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171120.KQ$2135.00+0.23%
Fair $2135.00+0.0%

171120.KQ

Lion Chemtech Co., Ltd.

Basic Materials / Specialty ChemicalsKOSDAQ

$2135.00

+5.00 (+0.23%)

Fairly Valued+0.0%Fair Value $2135.00Fund rank 33/100 · Data gapFallback financials|
SA 48/C
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $8.1B · quality 65.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

48/100

C

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 · 171120.KQLocal privado en este navegador · Lion Chemtech 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

$75.4B

P/E

8.9x

↓

EV/EBITDA

2.6x

↓

ROE

6.1%

↑

Gross Margin

19.5%

↓

Debt/Equity

0.08

↓
52-Week Range$2135
$1993$3650

TradingView lightweight chart

171120.KQ price, volumen y niveles de valoración

Último $2,135Periodo -49.7%
Fair value: $2,135

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

-5.0%

FCF CAGR

+38.8%

FCF margin

15.6%

FCF / Net income

2.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $130.27B · net income $8.50B · FCF $20.30B

2022-FY → 2025-FY

Gross margin

19.5%-0.9% pts

Operating margin

8.7%+1.5% pts

Net margin

6.5%+0.7% pts

FCF margin

15.6%+10.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$130.27B$130.27B$141.81B$130.78B$152.00B
Net Income$8.50B$8.50B$8.82B$7.08B$8.85B
EBITDA$14.35B$14.35B$15.05B$13.64B$15.58B
EPS241.00241.00250.00197.00246.50
Gross Margin19.5%19.5%18.8%18.2%20.4%
Operating Margin8.7%8.7%6.6%6.0%7.2%
Net Margin6.5%6.5%6.2%5.4%5.8%
Balance Sheet
Debt/Equity0.080.080.110.280.16
Current Ratio3.463.46———
Cash Flow
Free Cash Flow$20.30B$20.30B$2.32B$8.13B$7.59B
Returns
ROE6.1%6.1%6.7%5.5%7.2%
Valuation
P/E8.868.8610.0416.6014.54
EV/EBITDA2.582.584.448.086.94
P/B0.540.540.670.911.05
Growth & Yield
Revenue Growth-8.1%-8.1%8.4%-14.0%—
EPS Growth-3.6%-3.6%26.9%-20.1%—
Dividend Yield4.7%4.7%———

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

-7.7%

fácil

EPS terminal req.

$189.45

Spread vs growth

4.1%

5Y implied EPS CAGR

-1.0%

fácil

EPS terminal req.

$229.23

Spread vs growth

-2.6%

10Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$369.18

Spread vs growth

-8.0%

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 -2.5%

Total return

-2.5%

Start / end P/E

9.2x → 8.9x

EPS bridge

250.00 → 241.00

Residual

+0.1%

EPS growth-3.6%
Multiple rerating-3.7%
Dividend+4.7%
Residual / FX / buybacks / cross-term+0.1%

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.