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214420.KS$5590.00+0.36%
Fair $5590.00+0.0%

214420.KS

Tonymoly Co., Ltd

Consumer Defensive / Household & Personal ProductsKSE

$5590.00

+20.00 (+0.36%)

Fairly Valued+0.0%Fair Value $5590.00Fund rank 33/100 · 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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.6B · quality 66.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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 · 214420.KSLocal privado en este navegador · Tonymoly 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

$133.6B

P/E

12.0x

↓

EV/EBITDA

8.9x

↓

ROE

9.4%

↑

Gross Margin

42.4%

↑

Debt/Equity

0.56

↑
52-Week Range$5590
$5350$13610

TradingView lightweight chart

214420.KS price, volumen y niveles de valoración

Último $5,590Periodo -82.1%
Fair value: $5,590

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

+20.2%

FCF CAGR

-14.3%

FCF margin

1.4%

FCF / Net income

0.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $220.27B · net income $11.13B · FCF $3.13B

2022-FY → 2025-FY

Gross margin

42.4%-5.5% pts

Operating margin

6.6%+12.4% pts

Net margin

5.1%+5.1% pts

FCF margin

1.4%-2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$220.27B$220.27B$177.00B$151.09B$126.75B
Net Income$11.13B$11.13B$16.37B$3.70B$-81.6M
EBITDA$21.52B$21.52B$22.21B$14.65B$6.94B
EPS466.00466.00685.00155.00-3.00
Gross Margin42.4%42.4%49.4%50.4%47.9%
Operating Margin6.6%6.6%6.9%6.4%-5.7%
Net Margin5.1%5.1%9.2%2.5%-0.1%
Balance Sheet
Debt/Equity0.560.560.590.710.77
Current Ratio1.011.01———
Cash Flow
Free Cash Flow$3.13B$3.13B$6.53B$3.57B$4.98B
Returns
ROE9.4%9.4%14.9%3.9%-0.1%
Valuation
P/E12.0012.009.2827.55—
EV/EBITDA8.858.859.5410.8325.61
P/B1.131.131.381.081.29
Growth & Yield
Revenue Growth24.5%24.5%17.1%19.2%—
EPS Growth-32.0%-32.0%341.9%5266.7%—
Dividend Yield0.9%0.9%———

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

2.1%

fácil

EPS terminal req.

$496.02

Spread vs growth

-34.1%

5Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$600.18

Spread vs growth

-37.2%

10Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$966.60

Spread vs growth

-39.5%

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 -35.8%

Total return

-35.8%

Start / end P/E

12.9x → 12.0x

EPS bridge

685.00 → 466.00

Residual

+2.2%

EPS growth-32.0%
Multiple rerating-6.9%
Dividend+0.9%
Residual / FX / buybacks / cross-term+2.2%

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.