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016380.KS$5470.00-2.50%
Fair $5470.00+0.0%

016380.KS

KG Dongbu Steel Co.,Ltd.

Basic Materials / SteelKSE

$5470.00

-140.00 (-2.50%)

Fairly Valued+0.0%Fair Value $5470.00Fund rank 35/100 · Data gapFallback financials|
SA 40/C
F-Score: 7/9
Declining RevenueMargin Compression

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 $179.7B · quality 75.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

40/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · 016380.KSLocal privado en este navegador · KG Dongbu Steel 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

$529.4B

P/E

3.9x

↓

EV/EBITDA

3.7x

↓

ROE

6.6%

↑

Gross Margin

8.7%

↓

Debt/Equity

0.30

↑
52-Week Range$5470
$5040$7900

TradingView lightweight chart

016380.KS price, volumen y niveles de valoración

Último $5,470Periodo -98.6%
Fair value: $5,470

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

-5.8%

FCF CAGR

-35.1%

FCF margin

3.8%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.19T · net income $135.11B · FCF $120.73B

2022-FY → 2025-FY

Gross margin

8.7%-3.0% pts

Operating margin

4.7%-4.2% pts

Net margin

4.2%-9.8% pts

FCF margin

3.8%-7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3193.44B$3193.44B$3300.98B$3429.85B$3819.69B
Net Income$135.11B$135.11B$133.37B$234.35B$536.00B
EBITDA$272.23B$272.23B$271.99B$405.98B$473.57B
EPS1394.001394.001338.002342.005357.00
Gross Margin8.7%8.7%10.2%11.7%11.7%
Operating Margin4.7%4.7%6.2%8.2%8.9%
Net Margin4.2%4.2%4.0%6.8%14.0%
Balance Sheet
Debt/Equity0.300.300.500.490.61
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$120.73B$120.73B$179.69B$326.61B$441.92B
Returns
ROE6.6%6.6%6.8%12.4%31.7%
Valuation
P/E3.923.924.263.541.40
EV/EBITDA3.733.735.154.063.59
P/B0.260.260.290.440.45
Growth & Yield
Revenue Growth-3.3%-3.3%-3.8%-10.2%—
EPS Growth4.2%4.2%-42.9%-56.3%—
Dividend Yield5.3%5.3%———

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

-29.6%

fácil

EPS terminal req.

$485.37

Spread vs growth

33.8%

5Y implied EPS CAGR

-15.9%

fácil

EPS terminal req.

$587.30

Spread vs growth

20.1%

10Y implied EPS CAGR

-3.8%

fácil

EPS terminal req.

$945.85

Spread vs growth

8.0%

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 +0.5%

Total return

+0.5%

Start / end P/E

4.3x → 3.9x

EPS bridge

1338.00 → 1394.00

Residual

-0.4%

EPS growth+4.2%
Multiple rerating-8.7%
Dividend+5.3%
Residual / FX / buybacks / cross-term-0.4%

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.