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009900.KS$8810.00-4.03%
Fair $8810.00+0.0%

009900.KS

Myoung Shin Industrial Co.,Ltd

Consumer Cyclical / Auto PartsKSE

$8810.00

-370.00 (-4.03%)

Fairly Valued+0.0%Fair Value $8810.00Fund rank 34/100 · Data gapFallback financials|
SA 50/C
F-Score: 3/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $118.0B · quality 67.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

50/100

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: 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 · 009900.KSLocal privado en este navegador · Myoung Shin 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

$462.3B

P/E

6.8x

↓

EV/EBITDA

3.7x

↓

ROE

9.0%

↑

Gross Margin

11.3%

↓

Debt/Equity

0.51

↑
52-Week Range$8810
$7420$14940

TradingView lightweight chart

009900.KS price, volumen y niveles de valoración

Último $8,810Periodo -47.9%
Fair value: $8,810

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

+2.2%

FCF CAGR

+69.4%

FCF margin

7.3%

FCF / Net income

1.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.62T · net income $68.33B · FCF $117.97B

2022-FY → 2025-FY

Gross margin

11.3%-2.0% pts

Operating margin

6.3%-2.0% pts

Net margin

4.2%-1.4% pts

FCF margin

7.3%+5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1619.15B$1619.15B$1573.82B$1738.91B$1515.24B
Net Income$68.33B$68.33B$129.09B$152.65B$85.71B
EBITDA$172.94B$172.94B$235.12B$258.93B$172.90B
EPS1302.001302.002460.002909.001633.00
Gross Margin11.3%11.3%14.3%16.4%13.3%
Operating Margin6.3%6.3%9.4%12.0%8.4%
Net Margin4.2%4.2%8.2%8.8%5.7%
Balance Sheet
Debt/Equity0.510.510.410.460.75
Current Ratio2.032.03———
Cash Flow
Free Cash Flow$117.97B$117.97B$98.47B$188.80B$24.26B
Returns
ROE9.0%9.0%18.5%28.5%22.3%
Valuation
P/E6.776.774.286.309.06
EV/EBITDA3.683.682.423.705.37
P/B0.610.610.791.802.02
Growth & Yield
Revenue Growth2.9%2.9%-9.5%14.8%—
EPS Growth-47.1%-47.1%-15.4%78.1%—
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

-15.6%

fácil

EPS terminal req.

$781.74

Spread vs growth

-31.4%

5Y implied EPS CAGR

-6.2%

fácil

EPS terminal req.

$945.91

Spread vs growth

-40.9%

10Y implied EPS CAGR

1.6%

fácil

EPS terminal req.

$1523.39

Spread vs growth

-48.7%

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 +10.5%

Total return

+10.5%

Start / end P/E

3.3x → 6.8x

EPS bridge

2460.00 → 1302.00

Residual

-50.3%

EPS growth-47.1%
Multiple rerating+106.8%
Dividend+1.1%
Residual / FX / buybacks / cross-term-50.3%

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.