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055490.KS$21200.00+7.56%
Fair $21200.00+0.0%

055490.KS

Tapex Co., Ltd.

Basic Materials / Specialty ChemicalsKSE

$21200.00

+1490.00 (+7.56%)

Fairly Valued+0.0%Fair Value $21200.00Fund rank 25/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9
Low Profitability

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 18%

FCF escenarios

weak_data · normalized FCF $-7.6B · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

47/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 1.3%, below the 5% threshold
Thesis & Journal · 055490.KSLocal privado en este navegador · Tapex 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

$101.1B

P/E

50.1x

↑

EV/EBITDA

12.1x

↑

ROE

1.3%

↑

Gross Margin

13.5%

↓

Debt/Equity

0.12

↓
52-Week Range$21200
$12710$23300

TradingView lightweight chart

055490.KS price, volumen y niveles de valoración

Último $21,200Periodo -21.5%
Fair value: $21,200

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

-8.2%

FCF CAGR

-31.4%

FCF margin

4.2%

FCF / Net income

2.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $141.14B · net income $2.02B · FCF $5.89B

2022-FY → 2025-FY

Gross margin

13.5%-9.9% pts

Operating margin

1.8%-12.2% pts

Net margin

1.4%-9.0% pts

FCF margin

4.2%-5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$141.14B$141.14B$135.95B$145.84B$182.26B
Net Income$2.02B$2.02B$3.58B$8.10B$18.93B
EBITDA$9.01B$9.01B$11.36B$14.64B$29.58B
EPS423.00423.00750.001701.003983.00
Gross Margin13.5%13.5%13.0%15.6%23.4%
Operating Margin1.8%1.8%1.1%4.5%14.0%
Net Margin1.4%1.4%2.6%5.6%10.4%
Balance Sheet
Debt/Equity0.120.120.100.130.14
Current Ratio1.411.41———
Cash Flow
Free Cash Flow$5.89B$5.89B$-7.65B$-19.53B$18.22B
Returns
ROE1.3%1.3%2.3%5.3%12.8%
Valuation
P/E50.1250.1217.6816.0812.47
EV/EBITDA12.1012.106.609.457.48
P/B0.650.650.410.851.60
Growth & Yield
Revenue Growth3.8%3.8%-6.8%-20.0%—
EPS Growth-43.6%-43.6%-55.9%-57.3%—
Dividend Yield1.0%1.0%———

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

64.4%

muy exigente

EPS terminal req.

$1881.15

Spread vs growth

-108.0%

5Y implied EPS CAGR

40.0%

muy exigente

EPS terminal req.

$2276.19

Spread vs growth

-83.6%

10Y implied EPS CAGR

24.1%

exigente

EPS terminal req.

$3665.82

Spread vs growth

-67.7%

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 +59.6%

Total return

+59.6%

Start / end P/E

17.8x → 50.1x

EPS bridge

750.00 → 423.00

Residual

-79.0%

EPS growth-43.6%
Multiple rerating+181.1%
Dividend+1.0%
Residual / FX / buybacks / cross-term-79.0%

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.