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104480.KQ$1767.00-2.05%
Fair $1767.00+0.0%

104480.KQ

TK Chemical Corporation

Consumer Cyclical / Textile ManufacturingKOSDAQ

$1767.00

-37.00 (-2.05%)

Fairly Valued+0.0%Fair Value $1767.00Fund rank 29/100 · Data gapFallback financials|
SA 38/D
F-Score: 8/9

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 19%

FCF escenarios

weak_data · normalized FCF $-32.2B · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

8/9

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 · 104480.KQLocal privado en este navegador · TK Chemical Corporation
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

$160.6B

P/E

1.4x

↓

EV/EBITDA

2.2x

↓

ROE

9.5%

↑

Gross Margin

7.1%

↓

Debt/Equity

0.09

↓
52-Week Range$1767
$1448$2915

TradingView lightweight chart

104480.KQ price, volumen y niveles de valoración

Último $1,767Periodo -68.3%
Fair value: $1,767

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

-17.7%

FCF CAGR

+186.1%

FCF margin

41.3%

FCF / Net income

1.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $345.76B · net income $116.51B · FCF $142.85B

2022-FY → 2025-FY

Gross margin

7.1%-0.5% pts

Operating margin

0.7%-3.0% pts

Net margin

33.7%-10.6% pts

FCF margin

41.3%+40.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$345.76B$345.76B$339.57B$379.15B$620.98B
Net Income$116.51B$116.51B$-111.65B$-8.92B$275.23B
EBITDA$120.33B$120.33B$-95.70B$-3.47B$351.06B
EPS1282.001282.00-1228.00-98.003028.00
Gross Margin7.1%7.1%5.2%3.5%7.6%
Operating Margin0.7%0.7%-0.5%-1.1%3.7%
Net Margin33.7%33.7%-32.9%-2.4%44.3%
Balance Sheet
Debt/Equity0.090.090.230.300.25
Current Ratio0.790.79———
Cash Flow
Free Cash Flow$142.85B$142.85B$-32.18B$-52.77B$6.10B
Returns
ROE9.5%9.5%-10.0%-0.9%29.0%
Valuation
P/E1.381.38——0.96
EV/EBITDA2.232.23——1.37
P/B0.130.130.140.180.28
Growth & Yield
Revenue Growth1.8%1.8%-10.4%-38.9%—
EPS Growth204.4%204.4%-1153.1%-103.2%—

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

-50.4%

fácil

EPS terminal req.

$156.79

Spread vs growth

254.8%

5Y implied EPS CAGR

-31.8%

fácil

EPS terminal req.

$189.72

Spread vs growth

236.2%

10Y implied EPS CAGR

-13.4%

fácil

EPS terminal req.

$305.54

Spread vs growth

217.8%

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 +19.6%

Total return

+19.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-1228.00 → 1282.00

Residual

+19.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+19.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.