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009290.KS$6530.00-4.67%
Fair $6530.00+0.0%

009290.KS

Kwang Dong Pharmaceutical Co., Ltd.

Consumer Defensive / Packaged FoodsKSE

$6530.00

-320.00 (-4.67%)

Fairly Valued+0.0%Fair Value $6530.00Fund rank 26/100 · Data gapFallback financials|
SA 43/C
F-Score: 4/9
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 17%

FCF escenarios

weak_data · normalized FCF $-46.9B · quality 42.3/100

Data gap 26/100
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

43/100

C

Piotroski

4/9

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 3.2%, below the 5% threshold
Thesis & Journal · 009290.KSLocal privado en este navegador · Kwang Dong Pharmaceutical 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

$324.3B

P/E

12.5x

↓

EV/EBITDA

7.1x

↓

ROE

3.2%

↓

Gross Margin

18.1%

↓

Debt/Equity

0.46

↑
52-Week Range$6530
$5350$12800

TradingView lightweight chart

009290.KS price, volumen y niveles de valoración

Último $6,530Periodo +226.5%
Fair value: $6,530

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

+5.0%

FCF CAGR

+15.0%

FCF margin

3.4%

FCF / Net income

2.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.66T · net income $20.97B · FCF $55.96B

2022-FY → 2025-FY

Gross margin

18.1%-1.6% pts

Operating margin

1.9%-0.8% pts

Net margin

1.3%-0.4% pts

FCF margin

3.4%+0.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1659.51B$1659.51B$1640.72B$1514.45B$1431.55B
Net Income$20.97B$20.97B$40.48B$36.97B$24.17B
EBITDA$60.05B$60.05B$82.13B$68.83B$54.04B
EPS521.00521.001011.00913.00588.00
Gross Margin18.1%18.1%18.2%19.8%19.7%
Operating Margin1.9%1.9%1.8%2.8%2.7%
Net Margin1.3%1.3%2.5%2.4%1.7%
Balance Sheet
Debt/Equity0.460.460.490.430.27
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$55.96B$55.96B$-89.95B$-46.89B$36.78B
Returns
ROE3.2%3.2%7.0%6.8%4.7%
Valuation
P/E12.5312.535.577.9510.00
EV/EBITDA7.087.084.816.575.11
P/B0.400.400.390.540.47
Growth & Yield
Revenue Growth1.1%1.1%8.3%5.8%—
EPS Growth-48.5%-48.5%10.7%55.3%—
Dividend Yield1.5%1.5%———

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

3.6%

fácil

EPS terminal req.

$579.43

Spread vs growth

-52.1%

5Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$701.11

Spread vs growth

-54.6%

10Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$1129.14

Spread vs growth

-56.5%

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 +21.6%

Total return

+21.6%

Start / end P/E

5.4x → 12.5x

EPS bridge

1011.00 → 521.00

Residual

-64.4%

EPS growth-48.5%
Multiple rerating+132.9%
Dividend+1.5%
Residual / FX / buybacks / cross-term-64.4%

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.