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112290.KQ$14120.00+0.93%
Fair $14120.00+0.0%

112290.KQ

Ycchem Co., Ltd.

Basic Materials / Specialty ChemicalsKOSDAQ

$14120.00

+130.00 (+0.93%)

Fairly Valued+0.0%Fair Value $14120.00Fund rank 24/100 · Data gapFallback financials|
SA 30/D
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-12.5B · quality 47.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

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 · 112290.KQLocal privado en este navegador · Ycchem 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

$285.5B

P/E

107.4x

↑

EV/EBITDA

29.0x

↑

ROE

9.4%

↑

Gross Margin

22.5%

↑

Debt/Equity

1.70

↑
52-Week Range$14120
$9215$17700

TradingView lightweight chart

112290.KQ price, volumen y niveles de valoración

Último $14,120Periodo +71.7%
Fair value: $14,120

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

+0.3%

FCF CAGR

—

FCF margin

-15.1%

FCF / Net income

-2.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $83.09B · net income $4.63B · FCF $-12.52B

2022-FY → 2025-FY

Gross margin

22.5%-2.2% pts

Operating margin

-2.1%-8.6% pts

Net margin

5.6%+0.5% pts

FCF margin

-15.1%-13.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$83.09B$83.09B$70.30B$62.27B$82.35B
Net Income$4.63B$4.63B$-15.99B$-6.05B$4.16B
EBITDA$12.43B$12.43B$-6.11B$-1.80B$10.48B
EPS131.50131.50-790.50-299.50230.00
Gross Margin22.5%22.5%16.3%15.7%24.7%
Operating Margin-2.1%-2.1%-11.6%-12.6%6.5%
Net Margin5.6%5.6%-22.7%-9.7%5.1%
Balance Sheet
Debt/Equity1.701.701.460.870.61
Current Ratio0.780.78———
Cash Flow
Free Cash Flow$-12.52B$-12.52B$-15.37B$-11.65B$-956.4M
Returns
ROE9.4%9.4%-35.9%-10.0%6.2%
Valuation
P/E107.38107.38——25.98
EV/EBITDA29.0229.02——14.18
P/B5.815.813.181.911.60
Growth & Yield
Revenue Growth18.2%18.2%12.9%-24.4%—
EPS Growth116.6%116.6%-163.9%-230.2%—

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

112.0%

muy exigente

EPS terminal req.

$1252.91

Spread vs growth

4.6%

5Y implied EPS CAGR

63.1%

muy exigente

EPS terminal req.

$1516.03

Spread vs growth

53.6%

10Y implied EPS CAGR

33.9%

muy exigente

EPS terminal req.

$2441.58

Spread vs growth

82.7%

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 +23.6%

Total return

+23.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-790.50 → 131.50

Residual

+23.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+23.6%

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.