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024890.KS$2955.00-5.63%
Fair $2955.00+0.0%

024890.KS

DAEWON Chemical Co., Ltd.

Basic Materials / Specialty ChemicalsKSE

$2955.00

-180.00 (-5.63%)

Fairly Valued+0.0%Fair Value $2955.00Fund rank 24/100 · Data gapFallback financials|
SA 18/F
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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-5.6B · quality 36.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

18/100

F

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 024890.KSLocal privado en este navegador · DAEWON Chemical 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

$24.1B

P/E

6.9x

↓

EV/EBITDA

28.2x

↑

ROE

7.9%

↑

Gross Margin

16.5%

↓

Debt/Equity

1.63

↑
52-Week Range$2955
$2940$5105

TradingView lightweight chart

024890.KS price, volumen y niveles de valoración

Último $3,015Periodo -60.8%
Fair value: $2,955

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

-4.9%

FCF CAGR

—

FCF margin

1.9%

FCF / Net income

0.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $126.42B · net income $3.50B · FCF $2.41B

2022-FY → 2025-FY

Gross margin

16.5%+5.1% pts

Operating margin

0.7%+5.7% pts

Net margin

2.8%+9.3% pts

FCF margin

1.9%+7.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$126.42B$126.42B$125.95B$121.15B$146.81B
Net Income$3.50B$3.50B$-12.13B$-9.75B$-9.63B
EBITDA$3.22B$3.22B$-1.00B$-2.77B$-4.98B
EPS430.00430.00-1490.00-1195.00-1180.00
Gross Margin16.5%16.5%16.3%11.6%11.4%
Operating Margin0.7%0.7%-4.9%-4.9%-5.0%
Net Margin2.8%2.8%-9.6%-8.0%-6.6%
Balance Sheet
Debt/Equity1.631.631.821.250.78
Current Ratio0.820.82———
Cash Flow
Free Cash Flow$2.41B$2.41B$-16.22B$-5.59B$-7.95B
Returns
ROE7.9%7.9%-29.0%-18.5%-15.4%
Valuation
P/E6.876.87———
EV/EBITDA28.1628.16———
P/B0.540.540.981.581.52
Growth & Yield
Revenue Growth0.4%0.4%4.0%-17.5%—
EPS Growth128.9%128.9%-24.7%-1.3%—

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

-15.2%

fácil

EPS terminal req.

$262.21

Spread vs growth

144.1%

5Y implied EPS CAGR

-5.9%

fácil

EPS terminal req.

$317.27

Spread vs growth

134.8%

10Y implied EPS CAGR

1.7%

fácil

EPS terminal req.

$510.97

Spread vs growth

127.1%

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 -33.0%

Total return

-33.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-1490.00 → 430.00

Residual

-33.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-33.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.