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009450.KS$69000.00-1.57%
Fair $69000.00+0.0%

009450.KS

Kyung Dong Navien Co., Ltd.

Industrials / Specialty Industrial MachineryKSE

$69000.00

-1100.00 (-1.57%)

Fairly Valued+0.0%Fair Value $69000.00Fund rank 24/100 · Data gapFallback financials|
SA 46/C
F-Score: 2/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-58.8B · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

46/100

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: 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 · 009450.KSLocal privado en este navegador · Kyung Dong Navien 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

$997.3B

P/E

11.1x

↓

EV/EBITDA

5.7x

↓

ROE

11.6%

↑

Gross Margin

42.5%

↑

Debt/Equity

0.46

↑
52-Week Range$69000
$53000$95100

TradingView lightweight chart

009450.KS price, volumen y niveles de valoración

Último $69,000Periodo +2660.0%
Fair value: $69,000

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

+9.0%

FCF CAGR

—

FCF margin

-6.1%

FCF / Net income

-1.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.50T · net income $89.70B · FCF $-91.07B

2022-FY → 2025-FY

Gross margin

42.5%+2.2% pts

Operating margin

9.6%+4.5% pts

Net margin

6.0%+1.4% pts

FCF margin

-6.1%-1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1502.24B$1502.24B$1353.88B$1204.31B$1160.86B
Net Income$89.70B$89.70B$124.34B$83.15B$53.58B
EBITDA$213.00B$213.00B$207.87B$163.19B$124.95B
EPS6206.006206.008603.005753.003707.00
Gross Margin42.5%42.5%45.1%42.7%40.3%
Operating Margin9.6%9.6%9.8%8.8%5.1%
Net Margin6.0%6.0%9.2%6.9%4.6%
Balance Sheet
Debt/Equity0.460.460.320.200.42
Current Ratio1.271.27———
Cash Flow
Free Cash Flow$-91.07B$-91.07B$-58.81B$131.83B$-49.76B
Returns
ROE11.6%11.6%17.9%14.2%10.3%
Valuation
P/E11.1211.1210.357.648.89
EV/EBITDA5.655.656.774.094.93
P/B1.291.291.851.090.92
Growth & Yield
Revenue Growth11.0%11.0%12.4%3.7%—
EPS Growth-27.9%-27.9%49.5%55.2%—
Dividend Yield1.1%1.1%———

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

-0.4%

fácil

EPS terminal req.

$6122.60

Spread vs growth

-27.4%

5Y implied EPS CAGR

3.6%

fácil

EPS terminal req.

$7408.35

Spread vs growth

-31.5%

10Y implied EPS CAGR

6.8%

razonable

EPS terminal req.

$11931.22

Spread vs growth

-34.6%

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 -8.5%

Total return

-8.5%

Start / end P/E

8.9x → 11.1x

EPS bridge

8603.00 → 6206.00

Residual

-7.1%

EPS growth-27.9%
Multiple rerating+25.4%
Dividend+1.1%
Residual / FX / buybacks / cross-term-7.1%

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.