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161890.KS$83400.00-2.46%
Fair $83400.00+0.0%

161890.KS

Kolmar Korea Co., Ltd.

Consumer Defensive / Household & Personal ProductsKSE

$83400.00

-2100.00 (-2.46%)

Fairly Valued+0.0%Fair Value $83400.00Fund rank 20/100 · Data gapFallback financials|
SA 41/C
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 14%

FCF escenarios

weak_data · normalized FCF $-12.5B · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

41/100

C

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 · 161890.KSLocal privado en este navegador · Kolmar Korea 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

$1.97T

P/E

15.7x

↑

EV/EBITDA

8.4x

↓

ROE

13.7%

↑

Gross Margin

29.1%

↑

Debt/Equity

1.35

↑
52-Week Range$83400
$60600$110700

TradingView lightweight chart

161890.KS price, volumen y niveles de valoración

Último $83,400Periodo +237.7%
Fair value: $83,400

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

+13.4%

FCF CAGR

+49.6%

FCF margin

4.1%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.72T · net income $125.08B · FCF $111.69B

2022-FY → 2025-FY

Gross margin

29.1%+3.9% pts

Operating margin

8.8%+4.9% pts

Net margin

4.6%+5.8% pts

FCF margin

4.1%+2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2722.42B$2722.42B$2452.06B$2155.68B$1865.73B
Net Income$125.08B$125.08B$90.07B$5.19B$-21.98B
EBITDA$354.52B$354.52B$278.26B$173.11B$125.09B
EPS5299.005299.003830.00227.00-961.00
Gross Margin29.1%29.1%28.5%26.8%25.1%
Operating Margin8.8%8.8%7.9%6.4%3.9%
Net Margin4.6%4.6%3.7%0.2%-1.2%
Balance Sheet
Debt/Equity1.351.351.451.701.61
Current Ratio0.740.74———
Cash Flow
Free Cash Flow$111.69B$111.69B$-45.12B$-12.49B$33.36B
Returns
ROE13.7%13.7%11.4%0.8%-3.3%
Valuation
P/E15.7415.7414.70238.33—
EV/EBITDA8.398.398.3812.5314.21
P/B2.162.161.671.911.40
Growth & Yield
Revenue Growth11.0%11.0%13.7%15.5%—
EPS Growth38.4%38.4%1587.2%123.6%—
Dividend Yield1.0%1.0%———

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

11.8%

razonable

EPS terminal req.

$7400.36

Spread vs growth

26.6%

5Y implied EPS CAGR

11.1%

razonable

EPS terminal req.

$8954.44

Spread vs growth

27.3%

10Y implied EPS CAGR

10.5%

razonable

EPS terminal req.

$14421.21

Spread vs growth

27.8%

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 -0.3%

Total return

-0.3%

Start / end P/E

22.1x → 15.7x

EPS bridge

3830.00 → 5299.00

Residual

-11.0%

EPS growth+38.4%
Multiple rerating-28.7%
Dividend+1.0%
Residual / FX / buybacks / cross-term-11.0%

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.