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015860.KS$7900.00-5.28%
Fair $7900.00+0.0%

015860.KS

ILJIN Holdings Co.,Ltd.

Industrials / Electrical Equipment & PartsKSE

$7900.00

-440.00 (-5.28%)

Fairly Valued+0.0%Fair Value $7900.00Fund rank 35/100 · Data gapFallback financials|
SA 63/B
F-Score: 8/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $60.9B · quality 68.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

63/100

B

Piotroski

8/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 015860.KSLocal privado en este navegador · ILJIN Holdings 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

$363.3B

P/E

10.3x

↓

EV/EBITDA

1.9x

↓

ROE

6.7%

↑

Gross Margin

15.5%

↓

Debt/Equity

0.33

↑
52-Week Range$7900
$4115$15430

TradingView lightweight chart

015860.KS price, volumen y niveles de valoración

Último $7,900Periodo +317.6%
Fair value: $7,900

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

+16.8%

FCF CAGR

+224.6%

FCF margin

2.7%

FCF / Net income

1.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.28T · net income $35.19B · FCF $62.66B

2022-FY → 2025-FY

Gross margin

15.5%+2.8% pts

Operating margin

6.3%+3.3% pts

Net margin

1.5%+0.3% pts

FCF margin

2.7%+2.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2282.72B$2282.72B$1800.02B$1471.90B$1433.89B
Net Income$35.19B$35.19B$22.56B$27.49B$18.42B
EBITDA$174.48B$174.48B$112.83B$98.44B$76.25B
EPS765.00765.00491.00598.00400.00
Gross Margin15.5%15.5%12.5%12.7%12.7%
Operating Margin6.3%6.3%4.0%3.9%3.1%
Net Margin1.5%1.5%1.3%1.9%1.3%
Balance Sheet
Debt/Equity0.330.330.520.640.69
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$62.66B$62.66B$60.95B$38.14B$1.83B
Returns
ROE6.7%6.7%4.9%6.1%4.3%
Valuation
P/E10.3310.337.646.209.94
EV/EBITDA1.901.901.823.325.15
P/B0.690.690.370.380.42
Growth & Yield
Revenue Growth26.8%26.8%22.3%2.7%—
EPS Growth55.8%55.8%-17.9%49.5%—
Dividend Yield2.4%2.4%———

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

-2.9%

fácil

EPS terminal req.

$700.99

Spread vs growth

58.7%

5Y implied EPS CAGR

2.1%

fácil

EPS terminal req.

$848.20

Spread vs growth

53.7%

10Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$1366.04

Spread vs growth

49.8%

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 +91.6%

Total return

+91.6%

Start / end P/E

8.5x → 10.3x

EPS bridge

491.00 → 765.00

Residual

+12.0%

EPS growth+55.8%
Multiple rerating+21.4%
Dividend+2.4%
Residual / FX / buybacks / cross-term+12.0%

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.