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093050.KS$22550.00+0.22%
Fair $22550.00+0.0%

093050.KS

LF Corp.

Consumer Cyclical / Apparel ManufacturingKSE

$22550.00

+50.00 (+0.22%)

Fairly Valued+0.0%Fair Value $22550.00Fund rank 24/100 · Data gapFallback financials|
SA 50/C
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 17%

FCF escenarios

weak_data · normalized FCF $-14.5B · quality 40.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

50/100

C

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 · 093050.KSLocal privado en este navegador · LF Corp.
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

$601.3B

P/E

6.2x

↓

EV/EBITDA

4.4x

↓

ROE

6.1%

↑

Gross Margin

58.0%

↑

Debt/Equity

0.53

↑
52-Week Range$22550
$14930$26450

TradingView lightweight chart

093050.KS price, volumen y niveles de valoración

Último $22,550Periodo +12.8%
Fair value: $22,550

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

-1.5%

FCF CAGR

—

FCF margin

3.6%

FCF / Net income

0.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.88T · net income $98.89B · FCF $66.99B

2022-FY → 2025-FY

Gross margin

58.0%-1.4% pts

Operating margin

8.9%-0.5% pts

Net margin

5.3%-2.5% pts

FCF margin

3.6%+4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1882.43B$1882.43B$1956.27B$1900.73B$1968.54B
Net Income$98.89B$98.89B$75.47B$82.51B$152.28B
EBITDA$289.37B$289.37B$228.19B$166.59B$313.80B
EPS3646.003646.002694.002899.005351.00
Gross Margin58.0%58.0%56.9%57.6%59.5%
Operating Margin8.9%8.9%6.5%3.0%9.4%
Net Margin5.3%5.3%3.9%4.3%7.7%
Balance Sheet
Debt/Equity0.530.530.530.440.35
Current Ratio1.631.63———
Cash Flow
Free Cash Flow$66.99B$66.99B$-14.48B$-135.73B$-12.88B
Returns
ROE6.1%6.1%4.8%5.4%10.4%
Valuation
P/E6.186.185.834.483.17
EV/EBITDA4.384.384.845.212.21
P/B0.380.380.280.240.33
Growth & Yield
Revenue Growth-3.8%-3.8%2.9%-3.4%—
EPS Growth35.3%35.3%-7.1%-45.8%—
Dividend Yield3.1%3.1%———

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

-18.1%

fácil

EPS terminal req.

$2000.94

Spread vs growth

53.5%

5Y implied EPS CAGR

-7.9%

fácil

EPS terminal req.

$2421.13

Spread vs growth

43.2%

10Y implied EPS CAGR

0.7%

fácil

EPS terminal req.

$3899.26

Spread vs growth

34.7%

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 +51.9%

Total return

+51.9%

Start / end P/E

5.6x → 6.2x

EPS bridge

2694.00 → 3646.00

Residual

+3.5%

EPS growth+35.3%
Multiple rerating+10.0%
Dividend+3.1%
Residual / FX / buybacks / cross-term+3.5%

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.