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071840.KS$6590.00-2.50%
Fair $6590.00+0.0%

071840.KS

LOTTE Himart Co.,Ltd.

Consumer Cyclical / Specialty RetailKSE

$6590.00

-170.00 (-2.50%)

Fairly Valued+0.0%Fair Value $6590.00Fund rank 26/100 · Data gapFallback financials|
SA 24/D
F-Score: 7/9
Declining RevenueLow 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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $132.5B · quality 51.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

24/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is -0.3%, below the 5% threshold
Thesis & Journal · 071840.KSLocal privado en este navegador · LOTTE Himart 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

$152.5B

P/E

N/A

•

EV/EBITDA

5.0x

↓

ROE

-0.3%

↓

Gross Margin

29.6%

↑

Debt/Equity

0.62

↑
52-Week Range$6590
$6620$10120

TradingView lightweight chart

071840.KS price, volumen y niveles de valoración

Último $6,620Periodo -88.4%
Fair value: $6,590

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

-11.7%

FCF CAGR

—

FCF margin

5.8%

FCF / Net income

-54.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.30T · net income $-2.44B · FCF $132.51B

2022-FY → 2025-FY

Gross margin

29.6%+6.9% pts

Operating margin

0.4%+2.0% pts

Net margin

-0.1%+15.7% pts

FCF margin

5.8%+5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2300.10B$2300.10B$2356.66B$2610.14B$3336.82B
Net Income$-2.44B$-2.44B$-305.37B$-35.37B$-527.89B
EBITDA$134.86B$134.86B$-135.33B$127.75B$-398.48B
EPS-106.00-106.00-13199.00-1529.00-22817.00
Gross Margin29.6%29.6%28.7%26.0%22.7%
Operating Margin0.4%0.4%0.1%0.3%-1.6%
Net Margin-0.1%-0.1%-13.0%-1.4%-15.8%
Balance Sheet
Debt/Equity0.620.620.750.670.66
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$132.51B$132.51B$79.51B$242.05B$-37.2M
Returns
ROE-0.3%-0.3%-32.9%-2.8%-40.8%
Valuation
EV/EBITDA4.964.96—7.44—
P/B0.160.160.190.190.22
Growth & Yield
Revenue Growth-2.4%-2.4%-9.7%-21.8%—
EPS Growth99.2%99.2%-763.2%93.3%—
Dividend Yield4.5%4.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -6.1%

Total return

-6.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-13199.00 → -106.00

Residual

-10.7%

EPS growthn/d
Multiple reratingn/d
Dividend+4.5%
Residual / FX / buybacks / cross-term-10.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.