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263920.KQ$3050.00-7.58%
Fair $3050.00+0.0%

263920.KQ

HuM&C Co., Ltd.

Consumer Defensive / Household & Personal ProductsKOSDAQ

$3050.00

-250.00 (-7.58%)

Fairly Valued+0.0%Fair Value $3050.00Fund rank 29/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $2.6B · quality 53.7/100

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

39/100

D

Piotroski

5/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 3.5%, below the 5% threshold
Thesis & Journal · 263920.KQLocal privado en este navegador · HuM&C 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

$29.9B

P/E

19.1x

↑

EV/EBITDA

6.2x

↓

ROE

3.5%

↓

Gross Margin

18.9%

↓

Debt/Equity

0.25

↓
52-Week Range$3050
$3010$5495

TradingView lightweight chart

263920.KQ price, volumen y niveles de valoración

Último $3,050Periodo -90.4%
Fair value: $3,050

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

+13.7%

FCF CAGR

+80.0%

FCF margin

5.1%

FCF / Net income

1.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $52.31B · net income $1.57B · FCF $2.65B

2022-FY → 2025-FY

Gross margin

18.9%-0.9% pts

Operating margin

5.1%-0.6% pts

Net margin

3.0%+0.8% pts

FCF margin

5.1%+3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$52.31B$52.31B$47.23B$48.43B$35.63B
Net Income$1.57B$1.57B$3.40B$10.31B$798.3M
EBITDA$4.48B$4.48B$6.43B$10.30B$4.21B
EPS160.00160.001735.001050.0080.00
Gross Margin18.9%18.9%21.8%21.6%19.7%
Operating Margin5.1%5.1%11.3%14.1%5.7%
Net Margin3.0%3.0%7.2%21.3%2.2%
Balance Sheet
Debt/Equity0.250.250.300.260.37
Current Ratio1.751.75———
Cash Flow
Free Cash Flow$2.65B$2.65B$-92.9M$4.66B$453.6M
Returns
ROE3.5%3.5%7.7%25.5%2.6%
Valuation
P/E19.0619.062.865.4766.88
EV/EBITDA6.156.158.695.8114.77
P/B0.660.661.111.391.76
Growth & Yield
Revenue Growth10.8%10.8%-2.5%35.9%—
EPS Growth-90.8%-90.8%65.2%1212.5%—
Dividend Yield6.6%6.6%———

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

19.1%

exigente

EPS terminal req.

$270.64

Spread vs growth

-109.9%

5Y implied EPS CAGR

15.4%

exigente

EPS terminal req.

$327.47

Spread vs growth

-106.2%

10Y implied EPS CAGR

12.7%

razonable

EPS terminal req.

$527.39

Spread vs growth

-103.4%

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 -30.6%

Total return

-30.6%

Start / end P/E

2.8x → 19.1x

EPS bridge

1735.00 → 160.00

Residual

-528.3%

EPS growth-90.8%
Multiple rerating+581.9%
Dividend+6.6%
Residual / FX / buybacks / cross-term-528.3%

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.