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024720.KS$8580.00-3.38%
Fair $8580.00+0.0%

024720.KS

Kolmar Holdings Co.,Ltd.

Consumer Defensive / Household & Personal ProductsKSE

$8580.00

-300.00 (-3.38%)

Fairly Valued+0.0%Fair Value $8580.00Fund rank 30/100 · Data gapFallback financials|
SA 27/D
F-Score: 5/9
Margin CompressionLow 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 20%

FCF escenarios

weak_data · normalized FCF $-11.1B · quality 55.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

27/100

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Operating margin has declined for 3 consecutive years ROE is 3.8%, below the 5% threshold
Thesis & Journal · 024720.KSLocal privado en este navegador · Kolmar Holdings 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

$294.3B

P/E

12.6x

↓

EV/EBITDA

9.8x

↑

ROE

3.8%

↓

Gross Margin

17.8%

↓

Debt/Equity

0.58

↑
52-Week Range$8580
$8420$20150

TradingView lightweight chart

024720.KS price, volumen y niveles de valoración

Último $8,580Periodo +1525.2%
Fair value: $8,580

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

-1.0%

FCF CAGR

—

FCF margin

1.1%

FCF / Net income

0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $630.11B · net income $23.44B · FCF $6.94B

2022-FY → 2025-FY

Gross margin

17.8%+0.9% pts

Operating margin

2.4%-4.1% pts

Net margin

3.7%+4.7% pts

FCF margin

1.1%+8.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$630.11B$630.11B$676.66B$637.27B$649.88B
Net Income$23.44B$23.44B$24.57B$-3.72B$-6.09B
EBITDA$55.13B$55.13B$80.67B$41.61B$68.58B
EPS683.00683.00708.00-101.00-164.50
Gross Margin17.8%17.8%16.5%15.7%16.9%
Operating Margin2.4%2.4%2.6%3.0%6.5%
Net Margin3.7%3.7%3.6%-0.6%-0.9%
Balance Sheet
Debt/Equity0.580.580.610.570.44
Current Ratio1.151.15———
Cash Flow
Free Cash Flow$6.94B$6.94B$-11.08B$-42.41B$-48.82B
Returns
ROE3.8%3.8%4.1%-0.6%-1.0%
Valuation
P/E12.5612.569.60——
EV/EBITDA9.849.846.5713.766.42
P/B0.480.480.390.490.45
Growth & Yield
Revenue Growth-6.9%-6.9%6.2%-1.9%—
EPS Growth-3.5%-3.5%801.0%38.6%—
Dividend Yield5.3%5.3%———

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

3.7%

fácil

EPS terminal req.

$761.33

Spread vs growth

-7.2%

5Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$921.21

Spread vs growth

-9.7%

10Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$1483.62

Spread vs growth

-11.6%

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 -24.6%

Total return

-24.6%

Start / end P/E

17.3x → 12.6x

EPS bridge

708.00 → 683.00

Residual

+1.0%

EPS growth-3.5%
Multiple rerating-27.3%
Dividend+5.3%
Residual / FX / buybacks / cross-term+1.0%

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.