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007160.KS$43700.00-0.46%
Fair $43700.00+0.0%

007160.KS

Sajo Industries Company Limited

Consumer Defensive / Packaged FoodsKSE

$43700.00

-200.00 (-0.46%)

Fairly Valued+0.0%Fair Value $43700.00Fund rank 25/100 · Data gapFallback financials|
SA 17/F
F-Score: 3/9
Low 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 17%

FCF escenarios

weak_data · normalized FCF $-31.2B · quality 42.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

17/100

F

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is -5.4%, below the 5% threshold
Thesis & Journal · 007160.KSLocal privado en este navegador · Sajo Industries Company Limited
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

$218.5B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-5.4%

↓

Gross Margin

12.1%

↓

Debt/Equity

0.73

↑
52-Week Range$43700
$40850$72900

TradingView lightweight chart

007160.KS price, volumen y niveles de valoración

Último $43,700Periodo +1081.1%
Fair value: $43,700

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

+2.2%

FCF CAGR

—

FCF margin

-4.8%

FCF / Net income

1.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $706.21B · net income $-29.10B · FCF $-33.97B

2022-FY → 2025-FY

Gross margin

12.1%-1.5% pts

Operating margin

5.0%-3.4% pts

Net margin

-4.1%-14.7% pts

FCF margin

-4.8%-1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$706.21B$706.21B$635.20B$632.24B$660.99B
Net Income$-29.10B$-29.10B$4.63B$19.24B$69.89B
EBITDA$-661.7M$-661.7M$54.21B$48.48B$106.36B
EPS-5823.00-5823.00927.003853.0013998.00
Gross Margin12.1%12.1%7.9%2.2%13.6%
Operating Margin5.0%5.0%-1.2%-3.7%8.3%
Net Margin-4.1%-4.1%0.7%3.0%10.6%
Balance Sheet
Debt/Equity0.730.730.590.570.54
Current Ratio0.630.63———
Cash Flow
Free Cash Flow$-33.97B$-33.97B$11.30B$-31.16B$-20.71B
Returns
ROE-5.4%-5.4%0.8%3.6%13.6%
Valuation
P/E——37.1610.623.10
EV/EBITDA——8.529.984.50
P/B0.410.410.310.390.42
Growth & Yield
Revenue Growth11.2%11.2%0.5%-4.3%—
EPS Growth-728.2%-728.2%-75.9%-72.5%—
Dividend Yield0.5%0.5%———

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 -5.0%

Total return

-5.0%

Start / end P/E

n/dx → n/dx

EPS bridge

927.00 → -5823.00

Residual

-5.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.5%
Residual / FX / buybacks / cross-term-5.4%

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.