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460860.KS$10410.00-4.93%
Fair $10410.00+0.0%

460860.KS

Dongkuk Steel Mill Company Limited

Basic Materials / SteelKSE

$10410.00

-540.00 (-4.93%)

Fairly Valued+0.0%Fair Value $10410.00Fund rank 28/100 · Data gapFallback financials|
SA 35/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 18%

FCF escenarios

weak_data · normalized FCF $228.8B · quality 45.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

35/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 1unknown: 3
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. ROE is 0.4%, below the 5% threshold
Thesis & Journal · 460860.KSLocal privado en este navegador · Dongkuk Steel Mill Company Limited
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

$515.8B

P/E

62.7x

↑

EV/EBITDA

9.6x

↓

ROE

0.4%

↑

Gross Margin

8.5%

↓

Debt/Equity

0.87

↑
52-Week Range$10410
$7760$17710

TradingView lightweight chart

460860.KS price, volumen y niveles de valoración

Último $10,410Periodo -29.9%
Fair value: $10,410

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+10.3%

FCF CAGR

—

FCF margin

-18.9%

FCF / Net income

-73.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.20T · net income $8.23B · FCF $-606.99B

2023-FY → 2025-FY

Gross margin

8.5%-6.8% pts

Operating margin

1.9%-7.1% pts

Net margin

0.3%-5.1% pts

FCF margin

-18.9%-29.6% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$3203.43B$3203.43B$3527.53B$2632.10B
Net Income$8.23B$8.23B$34.84B$142.17B
EBITDA$195.49B$195.49B$237.65B$308.83B
EPS166.00166.00703.002869.00
Gross Margin8.5%8.5%9.6%15.4%
Operating Margin1.9%1.9%2.9%8.9%
Net Margin0.3%0.3%1.0%5.4%
Balance Sheet
Debt/Equity0.870.870.550.63
Current Ratio0.860.86——
Cash Flow
Free Cash Flow$-606.99B$-606.99B$228.80B$280.47B
Returns
ROE0.4%0.4%2.0%8.3%
Valuation
P/E62.7162.7111.493.96
EV/EBITDA9.639.634.113.94
P/B0.270.270.240.33
Growth & Yield
Revenue Growth-9.2%-9.2%34.0%—
EPS Growth-76.4%-76.4%-75.5%—
Dividend Yield3.6%3.6%——

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

77.2%

muy exigente

EPS terminal req.

$923.71

Spread vs growth

-153.6%

5Y implied EPS CAGR

46.4%

muy exigente

EPS terminal req.

$1117.69

Spread vs growth

-122.8%

10Y implied EPS CAGR

26.9%

muy exigente

EPS terminal req.

$1800.06

Spread vs growth

-103.3%

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 +20.7%

Total return

+20.7%

Start / end P/E

12.6x → 62.7x

EPS bridge

703.00 → 166.00

Residual

-302.4%

EPS growth-76.4%
Multiple rerating+395.9%
Dividend+3.6%
Residual / FX / buybacks / cross-term-302.4%

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.