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208140.KQ$2255.00+0.67%
Fair $2255.00+0.0%

208140.KQ

JUNGDAWN Co., Ltd.

Consumer Defensive / Packaged FoodsKOSDAQ

$2255.00

+15.00 (+0.67%)

Fairly Valued+0.0%Fair Value $2255.00Fund rank 32/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9
Declining RevenueLow 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $12.2B · quality 62.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

36/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 4.6%, below the 5% threshold
Thesis & Journal · 208140.KQLocal privado en este navegador · JUNGDAWN 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

$73.7B

P/E

12.1x

↓

EV/EBITDA

5.3x

↓

ROE

4.6%

↓

Gross Margin

17.9%

↓

Debt/Equity

0.52

↑
52-Week Range$2255
$2200$2850

TradingView lightweight chart

208140.KQ price, volumen y niveles de valoración

Último $2,255Periodo +28.5%
Fair value: $2,255

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

-4.1%

FCF CAGR

-21.0%

FCF margin

2.7%

FCF / Net income

0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $160.88B · net income $6.07B · FCF $4.41B

2022-FY → 2025-FY

Gross margin

17.9%-4.0% pts

Operating margin

4.2%-5.9% pts

Net margin

3.8%-4.6% pts

FCF margin

2.7%-2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$160.88B$160.88B$181.96B$185.49B$182.65B
Net Income$6.07B$6.07B$11.91B$32.64B$15.35B
EBITDA$18.51B$18.51B$25.63B$47.01B$27.12B
EPS186.00186.00364.00999.00470.00
Gross Margin17.9%17.9%20.8%30.3%21.9%
Operating Margin4.2%4.2%8.1%19.3%10.1%
Net Margin3.8%3.8%6.5%17.6%8.4%
Balance Sheet
Debt/Equity0.520.520.510.430.63
Current Ratio1.691.69———
Cash Flow
Free Cash Flow$4.41B$4.41B$12.24B$27.50B$8.93B
Returns
ROE4.6%4.6%8.9%26.8%16.5%
Valuation
P/E12.1212.127.292.624.68
EV/EBITDA5.325.325.182.534.33
P/B0.560.560.650.700.77
Growth & Yield
Revenue Growth-11.6%-11.6%-1.9%1.6%—
EPS Growth-48.9%-48.9%-63.6%112.6%—
Dividend Yield8.9%8.9%———

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

2.5%

fácil

EPS terminal req.

$200.09

Spread vs growth

-51.4%

5Y implied EPS CAGR

5.4%

razonable

EPS terminal req.

$242.11

Spread vs growth

-54.3%

10Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$389.93

Spread vs growth

-56.6%

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 -4.2%

Total return

-4.2%

Start / end P/E

7.1x → 12.1x

EPS bridge

364.00 → 186.00

Residual

-34.3%

EPS growth-48.9%
Multiple rerating+70.1%
Dividend+8.9%
Residual / FX / buybacks / cross-term-34.3%

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.