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134380.KS$10110.00+0.00%
Fair $10110.00+0.0%

134380.KS

Miwon Chemicals Co., Ltd.

Basic Materials / ChemicalsKSE

$10110.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $10110.00Fund rank 35/100 · Data gapFallback financials|
SA 55/C
F-Score: 3/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $21.7B · quality 74.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

55/100

C

Piotroski

3/9

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 · 134380.KSLocal privado en este navegador · Miwon Chemicals 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

$196.0B

P/E

8.2x

↓

EV/EBITDA

4.3x

↓

ROE

14.2%

↑

Gross Margin

18.0%

↓

Debt/Equity

0.00

↓
52-Week Range$10110
$7700$15400

TradingView lightweight chart

134380.KS price, volumen y niveles de valoración

Último $10,110Periodo +158.6%
Fair value: $10,110

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

+6.6%

FCF CAGR

+1.5%

FCF margin

4.2%

FCF / Net income

0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $284.51B · net income $24.73B · FCF $11.98B

2022-FY → 2025-FY

Gross margin

18.0%+2.8% pts

Operating margin

10.2%+2.2% pts

Net margin

8.7%+1.8% pts

FCF margin

4.2%-0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$284.51B$284.51B$256.11B$232.62B$235.17B
Net Income$24.73B$24.73B$26.93B$21.81B$16.26B
EBITDA$42.83B$42.83B$41.73B$40.40B$32.47B
EPS1234.601234.601344.601076.30794.50
Gross Margin18.0%18.0%18.9%18.2%15.2%
Operating Margin10.2%10.2%11.2%10.7%8.1%
Net Margin8.7%8.7%10.5%9.4%6.9%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio3.663.66———
Cash Flow
Free Cash Flow$11.98B$11.98B$26.90B$21.69B$11.45B
Returns
ROE14.2%14.2%16.6%15.1%12.3%
Valuation
P/E8.198.195.856.508.34
EV/EBITDA4.354.353.073.163.79
P/B1.171.170.970.981.02
Growth & Yield
Revenue Growth11.1%11.1%10.1%-1.1%—
EPS Growth-8.2%-8.2%24.9%35.5%—
Dividend Yield5.0%5.0%———

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

-10.1%

fácil

EPS terminal req.

$897.09

Spread vs growth

1.9%

5Y implied EPS CAGR

-2.5%

fácil

EPS terminal req.

$1085.48

Spread vs growth

-5.6%

10Y implied EPS CAGR

3.5%

fácil

EPS terminal req.

$1748.18

Spread vs growth

-11.7%

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 +34.6%

Total return

+34.6%

Start / end P/E

5.8x → 8.2x

EPS bridge

1344.60 → 1234.60

Residual

-3.4%

EPS growth-8.2%
Multiple rerating+41.2%
Dividend+5.0%
Residual / FX / buybacks / cross-term-3.4%

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.