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089860.KS$30900.00-0.96%
Fair $30900.00+0.0%

089860.KS

LOTTE rental co.,ltd.

Industrials / Rental & Leasing ServicesKSE

$30900.00

-300.00 (-0.96%)

Fairly Valued+0.0%Fair Value $30900.00Fund rank 18/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9
High Debt

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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $301.5B · quality 19.7/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

38/100

D

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: 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. Debt-to-Equity ratio is 2.89, above the 2.0 threshold
Thesis & Journal · 089860.KSLocal privado en este navegador · LOTTE rental 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

$1.11T

P/E

8.8x

↓

EV/EBITDA

3.8x

↓

ROE

8.1%

↑

Gross Margin

98.5%

↑

Debt/Equity

2.89

↑
52-Week Range$30900
$28300$35800

TradingView lightweight chart

089860.KS price, volumen y niveles de valoración

Último $30,900Periodo -44.3%
Fair value: $30,900

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

+2.1%

FCF CAGR

—

FCF margin

-18.3%

FCF / Net income

-4.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.92T · net income $127.61B · FCF $-533.65B

2022-FY → 2025-FY

Gross margin

98.5%+0.2% pts

Operating margin

10.7%-0.6% pts

Net margin

4.4%+0.9% pts

FCF margin

-18.3%-0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2918.75B$2918.75B$2792.40B$2752.29B$2738.94B
Net Income$127.61B$127.61B$106.78B$119.99B$94.39B
EBITDA$1409.63B$1409.63B$1372.32B$1376.01B$1323.72B
EPS3514.003514.002924.003275.002577.00
Gross Margin98.5%98.5%98.4%98.4%98.3%
Operating Margin10.7%10.7%10.2%11.1%11.3%
Net Margin4.4%4.4%3.8%4.4%3.4%
Balance Sheet
Debt/Equity2.892.892.813.123.56
Current Ratio0.200.20———
Cash Flow
Free Cash Flow$-533.65B$-533.65B$301.52B$432.34B$-484.26B
Returns
ROE8.1%8.1%7.2%8.8%7.3%
Valuation
P/E8.798.7910.148.0810.23
EV/EBITDA3.833.833.493.443.89
P/B0.720.720.730.710.75
Growth & Yield
Revenue Growth4.5%4.5%1.5%0.5%—
EPS Growth20.2%20.2%-10.7%27.1%—
Dividend Yield3.9%3.9%———

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

-7.9%

fácil

EPS terminal req.

$2741.86

Spread vs growth

28.1%

5Y implied EPS CAGR

-1.1%

fácil

EPS terminal req.

$3317.65

Spread vs growth

21.3%

10Y implied EPS CAGR

4.3%

fácil

EPS terminal req.

$5343.11

Spread vs growth

15.9%

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 +4.8%

Total return

+4.8%

Start / end P/E

10.5x → 8.8x

EPS bridge

2924.00 → 3514.00

Residual

-3.2%

EPS growth+20.2%
Multiple rerating-16.0%
Dividend+3.9%
Residual / FX / buybacks / cross-term-3.2%

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.