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458650.KQ$11530.00-3.92%
Fair $11530.00+0.0%

458650.KQ

Sung Woo Co.,Ltd

Basic Materials / Specialty ChemicalsKOSDAQ

$11530.00

-470.00 (-3.92%)

Fairly Valued+0.0%Fair Value $11530.00Fund rank 31/100 · Data gapFallback financials|
SA 34/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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $16.2B · quality 55.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

34/100

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is 2.1%, below the 5% threshold
Thesis & Journal · 458650.KQLocal privado en este navegador · Sung Woo 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

$173.5B

P/E

36.5x

↑

EV/EBITDA

10.9x

↑

ROE

2.1%

↑

Gross Margin

16.5%

↓

Debt/Equity

0.04

↓
52-Week Range$11530
$9500$15440

TradingView lightweight chart

458650.KQ price, volumen y niveles de valoración

Último $11,530Periodo -58.8%
Fair value: $11,530

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

-14.6%

FCF CAGR

—

FCF margin

18.9%

FCF / Net income

3.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $85.55B · net income $4.76B · FCF $16.20B

2022-FY → 2025-FY

Gross margin

16.5%-13.9% pts

Operating margin

1.2%-21.1% pts

Net margin

5.6%-11.9% pts

FCF margin

18.9%+26.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$85.55B$85.55B$130.91B$146.66B$137.30B
Net Income$4.76B$4.76B$17.57B$24.38B$23.92B
EBITDA$13.93B$13.93B$28.49B$36.75B$36.61B
EPS316.00316.001392.002142.0066807.00
Gross Margin16.5%16.5%22.5%29.3%30.4%
Operating Margin1.2%1.2%11.2%19.7%22.3%
Net Margin5.6%5.6%13.4%16.6%17.4%
Balance Sheet
Debt/Equity0.040.040.060.280.49
Current Ratio9.539.53———
Cash Flow
Free Cash Flow$16.20B$16.20B$27.69B$15.31B$-10.80B
Returns
ROE2.1%2.1%8.0%22.6%34.6%
Valuation
P/E36.4936.4912.95——
EV/EBITDA10.9110.917.59——
P/B0.780.781.03——
Growth & Yield
Revenue Growth-34.7%-34.7%-10.7%6.8%—
EPS Growth-77.3%-77.3%-35.0%-96.8%—
Dividend Yield1.7%1.7%———

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

47.9%

muy exigente

EPS terminal req.

$1023.10

Spread vs growth

-125.2%

5Y implied EPS CAGR

31.4%

muy exigente

EPS terminal req.

$1237.95

Spread vs growth

-108.7%

10Y implied EPS CAGR

20.2%

exigente

EPS terminal req.

$1993.72

Spread vs growth

-97.5%

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 -9.9%

Total return

-9.9%

Start / end P/E

9.4x → 36.5x

EPS bridge

1392.00 → 316.00

Residual

-223.8%

EPS growth-77.3%
Multiple rerating+289.5%
Dividend+1.7%
Residual / FX / buybacks / cross-term-223.8%

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.