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460870.KQ$3060.00-1.92%
Fair $3060.00+0.0%

460870.KQ

SMCG Co., Ltd.

Consumer Cyclical / Packaging & ContainersKOSDAQ

$3060.00

-60.00 (-1.92%)

Fairly Valued+0.0%Fair Value $3060.00Fund rank 23/100 · Data gapFallback financials|
SA 35/D
F-Score: 5/9
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 17%

FCF escenarios

weak_data · normalized FCF $-3.4B · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

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. ROE is 3.2%, below the 5% threshold
Thesis & Journal · 460870.KQLocal privado en este navegador · SMCG 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

$60.4B

P/E

41.9x

↑

EV/EBITDA

10.6x

↑

ROE

3.2%

↓

Gross Margin

17.2%

↓

Debt/Equity

0.58

↑
52-Week Range$3060
$2650$9570

TradingView lightweight chart

460870.KQ price, volumen y niveles de valoración

Último $3,060Periodo -8.1%
Fair value: $3,060

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

+20.8%

FCF CAGR

—

FCF margin

-6.1%

FCF / Net income

-2.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $55.79B · net income $1.33B · FCF $-3.42B

2022-FY → 2025-FY

Gross margin

17.2%+2.0% pts

Operating margin

8.9%+1.0% pts

Net margin

2.4%-0.7% pts

FCF margin

-6.1%+26.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$55.79B$55.79B$54.57B$37.37B$31.64B
Net Income$1.33B$1.33B$-2.06B$370.7M$983.1M
EBITDA$7.18B$7.18B$5.23B$7.42B$5.21B
EPS73.0073.00-160.0037.004965.00
Gross Margin17.2%17.2%15.3%15.1%15.2%
Operating Margin8.9%8.9%8.1%7.4%7.9%
Net Margin2.4%2.4%-3.8%1.0%3.1%
Balance Sheet
Debt/Equity0.580.581.054.393.88
Current Ratio1.501.50———
Cash Flow
Free Cash Flow$-3.42B$-3.42B$5.12B$-4.72B$-10.39B
Returns
ROE3.2%3.2%-7.4%5.1%14.3%
Valuation
P/E41.9241.92———
EV/EBITDA10.6310.63———
P/B1.341.34———
Growth & Yield
Revenue Growth2.2%2.2%46.0%18.1%—
EPS Growth145.6%145.6%-532.4%-99.3%—

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

54.9%

muy exigente

EPS terminal req.

$271.52

Spread vs growth

90.7%

5Y implied EPS CAGR

35.1%

muy exigente

EPS terminal req.

$328.54

Spread vs growth

110.5%

10Y implied EPS CAGR

21.9%

exigente

EPS terminal req.

$529.12

Spread vs growth

123.7%

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 -49.6%

Total return

-49.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-160.00 → 73.00

Residual

-49.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-49.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.