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021820.KS$11710.00+2.54%
Fair $11710.00+0.0%

021820.KS

SEWON Precision Industry Co., Ltd.

Consumer Cyclical / Auto PartsKSE

$11710.00

+290.00 (+2.54%)

Fairly Valued+0.0%Fair Value $11710.00Fund rank 22/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9

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 34% · confianza 15%

FCF escenarios

weak_data · normalized FCF $-28.2B · quality 29.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

40/100

C

Piotroski

4/9

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 · 021820.KSLocal privado en este navegador · SEWON Precision Industry 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

$117.1B

P/E

2.5x

↓

EV/EBITDA

3.8x

↓

ROE

7.3%

↑

Gross Margin

17.4%

↓

Debt/Equity

N/A

•
52-Week Range$11710
$8480$17820

TradingView lightweight chart

021820.KS price, volumen y niveles de valoración

Último $11,710Periodo +1354.7%
Fair value: $11,710

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

+15.9%

FCF CAGR

+28.3%

FCF margin

22.4%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $179.35B · net income $46.46B · FCF $40.24B

2022-FY → 2025-FY

Gross margin

17.4%+15.4% pts

Operating margin

9.5%+19.0% pts

Net margin

25.9%+35.7% pts

FCF margin

22.4%+5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$179.35B$179.35B$162.53B$159.20B$115.22B
Net Income$46.46B$46.46B$55.35B$-9.49B$-11.30B
EBITDA$24.81B$24.81B$55.94B$-12.15B$-3.41B
EPS4646.004646.005535.00-949.00-1130.00
Gross Margin17.4%17.4%21.0%18.2%2.0%
Operating Margin9.5%9.5%11.8%7.6%-9.5%
Net Margin25.9%25.9%34.1%-6.0%-9.8%
Balance Sheet
Debt/Equity————0.02
Current Ratio6.876.87———
Cash Flow
Free Cash Flow$40.24B$40.24B$-43.98B$-28.20B$19.06B
Returns
ROE7.3%7.3%9.4%-1.9%-2.5%
Valuation
P/E2.522.521.55——
EV/EBITDA3.773.771.27——
P/B0.180.180.150.180.18
Growth & Yield
Revenue Growth10.3%10.3%2.1%38.2%—
EPS Growth-16.1%-16.1%683.2%16.0%—
Dividend Yield1.8%1.8%———

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

-39.3%

fácil

EPS terminal req.

$1039.07

Spread vs growth

23.2%

5Y implied EPS CAGR

-23.0%

fácil

EPS terminal req.

$1257.27

Spread vs growth

6.9%

10Y implied EPS CAGR

-8.0%

fácil

EPS terminal req.

$2024.85

Spread vs growth

-8.1%

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 +36.7%

Total return

+36.7%

Start / end P/E

1.6x → 2.5x

EPS bridge

5535.00 → 4646.00

Residual

-9.8%

EPS growth-16.1%
Multiple rerating+60.7%
Dividend+1.8%
Residual / FX / buybacks / cross-term-9.8%

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.