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025860.KS$6850.00-2.14%
Fair $6850.00+0.0%

025860.KS

Namhae Chemical Corporation

Basic Materials / Agricultural InputsKSE

$6850.00

-150.00 (-2.14%)

Fairly Valued+0.0%Fair Value $6850.00Fund rank 31/100 · Data gapFallback financials|
SA 46/C
F-Score: 6/9

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 20%

FCF escenarios

weak_data · normalized FCF $23.4B · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

6/9

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 · 025860.KSLocal privado en este navegador · Namhae Chemical 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

$328.4B

P/E

11.3x

↓

EV/EBITDA

5.3x

↓

ROE

5.3%

↑

Gross Margin

9.0%

↓

Debt/Equity

0.17

↓
52-Week Range$6850
$6200$12820

TradingView lightweight chart

025860.KS price, volumen y niveles de valoración

Último $6,850Periodo +29.2%
Fair value: $6,850

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

-9.6%

FCF CAGR

—

FCF margin

1.3%

FCF / Net income

0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.60T · net income $29.15B · FCF $21.14B

2022-FY → 2025-FY

Gross margin

9.0%+1.0% pts

Operating margin

2.7%-0.2% pts

Net margin

1.8%-0.4% pts

FCF margin

1.3%+8.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1604.42B$1604.42B$1519.11B$1588.08B$2169.57B
Net Income$29.15B$29.15B$25.15B$11.97B$47.26B
EBITDA$72.51B$72.51B$62.55B$42.25B$90.93B
EPS608.00608.00525.00250.00986.00
Gross Margin9.0%9.0%9.1%6.7%8.0%
Operating Margin2.7%2.7%2.4%0.7%2.9%
Net Margin1.8%1.8%1.7%0.8%2.2%
Balance Sheet
Debt/Equity0.170.170.230.350.36
Current Ratio1.781.78———
Cash Flow
Free Cash Flow$21.14B$21.14B$71.15B$23.40B$-156.30B
Returns
ROE5.3%5.3%4.8%2.3%9.2%
Valuation
P/E11.2711.2711.9029.688.59
EV/EBITDA5.285.285.8511.836.22
P/B0.600.600.570.700.79
Growth & Yield
Revenue Growth5.6%5.6%-4.3%-26.8%—
EPS Growth15.8%15.8%110.0%-74.6%—
Dividend Yield1.3%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

-0.0%

fácil

EPS terminal req.

$607.82

Spread vs growth

15.8%

5Y implied EPS CAGR

3.9%

fácil

EPS terminal req.

$735.47

Spread vs growth

11.9%

10Y implied EPS CAGR

6.9%

razonable

EPS terminal req.

$1184.48

Spread vs growth

8.9%

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 -3.7%

Total return

-3.7%

Start / end P/E

13.7x → 11.3x

EPS bridge

525.00 → 608.00

Residual

-2.8%

EPS growth+15.8%
Multiple rerating-18.0%
Dividend+1.3%
Residual / FX / buybacks / cross-term-2.8%

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.