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111710.KQ$3310.00-1.05%
Fair $3310.00+0.0%

111710.KQ

Namhwa Industrial Co., Ltd.

Consumer Cyclical / LeisureKOSDAQ

$3310.00

-35.00 (-1.05%)

Fairly Valued+0.0%Fair Value $3310.00Fund rank 32/100 · Data gapFallback financials|
SA 23/D
F-Score: 2/9
Declining RevenueMargin CompressionLow Profitability

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.1B · quality 63.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

23/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is 3.5%, below the 5% threshold
Thesis & Journal · 111710.KQLocal privado en este navegador · Namhwa 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

$68.1B

P/E

10.2x

↓

EV/EBITDA

10.0x

↑

ROE

3.5%

↓

Gross Margin

100.0%

↑

Debt/Equity

N/A

•
52-Week Range$3310
$3210$5380

TradingView lightweight chart

111710.KQ price, volumen y niveles de valoración

Último $3,310Periodo -54.6%
Fair value: $3,310

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

-18.0%

FCF CAGR

-25.3%

FCF margin

36.9%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.77B · net income $6.67B · FCF $6.19B

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

24.4%-33.8% pts

Net margin

39.8%-28.0% pts

FCF margin

36.9%-11.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.77B$16.77B$20.70B$24.67B$30.44B
Net Income$6.67B$6.67B$10.93B$17.66B$20.64B
EBITDA$5.21B$5.21B$9.20B$13.02B$18.98B
EPS324.00324.00531.00858.001003.00
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin24.4%24.4%38.7%47.8%58.2%
Net Margin39.8%39.8%52.8%71.6%67.8%
Balance Sheet
Current Ratio8.838.83———
Cash Flow
Free Cash Flow$6.19B$6.19B$9.31B$7.06B$14.85B
Returns
ROE3.5%3.5%5.9%9.8%12.3%
Valuation
P/E10.2210.229.667.518.28
EV/EBITDA9.959.9510.308.768.59
P/B0.360.360.570.741.01
Growth & Yield
Revenue Growth-19.0%-19.0%-16.1%-18.9%—
EPS Growth-39.0%-39.0%-38.1%-14.5%—
Dividend Yield6.0%6.0%———

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

-3.2%

fácil

EPS terminal req.

$293.71

Spread vs growth

-35.8%

5Y implied EPS CAGR

1.9%

fácil

EPS terminal req.

$355.39

Spread vs growth

-40.8%

10Y implied EPS CAGR

5.9%

razonable

EPS terminal req.

$572.35

Spread vs growth

-44.8%

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 -27.3%

Total return

-27.3%

Start / end P/E

9.3x → 10.2x

EPS bridge

531.00 → 324.00

Residual

-3.7%

EPS growth-39.0%
Multiple rerating+9.4%
Dividend+6.0%
Residual / FX / buybacks / cross-term-3.7%

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.