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017650.KQ$8890.00-2.09%
Fair $8890.00+0.0%

017650.KQ

Daelim Paper Co.,Ltd.

Unknown / UnknownKOSDAQ

$8890.00

-190.00 (-2.09%)

Fairly Valued+0.0%Fair Value $8890.00Fund rank 33/100 · Data gapFallback financials|
SA 41/C
F-Score: 5/9
Margin 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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $10.5B · quality 62.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

41/100

C

Piotroski

5/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years ROE is 2.3%, below the 5% threshold
Thesis & Journal · 017650.KQLocal privado en este navegador · Daelim 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

$74.1B

P/E

11.6x

↑

EV/EBITDA

3.4x

↓

ROE

2.3%

↓

Gross Margin

15.0%

↓

Debt/Equity

0.00

↓
52-Week Range$8890
$6480$10990

TradingView lightweight chart

017650.KQ price, volumen y niveles de valoración

Último $8,890Periodo +310.6%
Fair value: $8,890

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

-3.4%

FCF CAGR

-28.4%

FCF margin

6.2%

FCF / Net income

1.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $168.84B · net income $6.40B · FCF $10.52B

2022-FY → 2025-FY

Gross margin

15.0%-7.7% pts

Operating margin

3.1%-12.5% pts

Net margin

3.8%-9.2% pts

FCF margin

6.2%-9.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$168.84B$168.84B$166.26B$164.38B$187.35B
Net Income$6.40B$6.40B$13.23B$18.80B$24.42B
EBITDA$18.11B$18.11B$23.25B$33.59B$39.87B
EPS765.00765.001586.002201.002741.00
Gross Margin15.0%15.0%14.6%21.8%22.7%
Operating Margin3.1%3.1%5.9%13.3%15.6%
Net Margin3.8%3.8%8.0%11.4%13.0%
Balance Sheet
Debt/Equity0.000.000.010.020.03
Cash Flow
Free Cash Flow$10.52B$10.52B$-3.48B$20.60B$28.66B
Returns
ROE2.3%2.3%4.8%7.1%9.9%
Valuation
P/E11.6211.624.183.653.30
EV/EBITDA3.423.422.041.691.69
P/B0.260.260.200.260.33
Growth & Yield
Revenue Growth1.5%1.5%1.1%-12.3%—
EPS Growth-51.8%-51.8%-27.9%-19.7%—

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

1.0%

fácil

EPS terminal req.

$788.84

Spread vs growth

-52.8%

5Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$954.50

Spread vs growth

-56.3%

10Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$1537.22

Spread vs growth

-59.0%

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 +35.7%

Total return

+35.7%

Start / end P/E

4.1x → 11.6x

EPS bridge

1586.00 → 765.00

Residual

-93.9%

EPS growth-51.8%
Multiple rerating+181.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-93.9%

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.