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044820.KS$18130.00+0.72%
Fair $18130.00+0.0%

044820.KS

Cosmax BTI, Inc.

Consumer Defensive / Packaged FoodsKSE

$18130.00

+130.00 (+0.72%)

Fairly Valued+0.0%Fair Value $18130.00Fund rank 23/100 · Data gapFallback financials|
SA 53/C
F-Score: 8/9

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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $2.3B · quality 30.3/100

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

53/100

C

Piotroski

8/9

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 · 044820.KSLocal privado en este navegador · Cosmax BTI, 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

$173.2B

P/E

5.9x

↓

EV/EBITDA

7.6x

↓

ROE

10.6%

↑

Gross Margin

21.0%

↓

Debt/Equity

1.87

↑
52-Week Range$18130
$11530$24900

TradingView lightweight chart

044820.KS price, volumen y niveles de valoración

Último $18,130Periodo +725.5%
Fair value: $18,130

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

+1.5%

FCF CAGR

-46.4%

FCF margin

0.4%

FCF / Net income

0.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $645.21B · net income $29.21B · FCF $2.49B

2022-FY → 2025-FY

Gross margin

21.0%+6.7% pts

Operating margin

4.2%+3.6% pts

Net margin

4.5%+5.6% pts

FCF margin

0.4%-2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$645.21B$645.21B$597.63B$628.60B$617.40B
Net Income$29.21B$29.21B$16.46B$9.06B$-6.53B
EBITDA$77.35B$77.35B$71.65B$61.92B$38.12B
EPS3056.003056.001722.00876.00-683.00
Gross Margin21.0%21.0%18.8%17.5%14.3%
Operating Margin4.2%4.2%2.8%3.2%0.6%
Net Margin4.5%4.5%2.8%1.4%-1.1%
Balance Sheet
Debt/Equity1.871.872.022.001.55
Current Ratio0.550.55———
Cash Flow
Free Cash Flow$2.49B$2.49B$2.31B$2.07B$16.22B
Returns
ROE10.6%10.6%6.5%3.9%-2.2%
Valuation
P/E5.935.934.9511.74—
EV/EBITDA7.607.607.137.9212.16
P/B0.630.630.320.460.31
Growth & Yield
Revenue Growth8.0%8.0%-4.9%1.8%—
EPS Growth77.5%77.5%96.6%228.3%—
Dividend Yield4.3%4.3%———

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

-19.3%

fácil

EPS terminal req.

$1608.74

Spread vs growth

96.7%

5Y implied EPS CAGR

-8.6%

fácil

EPS terminal req.

$1946.57

Spread vs growth

86.1%

10Y implied EPS CAGR

0.3%

fácil

EPS terminal req.

$3134.97

Spread vs growth

77.2%

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 +44.4%

Total return

+44.4%

Start / end P/E

7.5x → 5.9x

EPS bridge

1722.00 → 3056.00

Residual

-16.3%

EPS growth+77.5%
Multiple rerating-21.1%
Dividend+4.3%
Residual / FX / buybacks / cross-term-16.3%

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.