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008420.KS$2035.00-2.40%
Fair $2035.00+0.0%

008420.KS

Moonbaesteel Co.,Ltd

Basic Materials / SteelKSE

$2035.00

-50.00 (-2.40%)

Fairly Valued+0.0%Fair Value $2035.00Fund rank 27/100 · Data gapFallback financials|
SA 40/C
F-Score: 2/9
Declining 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-2.9B · quality 46.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

40/100

C

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: 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. Revenue has declined for 3 consecutive years ROE is 3.0%, below the 5% threshold
Thesis & Journal · 008420.KSLocal privado en este navegador · Moonbaesteel 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

$37.8B

P/E

6.5x

↓

EV/EBITDA

7.7x

↓

ROE

3.0%

↑

Gross Margin

4.2%

↓

Debt/Equity

0.13

↓
52-Week Range$2035
$1949$3580

TradingView lightweight chart

008420.KS price, volumen y niveles de valoración

Último $2,035Periodo +109.8%
Fair value: $2,035

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

-10.5%

FCF CAGR

—

FCF margin

-8.8%

FCF / Net income

-2.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $137.87B · net income $5.86B · FCF $-12.07B

2022-FY → 2025-FY

Gross margin

4.2%-1.1% pts

Operating margin

-0.7%-2.4% pts

Net margin

4.3%-9.4% pts

FCF margin

-8.8%-14.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$137.87B$137.87B$140.21B$163.63B$192.21B
Net Income$5.86B$5.86B$6.62B$18.56B$26.22B
EBITDA$8.01B$8.01B$7.94B$20.44B$26.19B
EPS314.00314.00346.00961.001338.00
Gross Margin4.2%4.2%3.3%2.6%5.3%
Operating Margin-0.7%-0.7%-1.5%-1.9%1.7%
Net Margin4.3%4.3%4.7%11.3%13.6%
Balance Sheet
Debt/Equity0.130.130.100.160.10
Current Ratio2.522.52———
Cash Flow
Free Cash Flow$-12.07B$-12.07B$4.44B$-2.94B$10.52B
Returns
ROE3.0%3.0%3.6%10.1%15.6%
Valuation
P/E6.486.486.713.222.45
EV/EBITDA7.687.687.874.253.05
P/B0.200.200.240.320.38
Growth & Yield
Revenue Growth-1.7%-1.7%-14.3%-14.9%—
EPS Growth-9.2%-9.2%-64.0%-28.2%—
Dividend Yield2.5%2.5%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-16.8%

fácil

EPS terminal req.

$180.57

Spread vs growth

7.6%

5Y implied EPS CAGR

-7.0%

fácil

EPS terminal req.

$218.49

Spread vs growth

-2.3%

10Y implied EPS CAGR

1.1%

fácil

EPS terminal req.

$351.88

Spread vs growth

-10.4%

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 -8.1%

Total return

-8.1%

Start / end P/E

6.6x → 6.5x

EPS bridge

346.00 → 314.00

Residual

+0.1%

EPS growth-9.2%
Multiple rerating-1.4%
Dividend+2.5%
Residual / FX / buybacks / cross-term+0.1%

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.