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091590.KQ$3440.00-1.98%
Fair $3440.00+0.0%

091590.KQ

Nam Hwa Construction Co.,Ltd

Industrials / Engineering & ConstructionKOSDAQ

$3440.00

-70.00 (-1.98%)

Fairly Valued+0.0%Fair Value $3440.00Fund rank 24/100 · Data gapFallback financials|
SA 30/D
F-Score: 6/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 35.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

30/100

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: 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 · 091590.KQLocal privado en este navegador · Nam Hwa Construction 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

$40.4B

P/E

3.7x

↓

EV/EBITDA

2.5x

↓

ROE

6.4%

↑

Gross Margin

8.5%

↓

Debt/Equity

N/A

•
52-Week Range$3440
$3400$5250

TradingView lightweight chart

091590.KQ price, volumen y niveles de valoración

Último $3,460Periodo -19.3%
Fair value: $3,440

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

-7.1%

FCF CAGR

+82.9%

FCF margin

1.9%

FCF / Net income

0.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $72.69B · net income $10.93B · FCF $1.36B

2022-FY → 2025-FY

Gross margin

8.5%-0.2% pts

Operating margin

13.1%+8.2% pts

Net margin

15.0%-7.2% pts

FCF margin

1.9%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$72.69B$72.69B$56.67B$71.80B$90.79B
Net Income$10.93B$10.93B$7.42B$-10.98B$20.18B
EBITDA$9.68B$9.68B$800.4M$-20.22B$4.62B
EPS931.00931.00632.00-935.001719.00
Gross Margin8.5%8.5%7.6%0.3%8.7%
Operating Margin13.1%13.1%1.1%-9.6%4.9%
Net Margin15.0%15.0%13.1%-15.3%22.2%
Balance Sheet
Current Ratio1.621.62———
Cash Flow
Free Cash Flow$1.36B$1.36B$9.50B$-22.63B$222.3M
Returns
ROE6.4%6.4%4.6%-7.1%12.0%
Valuation
P/E3.693.696.36—6.02
EV/EBITDA2.512.5140.30—21.77
P/B0.240.240.290.540.72
Growth & Yield
Revenue Growth28.3%28.3%-21.1%-20.9%—
EPS Growth47.3%47.3%167.6%-154.4%—
Dividend Yield2.9%2.9%———

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

-31.0%

fácil

EPS terminal req.

$305.24

Spread vs growth

78.4%

5Y implied EPS CAGR

-16.9%

fácil

EPS terminal req.

$369.34

Spread vs growth

64.2%

10Y implied EPS CAGR

-4.4%

fácil

EPS terminal req.

$594.83

Spread vs growth

51.7%

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 -5.1%

Total return

-5.1%

Start / end P/E

5.9x → 3.7x

EPS bridge

632.00 → 931.00

Residual

-17.8%

EPS growth+47.3%
Multiple rerating-37.5%
Dividend+2.9%
Residual / FX / buybacks / cross-term-17.8%

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.