privado en este navegador · AK Holdings, Inc.
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

$87.4B

P/E

N/A

•

EV/EBITDA

12.0x

↑

ROE

-29.0%

↓

Gross Margin

12.4%

↓

Debt/Equity

8.03

↑
52-Week Range$6700
$6500$13500

TradingView lightweight chart

006840.KS price, volumen y niveles de valoración

Último $6,700Periodo -22.9%
Fair value: $6,700

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

-5.1%

FCF CAGR

—

FCF margin

-11.2%

FCF / Net income

3.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.24T · net income $-119.34B · FCF $-361.06B

2022-FY → 2025-FY

Gross margin

12.4%-6.4% pts

Operating margin

-4.6%-4.0% pts

Net margin

-3.7%-2.0% pts

FCF margin

-11.2%-12.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3235.72B$3235.72B$3810.13B$4479.66B$3787.96B
Net Income$-119.34B$-119.34B$-10.85B$34.44B$-63.73B
EBITDA$246.35B$246.35B$278.81B$568.02B$227.10B
EPS-9148.00-9148.00-2229.002635.00-4878.00
Gross Margin12.4%12.4%16.4%24.5%18.8%
Operating Margin-4.6%-4.6%1.3%6.2%-0.6%
Net Margin-3.7%-3.7%-0.3%0.8%-1.7%
Balance Sheet
Debt/Equity8.038.034.814.234.24
Current Ratio0.430.43———
Cash Flow
Free Cash Flow$-361.06B$-361.06B$-85.36B$149.61B$66.83B
Returns
ROE-29.0%-29.0%-2.1%6.0%-11.9%
Valuation
P/E———6.44—
EV/EBITDA12.0212.028.273.818.75
P/B0.210.210.250.380.39
Growth & Yield
Revenue Growth-15.1%-15.1%-14.9%18.3%—
EPS Growth-310.4%-310.4%-184.6%154.0%—
Dividend Yield5.0%5.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -31.9%

Total return

-31.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-2229.00 → -9148.00

Residual

-36.9%

EPS growthn/d
Multiple reratingn/d
Dividend+5.0%
Residual / FX / buybacks / cross-term-36.9%

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.