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090080.KS$871.00-4.18%
Fair $871.00+0.0%

090080.KS

Pyung Hwa Industrial Co., Ltd.

Consumer Cyclical / Auto PartsKSE

$871.00

-38.00 (-4.18%)

Fairly Valued+0.0%Fair Value $871.00Fund rank 25/100 · Data gapFallback financials|
SA 39/D
F-Score: 7/9

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 18%

FCF escenarios

weak_data · normalized FCF $3.7B · quality 33.0/100

Data gap 25/100
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

39/100

D

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: 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 · 090080.KSLocal privado en este navegador · Pyung Hwa Industrial 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

$47.8B

P/E

3.0x

↓

EV/EBITDA

4.1x

↓

ROE

25.3%

↑

Gross Margin

7.0%

↓

Debt/Equity

1.29

↑
52-Week Range$871
$810$1930

TradingView lightweight chart

090080.KS price, volumen y niveles de valoración

Último $871.00Periodo -58.9%
Fair value: $871.00

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

+6.4%

FCF CAGR

-19.5%

FCF margin

0.6%

FCF / Net income

0.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $626.06B · net income $15.71B · FCF $3.71B

2022-FY → 2025-FY

Gross margin

7.0%+1.6% pts

Operating margin

2.1%+0.8% pts

Net margin

2.5%+1.3% pts

FCF margin

0.6%-0.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$626.06B$626.06B$588.38B$564.04B$519.93B
Net Income$15.71B$15.71B$3.83B$3.63B$6.08B
EBITDA$30.80B$30.80B$20.89B$22.40B$22.01B
EPS286.00286.0070.0066.00111.00
Gross Margin7.0%7.0%7.0%6.2%5.4%
Operating Margin2.1%2.1%2.4%1.8%1.3%
Net Margin2.5%2.5%0.7%0.6%1.2%
Balance Sheet
Debt/Equity1.291.291.781.772.13
Current Ratio0.990.99———
Cash Flow
Free Cash Flow$3.71B$3.71B$-10.13B$20.88B$7.11B
Returns
ROE25.3%25.3%8.3%8.4%14.7%
Valuation
P/E3.053.0512.7120.2710.90
EV/EBITDA4.094.096.256.637.01
P/B0.770.771.061.701.60
Growth & Yield
Revenue Growth6.4%6.4%4.3%8.5%—
EPS Growth308.6%308.6%6.1%-40.5%—

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

-35.3%

fácil

EPS terminal req.

$77.29

Spread vs growth

343.9%

5Y implied EPS CAGR

-20.0%

fácil

EPS terminal req.

$93.52

Spread vs growth

328.6%

10Y implied EPS CAGR

-6.2%

fácil

EPS terminal req.

$150.61

Spread vs growth

314.8%

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 -33.5%

Total return

-33.5%

Start / end P/E

18.7x → 3.0x

EPS bridge

70.00 → 286.00

Residual

-258.4%

EPS growth+308.6%
Multiple rerating-83.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-258.4%

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.