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043370.KQ$12360.00-0.32%
Fair $12360.00+0.0%

043370.KQ

PHA Co., Ltd.

Consumer Cyclical / Auto PartsKOSDAQ

$12360.00

-40.00 (-0.32%)

Fairly Valued+0.0%Fair Value $12360.00Fund rank 32/100 · Data gapFallback financials|
SA 55/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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $33.4B · quality 64.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

55/100

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 · 043370.KQLocal privado en este navegador · PHA 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

$241.4B

P/E

5.2x

↓

EV/EBITDA

1.2x

↓

ROE

5.5%

↑

Gross Margin

12.2%

↓

Debt/Equity

0.03

↓
52-Week Range$12360
$9810$15600

TradingView lightweight chart

043370.KQ price, volumen y niveles de valoración

Último $12,510Periodo +119.1%
Fair value: $12,360

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

+5.4%

FCF CAGR

-0.0%

FCF margin

3.2%

FCF / Net income

0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.20T · net income $46.27B · FCF $38.39B

2022-FY → 2025-FY

Gross margin

12.2%-0.1% pts

Operating margin

4.0%+1.8% pts

Net margin

3.9%+1.1% pts

FCF margin

3.2%-0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1200.67B$1200.67B$1152.88B$1134.62B$1024.44B
Net Income$46.27B$46.27B$61.94B$61.51B$28.26B
EBITDA$95.74B$95.74B$122.45B$110.50B$83.16B
EPS2369.002369.003171.003011.001376.00
Gross Margin12.2%12.2%13.1%12.2%12.3%
Operating Margin4.0%4.0%4.5%4.3%2.2%
Net Margin3.9%3.9%5.4%5.4%2.8%
Balance Sheet
Debt/Equity0.030.030.030.060.12
Current Ratio2.272.27———
Cash Flow
Free Cash Flow$38.39B$38.39B$-3.19B$33.38B$38.45B
Returns
ROE5.5%5.5%7.7%8.5%4.2%
Valuation
P/E5.225.223.153.215.10
EV/EBITDA1.161.160.500.561.10
P/B0.290.290.240.270.21
Growth & Yield
Revenue Growth4.1%4.1%1.6%10.8%—
EPS Growth-25.3%-25.3%5.3%118.8%—
Dividend Yield3.2%3.2%———

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

-22.6%

fácil

EPS terminal req.

$1096.74

Spread vs growth

-2.7%

5Y implied EPS CAGR

-10.9%

fácil

EPS terminal req.

$1327.06

Spread vs growth

-14.3%

10Y implied EPS CAGR

-1.0%

fácil

EPS terminal req.

$2137.24

Spread vs growth

-24.3%

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 +30.5%

Total return

+30.5%

Start / end P/E

3.1x → 5.3x

EPS bridge

3171.00 → 2369.00

Residual

-17.8%

EPS growth-25.3%
Multiple rerating+70.3%
Dividend+3.2%
Residual / FX / buybacks / cross-term-17.8%

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.