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248170.KS$23150.00-2.73%
Fair $23150.00+0.0%

248170.KS

Sempio Foods Company

Consumer Defensive / Packaged FoodsKSE

$23150.00

-650.00 (-2.73%)

Fairly Valued+0.0%Fair Value $23150.00Fund rank 27/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9

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 $13.6B · quality 46.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

54/100

C

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: 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 · 248170.KSLocal privado en este navegador · Sempio Foods Company
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

$105.7B

P/E

5.3x

↓

EV/EBITDA

2.7x

↓

ROE

7.5%

↑

Gross Margin

39.6%

↑

Debt/Equity

0.21

↓
52-Week Range$23150
$23050$34750

TradingView lightweight chart

248170.KS price, volumen y niveles de valoración

Último $23,150Periodo -56.3%
Fair value: $23,150

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

+3.3%

FCF CAGR

—

FCF margin

8.8%

FCF / Net income

1.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $408.93B · net income $19.95B · FCF $35.82B

2022-FY → 2025-FY

Gross margin

39.6%+3.2% pts

Operating margin

6.0%+3.0% pts

Net margin

4.9%+1.3% pts

FCF margin

8.8%+15.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$408.93B$408.93B$404.88B$383.43B$371.20B
Net Income$19.95B$19.95B$10.06B$10.43B$13.10B
EBITDA$50.49B$50.49B$35.78B$30.89B$30.88B
EPS4368.004368.002203.002284.002869.00
Gross Margin39.6%39.6%35.8%33.2%36.3%
Operating Margin6.0%6.0%1.6%2.6%3.0%
Net Margin4.9%4.9%2.5%2.7%3.5%
Balance Sheet
Debt/Equity0.210.210.290.320.26
Current Ratio1.801.80———
Cash Flow
Free Cash Flow$35.82B$35.82B$13.59B$-10.90B$-26.43B
Returns
ROE7.5%7.5%4.1%4.4%5.8%
Valuation
P/E5.305.3011.5311.9111.55
EV/EBITDA2.722.724.516.016.42
P/B0.400.400.470.530.67
Growth & Yield
Revenue Growth1.0%1.0%5.6%3.3%—
EPS Growth98.3%98.3%-3.5%-20.4%—
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

-22.2%

fácil

EPS terminal req.

$2054.18

Spread vs growth

120.5%

5Y implied EPS CAGR

-10.7%

fácil

EPS terminal req.

$2485.55

Spread vs growth

108.9%

10Y implied EPS CAGR

-0.9%

fácil

EPS terminal req.

$4003.01

Spread vs growth

99.1%

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 -10.3%

Total return

-10.3%

Start / end P/E

11.8x → 5.3x

EPS bridge

2203.00 → 4368.00

Residual

-54.2%

EPS growth+98.3%
Multiple rerating-55.2%
Dividend+0.9%
Residual / FX / buybacks / cross-term-54.2%

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.