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073240.KS$4815.00+2.34%
Fair $4815.00+0.0%

073240.KS

Kumho Tire Co., Inc.

Consumer Cyclical / Auto PartsKSE

$4815.00

+110.00 (+2.34%)

Fairly Valued+0.0%Fair Value $4815.00Fund rank 29/100 · Data gapFallback financials|
SA 52/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 21%

FCF escenarios

weak_data · normalized FCF $312.3B · quality 45.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

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 · 073240.KSLocal privado en este navegador · Kumho Tire Co., 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

$1.38T

P/E

4.0x

↓

EV/EBITDA

3.1x

↓

ROE

17.1%

↑

Gross Margin

30.9%

↑

Debt/Equity

0.92

↑
52-Week Range$4815
$4150$7650

TradingView lightweight chart

073240.KS price, volumen y niveles de valoración

Último $4,815Periodo -90.6%
Fair value: $4,815

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

+9.7%

FCF CAGR

—

FCF margin

12.8%

FCF / Net income

1.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.70T · net income $347.39B · FCF $601.95B

2022-FY → 2025-FY

Gross margin

30.9%+13.9% pts

Operating margin

12.3%+11.6% pts

Net margin

7.4%+9.6% pts

FCF margin

12.8%+28.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4701.28B$4701.28B$4532.18B$4041.41B$3559.16B
Net Income$347.39B$347.39B$324.87B$157.77B$-78.97B
EBITDA$855.67B$855.67B$867.52B$672.77B$275.80B
EPS1209.001209.001131.00549.00-275.00
Gross Margin30.9%30.9%30.5%27.5%17.0%
Operating Margin12.3%12.3%13.0%10.2%0.7%
Net Margin7.4%7.4%7.2%3.9%-2.2%
Balance Sheet
Debt/Equity0.920.921.201.782.13
Current Ratio1.171.17———
Cash Flow
Free Cash Flow$601.95B$601.95B$271.53B$312.32B$-553.73B
Returns
ROE17.1%17.1%18.9%12.5%-7.0%
Valuation
P/E3.983.984.249.64—
EV/EBITDA3.133.133.725.2110.93
P/B0.680.680.801.200.70
Growth & Yield
Revenue Growth3.7%3.7%12.1%13.5%—
EPS Growth6.9%6.9%106.0%299.6%—

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

-29.3%

fácil

EPS terminal req.

$427.25

Spread vs growth

36.2%

5Y implied EPS CAGR

-15.6%

fácil

EPS terminal req.

$516.97

Spread vs growth

22.5%

10Y implied EPS CAGR

-3.7%

fácil

EPS terminal req.

$832.59

Spread vs growth

10.6%

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 +10.1%

Total return

+10.1%

Start / end P/E

3.9x → 4.0x

EPS bridge

1131.00 → 1209.00

Residual

+0.2%

EPS growth+6.9%
Multiple rerating+3.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.2%

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.