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282330.KS$124500.00+0.24%
Fair $124500.00+0.0%

282330.KS

BGF Retail Co., Ltd.

Consumer Defensive / Grocery StoresKSE

$124500.00

+300.00 (+0.24%)

Fairly Valued+0.0%Fair Value $124500.00Fund rank 38/100 · Data gapFallback financials|
SA 50/C
F-Score: 5/9
Margin Compression

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $498.7B · quality 81.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

50/100

C

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 282330.KSLocal privado en este navegador · BGF Retail 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

$2.15T

P/E

11.0x

↓

EV/EBITDA

3.1x

↓

ROE

14.9%

↑

Gross Margin

18.6%

↓

Debt/Equity

0.64

↑
52-Week Range$124500
$98500$147800

TradingView lightweight chart

282330.KS price, volumen y niveles de valoración

Último $124,500Periodo -49.9%
Fair value: $124,500

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

+6.0%

FCF CAGR

+12.2%

FCF margin

5.5%

FCF / Net income

2.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.06T · net income $195.26B · FCF $498.71B

2022-FY → 2025-FY

Gross margin

18.6%+0.4% pts

Operating margin

2.8%-0.5% pts

Net margin

2.2%-0.4% pts

FCF margin

5.5%+0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9061.22B$9061.22B$8698.76B$8194.75B$7615.77B
Net Income$195.26B$195.26B$195.22B$195.84B$193.54B
EBITDA$827.70B$827.70B$811.78B$772.81B$703.39B
EPS11303.0011303.0011301.0011337.0011203.00
Gross Margin18.6%18.6%18.7%18.6%18.2%
Operating Margin2.8%2.8%2.9%3.1%3.3%
Net Margin2.2%2.2%2.2%2.4%2.5%
Balance Sheet
Debt/Equity0.640.640.730.830.85
Current Ratio0.860.86———
Cash Flow
Free Cash Flow$498.71B$498.71B$514.58B$378.24B$353.09B
Returns
ROE14.9%14.9%16.5%18.2%20.1%
Valuation
P/E11.0111.019.1712.1417.09
EV/EBITDA3.123.122.873.845.48
P/B1.641.641.512.213.44
Growth & Yield
Revenue Growth4.2%4.2%6.2%7.6%—
EPS Growth0.0%0.0%-0.3%1.2%—
Dividend Yield3.3%3.3%———

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

-0.8%

fácil

EPS terminal req.

$11047.30

Spread vs growth

0.8%

5Y implied EPS CAGR

3.4%

fácil

EPS terminal req.

$13367.23

Spread vs growth

-3.4%

10Y implied EPS CAGR

6.7%

razonable

EPS terminal req.

$21528.06

Spread vs growth

-6.6%

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 +27.4%

Total return

+27.4%

Start / end P/E

8.9x → 11.0x

EPS bridge

11301.00 → 11303.00

Residual

+0.0%

EPS growth+0.0%
Multiple rerating+24.1%
Dividend+3.3%
Residual / FX / buybacks / cross-term+0.0%

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.