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009620.KQ$567.00-8.25%
Fair $567.00+0.0%

009620.KQ

Sambo Industrial Co., Ltd.

Basic Materials / AluminumKOSDAQ

$567.00

-51.00 (-8.25%)

Fairly Valued+0.0%Fair Value $567.00Fund rank 18/100 · Data gapFallback financials|
SA 7/F
F-Score: 5/9
High DebtDeclining 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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-6.7B · quality 15.3/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

7/100

F

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: 3unknown: 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. Debt-to-Equity ratio is 172.79, above the 2.0 threshold Revenue has declined for 3 consecutive years ROE is -4.3%, below the 5% threshold
Thesis & Journal · 009620.KQLocal privado en este navegador · Sambo Industrial 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

$9.9B

P/E

N/A

•

EV/EBITDA

9.1x

↓

ROE

-434.1%

↓

Gross Margin

8.2%

↓

Debt/Equity

172.79

↑
52-Week Range$567
$488$2945

TradingView lightweight chart

009620.KQ price, volumen y niveles de valoración

Último $567.00Periodo -70.6%
Fair value: $567.00

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

-14.4%

FCF CAGR

—

FCF margin

-5.6%

FCF / Net income

3.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $285.66B · net income $-5.21B · FCF $-15.92B

2022-FY → 2025-FY

Gross margin

8.2%+2.4% pts

Operating margin

2.8%+1.0% pts

Net margin

-1.8%+1.0% pts

FCF margin

-5.6%-7.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$285.66B$285.66B$340.97B$427.12B$455.02B
Net Income$-5.21B$-5.21B$-23.63B$-18.36B$-12.89B
EBITDA$22.95B$22.95B$4.31B$10.45B$9.66B
EPS-320.00-320.00-1902.00-8402.61-1225.56
Gross Margin8.2%8.2%6.4%4.5%5.8%
Operating Margin2.8%2.8%0.3%-0.1%1.8%
Net Margin-1.8%-1.8%-6.9%-4.3%-2.8%
Balance Sheet
Debt/Equity172.79172.7948.5615.727.67
Current Ratio0.740.74———
Cash Flow
Free Cash Flow$-15.92B$-15.92B$-6.66B$4.44B$9.72B
Returns
ROE-434.1%-434.1%-650.8%-150.9%-53.2%
Valuation
EV/EBITDA9.149.1447.3518.7618.77
P/B7.697.699.131.590.38
Growth & Yield
Revenue Growth-16.2%-16.2%-20.2%-6.1%—
EPS Growth83.2%83.2%77.4%-585.6%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -73.5%

Total return

-73.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-1902.00 → -320.00

Residual

-73.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-73.5%

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.