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017480.KQ$4830.00-0.51%
Fair $4830.00+0.0%

017480.KQ

Samhyun Steel Co., Ltd.

Basic Materials / SteelKOSDAQ

$4830.00

-25.00 (-0.51%)

Fairly Valued+0.0%Fair Value $4830.00Fund rank 27/100 · Data gapFallback financials|
SA 34/D
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $15.0B · quality 42.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

34/100

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: 3unknown: 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 2 consecutive years Operating margin has declined for 3 consecutive years ROE is 2.8%, below the 5% threshold
Thesis & Journal · 017480.KQLocal privado en este navegador · Samhyun 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

$74.6B

P/E

13.5x

↓

EV/EBITDA

-5.8x

↓

ROE

2.8%

↑

Gross Margin

5.2%

↓

Debt/Equity

N/A

•
52-Week Range$4830
$4110$6140

TradingView lightweight chart

017480.KQ price, volumen y niveles de valoración

Último $4,830Periodo +138.5%
Fair value: $4,830

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-11.5%

FCF CAGR

—

FCF margin

4.1%

FCF / Net income

1.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $223.66B · net income $5.51B · FCF $9.24B

2021-FY → 2024-FY

Gross margin

5.2%-7.7% pts

Operating margin

1.6%-8.7% pts

Net margin

2.5%-5.4% pts

FCF margin

4.1%+6.3% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$223.66B$223.66B$262.44B$340.57B$322.15B
Net Income$5.51B$5.51B$10.41B$16.01B$25.40B
EBITDA$5.13B$5.13B$14.79B$23.24B$35.73B
EPS357.00357.00674.001037.001644.00
Gross Margin5.2%5.2%6.9%8.5%12.9%
Operating Margin1.6%1.6%3.7%5.6%10.3%
Net Margin2.5%2.5%4.0%4.7%7.9%
Balance Sheet
Debt/Equity———0.000.00
Current Ratio8.518.51———
Cash Flow
Free Cash Flow$9.24B$9.24B$14.98B$38.59B$-7.09B
Returns
ROE2.8%2.8%5.4%8.5%14.4%
Valuation
P/E13.5313.537.294.453.70
EV/EBITDA-5.80-5.80-1.58-0.761.16
P/B0.380.380.390.380.53
Growth & Yield
Revenue Growth-14.8%-14.8%-22.9%5.7%—
EPS Growth-47.0%-47.0%-35.0%-36.9%—
Dividend Yield6.2%6.2%———

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

6.3%

razonable

EPS terminal req.

$428.58

Spread vs growth

-53.3%

5Y implied EPS CAGR

7.8%

razonable

EPS terminal req.

$518.58

Spread vs growth

-54.8%

10Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$835.19

Spread vs growth

-55.9%

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 +13.8%

Total return

+13.8%

Start / end P/E

6.7x → 13.5x

EPS bridge

674.00 → 357.00

Residual

-48.5%

EPS growth-47.0%
Multiple rerating+103.1%
Dividend+6.2%
Residual / FX / buybacks / cross-term-48.5%

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.