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013870.KS$4005.00+2.56%
Fair $4005.00+0.0%

013870.KS

GMB Korea Corp.

Consumer Cyclical / Auto PartsKSE

$4005.00

+100.00 (+2.56%)

Fairly Valued+0.0%Fair Value $4005.00Fund rank 22/100 · Data gapFallback financials|
SA 43/C
F-Score: 4/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-12.3B · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

43/100

C

Piotroski

4/9

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 · 013870.KSLocal privado en este navegador · GMB Korea Corp.
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

$76.4B

P/E

5.3x

↓

EV/EBITDA

4.8x

↓

ROE

5.0%

↑

Gross Margin

16.3%

↓

Debt/Equity

0.78

↑
52-Week Range$4005
$3730$7140

TradingView lightweight chart

013870.KS price, volumen y niveles de valoración

Último $4,005Periodo -31.1%
Fair value: $4,005

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

+8.8%

FCF CAGR

—

FCF margin

-3.1%

FCF / Net income

-1.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $787.27B · net income $14.54B · FCF $-24.58B

2022-FY → 2025-FY

Gross margin

16.3%+2.2% pts

Operating margin

3.1%+1.3% pts

Net margin

1.8%-0.1% pts

FCF margin

-3.1%-5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$787.27B$787.27B$726.71B$690.91B$610.51B
Net Income$14.54B$14.54B$15.37B$11.52B$11.84B
EBITDA$59.11B$59.11B$58.82B$51.65B$47.21B
EPS762.00762.00806.00604.00621.00
Gross Margin16.3%16.3%16.0%15.3%14.1%
Operating Margin3.1%3.1%3.1%3.0%1.8%
Net Margin1.8%1.8%2.1%1.7%1.9%
Balance Sheet
Debt/Equity0.780.780.730.710.66
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$-24.58B$-24.58B$-9.05B$-12.35B$13.51B
Returns
ROE5.0%5.0%5.6%4.4%4.6%
Valuation
P/E5.265.264.557.677.47
EV/EBITDA4.844.844.324.965.04
P/B0.260.260.260.340.34
Growth & Yield
Revenue Growth8.3%8.3%5.2%13.2%—
EPS Growth-5.5%-5.5%33.4%-2.7%—
Dividend Yield6.4%6.4%———

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

-22.5%

fácil

EPS terminal req.

$355.38

Spread vs growth

17.0%

5Y implied EPS CAGR

-10.8%

fácil

EPS terminal req.

$430.01

Spread vs growth

5.4%

10Y implied EPS CAGR

-1.0%

fácil

EPS terminal req.

$692.53

Spread vs growth

-4.5%

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 +10.8%

Total return

+10.8%

Start / end P/E

4.8x → 5.3x

EPS bridge

806.00 → 762.00

Residual

-0.6%

EPS growth-5.5%
Multiple rerating+10.5%
Dividend+6.4%
Residual / FX / buybacks / cross-term-0.6%

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.