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298540.KQ$6250.00-8.76%
Fair $6250.00+0.0%

298540.KQ

The Nature Holdings Co., Ltd.

Consumer Cyclical / Apparel ManufacturingKOSDAQ

$6250.00

-600.00 (-8.76%)

Fairly Valued+0.0%Fair Value $6250.00Fund rank 35/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9
Declining RevenueMargin CompressionLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $19.0B · quality 70.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

31/100

D

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: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is 2.0%, below the 5% threshold
Thesis & Journal · 298540.KQLocal privado en este navegador · The Nature Holdings 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

$90.5B

P/E

13.3x

↓

EV/EBITDA

4.9x

↓

ROE

2.0%

↓

Gross Margin

64.0%

↑

Debt/Equity

0.56

↑
52-Week Range$6250
$6250$13330

TradingView lightweight chart

298540.KQ price, volumen y niveles de valoración

Último $6,250Periodo -70.9%
Fair value: $6,250

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

-1.4%

FCF CAGR

+18.5%

FCF margin

4.0%

FCF / Net income

2.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $477.52B · net income $6.81B · FCF $18.98B

2022-FY → 2025-FY

Gross margin

64.0%-3.9% pts

Operating margin

1.5%-16.8% pts

Net margin

1.4%-12.4% pts

FCF margin

4.0%+1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$477.52B$477.52B$516.90B$548.44B$497.85B
Net Income$6.81B$6.81B$16.39B$49.45B$68.61B
EBITDA$46.04B$46.04B$62.22B$93.09B$101.83B
EPS471.00471.001115.003063.004596.00
Gross Margin64.0%64.0%64.9%67.1%68.0%
Operating Margin1.5%1.5%5.8%12.2%18.2%
Net Margin1.4%1.4%3.2%9.0%13.8%
Balance Sheet
Debt/Equity0.560.560.580.500.50
Current Ratio0.980.98———
Cash Flow
Free Cash Flow$18.98B$18.98B$35.76B$14.44B$11.40B
Returns
ROE2.0%2.0%4.8%15.0%23.9%
Valuation
P/E13.2713.278.615.756.52
EV/EBITDA4.894.894.184.385.53
P/B0.270.270.420.861.56
Growth & Yield
Revenue Growth-7.6%-7.6%-5.8%10.2%—
EPS Growth-57.8%-57.8%-63.6%-33.4%—
Dividend Yield8.0%8.0%———

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

5.6%

razonable

EPS terminal req.

$554.58

Spread vs growth

-63.4%

5Y implied EPS CAGR

7.3%

razonable

EPS terminal req.

$671.05

Spread vs growth

-65.1%

10Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$1080.73

Spread vs growth

-66.4%

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 -31.7%

Total return

-31.7%

Start / end P/E

9.3x → 13.3x

EPS bridge

1115.00 → 471.00

Residual

-24.6%

EPS growth-57.8%
Multiple rerating+42.7%
Dividend+8.0%
Residual / FX / buybacks / cross-term-24.6%

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.