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058430.KS$5510.00-4.67%
Fair $5510.00+0.0%

058430.KS

POSCO STEELEON Co., Ltd.

Industrials / Metal FabricationKSE

$5510.00

-270.00 (-4.67%)

Fairly Valued+0.0%Fair Value $5510.00Fund rank 34/100 · Data gapFallback financials|
SA 52/C
F-Score: 5/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $24.2B · quality 70.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

52/100

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: 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 4.4%, below the 5% threshold
Thesis & Journal · 058430.KSLocal privado en este navegador · POSCO STEELEON 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

$330.1B

P/E

19.4x

↑

EV/EBITDA

7.4x

↓

ROE

4.4%

↓

Gross Margin

6.1%

↓

Debt/Equity

0.04

↓
52-Week Range$5510
$3560$10500

TradingView lightweight chart

058430.KS price, volumen y niveles de valoración

Último $5,510Periodo +143.3%
Fair value: $5,510

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

-2.2%

FCF CAGR

+12.0%

FCF margin

1.8%

FCF / Net income

1.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.13T · net income $17.04B · FCF $20.25B

2022-FY → 2025-FY

Gross margin

6.1%-0.3% pts

Operating margin

2.2%-1.0% pts

Net margin

1.5%-0.4% pts

FCF margin

1.8%+0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1125.44B$1125.44B$1209.86B$1158.54B$1202.12B
Net Income$17.04B$17.04B$34.26B$24.77B$22.71B
EBITDA$37.77B$37.77B$59.18B$50.04B$49.50B
EPS284.50284.50571.90413.30378.50
Gross Margin6.1%6.1%8.3%7.2%6.4%
Operating Margin2.2%2.2%4.3%2.6%3.2%
Net Margin1.5%1.5%2.8%2.1%1.9%
Balance Sheet
Debt/Equity0.040.040.110.130.27
Current Ratio2.562.56———
Cash Flow
Free Cash Flow$20.25B$20.25B$24.20B$51.50B$14.40B
Returns
ROE4.4%4.4%9.0%6.9%6.6%
Valuation
P/E19.3719.375.0313.218.56
EV/EBITDA7.407.402.165.984.28
P/B0.860.860.450.910.57
Growth & Yield
Revenue Growth-7.0%-7.0%4.4%-3.6%—
EPS Growth-50.3%-50.3%38.4%9.2%—
Dividend Yield1.9%1.9%———

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

19.8%

exigente

EPS terminal req.

$488.92

Spread vs growth

-70.0%

5Y implied EPS CAGR

15.8%

exigente

EPS terminal req.

$591.59

Spread vs growth

-66.0%

10Y implied EPS CAGR

12.8%

razonable

EPS terminal req.

$952.77

Spread vs growth

-63.1%

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 +49.8%

Total return

+49.8%

Start / end P/E

6.5x → 19.4x

EPS bridge

571.90 → 284.50

Residual

-99.2%

EPS growth-50.3%
Multiple rerating+197.3%
Dividend+1.9%
Residual / FX / buybacks / cross-term-99.2%

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.