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009160.KS$4790.00+0.42%
Fair $4790.00+0.0%

009160.KS

SIMPAC Co., Ltd.

Industrials / Specialty Industrial MachineryKSE

$4790.00

+20.00 (+0.42%)

Fairly Valued+0.0%Fair Value $4790.00Fund rank 22/100 · Data gapFallback financials|
SA 39/D
F-Score: 7/9
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 16%

FCF escenarios

weak_data · normalized FCF $-294.0M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

39/100

D

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: 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 3.1%, below the 5% threshold
Thesis & Journal · 009160.KSLocal privado en este navegador · SIMPAC 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

$121.7B

P/E

12.6x

↓

EV/EBITDA

6.9x

↓

ROE

3.1%

↓

Gross Margin

10.6%

↓

Debt/Equity

0.71

↑
52-Week Range$4790
$4500$11004

TradingView lightweight chart

009160.KS price, volumen y niveles de valoración

Último $4,790Periodo +107.4%
Fair value: $4,790

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

+20.6%

FCF CAGR

—

FCF margin

-0.0%

FCF / Net income

-0.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.18T · net income $20.58B · FCF $-294.0M

2022-FY → 2025-FY

Gross margin

10.6%-15.5% pts

Operating margin

3.9%-13.9% pts

Net margin

1.7%-9.6% pts

FCF margin

-0.0%+2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1179.04B$1179.04B$816.04B$609.45B$672.23B
Net Income$20.58B$20.58B$8.46B$-6.46B$76.14B
EBITDA$59.06B$59.06B$54.79B$18.76B$110.97B
EPS381.00381.0017761.44-249.902900.04
Gross Margin10.6%10.6%9.9%10.2%26.1%
Operating Margin3.9%3.9%2.4%2.9%17.8%
Net Margin1.7%1.7%1.0%-1.1%11.3%
Balance Sheet
Debt/Equity0.710.710.900.570.40
Current Ratio1.081.08———
Cash Flow
Free Cash Flow$-294.0M$-294.0M$-45.44B$45.18B$-15.96B
Returns
ROE3.1%3.1%2.0%-1.1%12.7%
Valuation
P/E12.5712.570.45—3.48
EV/EBITDA6.886.888.0711.322.69
P/B0.180.180.490.370.44
Growth & Yield
Revenue Growth44.5%44.5%33.9%-9.3%—
EPS Growth-97.9%-97.9%7207.6%-108.6%—
Dividend Yield6.3%6.3%———

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

3.7%

fácil

EPS terminal req.

$425.03

Spread vs growth

-101.6%

5Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$514.29

Spread vs growth

-104.0%

10Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$828.27

Spread vs growth

-105.9%

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 -41.4%

Total return

-41.4%

Start / end P/E

0.5x → 12.6x

EPS bridge

17761.44 → 381.00

Residual

-2288.7%

EPS growth-97.9%
Multiple rerating+2338.9%
Dividend+6.3%
Residual / FX / buybacks / cross-term-2288.7%

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.