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069620.KS$123000.00-2.60%
Fair $123000.00+0.0%

069620.KS

Daewoong Pharmaceutical Co., Ltd

Healthcare / Drug Manufacturers - Specialty & GenericKSE

$123000.00

-3400.00 (-2.60%)

Fairly Valued+0.0%Fair Value $123000.00Fund rank 23/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-92.2B · quality 36.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

45/100

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: 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 · 069620.KSLocal privado en este navegador · Daewoong Pharmaceutical 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

$1.42T

P/E

7.2x

↓

EV/EBITDA

8.1x

↓

ROE

19.5%

↑

Gross Margin

52.4%

↑

Debt/Equity

0.82

↑
52-Week Range$123000
$125100$199400

TradingView lightweight chart

069620.KS price, volumen y niveles de valoración

Último $127,200Periodo +360.3%
Fair value: $123,000

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

+7.1%

FCF CAGR

—

FCF margin

-5.9%

FCF / Net income

-0.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.57T · net income $195.86B · FCF $-92.16B

2022-FY → 2025-FY

Gross margin

52.4%+2.4% pts

Operating margin

12.5%+5.0% pts

Net margin

12.5%+9.2% pts

FCF margin

-5.9%-6.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1570.89B$1570.89B$1422.68B$1375.33B$1280.09B
Net Income$195.86B$195.86B$24.73B$121.74B$42.24B
EBITDA$255.38B$255.38B$112.52B$179.40B$86.43B
EPS17022.0017022.002150.0010656.003816.00
Gross Margin52.4%52.4%51.6%50.0%49.9%
Operating Margin12.5%12.5%10.4%8.9%7.5%
Net Margin12.5%12.5%1.7%8.9%3.3%
Balance Sheet
Debt/Equity0.820.820.820.580.73
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$-92.16B$-92.16B$-177.51B$-20.16B$4.91B
Returns
ROE19.5%19.5%3.1%15.9%6.9%
Valuation
P/E7.237.2359.1610.6839.83
EV/EBITDA8.138.1317.869.0923.44
P/B1.411.411.841.692.77
Growth & Yield
Revenue Growth10.4%10.4%3.4%7.4%—
EPS Growth691.7%691.7%-79.8%179.2%—
Dividend Yield0.5%0.5%———

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

-13.8%

fácil

EPS terminal req.

$10914.20

Spread vs growth

705.5%

5Y implied EPS CAGR

-4.9%

fácil

EPS terminal req.

$13206.18

Spread vs growth

696.7%

10Y implied EPS CAGR

2.3%

fácil

EPS terminal req.

$21268.69

Spread vs growth

689.5%

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 -7.8%

Total return

-7.8%

Start / end P/E

64.5x → 7.5x

EPS bridge

2150.00 → 17022.00

Residual

-611.6%

EPS growth+691.7%
Multiple rerating-88.4%
Dividend+0.5%
Residual / FX / buybacks / cross-term-611.6%

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.