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019180.KS$7470.00-3.61%
Fair $7470.00+0.0%

019180.KS

THN Corporation

Consumer Cyclical / Auto PartsKSE

$7470.00

-280.00 (-3.61%)

Fairly Valued+0.0%Fair Value $7470.00Fund rank 32/100 · Data gapFallback financials|
SA 65/B
F-Score: 8/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $24.8B · quality 62.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

65/100

B

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 019180.KSLocal privado en este navegador · THN Corporation
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

$134.5B

P/E

2.0x

↓

EV/EBITDA

1.8x

↓

ROE

30.6%

↑

Gross Margin

14.8%

↓

Debt/Equity

0.53

↑
52-Week Range$7470
$2695$10270

TradingView lightweight chart

019180.KS price, volumen y niveles de valoración

Último $7,470Periodo +844.4%
Fair value: $7,470

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

+28.2%

FCF CAGR

+195.6%

FCF margin

5.4%

FCF / Net income

0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $989.13B · net income $68.66B · FCF $53.73B

2022-FY → 2025-FY

Gross margin

14.8%-0.4% pts

Operating margin

7.1%+6.8% pts

Net margin

6.9%+8.0% pts

FCF margin

5.4%+5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$989.13B$989.13B$651.08B$586.30B$469.67B
Net Income$68.66B$68.66B$31.84B$28.42B$-4.76B
EBITDA$105.50B$105.50B$59.03B$57.31B$19.31B
EPS3815.003815.001769.001579.00-264.00
Gross Margin14.8%14.8%14.0%15.8%15.2%
Operating Margin7.1%7.1%4.8%7.3%0.2%
Net Margin6.9%6.9%4.9%4.8%-1.0%
Balance Sheet
Debt/Equity0.530.530.881.091.61
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$53.73B$53.73B$15.76B$24.77B$2.08B
Returns
ROE30.6%30.6%21.5%25.5%-5.5%
Valuation
P/E1.961.961.802.20—
EV/EBITDA1.821.822.382.468.84
P/B0.600.600.390.560.77
Growth & Yield
Revenue Growth51.9%51.9%11.0%24.8%—
EPS Growth115.7%115.7%12.0%698.1%—
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

-44.2%

fácil

EPS terminal req.

$662.84

Spread vs growth

159.9%

5Y implied EPS CAGR

-26.8%

fácil

EPS terminal req.

$802.03

Spread vs growth

142.5%

10Y implied EPS CAGR

-10.3%

fácil

EPS terminal req.

$1291.68

Spread vs growth

125.9%

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 +167.4%

Total return

+167.4%

Start / end P/E

1.6x → 2.0x

EPS bridge

1769.00 → 3815.00

Residual

+26.9%

EPS growth+115.7%
Multiple rerating+23.3%
Dividend+1.6%
Residual / FX / buybacks / cross-term+26.9%

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.