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017810.KS$10100.00+0.80%
Fair $10100.00+0.0%

017810.KS

Pulmuone Corporate

Consumer Defensive / Packaged FoodsKSE

$10100.00

+80.00 (+0.80%)

Fairly Valued+0.0%Fair Value $10100.00Fund rank 23/100 · Data gapFallback financials|
SA 23/D
F-Score: 5/9
High Debt

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 33% · confianza 14%

FCF escenarios

weak_data · normalized FCF $66.2B · quality 25.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

23/100

D

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: 1unknown: 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. Debt-to-Equity ratio is 4.02, above the 2.0 threshold
Thesis & Journal · 017810.KSLocal privado en este navegador · Pulmuone Corporate
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

$372.6B

P/E

121.7x

↑

EV/EBITDA

5.6x

↓

ROE

5.8%

↓

Gross Margin

24.6%

↓

Debt/Equity

4.02

↑
52-Week Range$10100
$9910$18490

TradingView lightweight chart

017810.KS price, volumen y niveles de valoración

Último $10,100Periodo +222.9%
Fair value: $10,100

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

+6.0%

FCF CAGR

—

FCF margin

0.3%

FCF / Net income

0.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.38T · net income $18.09B · FCF $9.28B

2022-FY → 2025-FY

Gross margin

24.6%-0.1% pts

Operating margin

2.8%+1.8% pts

Net margin

0.5%+1.2% pts

FCF margin

0.3%+2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3380.19B$3380.19B$3213.70B$2993.47B$2838.30B
Net Income$18.09B$18.09B$35.40B$19.52B$-18.60B
EBITDA$265.57B$265.57B$267.81B$218.46B$158.80B
EPS83.0083.00546.00216.00-815.00
Gross Margin24.6%24.6%25.3%25.4%24.7%
Operating Margin2.8%2.8%2.9%2.1%0.9%
Net Margin0.5%0.5%1.1%0.7%-0.7%
Balance Sheet
Debt/Equity4.024.024.053.742.53
Current Ratio0.730.73———
Cash Flow
Free Cash Flow$9.28B$9.28B$74.21B$66.16B$-55.18B
Returns
ROE5.8%5.8%11.7%6.1%-4.5%
Valuation
P/E121.69121.6919.7847.55—
EV/EBITDA5.615.616.579.107.29
P/B1.201.202.312.920.60
Growth & Yield
Revenue Growth5.2%5.2%7.4%5.5%—
EPS Growth-84.8%-84.8%152.8%126.5%—
Dividend Yield1.0%1.0%———

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

121.0%

muy exigente

EPS terminal req.

$896.21

Spread vs growth

-205.8%

5Y implied EPS CAGR

67.2%

muy exigente

EPS terminal req.

$1084.41

Spread vs growth

-152.0%

10Y implied EPS CAGR

35.6%

muy exigente

EPS terminal req.

$1746.45

Spread vs growth

-120.4%

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 -19.5%

Total return

-19.5%

Start / end P/E

23.3x → 121.7x

EPS bridge

546.00 → 83.00

Residual

-358.5%

EPS growth-84.8%
Multiple rerating+422.7%
Dividend+1.0%
Residual / FX / buybacks / cross-term-358.5%

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.