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163560.KS$6320.00-2.77%
Fair $6320.00+0.0%

163560.KS

DRB Industrial Co., Ltd.

Consumer Cyclical / Auto PartsKSE

$6320.00

-180.00 (-2.77%)

Fairly Valued+0.0%Fair Value $6320.00Fund rank 26/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9
Low 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $7.7B · quality 44.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

40/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 4.5%, below the 5% threshold
Thesis & Journal · 163560.KSLocal privado en este navegador · DRB 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

$87.8B

P/E

8.2x

↓

EV/EBITDA

4.6x

↓

ROE

4.5%

↓

Gross Margin

18.8%

↓

Debt/Equity

0.20

↓
52-Week Range$6320
$6250$8700

TradingView lightweight chart

163560.KS price, volumen y niveles de valoración

Último $6,320Periodo -29.2%
Fair value: $6,320

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

-2.3%

FCF CAGR

—

FCF margin

-2.6%

FCF / Net income

-0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $364.60B · net income $10.66B · FCF $-9.34B

2022-FY → 2025-FY

Gross margin

18.8%+0.1% pts

Operating margin

5.1%+3.0% pts

Net margin

2.9%+0.9% pts

FCF margin

-2.6%+3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$364.60B$364.60B$336.98B$357.78B$390.44B
Net Income$10.66B$10.66B$10.89B$9.58B$7.79B
EBITDA$21.52B$21.52B$22.89B$21.42B$15.91B
EPS767.00767.00783.00689.00561.00
Gross Margin18.8%18.8%17.8%14.6%18.7%
Operating Margin5.1%5.1%2.8%3.8%2.1%
Net Margin2.9%2.9%3.2%2.7%2.0%
Balance Sheet
Debt/Equity0.200.200.270.390.44
Current Ratio2.202.20———
Cash Flow
Free Cash Flow$-9.34B$-9.34B$7.71B$36.82B$-24.83B
Returns
ROE4.5%4.5%4.8%4.3%3.7%
Valuation
P/E8.248.248.999.1010.87
EV/EBITDA4.654.654.635.337.94
P/B0.370.370.430.400.40
Growth & Yield
Revenue Growth8.2%8.2%-5.8%-8.4%—
EPS Growth-2.0%-2.0%13.6%22.8%—
Dividend Yield2.3%2.3%———

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

-9.9%

fácil

EPS terminal req.

$560.79

Spread vs growth

7.9%

5Y implied EPS CAGR

-2.4%

fácil

EPS terminal req.

$678.56

Spread vs growth

0.4%

10Y implied EPS CAGR

3.6%

fácil

EPS terminal req.

$1092.83

Spread vs growth

-5.6%

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 -13.2%

Total return

-13.2%

Start / end P/E

9.6x → 8.2x

EPS bridge

783.00 → 767.00

Residual

+0.3%

EPS growth-2.0%
Multiple rerating-13.7%
Dividend+2.3%
Residual / FX / buybacks / cross-term+0.3%

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.