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009070.KS$4680.00-1.27%
Fair $4680.00+0.0%

009070.KS

KCTC Co. Ltd

Industrials / Integrated Freight & LogisticsKSE

$4680.00

-60.00 (-1.27%)

Fairly Valued+0.0%Fair Value $4680.00Fund rank 33/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $14.8B · quality 66.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

5/9

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 · 009070.KSLocal privado en este navegador · KCTC 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

$140.4B

P/E

6.6x

↓

EV/EBITDA

4.4x

↓

ROE

6.7%

↑

Gross Margin

11.4%

↓

Debt/Equity

1.08

↑
52-Week Range$4680
$3815$8390

TradingView lightweight chart

009070.KS price, volumen y niveles de valoración

Último $4,680Periodo +849.3%
Fair value: $4,680

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

+2.3%

FCF CAGR

-5.8%

FCF margin

1.5%

FCF / Net income

0.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $986.70B · net income $21.16B · FCF $14.83B

2022-FY → 2025-FY

Gross margin

11.4%+0.5% pts

Operating margin

3.9%+0.0% pts

Net margin

2.1%-0.7% pts

FCF margin

1.5%-0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$986.70B$986.70B$882.15B$823.13B$920.41B
Net Income$21.16B$21.16B$25.71B$26.81B$26.29B
EBITDA$99.63B$99.63B$92.65B$81.61B$71.49B
EPS707.00707.00860.00897.00879.00
Gross Margin11.4%11.4%12.0%12.3%10.9%
Operating Margin3.9%3.9%4.4%4.4%3.9%
Net Margin2.1%2.1%2.9%3.3%2.9%
Balance Sheet
Debt/Equity1.081.081.160.991.06
Current Ratio0.880.88———
Cash Flow
Free Cash Flow$14.83B$14.83B$8.45B$16.59B$17.72B
Returns
ROE6.7%6.7%8.7%9.8%10.5%
Valuation
P/E6.626.624.574.394.99
EV/EBITDA4.374.374.374.034.79
P/B0.440.440.400.430.53
Growth & Yield
Revenue Growth11.9%11.9%7.2%-10.6%—
EPS Growth-17.8%-17.8%-4.1%2.0%—
Dividend Yield1.6%1.6%———

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

-16.3%

fácil

EPS terminal req.

$415.27

Spread vs growth

-1.5%

5Y implied EPS CAGR

-6.6%

fácil

EPS terminal req.

$502.48

Spread vs growth

-11.2%

10Y implied EPS CAGR

1.4%

fácil

EPS terminal req.

$809.25

Spread vs growth

-19.2%

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 +21.1%

Total return

+21.1%

Start / end P/E

4.6x → 6.6x

EPS bridge

860.00 → 707.00

Residual

-8.1%

EPS growth-17.8%
Multiple rerating+45.4%
Dividend+1.6%
Residual / FX / buybacks / cross-term-8.1%

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.