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075970.KQ$1687.00-2.09%
Fair $1687.00+0.0%

075970.KQ

Dongkuk Refractories & Steel Co., Ltd.

Industrials / Building Products & EquipmentKOSDAQ

$1687.00

-36.00 (-2.09%)

Fairly Valued+0.0%Fair Value $1687.00Fund rank 33/100 · Data gapFallback financials|
SA 36/D
F-Score: 6/9
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 $2.1B · quality 63.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

36/100

D

Piotroski

6/9

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 0.7%, below the 5% threshold
Thesis & Journal · 075970.KQLocal privado en este navegador · Dongkuk Refractories & Steel 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

$31.0B

P/E

54.4x

↑

EV/EBITDA

7.7x

↓

ROE

0.7%

↓

Gross Margin

16.5%

↓

Debt/Equity

0.35

↑
52-Week Range$1687
$1645$3075

TradingView lightweight chart

075970.KQ price, volumen y niveles de valoración

Último $1,687Periodo -2.2%
Fair value: $1,687

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

-2.1%

FCF CAGR

+61.0%

FCF margin

4.1%

FCF / Net income

7.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $110.73B · net income $581.2M · FCF $4.52B

2022-FY → 2025-FY

Gross margin

16.5%-0.0% pts

Operating margin

3.2%-0.3% pts

Net margin

0.5%-2.6% pts

FCF margin

4.1%+3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$110.73B$110.73B$110.36B$108.39B$118.18B
Net Income$581.2M$581.2M$1.63B$474.4M$3.71B
EBITDA$5.84B$5.84B$5.82B$4.80B$8.20B
EPS31.0031.0094.0037.00214.00
Gross Margin16.5%16.5%14.7%15.7%16.5%
Operating Margin3.2%3.2%1.0%1.9%3.6%
Net Margin0.5%0.5%1.5%0.4%3.1%
Balance Sheet
Debt/Equity0.350.350.380.370.35
Current Ratio1.621.62———
Cash Flow
Free Cash Flow$4.52B$4.52B$2.07B$661.0M$1.08B
Returns
ROE0.7%0.7%2.1%0.6%4.7%
Valuation
P/E54.4254.4229.4798.3815.65
EV/EBITDA7.677.6711.0313.179.02
P/B0.400.400.610.600.73
Growth & Yield
Revenue Growth0.3%0.3%1.8%-8.3%—
EPS Growth-67.0%-67.0%154.1%-82.7%—
Dividend Yield4.6%4.6%———

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

69.0%

muy exigente

EPS terminal req.

$149.69

Spread vs growth

-136.0%

5Y implied EPS CAGR

42.3%

muy exigente

EPS terminal req.

$181.13

Spread vs growth

-109.4%

10Y implied EPS CAGR

25.1%

muy exigente

EPS terminal req.

$291.71

Spread vs growth

-92.2%

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 -26.2%

Total return

-26.2%

Start / end P/E

26.0x → 54.4x

EPS bridge

94.00 → 31.00

Residual

-73.5%

EPS growth-67.0%
Multiple rerating+109.6%
Dividend+4.6%
Residual / FX / buybacks / cross-term-73.5%

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.