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016090.KS$1590.00+1.15%
Fair $1590.00+0.0%

016090.KS

Daehyun Co.,Ltd.

Consumer Cyclical / Apparel ManufacturingKSE

$1590.00

+18.00 (+1.15%)

Fairly Valued+0.0%Fair Value $1590.00Fund rank 36/100 · Data gapFallback financials|
SA 48/C
F-Score: 3/9
Declining RevenueMargin CompressionLow Profitability

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $21.8B · quality 77.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

48/100

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: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is 4.0%, below the 5% threshold
Thesis & Journal · 016090.KSLocal privado en este navegador · Daehyun 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

$70.4B

P/E

6.4x

↓

EV/EBITDA

2.5x

↓

ROE

4.0%

↓

Gross Margin

54.1%

↑

Debt/Equity

0.01

↓
52-Week Range$1590
$1550$1969

TradingView lightweight chart

016090.KS price, volumen y niveles de valoración

Último $1,590Periodo +404.8%
Fair value: $1,590

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

-9.0%

FCF CAGR

+6.3%

FCF margin

9.0%

FCF / Net income

1.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $240.54B · net income $11.01B · FCF $21.76B

2022-FY → 2025-FY

Gross margin

54.1%-4.3% pts

Operating margin

2.9%-6.5% pts

Net margin

4.6%-3.4% pts

FCF margin

9.0%+3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$240.54B$240.54B$259.28B$295.30B$319.31B
Net Income$11.01B$11.01B$15.90B$23.27B$25.43B
EBITDA$21.05B$21.05B$27.49B$33.47B$38.70B
EPS249.00249.00359.00526.00574.00
Gross Margin54.1%54.1%56.1%57.4%58.4%
Operating Margin2.9%2.9%5.5%7.2%9.5%
Net Margin4.6%4.6%6.1%7.9%8.0%
Balance Sheet
Debt/Equity0.010.010.010.010.00
Current Ratio3.313.31———
Cash Flow
Free Cash Flow$21.76B$21.76B$11.74B$28.61B$18.11B
Returns
ROE4.0%4.0%5.9%8.9%10.5%
Valuation
P/E6.396.396.433.803.86
EV/EBITDA2.492.493.282.352.34
P/B0.250.250.380.340.40
Growth & Yield
Revenue Growth-7.2%-7.2%-12.2%-7.5%—
EPS Growth-30.6%-30.6%-31.7%-8.4%—
Dividend Yield5.1%5.1%———

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

-17.3%

fácil

EPS terminal req.

$141.09

Spread vs growth

-13.4%

5Y implied EPS CAGR

-7.3%

fácil

EPS terminal req.

$170.71

Spread vs growth

-23.4%

10Y implied EPS CAGR

1.0%

fácil

EPS terminal req.

$274.94

Spread vs growth

-31.6%

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 -10.6%

Total return

-10.6%

Start / end P/E

5.3x → 6.4x

EPS bridge

359.00 → 249.00

Residual

-6.6%

EPS growth-30.6%
Multiple rerating+21.5%
Dividend+5.1%
Residual / FX / buybacks / cross-term-6.6%

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.