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035150.KS$10300.00-1.81%
Fair $10300.00+0.0%

035150.KS

BAIKSAN Co,. Ltd

Consumer Cyclical / Footwear & AccessoriesKSE

$10300.00

-190.00 (-1.81%)

Fairly Valued+0.0%Fair Value $10300.00Fund rank 35/100 · Data gapFallback financials|
SA 46/C
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $26.3B · quality 72.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

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: 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 · 035150.KSLocal privado en este navegador · BAIKSAN 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

$206.3B

P/E

6.5x

↓

EV/EBITDA

4.4x

↓

ROE

13.0%

↑

Gross Margin

21.8%

↓

Debt/Equity

0.43

↓
52-Week Range$10300
$10160$15760

TradingView lightweight chart

035150.KS price, volumen y niveles de valoración

Último $10,300Periodo +109.3%
Fair value: $10,300

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

+2.0%

FCF CAGR

-5.4%

FCF margin

5.2%

FCF / Net income

0.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $504.92B · net income $33.50B · FCF $26.35B

2022-FY → 2025-FY

Gross margin

21.8%+1.8% pts

Operating margin

10.7%+0.1% pts

Net margin

6.6%-2.9% pts

FCF margin

5.2%-1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$504.92B$504.92B$496.96B$417.72B$475.90B
Net Income$33.50B$33.50B$60.74B$41.28B$45.29B
EBITDA$60.86B$60.86B$90.82B$62.01B$64.64B
EPS1579.001579.002764.001802.001878.00
Gross Margin21.8%21.8%25.9%23.1%20.0%
Operating Margin10.7%10.7%15.4%12.7%10.5%
Net Margin6.6%6.6%12.2%9.9%9.5%
Balance Sheet
Debt/Equity0.430.430.470.400.53
Current Ratio1.771.77———
Cash Flow
Free Cash Flow$26.35B$26.35B$18.95B$35.24B$31.15B
Returns
ROE13.0%13.0%24.5%20.0%25.4%
Valuation
P/E6.526.524.635.964.52
EV/EBITDA4.394.393.674.523.91
P/B0.840.841.131.191.15
Growth & Yield
Revenue Growth1.6%1.6%19.0%-12.2%—
EPS Growth-42.9%-42.9%53.4%-4.0%—
Dividend Yield5.7%5.7%———

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

-16.7%

fácil

EPS terminal req.

$913.95

Spread vs growth

-26.2%

5Y implied EPS CAGR

-6.9%

fácil

EPS terminal req.

$1105.88

Spread vs growth

-36.0%

10Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$1781.04

Spread vs growth

-44.1%

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 -24.4%

Total return

-24.4%

Start / end P/E

5.3x → 6.5x

EPS bridge

2764.00 → 1579.00

Residual

-9.6%

EPS growth-42.9%
Multiple rerating+22.3%
Dividend+5.7%
Residual / FX / buybacks / cross-term-9.6%

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.