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013000.KS$1310.00-2.24%
Fair $1310.00+0.0%

013000.KS

Sewoo Global Co., Ltd

Basic Materials / Specialty ChemicalsKSE

$1310.00

-30.00 (-2.24%)

Fairly Valued+0.0%Fair Value $1310.00Fund rank 37/100 · Data gapFallback financials|
SA 73/B
F-Score: 6/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.3B · quality 80.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

73/100

B

Piotroski

6/9

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 · 013000.KSLocal privado en este navegador · Sewoo Global 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

$37.6B

P/E

10.1x

↓

EV/EBITDA

7.0x

↓

ROE

6.8%

↑

Gross Margin

13.5%

↓

Debt/Equity

0.00

↓
52-Week Range$1310
$1021$1680

TradingView lightweight chart

013000.KS price, volumen y niveles de valoración

Último $1,310Periodo -99.1%
Fair value: $1,310

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

+6.3%

FCF margin

10.2%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $32.68B · net income $3.73B · FCF $3.35B

2022-FY → 2025-FY

Gross margin

13.5%-0.5% pts

Operating margin

7.4%+1.9% pts

Net margin

11.4%+6.0% pts

FCF margin

10.2%+0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$32.68B$32.68B$35.87B$36.13B$28.07B
Net Income$3.73B$3.73B$3.46B$2.56B$1.52B
EBITDA$4.78B$4.78B$4.47B$3.29B$1.68B
EPS130.00130.00121.0089.0053.00
Gross Margin13.5%13.5%12.5%12.3%14.0%
Operating Margin7.4%7.4%7.0%6.6%5.6%
Net Margin11.4%11.4%9.6%7.1%5.4%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio8.358.35———
Cash Flow
Free Cash Flow$3.35B$3.35B$1.77B$4.01B$2.78B
Returns
ROE6.8%6.8%6.7%5.3%3.3%
Valuation
P/E10.0810.0813.1515.5131.04
EV/EBITDA7.037.038.1811.0924.51
P/B0.690.690.880.821.03
Growth & Yield
Revenue Growth-8.9%-8.9%-0.7%28.7%—
EPS Growth7.4%7.4%36.0%67.9%—
Dividend Yield2.5%2.5%———

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

-3.7%

fácil

EPS terminal req.

$116.24

Spread vs growth

11.1%

5Y implied EPS CAGR

1.6%

fácil

EPS terminal req.

$140.65

Spread vs growth

5.9%

10Y implied EPS CAGR

5.7%

razonable

EPS terminal req.

$226.52

Spread vs growth

1.7%

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 +14.6%

Total return

+14.6%

Start / end P/E

9.7x → 10.1x

EPS bridge

121.00 → 130.00

Residual

+0.3%

EPS growth+7.4%
Multiple rerating+4.3%
Dividend+2.5%
Residual / FX / buybacks / cross-term+0.3%

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.