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035510.KS$17100.00-4.36%
Fair $17100.00+0.0%

035510.KS

SHINSEGAE Information & Communication Inc.

Technology / Information Technology ServicesKSE

$17100.00

-780.00 (-4.36%)

Fairly Valued+0.0%Fair Value $17100.00Fund rank 28/100 · Data gapFallback financials|
SA 58/C
F-Score: 4/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $13.4B · quality 48.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

58/100

C

Piotroski

4/9

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 · 035510.KSLocal privado en este navegador · SHINSEGAE Information & Communication Inc.
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

$224.8B

P/E

7.9x

↓

EV/EBITDA

2.3x

↓

ROE

6.5%

↑

Gross Margin

15.5%

↓

Debt/Equity

0.07

↓
52-Week Range$17100
$11650$29300

TradingView lightweight chart

035510.KS price, volumen y niveles de valoración

Último $17,100Periodo +425.3%
Fair value: $17,100

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

+4.8%

FCF CAGR

—

FCF margin

11.6%

FCF / Net income

2.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $687.20B · net income $28.34B · FCF $79.57B

2022-FY → 2025-FY

Gross margin

15.5%+2.5% pts

Operating margin

7.1%+0.9% pts

Net margin

4.1%-9.9% pts

FCF margin

11.6%+12.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$687.20B$687.20B$625.72B$618.92B$596.87B
Net Income$28.34B$28.34B$33.85B$30.44B$83.88B
EBITDA$68.39B$68.39B$74.47B$61.30B$125.75B
EPS2156.002156.002575.002316.006381.00
Gross Margin15.5%15.5%14.8%14.5%13.0%
Operating Margin7.1%7.1%5.9%6.5%6.3%
Net Margin4.1%4.1%5.4%4.9%14.1%
Balance Sheet
Debt/Equity0.070.070.010.020.02
Current Ratio2.412.41———
Cash Flow
Free Cash Flow$79.57B$79.57B$12.34B$13.40B$-4.20B
Returns
ROE6.5%6.5%8.3%8.0%23.2%
Valuation
P/E7.937.935.345.052.13
EV/EBITDA2.292.291.620.770.63
P/B0.520.520.440.400.49
Growth & Yield
Revenue Growth9.8%9.8%1.1%3.7%—
EPS Growth-16.3%-16.3%11.2%-63.7%—
Dividend Yield3.1%3.1%———

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

-11.1%

fácil

EPS terminal req.

$1517.34

Spread vs growth

-5.2%

5Y implied EPS CAGR

-3.2%

fácil

EPS terminal req.

$1835.98

Spread vs growth

-13.1%

10Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$2956.87

Spread vs growth

-19.5%

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 +46.2%

Total return

+46.2%

Start / end P/E

4.6x → 7.9x

EPS bridge

2575.00 → 2156.00

Residual

-11.5%

EPS growth-16.3%
Multiple rerating+70.9%
Dividend+3.1%
Residual / FX / buybacks / cross-term-11.5%

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.