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102260.KS$3760.00-3.22%
Fair $3760.00+0.0%

102260.KS

DONGSUNG CHEMICAL Co., Ltd.

Basic Materials / ChemicalsKSE

$3760.00

-125.00 (-3.22%)

Fairly Valued+0.0%Fair Value $3760.00Fund rank 31/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $54.7B · quality 56.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

40/100

C

Piotroski

5/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 102260.KSLocal privado en este navegador · DONGSUNG CHEMICAL 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

$186.8B

P/E

5.6x

↓

EV/EBITDA

1.4x

↓

ROE

7.3%

↑

Gross Margin

18.7%

↓

Debt/Equity

0.41

↑
52-Week Range$3760
$3755$4769

TradingView lightweight chart

102260.KS price, volumen y niveles de valoración

Último $3,760Periodo +28.7%
Fair value: $3,760

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

+2.0%

FCF CAGR

+43.7%

FCF margin

4.5%

FCF / Net income

1.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.21T · net income $33.25B · FCF $54.73B

2022-FY → 2025-FY

Gross margin

18.7%+5.9% pts

Operating margin

9.3%+4.4% pts

Net margin

2.7%-0.3% pts

FCF margin

4.5%+2.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1211.60B$1211.60B$1066.32B$993.00B$1140.12B
Net Income$33.25B$33.25B$44.95B$33.45B$35.04B
EBITDA$139.18B$139.18B$119.33B$98.85B$84.61B
EPS672.00672.00899.01668.56694.05
Gross Margin18.7%18.7%18.5%16.5%12.8%
Operating Margin9.3%9.3%8.5%7.5%4.9%
Net Margin2.7%2.7%4.2%3.4%3.1%
Balance Sheet
Debt/Equity0.410.410.360.470.42
Current Ratio1.491.49———
Cash Flow
Free Cash Flow$54.73B$54.73B$-1.86B$81.43B$18.43B
Returns
ROE7.3%7.3%10.1%8.5%9.3%
Valuation
P/E5.605.604.106.486.33
EV/EBITDA1.441.441.662.923.56
P/B0.410.410.410.550.59
Growth & Yield
Revenue Growth13.6%13.6%7.4%-12.9%—
EPS Growth-25.3%-25.3%34.5%-3.7%—
Dividend Yield3.8%3.8%———

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

-20.8%

fácil

EPS terminal req.

$333.64

Spread vs growth

-4.4%

5Y implied EPS CAGR

-9.7%

fácil

EPS terminal req.

$403.70

Spread vs growth

-15.6%

10Y implied EPS CAGR

-0.3%

fácil

EPS terminal req.

$650.16

Spread vs growth

-24.9%

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 +1.6%

Total return

+1.6%

Start / end P/E

4.3x → 5.6x

EPS bridge

899.01 → 672.00

Residual

-7.8%

EPS growth-25.3%
Multiple rerating+30.8%
Dividend+3.8%
Residual / FX / buybacks / cross-term-7.8%

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.