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008970.KS$1390.00-3.54%
Fair $1390.00+0.0%

008970.KS

Kbi Dong Yang Steel Pipe Co.,Ltd

Basic Materials / SteelKSE

$1390.00

-51.00 (-3.54%)

Fairly Valued+0.0%Fair Value $1390.00Fund rank 29/100 · Data gapFallback financials|
SA 16/F
F-Score: 3/9
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 19%

FCF escenarios

weak_data · normalized FCF $-13.2B · quality 51.3/100

Data gap 29/100
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

16/100

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: 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 2 consecutive years ROE is -2.2%, below the 5% threshold
Thesis & Journal · 008970.KSLocal privado en este navegador · Kbi Dong Yang Steel Pipe 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

$144.2B

P/E

N/A

•

EV/EBITDA

28.9x

↑

ROE

-2.2%

↓

Gross Margin

5.9%

↓

Debt/Equity

0.33

↑
52-Week Range$1390
$1360$4350

TradingView lightweight chart

008970.KS price, volumen y niveles de valoración

Último $1,390Periodo -51.7%
Fair value: $1,390

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

-4.1%

FCF CAGR

—

FCF margin

-17.1%

FCF / Net income

12.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $234.78B · net income $-3.10B · FCF $-40.20B

2022-FY → 2025-FY

Gross margin

5.9%-4.3% pts

Operating margin

-0.7%-3.6% pts

Net margin

-1.3%-2.8% pts

FCF margin

-17.1%-24.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$234.78B$234.78B$250.30B$278.30B$266.17B
Net Income$-3.10B$-3.10B$-19.64B$-1.56B$3.97B
EBITDA$4.74B$4.74B$-9.39B$10.16B$13.78B
EPS-38.00-38.00-509.21-23.2358.96
Gross Margin5.9%5.9%8.6%6.1%10.2%
Operating Margin-0.7%-0.7%2.7%0.8%2.9%
Net Margin-1.3%-1.3%-7.8%-0.6%1.5%
Balance Sheet
Debt/Equity0.330.330.430.620.60
Current Ratio1.721.72———
Cash Flow
Free Cash Flow$-40.20B$-40.20B$21.68B$-13.24B$20.61B
Returns
ROE-2.2%-2.2%-18.2%-1.8%4.5%
Valuation
P/E————31.72
EV/EBITDA28.8728.87—14.8812.66
P/B0.800.800.481.201.42
Growth & Yield
Revenue Growth-6.2%-6.2%-10.1%4.6%—
EPS Growth92.5%92.5%-2092.3%-139.4%—

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 -47.1%

Total return

-47.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-509.21 → -38.00

Residual

-47.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-47.1%

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.