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023600.KQ$8750.00-0.46%
Fair $8750.00+0.0%

023600.KQ

Sambo Corrugated Board Co., Ltd.

Consumer Cyclical / Packaging & ContainersKOSDAQ

$8750.00

-40.00 (-0.46%)

Fairly Valued+0.0%Fair Value $8750.00Fund rank 29/100 · 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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $15.2B · quality 56.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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 4.5%, below the 5% threshold
Thesis & Journal · 023600.KQLocal privado en este navegador · Sambo Corrugated Board 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

$140.1B

P/E

5.1x

↓

EV/EBITDA

3.3x

↓

ROE

4.5%

↓

Gross Margin

17.9%

↓

Debt/Equity

0.18

↓
52-Week Range$8750
$8120$11300

TradingView lightweight chart

023600.KQ price, volumen y niveles de valoración

Último $8,750Periodo +571.8%
Fair value: $8,750

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

-2.5%

FCF CAGR

-10.2%

FCF margin

2.8%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $539.87B · net income $26.95B · FCF $15.17B

2022-FY → 2025-FY

Gross margin

17.9%-3.4% pts

Operating margin

5.5%-6.1% pts

Net margin

5.0%-4.7% pts

FCF margin

2.8%-0.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$539.87B$539.87B$558.29B$555.63B$582.01B
Net Income$26.95B$26.95B$32.52B$53.45B$56.24B
EBITDA$65.48B$65.48B$73.26B$100.52B$97.45B
EPS1703.001703.002065.003355.003517.00
Gross Margin17.9%17.9%18.5%23.4%21.3%
Operating Margin5.5%5.5%6.9%12.1%11.6%
Net Margin5.0%5.0%5.8%9.6%9.7%
Balance Sheet
Debt/Equity0.180.180.150.120.13
Current Ratio2.322.32———
Cash Flow
Free Cash Flow$15.17B$15.17B$-636.7M$50.25B$20.97B
Returns
ROE4.5%4.5%5.7%9.7%11.2%
Valuation
P/E5.145.143.952.782.97
EV/EBITDA3.313.312.551.852.08
P/B0.230.230.220.270.33
Growth & Yield
Revenue Growth-3.3%-3.3%0.5%-4.5%—
EPS Growth-17.5%-17.5%-38.5%-4.6%—
Dividend Yield2.4%2.4%———

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

-23.0%

fácil

EPS terminal req.

$776.42

Spread vs growth

5.5%

5Y implied EPS CAGR

-11.2%

fácil

EPS terminal req.

$939.46

Spread vs growth

-6.3%

10Y implied EPS CAGR

-1.2%

fácil

EPS terminal req.

$1513.02

Spread vs growth

-16.4%

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 +9.4%

Total return

+9.4%

Start / end P/E

4.0x → 5.1x

EPS bridge

2065.00 → 1703.00

Residual

-5.2%

EPS growth-17.5%
Multiple rerating+29.7%
Dividend+2.4%
Residual / FX / buybacks / cross-term-5.2%

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.