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012610.KS$4710.00-5.14%
Fair $4710.00+0.0%

012610.KS

Kyungin Synthetic Co., Ltd.

Basic Materials / ChemicalsKSE

$4710.00

-255.00 (-5.14%)

Fairly Valued+0.0%Fair Value $4710.00Fund rank 28/100 · Data gapFallback financials|
SA 38/D
F-Score: 5/9
Low 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $18.6B · quality 45.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

38/100

D

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: 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. ROE is 2.3%, below the 5% threshold
Thesis & Journal · 012610.KSLocal privado en este navegador · Kyungin Synthetic 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

$193.1B

P/E

34.1x

↑

EV/EBITDA

8.7x

↓

ROE

2.3%

↑

Gross Margin

20.5%

↑

Debt/Equity

0.86

↑
52-Week Range$4710
$2750$6430

TradingView lightweight chart

012610.KS price, volumen y niveles de valoración

Último $4,710Periodo +217.8%
Fair value: $4,710

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

-1.9%

FCF CAGR

—

FCF margin

4.9%

FCF / Net income

3.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $379.70B · net income $5.64B · FCF $18.65B

2022-FY → 2025-FY

Gross margin

20.5%-5.3% pts

Operating margin

4.9%-2.0% pts

Net margin

1.5%-2.1% pts

FCF margin

4.9%+13.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$379.70B$379.70B$374.23B$345.41B$402.64B
Net Income$5.64B$5.64B$15.33B$-10.74B$14.33B
EBITDA$41.53B$41.53B$52.56B$16.50B$52.69B
EPS138.00138.00370.00-259.00345.00
Gross Margin20.5%20.5%22.5%16.7%25.8%
Operating Margin4.9%4.9%6.5%-0.7%7.0%
Net Margin1.5%1.5%4.1%-3.1%3.6%
Balance Sheet
Debt/Equity0.860.860.931.050.90
Current Ratio1.111.11———
Cash Flow
Free Cash Flow$18.65B$18.65B$38.80B$-3.38B$-32.62B
Returns
ROE2.3%2.3%6.4%-4.7%5.9%
Valuation
P/E34.1334.137.49—12.13
EV/EBITDA8.668.665.3121.527.02
P/B0.800.800.480.690.72
Growth & Yield
Revenue Growth1.5%1.5%8.3%-14.2%—
EPS Growth-62.7%-62.7%242.9%-175.1%—
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

44.7%

muy exigente

EPS terminal req.

$417.93

Spread vs growth

-107.4%

5Y implied EPS CAGR

29.7%

muy exigente

EPS terminal req.

$505.70

Spread vs growth

-92.4%

10Y implied EPS CAGR

19.4%

exigente

EPS terminal req.

$814.44

Spread vs growth

-82.1%

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 +48.7%

Total return

+48.7%

Start / end P/E

8.6x → 34.1x

EPS bridge

370.00 → 138.00

Residual

-185.5%

EPS growth-62.7%
Multiple rerating+295.9%
Dividend+1.1%
Residual / FX / buybacks / cross-term-185.5%

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.