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012320.KS$50000.00-2.87%
Fair $50000.00+0.0%

012320.KS

Kyungdong Invest Co., Ltd

Utilities / Utilities - Regulated GasKSE

$50000.00

-1500.00 (-2.87%)

Fairly Valued+0.0%Fair Value $50000.00Fund rank 34/100 · Data gapFallback financials|
SA 44/C
F-Score: 3/9
Declining 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $18.9B · quality 70.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

44/100

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: 2unknown: 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 ROE is 3.7%, below the 5% threshold
Thesis & Journal · 012320.KSLocal privado en este navegador · Kyungdong Invest 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

$109.0B

P/E

5.9x

↓

EV/EBITDA

2.7x

↓

ROE

3.7%

↓

Gross Margin

17.2%

↓

Debt/Equity

0.06

↓
52-Week Range$50000
$49700$103700

TradingView lightweight chart

012320.KS price, volumen y niveles de valoración

Último $50,700Periodo +202.5%
Fair value: $50,000

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

+0.1%

FCF CAGR

-62.9%

FCF margin

0.4%

FCF / Net income

0.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $276.16B · net income $18.49B · FCF $1.18B

2022-FY → 2025-FY

Gross margin

17.2%+3.4% pts

Operating margin

6.8%+1.5% pts

Net margin

6.7%+1.5% pts

FCF margin

0.4%-8.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$276.16B$276.16B$293.71B$305.34B$275.54B
Net Income$18.49B$18.49B$21.67B$19.91B$14.21B
EBITDA$41.81B$41.81B$42.22B$40.88B$31.38B
EPS8482.008482.009940.009133.006519.00
Gross Margin17.2%17.2%18.0%15.6%13.9%
Operating Margin6.8%6.8%8.3%7.1%5.3%
Net Margin6.7%6.7%7.4%6.5%5.2%
Balance Sheet
Debt/Equity0.060.060.080.110.11
Current Ratio3.233.23———
Cash Flow
Free Cash Flow$1.18B$1.18B$21.27B$18.90B$23.11B
Returns
ROE3.7%3.7%4.5%4.3%3.2%
Valuation
P/E5.895.896.487.3615.00
EV/EBITDA2.702.703.914.398.02
P/B0.220.220.290.320.48
Growth & Yield
Revenue Growth-6.0%-6.0%-3.8%10.8%—
EPS Growth-14.7%-14.7%8.8%40.1%—
Dividend Yield1.5%1.5%———

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

-19.4%

fácil

EPS terminal req.

$4436.67

Spread vs growth

4.8%

5Y implied EPS CAGR

-8.7%

fácil

EPS terminal req.

$5368.37

Spread vs growth

-5.9%

10Y implied EPS CAGR

0.2%

fácil

EPS terminal req.

$8645.81

Spread vs growth

-14.9%

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 -6.2%

Total return

-6.2%

Start / end P/E

5.5x → 6.0x

EPS bridge

9940.00 → 8482.00

Residual

-1.2%

EPS growth-14.7%
Multiple rerating+8.2%
Dividend+1.5%
Residual / FX / buybacks / cross-term-1.2%

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.