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v0.1
030720.KS$5600.00-3.50%
Fair $5600.00+0.0%

030720.KS

Dong Won Fisheries Co., Ltd.

Consumer Defensive / Food DistributionKSE

$5600.00

-210.00 (-3.50%)

Fairly Valued+0.0%Fair Value $5600.00Fund rank 24/100 · Data gapFallback financials|
SA 41/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 16%

FCF escenarios

weak_data · normalized FCF $-7.6B · quality 36.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

41/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 030720.KSLocal privado en este navegador · Dong Won Fisheries 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

$26.1B

P/E

3.4x

↓

EV/EBITDA

5.1x

↓

ROE

13.7%

↑

Gross Margin

14.3%

↓

Debt/Equity

0.97

↑
52-Week Range$5600
$5280$8050

TradingView lightweight chart

030720.KS price, volumen y niveles de valoración

Último $5,790Periodo -10.9%
Fair value: $5,600

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

-0.8%

FCF CAGR

—

FCF margin

-4.4%

FCF / Net income

-0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $172.59B · net income $7.75B · FCF $-7.57B

2022-FY → 2025-FY

Gross margin

14.3%+2.3% pts

Operating margin

5.1%+1.8% pts

Net margin

4.5%+1.0% pts

FCF margin

-4.4%-0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$172.59B$172.59B$183.65B$141.94B$177.04B
Net Income$7.75B$7.75B$5.11B$-17.62B$6.18B
EBITDA$11.80B$11.80B$9.43B$-15.48B$10.83B
EPS1664.001664.001098.00-3786.001328.00
Gross Margin14.3%14.3%11.5%-3.0%12.0%
Operating Margin5.1%5.1%2.9%-13.7%3.3%
Net Margin4.5%4.5%2.8%-12.4%3.5%
Balance Sheet
Debt/Equity0.970.970.810.960.59
Current Ratio1.431.43———
Cash Flow
Free Cash Flow$-7.57B$-7.57B$18.06B$-20.16B$-6.51B
Returns
ROE13.7%13.7%10.5%-41.2%9.9%
Valuation
P/E3.373.374.61—6.67
EV/EBITDA5.075.074.62—6.33
P/B0.460.460.480.780.66
Growth & Yield
Revenue Growth-6.0%-6.0%29.4%-19.8%—
EPS Growth51.5%51.5%129.0%-385.1%—

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

-33.2%

fácil

EPS terminal req.

$496.91

Spread vs growth

84.7%

5Y implied EPS CAGR

-18.4%

fácil

EPS terminal req.

$601.26

Spread vs growth

70.0%

10Y implied EPS CAGR

-5.3%

fácil

EPS terminal req.

$968.33

Spread vs growth

56.8%

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 +3.2%

Total return

+3.2%

Start / end P/E

5.1x → 3.5x

EPS bridge

1098.00 → 1664.00

Residual

-16.4%

EPS growth+51.5%
Multiple rerating-31.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-16.4%

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.