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079900.KS$56600.00-5.98%
Fair $56600.00+0.0%

079900.KS

079900.KS

Industrials / Farm & Heavy Construction MachineryKSE

$56600.00

-3600.00 (-5.98%)

Fairly Valued+0.0%Fair Value $56600.00Fund rank 35/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $17.5B · quality 71.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

46/100

C

Piotroski

4/9

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 · 079900.KSLocal privado en este navegador · 079900.KS
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

$822.0B

P/E

26.1x

↑

EV/EBITDA

19.4x

↑

ROE

20.3%

↑

Gross Margin

28.8%

↑

Debt/Equity

0.21

↓
52-Week Range$56600
$40200$74350

TradingView lightweight chart

079900.KS price, volumen y niveles de valoración

Último $56,600Periodo +175.4%
Fair value: $56,600

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

+10.5%

FCF CAGR

+8.1%

FCF margin

9.2%

FCF / Net income

0.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $190.66B · net income $31.54B · FCF $17.47B

2022-FY → 2025-FY

Gross margin

28.8%-0.2% pts

Operating margin

15.1%-4.7% pts

Net margin

16.5%+0.0% pts

FCF margin

9.2%-0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$190.66B$190.66B$169.79B$158.37B$141.32B
Net Income$31.54B$31.54B$31.34B$28.95B$23.33B
EBITDA$42.46B$42.46B$42.09B$38.61B$31.64B
EPS2172.002172.002237.002105.001697.00
Gross Margin28.8%28.8%29.9%29.6%29.0%
Operating Margin15.1%15.1%18.5%20.8%19.8%
Net Margin16.5%16.5%18.5%18.3%16.5%
Balance Sheet
Debt/Equity0.210.210.180.190.21
Current Ratio2.062.06———
Cash Flow
Free Cash Flow$17.47B$17.47B$17.19B$34.30B$13.81B
Returns
ROE20.3%20.3%20.8%27.7%25.1%
Valuation
P/E26.0626.0616.56——
EV/EBITDA19.4219.4212.30——
P/B5.295.293.44——
Growth & Yield
Revenue Growth12.3%12.3%7.2%12.1%—
EPS Growth-2.9%-2.9%6.3%24.0%—
Dividend Yield4.7%4.7%———

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

32.2%

muy exigente

EPS terminal req.

$5022.31

Spread vs growth

-35.1%

5Y implied EPS CAGR

22.8%

exigente

EPS terminal req.

$6076.99

Spread vs growth

-25.8%

10Y implied EPS CAGR

16.2%

exigente

EPS terminal req.

$9787.05

Spread vs growth

-19.2%

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 +14.0%

Total return

+14.0%

Start / end P/E

23.2x → 26.1x

EPS bridge

2237.00 → 2172.00

Residual

-0.4%

EPS growth-2.9%
Multiple rerating+12.5%
Dividend+4.7%
Residual / FX / buybacks / cross-term-0.4%

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.