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027410.KS$4240.00-1.28%
Fair $4240.00+0.0%

027410.KS

BGF Co., Ltd.

Basic Materials / Specialty ChemicalsKSE

$4240.00

-55.00 (-1.28%)

Fairly Valued+0.0%Fair Value $4240.00Fund rank 25/100 · Data gapFallback financials|
SA 48/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $2.1B · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

48/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 3.3%, below the 5% threshold
Thesis & Journal · 027410.KSLocal privado en este navegador · BGF 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

$405.8B

P/E

6.9x

↓

EV/EBITDA

3.6x

↓

ROE

3.3%

↑

Gross Margin

31.2%

↑

Debt/Equity

0.10

↓
52-Week Range$4240
$3605$5420

TradingView lightweight chart

027410.KS price, volumen y niveles de valoración

Último $4,240Periodo -72.4%
Fair value: $4,240

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

+2.6%

FCF CAGR

—

FCF margin

-13.6%

FCF / Net income

-1.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $469.47B · net income $59.12B · FCF $-63.99B

2022-FY → 2025-FY

Gross margin

31.2%+1.0% pts

Operating margin

13.0%-1.0% pts

Net margin

12.6%+7.2% pts

FCF margin

-13.6%-6.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$469.47B$469.47B$434.09B$356.39B$435.00B
Net Income$59.12B$59.12B$92.14B$77.81B$23.61B
EBITDA$97.86B$97.86B$103.96B$97.47B$66.10B
EPS618.00618.00963.00813.00247.00
Gross Margin31.2%31.2%32.6%34.8%30.2%
Operating Margin13.0%13.0%12.7%17.0%14.1%
Net Margin12.6%12.6%21.2%21.8%5.4%
Balance Sheet
Debt/Equity0.100.100.070.040.02
Current Ratio2.732.73———
Cash Flow
Free Cash Flow$-63.99B$-63.99B$2.14B$45.46B$-30.03B
Returns
ROE3.3%3.3%5.3%4.7%1.5%
Valuation
P/E6.866.863.584.4917.11
EV/EBITDA3.613.611.591.743.96
P/B0.230.230.190.210.26
Growth & Yield
Revenue Growth8.2%8.2%21.8%-18.1%—
EPS Growth-35.8%-35.8%18.5%229.1%—
Dividend Yield3.0%3.0%———

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.

$376.23

Spread vs growth

-20.6%

5Y implied EPS CAGR

-5.9%

fácil

EPS terminal req.

$455.24

Spread vs growth

-29.9%

10Y implied EPS CAGR

1.7%

fácil

EPS terminal req.

$733.16

Spread vs growth

-37.5%

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 +17.3%

Total return

+17.3%

Start / end P/E

3.9x → 6.9x

EPS bridge

963.00 → 618.00

Residual

-28.0%

EPS growth-35.8%
Multiple rerating+78.1%
Dividend+3.0%
Residual / FX / buybacks / cross-term-28.0%

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.