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280360.KS$108900.00-2.24%
Fair $108900.00+0.0%

280360.KS

Lotte Wellfood Co.,Ltd

Consumer Defensive / ConfectionersKSE

$108900.00

-2500.00 (-2.24%)

Fairly Valued+0.0%Fair Value $108900.00Fund rank 24/100 · Data gapFallback financials|
SA 39/D
F-Score: 3/9
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-46.4B · quality 39.7/100

Data gap 24/100
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

39/100

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: 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 3.3%, below the 5% threshold
Thesis & Journal · 280360.KSLocal privado en este navegador · Lotte Wellfood 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

$962.8B

P/E

13.3x

↓

EV/EBITDA

5.6x

↓

ROE

3.3%

↓

Gross Margin

27.1%

↓

Debt/Equity

0.70

↑
52-Week Range$108900
$105600$136400

TradingView lightweight chart

280360.KS price, volumen y niveles de valoración

Último $108,900Periodo -41.5%
Fair value: $108,900

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

+9.6%

FCF CAGR

—

FCF margin

-2.9%

FCF / Net income

-1.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.22T · net income $72.29B · FCF $-120.32B

2022-FY → 2025-FY

Gross margin

27.1%-1.4% pts

Operating margin

2.6%-0.9% pts

Net margin

1.7%+0.2% pts

FCF margin

-2.9%-1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4215.95B$4215.95B$4044.25B$4066.39B$3203.26B
Net Income$72.29B$72.29B$84.62B$70.53B$47.03B
EBITDA$364.42B$364.42B$365.14B$348.95B$233.44B
EPS8176.008176.009571.007978.006160.00
Gross Margin27.1%27.1%29.6%27.8%28.5%
Operating Margin2.6%2.6%3.9%4.4%3.5%
Net Margin1.7%1.7%2.1%1.7%1.5%
Balance Sheet
Debt/Equity0.700.700.650.660.64
Current Ratio1.481.48———
Cash Flow
Free Cash Flow$-120.32B$-120.32B$-46.44B$125.43B$-40.67B
Returns
ROE3.3%3.3%4.0%3.4%2.3%
Valuation
P/E13.3213.3211.4415.6418.51
EV/EBITDA5.565.565.555.617.88
P/B0.440.440.450.540.43
Growth & Yield
Revenue Growth4.2%4.2%-0.5%26.9%—
EPS Growth-14.6%-14.6%20.0%29.5%—
Dividend Yield3.0%3.0%———

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

5.7%

razonable

EPS terminal req.

$9663.06

Spread vs growth

-20.3%

5Y implied EPS CAGR

7.4%

razonable

EPS terminal req.

$11692.30

Spread vs growth

-22.0%

10Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$18830.57

Spread vs growth

-23.3%

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 +0.1%

Total return

+0.1%

Start / end P/E

11.7x → 13.3x

EPS bridge

9571.00 → 8176.00

Residual

-2.0%

EPS growth-14.6%
Multiple rerating+13.7%
Dividend+3.0%
Residual / FX / buybacks / cross-term-2.0%

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.