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016590.KS$9040.00-2.80%
Fair $9040.00+0.0%

016590.KS

Shindaeyang Paper Co., Ltd.

Basic Materials / Paper & Paper ProductsKSE

$9040.00

-260.00 (-2.80%)

Fairly Valued+0.0%Fair Value $9040.00Fund rank 33/100 · Data gapFallback financials|
SA 46/C
F-Score: 3/9
Low 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $15.9B · quality 65.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

46/100

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: 1unknown: 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. ROE is 3.8%, below the 5% threshold
Thesis & Journal · 016590.KSLocal privado en este navegador · Shindaeyang Paper 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

$268.1B

P/E

11.7x

↓

EV/EBITDA

2.8x

↓

ROE

3.8%

↑

Gross Margin

15.6%

↓

Debt/Equity

0.14

↓
52-Week Range$9040
$8150$18150

TradingView lightweight chart

016590.KS price, volumen y niveles de valoración

Último $9,040Periodo +963.5%
Fair value: $9,040

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

-37.2%

FCF margin

1.6%

FCF / Net income

0.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $639.53B · net income $22.79B · FCF $10.39B

2022-FY → 2025-FY

Gross margin

15.6%-2.2% pts

Operating margin

3.6%-4.0% pts

Net margin

3.6%-3.5% pts

FCF margin

1.6%-4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$639.53B$639.53B$658.50B$645.36B$676.40B
Net Income$22.79B$22.79B$35.13B$47.86B$47.58B
EBITDA$60.74B$60.74B$80.48B$103.11B$92.82B
EPS770.00770.001126.001359.00131.90
Gross Margin15.6%15.6%16.0%20.3%17.8%
Operating Margin3.6%3.6%4.4%9.1%7.5%
Net Margin3.6%3.6%5.3%7.4%7.0%
Balance Sheet
Debt/Equity0.140.140.120.130.18
Current Ratio2.342.34———
Cash Flow
Free Cash Flow$10.39B$10.39B$15.94B$60.77B$41.88B
Returns
ROE3.8%3.8%6.0%8.2%8.6%
Valuation
P/E11.7411.745.044.2465.13
EV/EBITDA2.842.841.772.5134.27
P/B0.440.440.300.355.57
Growth & Yield
Revenue Growth-2.9%-2.9%2.0%-4.6%—
EPS Growth-31.6%-31.6%-17.1%930.3%—
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

1.4%

fácil

EPS terminal req.

$802.15

Spread vs growth

-33.0%

5Y implied EPS CAGR

4.7%

fácil

EPS terminal req.

$970.60

Spread vs growth

-36.4%

10Y implied EPS CAGR

7.3%

razonable

EPS terminal req.

$1563.16

Spread vs growth

-39.0%

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 +6.7%

Total return

+6.7%

Start / end P/E

7.7x → 11.7x

EPS bridge

1126.00 → 770.00

Residual

-16.6%

EPS growth-31.6%
Multiple rerating+52.5%
Dividend+2.4%
Residual / FX / buybacks / cross-term-16.6%

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.