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198440.KQ$969.00-4.81%
Fair $969.00+0.0%

198440.KQ

Kangdong C&L Co., Ltd.

Basic Materials / Building MaterialsKOSDAQ

$969.00

-49.00 (-4.81%)

Fairly Valued+0.0%Fair Value $969.00Fund rank 29/100 · Data gapFallback financials|
SA 25/D
F-Score: 7/9
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 19%

FCF escenarios

weak_data · normalized FCF $2.4B · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

25/100

D

Piotroski

7/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 0.5%, below the 5% threshold
Thesis & Journal · 198440.KQLocal privado en este navegador · Kangdong C&L 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

$59.0B

P/E

88.1x

↑

EV/EBITDA

8.6x

↓

ROE

0.5%

↑

Gross Margin

22.8%

↑

Debt/Equity

0.45

↑
52-Week Range$969
$911$1460

TradingView lightweight chart

198440.KQ price, volumen y niveles de valoración

Último $969.00Periodo -59.7%
Fair value: $969.00

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

+0.9%

FCF CAGR

—

FCF margin

3.3%

FCF / Net income

3.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $71.84B · net income $655.6M · FCF $2.38B

2022-FY → 2025-FY

Gross margin

22.8%+37.1% pts

Operating margin

10.3%+28.4% pts

Net margin

0.9%+12.0% pts

FCF margin

3.3%+35.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$71.84B$71.84B$47.38B$50.52B$69.90B
Net Income$655.6M$655.6M$-7.71B$-15.84B$-7.76B
EBITDA$13.57B$13.57B$-380.9M$-16.79B$-7.42B
EPS11.0011.00-197.00-495.00-243.00
Gross Margin22.8%22.8%29.1%-29.1%-14.3%
Operating Margin10.3%10.3%11.7%-34.1%-18.1%
Net Margin0.9%0.9%-16.3%-31.4%-11.1%
Balance Sheet
Debt/Equity0.450.450.550.070.01
Current Ratio0.060.06———
Cash Flow
Free Cash Flow$2.38B$2.38B$9.02B$-12.52B$-22.61B
Returns
ROE0.5%0.5%-5.7%-17.2%-7.1%
Valuation
P/E88.0988.09———
EV/EBITDA8.568.56———
P/B0.430.430.360.600.72
Growth & Yield
Revenue Growth51.6%51.6%-6.2%-27.7%—
EPS Growth105.6%105.6%60.2%-103.7%—

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

98.5%

muy exigente

EPS terminal req.

$85.98

Spread vs growth

7.1%

5Y implied EPS CAGR

56.7%

muy exigente

EPS terminal req.

$104.04

Spread vs growth

48.9%

10Y implied EPS CAGR

31.3%

muy exigente

EPS terminal req.

$167.56

Spread vs growth

74.3%

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 -19.3%

Total return

-19.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-197.00 → 11.00

Residual

-19.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-19.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.