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075580.KS$14150.00-1.74%
Fair $14150.00+0.0%

075580.KS

Sejin Heavy Industries Co., Ltd.

Industrials / Marine ShippingKSE

$14150.00

-250.00 (-1.74%)

Fairly Valued+0.0%Fair Value $14150.00Fund rank 27/100 · Data gapFallback financials|
SA 44/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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $25.5B · quality 43.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

44/100

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 · 075580.KSLocal privado en este navegador · Sejin Heavy Industries 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

$804.4B

P/E

15.9x

↓

EV/EBITDA

10.5x

↑

ROE

22.2%

↑

Gross Margin

24.3%

↓

Debt/Equity

1.14

↑
52-Week Range$14150
$9150$27400

TradingView lightweight chart

075580.KS price, volumen y niveles de valoración

Último $14,150Periodo +577.0%
Fair value: $14,150

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

-0.6%

FCF CAGR

—

FCF margin

11.9%

FCF / Net income

0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $402.69B · net income $50.68B · FCF $48.06B

2022-FY → 2025-FY

Gross margin

24.3%+12.8% pts

Operating margin

18.2%+12.3% pts

Net margin

12.6%+9.8% pts

FCF margin

11.9%+15.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$402.69B$402.69B$352.38B$384.80B$410.05B
Net Income$50.68B$50.68B$11.35B$17.12B$11.61B
EBITDA$96.23B$96.23B$49.35B$47.80B$34.10B
EPS891.00891.00200.00312.00212.00
Gross Margin24.3%24.3%16.6%14.7%11.5%
Operating Margin18.2%18.2%10.2%9.0%5.9%
Net Margin12.6%12.6%3.2%4.4%2.8%
Balance Sheet
Debt/Equity1.141.141.501.361.72
Current Ratio0.810.81———
Cash Flow
Free Cash Flow$48.06B$48.06B$11.37B$25.52B$-16.28B
Returns
ROE22.2%22.2%6.0%9.5%7.1%
Valuation
P/E15.8815.8842.4515.3225.47
EV/EBITDA10.4910.4913.849.5915.59
P/B3.523.522.571.451.80
Growth & Yield
Revenue Growth14.3%14.3%-8.4%-6.2%—
EPS Growth345.5%345.5%-35.9%47.2%—
Dividend Yield1.6%1.6%———

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

12.1%

razonable

EPS terminal req.

$1255.58

Spread vs growth

333.4%

5Y implied EPS CAGR

11.3%

razonable

EPS terminal req.

$1519.25

Spread vs growth

334.2%

10Y implied EPS CAGR

10.6%

razonable

EPS terminal req.

$2446.76

Spread vs growth

334.9%

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 +54.4%

Total return

+54.4%

Start / end P/E

46.3x → 15.9x

EPS bridge

200.00 → 891.00

Residual

-227.0%

EPS growth+345.5%
Multiple rerating-65.7%
Dividend+1.6%
Residual / FX / buybacks / cross-term-227.0%

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.