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009770.KS$26550.00-0.93%
Fair $26550.00+0.0%

009770.KS

Sam Jung Pulp Co.,Ltd.

Basic Materials / Paper & Paper ProductsKSE

$26550.00

-250.00 (-0.93%)

Fairly Valued+0.0%Fair Value $26550.00Fund rank 29/100 · Data gapFallback financials|
SA 45/C
F-Score: 3/9
Declining Revenue

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $8.2B · quality 54.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

45/100

C

Piotroski

3/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years
Thesis & Journal · 009770.KSLocal privado en este navegador · Sam Jung Pulp 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

$66.4B

P/E

2.1x

↓

EV/EBITDA

1.0x

↓

ROE

10.9%

↑

Gross Margin

7.3%

↓

Debt/Equity

0.00

↓
52-Week Range$26550
$26150$36450

TradingView lightweight chart

009770.KS price, volumen y niveles de valoración

Último $26,550Periodo +6.9%
Fair value: $26,550

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

-5.2%

FCF CAGR

—

FCF margin

2.1%

FCF / Net income

0.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $148.57B · net income $31.39B · FCF $3.14B

2022-FY → 2025-FY

Gross margin

7.3%-1.8% pts

Operating margin

-1.0%-3.6% pts

Net margin

21.1%+21.7% pts

FCF margin

2.1%+2.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$148.57B$148.57B$163.88B$178.31B$174.46B
Net Income$31.39B$31.39B$37.95B$13.10B$-957.1M
EBITDA$44.90B$44.90B$50.91B$20.13B$1.71B
EPS12556.0012556.0015182.005241.00-383.00
Gross Margin7.3%7.3%10.9%10.6%9.1%
Operating Margin-1.0%-1.0%3.0%3.6%2.7%
Net Margin21.1%21.1%23.2%7.3%-0.5%
Balance Sheet
Debt/Equity0.000.000.040.000.00
Current Ratio10.4010.40———
Cash Flow
Free Cash Flow$3.14B$3.14B$15.39B$8.17B$-850.0M
Returns
ROE10.9%10.9%14.7%5.9%-0.4%
Valuation
P/E2.112.111.704.71—
EV/EBITDA0.970.971.232.0729.13
P/B0.230.230.250.280.30
Growth & Yield
Revenue Growth-9.3%-9.3%-8.1%2.2%—
EPS Growth-17.3%-17.3%189.7%1468.4%—
Dividend Yield3.7%3.7%———

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

-42.8%

fácil

EPS terminal req.

$2355.87

Spread vs growth

25.5%

5Y implied EPS CAGR

-25.7%

fácil

EPS terminal req.

$2850.60

Spread vs growth

8.4%

10Y implied EPS CAGR

-9.6%

fácil

EPS terminal req.

$4590.92

Spread vs growth

-7.7%

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 +3.5%

Total return

+3.5%

Start / end P/E

1.8x → 2.1x

EPS bridge

15182.00 → 12556.00

Residual

-3.6%

EPS growth-17.3%
Multiple rerating+20.7%
Dividend+3.7%
Residual / FX / buybacks / cross-term-3.6%

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.