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300720.KS$14490.00+3.57%
Fair $14490.00+0.0%

300720.KS

Hanil Cement Co., Ltd.

Basic Materials / Building MaterialsKSE

$14490.00

+500.00 (+3.57%)

Fairly Valued+0.0%Fair Value $14490.00Fund rank 26/100 · Data gapFallback financials|
SA 36/D
F-Score: 4/9
Declining RevenueLow 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 $34.7B · quality 42.3/100

Data gap 26/100
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

36/100

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years ROE is 4.0%, below the 5% threshold
Thesis & Journal · 300720.KSLocal privado en este navegador · Hanil Cement 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

$1.00T

P/E

13.7x

↓

EV/EBITDA

7.5x

↓

ROE

4.0%

↑

Gross Margin

22.5%

↑

Debt/Equity

0.43

↑
52-Week Range$14490
$13800$21900

TradingView lightweight chart

300720.KS price, volumen y niveles de valoración

Último $14,490Periodo +19.3%
Fair value: $14,490

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

—

FCF margin

0.4%

FCF / Net income

0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.42T · net income $74.20B · FCF $6.15B

2022-FY → 2025-FY

Gross margin

22.5%+1.8% pts

Operating margin

9.3%+1.4% pts

Net margin

5.2%-0.1% pts

FCF margin

0.4%+7.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1423.86B$1423.86B$1741.67B$1799.50B$1487.57B
Net Income$74.20B$74.20B$184.05B$170.15B$78.79B
EBITDA$223.77B$223.77B$343.21B$310.09B$190.86B
EPS1061.001061.002657.002457.001138.00
Gross Margin22.5%22.5%27.4%25.3%20.7%
Operating Margin9.3%9.3%15.6%13.7%7.9%
Net Margin5.2%5.2%10.6%9.5%5.3%
Balance Sheet
Debt/Equity0.430.430.430.430.36
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$6.15B$6.15B$71.61B$34.74B$-111.68B
Returns
ROE4.0%4.0%10.7%10.7%5.4%
Valuation
P/E13.6613.665.564.909.49
EV/EBITDA7.517.514.484.265.99
P/B0.540.540.590.530.52
Growth & Yield
Revenue Growth-18.2%-18.2%-3.2%21.0%—
EPS Growth-60.1%-60.1%8.1%115.9%—
Dividend Yield7.1%7.1%———

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

6.6%

razonable

EPS terminal req.

$1285.75

Spread vs growth

-66.7%

5Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$1555.75

Spread vs growth

-68.0%

10Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$2505.56

Spread vs growth

-69.0%

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 -7.2%

Total return

-7.2%

Start / end P/E

6.4x → 13.7x

EPS bridge

2657.00 → 1061.00

Residual

-68.8%

EPS growth-60.1%
Multiple rerating+114.5%
Dividend+7.1%
Residual / FX / buybacks / cross-term-68.8%

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.