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007980.KS$1785.00+0.34%
Fair $1785.00+0.0%

007980.KS

TP Inc.

Consumer Cyclical / Apparel ManufacturingKSE

$1785.00

+6.00 (+0.34%)

Fairly Valued+0.0%Fair Value $1785.00Fund rank 30/100 · Data gapFallback financials|
SA 45/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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $14.3B · quality 53.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

45/100

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 · 007980.KSLocal privado en este navegador · TP 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

$80.4B

P/E

2.2x

↓

EV/EBITDA

4.2x

↓

ROE

13.4%

↑

Gross Margin

16.9%

↓

Debt/Equity

1.15

↑
52-Week Range$1785
$1325$2310

TradingView lightweight chart

007980.KS price, volumen y niveles de valoración

Último $1,785Periodo +120.4%
Fair value: $1,785

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

-1.7%

FCF CAGR

-33.7%

FCF margin

1.4%

FCF / Net income

0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.03T · net income $38.23B · FCF $14.29B

2022-FY → 2025-FY

Gross margin

16.9%-0.4% pts

Operating margin

6.0%-0.3% pts

Net margin

3.7%+1.4% pts

FCF margin

1.4%-3.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1028.99B$1028.99B$1064.15B$920.18B$1084.61B
Net Income$38.23B$38.23B$22.16B$6.05B$25.07B
EBITDA$93.24B$93.24B$71.52B$55.13B$70.78B
EPS819.00819.00452.00130.00452.00
Gross Margin16.9%16.9%15.7%16.6%17.2%
Operating Margin6.0%6.0%4.6%4.4%6.3%
Net Margin3.7%3.7%2.1%0.7%2.3%
Balance Sheet
Debt/Equity1.151.151.421.711.91
Current Ratio1.541.54———
Cash Flow
Free Cash Flow$14.29B$14.29B$-3.59B$33.58B$49.05B
Returns
ROE13.4%13.4%9.2%2.9%12.5%
Valuation
P/E2.182.183.2316.383.86
EV/EBITDA4.204.205.617.786.32
P/B0.290.290.300.480.48
Growth & Yield
Revenue Growth-3.3%-3.3%15.6%-15.2%—
EPS Growth81.2%81.2%247.7%-71.2%—
Dividend Yield4.2%4.2%———

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

-42.2%

fácil

EPS terminal req.

$158.39

Spread vs growth

123.4%

5Y implied EPS CAGR

-25.2%

fácil

EPS terminal req.

$191.65

Spread vs growth

106.4%

10Y implied EPS CAGR

-9.3%

fácil

EPS terminal req.

$308.66

Spread vs growth

90.5%

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 +37.3%

Total return

+37.3%

Start / end P/E

3.0x → 2.2x

EPS bridge

452.00 → 819.00

Residual

-21.5%

EPS growth+81.2%
Multiple rerating-26.5%
Dividend+4.2%
Residual / FX / buybacks / cross-term-21.5%

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.