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084870.KS$1900.00+0.00%
Fair $1900.00+0.0%

084870.KS

TBH Global Co., Ltd

Consumer Cyclical / Apparel ManufacturingKSE

$1900.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1900.00Fund rank 24/100 · Data gapFallback financials|
SA 45/C
F-Score: 7/9
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $6.7B · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

45/100

C

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: 1unknown: 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. ROE is 1.5%, below the 5% threshold
Thesis & Journal · 084870.KSLocal privado en este navegador · TBH Global 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

$38.9B

P/E

44.2x

↑

EV/EBITDA

5.4x

↓

ROE

1.5%

↓

Gross Margin

55.5%

↑

Debt/Equity

0.38

↓
52-Week Range$1900
$1073$2460

TradingView lightweight chart

084870.KS price, volumen y niveles de valoración

Último $1,900Periodo -81.0%
Fair value: $1,900

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

-3.5%

FCF CAGR

—

FCF margin

6.0%

FCF / Net income

12.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $182.42B · net income $884.5M · FCF $10.97B

2022-FY → 2025-FY

Gross margin

55.5%-2.3% pts

Operating margin

1.7%+0.8% pts

Net margin

0.5%-1.9% pts

FCF margin

6.0%+11.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$182.42B$182.42B$178.46B$197.10B$203.09B
Net Income$884.5M$884.5M$-724.5M$6.74B$4.93B
EBITDA$9.70B$9.70B$7.86B$14.40B$17.21B
EPS43.0043.00-35.00323.00236.00
Gross Margin55.5%55.5%58.7%58.9%57.8%
Operating Margin1.7%1.7%1.9%4.0%1.0%
Net Margin0.5%0.5%-0.4%3.4%2.4%
Balance Sheet
Debt/Equity0.380.380.390.410.42
Current Ratio1.841.84———
Cash Flow
Free Cash Flow$10.97B$10.97B$2.51B$6.69B$-10.47B
Returns
ROE1.5%1.5%-1.2%10.7%8.2%
Valuation
P/E44.1944.19—5.477.63
EV/EBITDA5.455.456.033.863.41
P/B0.640.640.420.590.62
Growth & Yield
Revenue Growth2.2%2.2%-9.5%-2.9%—
EPS Growth222.9%222.9%-110.8%36.9%—
Dividend Yield2.6%2.6%———

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

57.7%

muy exigente

EPS terminal req.

$168.59

Spread vs growth

165.2%

5Y implied EPS CAGR

36.5%

muy exigente

EPS terminal req.

$204.00

Spread vs growth

186.3%

10Y implied EPS CAGR

22.5%

exigente

EPS terminal req.

$328.54

Spread vs growth

200.3%

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 +68.0%

Total return

+68.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-35.00 → 43.00

Residual

+65.4%

EPS growthn/d
Multiple reratingn/d
Dividend+2.6%
Residual / FX / buybacks / cross-term+65.4%

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.