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015890.KS$4820.00-1.24%
Fair $4820.00+0.0%

015890.KS

Taekyung Industry.Co., Ltd.

Basic Materials / ChemicalsKSE

$4820.00

-60.00 (-1.24%)

Fairly Valued+0.0%Fair Value $4820.00Fund rank 30/100 · Data gapFallback financials|
SA 36/D
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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $26.3B · quality 53.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

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 · 015890.KSLocal privado en este navegador · Taekyung Industry.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

$140.9B

P/E

6.0x

↓

EV/EBITDA

3.0x

↓

ROE

5.5%

↑

Gross Margin

21.5%

↑

Debt/Equity

0.82

↑
52-Week Range$4820
$4530$6450

TradingView lightweight chart

015890.KS price, volumen y niveles de valoración

Último $4,780Periodo +298.3%
Fair value: $4,820

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

+1.9%

FCF CAGR

+51.6%

FCF margin

5.8%

FCF / Net income

2.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $777.10B · net income $16.77B · FCF $45.45B

2022-FY → 2025-FY

Gross margin

21.5%+1.1% pts

Operating margin

7.1%-0.3% pts

Net margin

2.2%-1.0% pts

FCF margin

5.8%+4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$777.10B$777.10B$675.69B$656.03B$733.38B
Net Income$16.77B$16.77B$20.41B$16.27B$23.03B
EBITDA$79.73B$79.73B$73.50B$71.33B$62.99B
EPS801.00801.00974.00790.001154.00
Gross Margin21.5%21.5%22.7%22.1%20.3%
Operating Margin7.1%7.1%8.2%6.7%7.5%
Net Margin2.2%2.2%3.0%2.5%3.1%
Balance Sheet
Debt/Equity0.820.820.320.250.37
Current Ratio1.751.75———
Cash Flow
Free Cash Flow$45.45B$45.45B$-1.71B$26.34B$13.05B
Returns
ROE5.5%5.5%6.5%5.4%8.1%
Valuation
P/E6.026.025.088.065.58
EV/EBITDA3.023.021.392.082.53
P/B0.330.330.330.430.45
Growth & Yield
Revenue Growth15.0%15.0%3.0%-10.5%—
EPS Growth-17.8%-17.8%23.3%-31.5%—
Dividend Yield5.2%5.2%———

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

-18.9%

fácil

EPS terminal req.

$427.69

Spread vs growth

1.1%

5Y implied EPS CAGR

-8.4%

fácil

EPS terminal req.

$517.51

Spread vs growth

-9.4%

10Y implied EPS CAGR

0.4%

fácil

EPS terminal req.

$833.46

Spread vs growth

-18.2%

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 +3.7%

Total return

+3.7%

Start / end P/E

5.0x → 6.0x

EPS bridge

974.00 → 801.00

Residual

-3.5%

EPS growth-17.8%
Multiple rerating+19.7%
Dividend+5.2%
Residual / FX / buybacks / cross-term-3.5%

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.