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014440.KS$4405.00-0.34%
Fair $4405.00+0.0%

014440.KS

Youngbo Chemical Co., Ltd.

Basic Materials / ChemicalsKSE

$4405.00

-15.00 (-0.34%)

Fairly Valued+0.0%Fair Value $4405.00Fund rank 31/100 · Data gapFallback financials|
SA 51/C
F-Score: 3/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $10.8B · quality 59.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

51/100

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: 0unknown: 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.
Thesis & Journal · 014440.KSLocal privado en este navegador · Youngbo Chemical 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

$85.9B

P/E

5.1x

↓

EV/EBITDA

2.6x

↓

ROE

8.8%

↑

Gross Margin

30.7%

↑

Debt/Equity

0.00

↓
52-Week Range$4405
$4200$5410

TradingView lightweight chart

014440.KS price, volumen y niveles de valoración

Último $4,405Periodo +15.3%
Fair value: $4,405

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

+13.1%

FCF CAGR

—

FCF margin

6.5%

FCF / Net income

0.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $120.11B · net income $16.83B · FCF $7.81B

2022-FY → 2025-FY

Gross margin

30.7%+6.3% pts

Operating margin

16.1%+10.1% pts

Net margin

14.0%+6.0% pts

FCF margin

6.5%+8.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$120.11B$120.11B$117.57B$90.28B$82.99B
Net Income$16.83B$16.83B$22.55B$5.96B$6.69B
EBITDA$29.65B$29.65B$30.56B$15.40B$16.34B
EPS863.00863.001157.00306.00343.00
Gross Margin30.7%30.7%30.6%25.3%24.4%
Operating Margin16.1%16.1%16.5%7.7%6.0%
Net Margin14.0%14.0%19.2%6.6%8.1%
Balance Sheet
Debt/Equity0.000.000.000.010.06
Current Ratio4.824.82———
Cash Flow
Free Cash Flow$7.81B$7.81B$13.98B$10.76B$-1.66B
Returns
ROE8.8%8.8%12.3%3.6%4.2%
Valuation
P/E5.105.103.2212.4210.00
EV/EBITDA2.642.641.932.602.33
P/B0.450.450.400.450.42
Growth & Yield
Revenue Growth2.2%2.2%30.2%8.8%—
EPS Growth-25.4%-25.4%278.1%-10.8%—
Dividend Yield7.9%7.9%———

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

-23.2%

fácil

EPS terminal req.

$390.87

Spread vs growth

-2.2%

5Y implied EPS CAGR

-11.3%

fácil

EPS terminal req.

$472.95

Spread vs growth

-14.1%

10Y implied EPS CAGR

-1.2%

fácil

EPS terminal req.

$761.70

Spread vs growth

-24.2%

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 +7.9%

Total return

+7.9%

Start / end P/E

3.8x → 5.1x

EPS bridge

1157.00 → 863.00

Residual

-8.7%

EPS growth-25.4%
Multiple rerating+34.1%
Dividend+7.9%
Residual / FX / buybacks / cross-term-8.7%

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.