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012280.KS$868.00-3.95%
Fair $868.00+0.0%

012280.KS

Yeong Hwa Metal Co., Ltd.

Consumer Cyclical / Auto PartsKSE

$868.00

-36.00 (-3.95%)

Fairly Valued+0.0%Fair Value $868.00Fund rank 32/100 · Data gapFallback financials|
SA 52/C
F-Score: 8/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.9B · quality 59.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

52/100

C

Piotroski

8/9

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 · 012280.KSLocal privado en este navegador · Yeong Hwa Metal 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

$44.0B

P/E

3.6x

↓

EV/EBITDA

5.0x

↓

ROE

14.9%

↑

Gross Margin

7.3%

↓

Debt/Equity

1.05

↑
52-Week Range$868
$803$1195

TradingView lightweight chart

012280.KS price, volumen y niveles de valoración

Último $875.00Periodo -34.7%
Fair value: $868.00

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

+7.3%

FCF CAGR

+22.6%

FCF margin

1.4%

FCF / Net income

0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $351.42B · net income $12.16B · FCF $4.91B

2022-FY → 2025-FY

Gross margin

7.3%+5.3% pts

Operating margin

4.3%+4.7% pts

Net margin

3.5%+3.3% pts

FCF margin

1.4%+0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$351.42B$351.42B$301.70B$292.31B$284.85B
Net Income$12.16B$12.16B$8.65B$7.54B$469.4M
EBITDA$24.50B$24.50B$20.33B$20.21B$12.77B
EPS239.00239.00163.00145.009.00
Gross Margin7.3%7.3%6.0%5.7%2.0%
Operating Margin4.3%4.3%3.3%3.2%-0.4%
Net Margin3.5%3.5%2.9%2.6%0.2%
Balance Sheet
Debt/Equity1.051.051.211.311.69
Current Ratio1.051.05———
Cash Flow
Free Cash Flow$4.91B$4.91B$3.72B$9.47B$2.67B
Returns
ROE14.9%14.9%11.9%11.2%0.7%
Valuation
P/E3.633.635.586.1786.89
EV/EBITDA5.015.016.366.3010.48
P/B0.540.540.660.690.65
Growth & Yield
Revenue Growth16.5%16.5%3.2%2.6%—
EPS Growth46.6%46.6%12.4%1511.1%—
Dividend Yield4.0%4.0%———

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

-31.4%

fácil

EPS terminal req.

$77.02

Spread vs growth

78.1%

5Y implied EPS CAGR

-17.2%

fácil

EPS terminal req.

$93.19

Spread vs growth

63.8%

10Y implied EPS CAGR

-4.5%

fácil

EPS terminal req.

$150.09

Spread vs growth

51.2%

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 +8.4%

Total return

+8.4%

Start / end P/E

5.1x → 3.7x

EPS bridge

163.00 → 239.00

Residual

-13.4%

EPS growth+46.6%
Multiple rerating-28.8%
Dividend+4.0%
Residual / FX / buybacks / cross-term-13.4%

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.