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018250.KS$12120.00-4.57%
Fair $12120.00+0.0%

018250.KS

Aekyung Industrial Co., Ltd.

Consumer Defensive / Household & Personal ProductsKSE

$12120.00

-580.00 (-4.57%)

Fairly Valued+0.0%Fair Value $12120.00Fund rank 34/100 · 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $17.6B · quality 69.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 3.8%, below the 5% threshold
Thesis & Journal · 018250.KSLocal privado en este navegador · Aekyung Industrial 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

$305.3B

P/E

20.1x

↑

EV/EBITDA

6.7x

↓

ROE

3.8%

↓

Gross Margin

43.9%

↑

Debt/Equity

0.02

↓
52-Week Range$12120
$11800$19230

TradingView lightweight chart

018250.KS price, volumen y niveles de valoración

Último $12,120Periodo -64.4%
Fair value: $12,120

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

+2.4%

FCF CAGR

+41.6%

FCF margin

4.7%

FCF / Net income

2.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $654.53B · net income $15.21B · FCF $30.81B

2022-FY → 2025-FY

Gross margin

43.9%-0.1% pts

Operating margin

3.2%-3.2% pts

Net margin

2.3%-0.4% pts

FCF margin

4.7%+2.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$654.53B$654.53B$679.08B$668.87B$610.41B
Net Income$15.21B$15.21B$42.56B$48.75B$16.56B
EBITDA$37.40B$37.40B$72.26B$75.27B$38.23B
EPS604.00604.001689.001894.00632.00
Gross Margin43.9%43.9%46.5%47.1%44.0%
Operating Margin3.2%3.2%6.9%9.3%6.4%
Net Margin2.3%2.3%6.3%7.3%2.7%
Balance Sheet
Debt/Equity0.020.020.010.010.07
Current Ratio3.063.06———
Cash Flow
Free Cash Flow$30.81B$30.81B$12.05B$17.61B$10.86B
Returns
ROE3.8%3.8%10.6%12.6%4.6%
Valuation
P/E20.0720.077.679.3930.54
EV/EBITDA6.726.724.255.2510.73
P/B0.760.760.811.181.41
Growth & Yield
Revenue Growth-3.6%-3.6%1.5%9.6%—
EPS Growth-64.2%-64.2%-10.8%199.7%—
Dividend Yield1.6%1.6%———

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

21.2%

exigente

EPS terminal req.

$1075.45

Spread vs growth

-85.4%

5Y implied EPS CAGR

16.6%

exigente

EPS terminal req.

$1301.29

Spread vs growth

-80.8%

10Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$2095.74

Spread vs growth

-77.5%

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 -12.9%

Total return

-12.9%

Start / end P/E

8.4x → 20.1x

EPS bridge

1689.00 → 604.00

Residual

-89.4%

EPS growth-64.2%
Multiple rerating+139.2%
Dividend+1.6%
Residual / FX / buybacks / cross-term-89.4%

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.