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200880.KS$12870.00-1.68%
Fair $12870.00+0.0%

200880.KS

Seoyon E-Hwa Co., Ltd.

Consumer Cyclical / Auto PartsKSE

$12870.00

-220.00 (-1.68%)

Fairly Valued+0.0%Fair Value $12870.00Fund rank 22/100 · Data gapFallback financials|
SA 43/C
F-Score: 4/9

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 16%

FCF escenarios

weak_data · normalized FCF $-94.5B · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

43/100

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: 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 · 200880.KSLocal privado en este navegador · Seoyon E-Hwa 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

$347.8B

P/E

5.8x

↓

EV/EBITDA

3.4x

↓

ROE

5.1%

↑

Gross Margin

14.4%

↓

Debt/Equity

0.72

↑
52-Week Range$12870
$10660$18310

TradingView lightweight chart

200880.KS price, volumen y niveles de valoración

Último $12,870Periodo -51.9%
Fair value: $12,870

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

+16.6%

FCF CAGR

—

FCF margin

-2.1%

FCF / Net income

-1.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.51T · net income $59.99B · FCF $-94.49B

2022-FY → 2025-FY

Gross margin

14.4%-1.5% pts

Operating margin

3.6%-1.7% pts

Net margin

1.3%-0.6% pts

FCF margin

-2.1%-6.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4505.25B$4505.25B$4041.53B$3574.27B$2845.25B
Net Income$59.99B$59.99B$147.29B$157.77B$55.68B
EBITDA$307.05B$307.05B$375.62B$352.77B$234.93B
EPS2220.002220.005451.005839.002060.00
Gross Margin14.4%14.4%15.6%15.3%15.9%
Operating Margin3.6%3.6%3.8%5.4%5.3%
Net Margin1.3%1.3%3.6%4.4%2.0%
Balance Sheet
Debt/Equity0.720.720.680.620.67
Current Ratio0.900.90———
Cash Flow
Free Cash Flow$-94.49B$-94.49B$-144.10B$-72.16B$122.37B
Returns
ROE5.1%5.1%13.4%17.9%7.7%
Valuation
P/E5.805.802.243.083.93
EV/EBITDA3.423.422.332.452.09
P/B0.300.300.300.550.30
Growth & Yield
Revenue Growth11.5%11.5%13.1%25.6%—
EPS Growth-59.3%-59.3%-6.6%183.4%—
Dividend Yield1.9%1.9%———

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

-19.9%

fácil

EPS terminal req.

$1142.00

Spread vs growth

-39.4%

5Y implied EPS CAGR

-9.0%

fácil

EPS terminal req.

$1381.82

Spread vs growth

-50.2%

10Y implied EPS CAGR

0.0%

fácil

EPS terminal req.

$2225.43

Spread vs growth

-59.3%

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 +15.6%

Total return

+15.6%

Start / end P/E

2.1x → 5.8x

EPS bridge

5451.00 → 2220.00

Residual

-106.2%

EPS growth-59.3%
Multiple rerating+179.2%
Dividend+1.9%
Residual / FX / buybacks / cross-term-106.2%

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.