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018470.KS$1236.00-3.59%
Fair $1236.00+0.0%

018470.KS

Choil Aluminum Co., Ltd.

Basic Materials / AluminumKSE

$1236.00

-46.00 (-3.59%)

Fairly Valued+0.0%Fair Value $1236.00Fund rank 26/100 · Data gapFallback financials|
SA 23/D
F-Score: 5/9
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-8.0B · quality 41.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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. 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 · 018470.KSLocal privado en este navegador · Choil Aluminum 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

$156.5B

P/E

19.6x

↑

EV/EBITDA

12.2x

↑

ROE

3.8%

↑

Gross Margin

6.0%

↓

Debt/Equity

0.78

↑
52-Week Range$1236
$1095$2235

TradingView lightweight chart

018470.KS price, volumen y niveles de valoración

Último $1,236Periodo +180.9%
Fair value: $1,236

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

-4.7%

FCF CAGR

—

FCF margin

3.1%

FCF / Net income

1.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $486.68B · net income $7.98B · FCF $15.29B

2022-FY → 2025-FY

Gross margin

6.0%+1.0% pts

Operating margin

2.8%+0.0% pts

Net margin

1.6%-1.5% pts

FCF margin

3.1%+4.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$486.68B$486.68B$498.37B$465.78B$562.39B
Net Income$7.98B$7.98B$10.98B$-134.3M$17.83B
EBITDA$24.55B$24.55B$30.42B$14.24B$23.03B
EPS63.0063.0087.00-1.00141.00
Gross Margin6.0%6.0%6.6%4.5%5.0%
Operating Margin2.8%2.8%4.0%1.8%2.8%
Net Margin1.6%1.6%2.2%-0.0%3.2%
Balance Sheet
Debt/Equity0.780.780.890.880.75
Current Ratio1.441.44———
Cash Flow
Free Cash Flow$15.29B$15.29B$-11.19B$-7.98B$-8.73B
Returns
ROE3.8%3.8%5.5%-0.1%9.5%
Valuation
P/E19.6219.6216.59—15.74
EV/EBITDA12.1812.1811.1030.0217.27
P/B0.750.750.911.471.50
Growth & Yield
Revenue Growth-2.3%-2.3%7.0%-17.2%—
EPS Growth-27.6%-27.6%8800.0%-100.7%—

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

20.3%

exigente

EPS terminal req.

$109.67

Spread vs growth

-47.9%

5Y implied EPS CAGR

16.1%

exigente

EPS terminal req.

$132.71

Spread vs growth

-43.7%

10Y implied EPS CAGR

13.0%

razonable

EPS terminal req.

$213.72

Spread vs growth

-40.6%

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 -21.8%

Total return

-21.8%

Start / end P/E

18.2x → 19.6x

EPS bridge

87.00 → 63.00

Residual

-2.2%

EPS growth-27.6%
Multiple rerating+8.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-2.2%

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.