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014820.KS$20900.00-4.78%
Fair $20900.00+0.0%

014820.KS

Dongwon Systems Corporation

Consumer Cyclical / Packaging & ContainersKSE

$20900.00

-1050.00 (-4.78%)

Fairly Valued+0.0%Fair Value $20900.00Fund rank 37/100 · Data gapFallback financials|
SA 36/D
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $71.3B · quality 79.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

36/100

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: 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 · 014820.KSLocal privado en este navegador · Dongwon Systems Corporation
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

$611.4B

P/E

11.4x

↓

EV/EBITDA

5.2x

↓

ROE

6.2%

↑

Gross Margin

10.9%

↓

Debt/Equity

0.55

↑
52-Week Range$20900
$20800$32900

TradingView lightweight chart

014820.KS price, volumen y niveles de valoración

Último $20,900Periodo -87.3%
Fair value: $20,900

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

-1.5%

FCF CAGR

-15.5%

FCF margin

5.1%

FCF / Net income

1.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.37T · net income $53.67B · FCF $69.44B

2022-FY → 2025-FY

Gross margin

10.9%-0.5% pts

Operating margin

4.8%-1.6% pts

Net margin

3.9%-1.1% pts

FCF margin

5.1%-3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1372.87B$1372.87B$1334.26B$1276.65B$1437.00B
Net Income$53.67B$53.67B$72.41B$64.20B$72.34B
EBITDA$176.38B$176.38B$195.12B$171.19B$172.74B
EPS1834.001834.002475.002194.002472.00
Gross Margin10.9%10.9%12.6%12.0%11.3%
Operating Margin4.8%4.8%6.9%6.3%6.4%
Net Margin3.9%3.9%5.4%5.0%5.0%
Balance Sheet
Debt/Equity0.550.550.600.660.68
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$69.44B$69.44B$78.62B$71.32B$115.16B
Returns
ROE6.2%6.2%8.7%8.3%9.9%
Valuation
P/E11.4011.4016.6115.3115.74
EV/EBITDA5.245.248.058.279.17
P/B0.710.711.441.271.56
Growth & Yield
Revenue Growth2.9%2.9%4.5%-11.2%—
EPS Growth-25.9%-25.9%12.8%-11.2%—
Dividend Yield1.4%1.4%———

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

0.4%

fácil

EPS terminal req.

$1854.53

Spread vs growth

-26.3%

5Y implied EPS CAGR

4.1%

fácil

EPS terminal req.

$2243.98

Spread vs growth

-30.0%

10Y implied EPS CAGR

7.0%

razonable

EPS terminal req.

$3613.95

Spread vs growth

-32.9%

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 -29.1%

Total return

-29.1%

Start / end P/E

12.2x → 11.4x

EPS bridge

2475.00 → 1834.00

Residual

+1.6%

EPS growth-25.9%
Multiple rerating-6.3%
Dividend+1.4%
Residual / FX / buybacks / cross-term+1.6%

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.