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178920.KS$25300.00+1.20%
Fair $25300.00+0.0%

178920.KS

PI Advanced Materials Co., Ltd.

Basic Materials / Specialty ChemicalsKSE

$25300.00

+300.00 (+1.20%)

Fairly Valued+0.0%Fair Value $25300.00Fund rank 26/100 · Data gapFallback financials|
SA 63/B
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 18%

FCF escenarios

weak_data · normalized FCF $41.4B · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

63/100

B

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 178920.KSLocal privado en este navegador · PI Advanced Materials 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

$743.0B

P/E

24.4x

↑

EV/EBITDA

9.6x

↓

ROE

8.6%

↑

Gross Margin

27.4%

↑

Debt/Equity

0.14

↓
52-Week Range$25300
$14880$32150

TradingView lightweight chart

178920.KS price, volumen y niveles de valoración

Último $25,300Periodo +233.8%
Fair value: $25,300

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

-1.6%

FCF CAGR

—

FCF margin

27.8%

FCF / Net income

2.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $263.42B · net income $30.39B · FCF $73.34B

2022-FY → 2025-FY

Gross margin

27.4%-1.4% pts

Operating margin

16.3%-2.5% pts

Net margin

11.5%-5.0% pts

FCF margin

27.8%+62.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$263.42B$263.42B$251.30B$217.64B$276.44B
Net Income$30.39B$30.39B$22.27B$-1.80B$45.71B
EBITDA$77.67B$77.67B$66.47B$26.17B$80.50B
EPS1035.001035.00758.00-61.001557.00
Gross Margin27.4%27.4%25.0%11.6%28.8%
Operating Margin16.3%16.3%13.5%-1.8%18.9%
Net Margin11.5%11.5%8.9%-0.8%16.5%
Balance Sheet
Debt/Equity0.140.140.420.500.30
Current Ratio2.312.31———
Cash Flow
Free Cash Flow$73.34B$73.34B$41.38B$7.77B$-95.15B
Returns
ROE8.6%8.6%6.6%-0.6%13.4%
Valuation
P/E24.4424.4424.67—18.14
EV/EBITDA9.579.579.1538.5611.36
P/B2.092.091.642.882.43
Growth & Yield
Revenue Growth4.8%4.8%15.5%-21.3%—
EPS Growth36.5%36.5%1342.6%-103.9%—
Dividend Yield1.4%1.4%———

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

29.4%

muy exigente

EPS terminal req.

$2244.95

Spread vs growth

7.1%

5Y implied EPS CAGR

21.3%

exigente

EPS terminal req.

$2716.39

Spread vs growth

15.3%

10Y implied EPS CAGR

15.5%

exigente

EPS terminal req.

$4374.78

Spread vs growth

21.0%

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 +46.0%

Total return

+46.0%

Start / end P/E

23.1x → 24.4x

EPS bridge

758.00 → 1035.00

Residual

+2.1%

EPS growth+36.5%
Multiple rerating+5.9%
Dividend+1.4%
Residual / FX / buybacks / cross-term+2.1%

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.