Saltar al contenido principal

Samsung Electronics Co Ltd (KRX:005930)

Technology Hardware, Storage and Peripherals
Tecnología
cíclico

Samsung Electronics Co., Ltd. engages in the consumer electronics, information technology and mobile communications, and device solutions businesses worldwide. It operates in four divisions such as DX, DS, SDC and Harman. The company offers smartphones, tablets, audio sounds, watches, switches, and accessories; TVs, and sound devices; appliances, including refrigerators, washing machines and dryers, vacuum cleaners, cooking appliances, dishwashers, air conditioners, and air purifiers; monitors and memory storage products; displays, and smart and LED signages; and other accessories. It also engages in venture capital investments, cloud services, network devices installation, semiconductor equipment services, digital advertising platforms, marketing, consulting, connected services provider, logistics, financing, and software design activities; toll processing and sales of semiconductors and display panels; development and sale of network solutions; manufacture of semiconductors and food; the provision of repair services for electronic devices; and development and supply of semiconductor process defect and quality control software, as well as digital televisions, foundry, system large scale integration LSI, connected car systems, audio and visual products, enterprise automation solutions, and connected services. The company was incorporated in 1969 and is based in Suwon, South Korea.

Precio Actual

₩224,500
+2.28% vs día anterior

Capitalización

975B

Desviación

-7.00%

Crec. Y/Y

33.6%

Margen EBIT

25.8%

ROIC

9%

PEG Ratio

0.21

ROE

9.9%

Crec. EPS 3A

71%

Yield Div.

0.74%

Net Debt / EBITDA

-0.8x
Esta empresa tiene una posición de caja neta (más efectivo que deuda).

Último Análisis

02/2026
Fecha en la que se realizó la última valoración profunda de esta acción.

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
11.6%
CAGR EV/FCF 2026:
7.5%
CAGR Prom.:
17.6%
CAGR P/E:
24.2%
CAGR EV/EBITDA: 15.4%
CAGR EV/EBIT: 19.0%
Precio de compra para +15%:
₩186,452.92

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

PER
15x
(Fair P/E: 151x)
EV/FCF
15x
CAGR EV/EBITDA
5x
CAGR EV/EBIT
10x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
34x
Fair P/E
151x
CAGR EV/FCF
Tu Múltiplo: 15x
11.6%
31.4%
77.1%
CAGR P/E
Tu Múltiplo: 15x
24.2%
46.3%
97.2%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Reverse DCF

Crec. Implícito del Mercado29.4%
Tu CAGR EV/FCF11.6%
29.4%11.6%
Sin Margen de Seguridad: -17.8pp

Rentabilidad mínima que exiges a tu inversión. Refleja el coste de oportunidad y el riesgo.

Múltiplo EV/FCF al que se valorará la empresa al final del periodo de proyección.

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-265.77%
Media vs. Gold
+17.55%
Media vs. Bono USA 7-10y
+29.19%
Media vs. Bono USA 1-3y
+28.29%
Media vs. Bono USA 20+y
+30.40%
Media vs. Dow Jones
+17.03%
Media vs. S&P 500
+14.45%
Media vs. NASDAQ 100
+8.31%
Media vs. MSCI World
+16.80%
Media vs. Russell 2000
+19.59%
Media vs. STOXX Europe 600
+23.23%
statistics.year
Rendimiento KRX:005930
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2026
YTD en Vivo
74.71%-10.01%+84.72%8.78%+65.93%-0.54%+75.25%-0.35%+75.06%-0.37%+75.08%1.75%+72.95%4.47%+70.24%6.89%+67.82%4.70%+70.01%11.11%+63.59%2.43%+72.27%
2025
124.53%110.77%+13.76%26.96%+97.58%-3.73%+128.26%0.05%+124.48%-11.17%+135.70%12.80%+111.73%24.01%+100.52%30.78%+93.75%17.88%+106.65%10.80%+113.73%5.50%+119.03%
2024
-33.17%153.66%-186.82%11.76%-44.92%-0.15%-33.02%0.98%-34.15%-2.54%-30.62%13.74%-46.91%24.73%-57.90%44.52%-77.69%21.92%-55.09%15.78%-48.95%11.67%-44.84%
2023
41.44%-65.23%+106.67%0.78%+40.66%-15.93%+57.37%-5.00%+46.44%-31.00%+72.45%-9.40%+50.84%-19.95%+61.39%-33.89%+75.34%-19.70%+61.14%-22.50%+63.94%-13.29%+54.73%
2022
-29.64%60.33%-89.98%-6.24%-23.41%-4.15%-25.49%-0.98%-28.66%-5.94%-23.71%20.23%-49.87%28.79%-58.44%23.20%-52.85%21.22%-50.87%15.39%-45.03%21.66%-51.31%
2021
-5.66%301.93%-307.59%23.90%-29.57%8.33%-13.99%2.02%-7.68%15.12%-20.79%6.02%-11.68%15.29%-20.96%41.75%-47.41%12.94%-18.60%18.48%-24.15%-4.64%-1.02%
2020
46.74%88.85%-42.12%17.78%+28.96%5.55%+41.18%1.20%+45.54%10.91%+35.83%21.91%+24.83%28.34%+18.40%34.60%+12.14%25.23%+21.51%23.05%+23.69%23.42%+23.32%
2019
44.00%-71.79%+115.79%-3.12%+47.12%-0.97%+44.97%-0.24%+44.24%-3.17%+47.17%-6.03%+50.03%-7.01%+51.01%-5.30%+49.30%-11.16%+55.16%-13.00%+57.00%-13.42%+57.42%
2018
-24.15%1,184.56%-1,208.71%11.93%-36.08%0.76%-24.91%-0.63%-23.52%6.03%-30.18%24.33%-48.48%18.42%-42.56%27.16%-51.30%19.45%-43.60%12.45%-36.60%7.16%-31.31%
2017
41.16%1,184.56%-1,143.40%11.93%+29.23%-1.15%+42.31%-0.02%+41.19%-1.91%+43.07%24.33%+16.83%18.42%+22.75%27.16%+14.01%19.45%+21.71%12.45%+28.71%7.16%+34.00%
common.average28.00%293.76%-265.77%10.45%+17.55%-1.20%+29.19%-0.30%+28.29%-2.40%+30.40%10.97%+17.03%13.55%+14.45%19.69%+8.31%11.19%+16.80%8.40%+19.59%4.77%+23.23%
Rendimiento anual de cada inversión. La línea discontinua marca el benchmark. 0% (punto de equilibrio).

Historial de Valoración

Registro de los cambios en los parámetros de valoración a lo largo del tiempo.

Fecha de Valoración
Crec. Y/Y
Margen EBIT
Deuda/Pat.
PER
EV/FCF
CAGR EV/EBITDA
CAGR EV/EBIT
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
Objetivo 2030
2/17/202633.6%25.8%-0.8x15x(151x)15x5x10x₩241,396₩325,905.03₩195,497.96₩270,769.85₩375,023.42
2/2/202613.4%26.6%-1.3x14x(158x)17x6x11x₩91,467₩247,048.1₩316,430.13₩337,314.52₩359,577.28
1/22/202613.4%26.6%-1.3x12x(158x)23x7x10x₩117,586.25₩320,387.61₩413,833.5₩441,146.51₩470,262.18
11/5/202510.1%18.7%-1.3x15x(78x)17x5x10x₩80,551.35₩146,499.72₩184,317.11₩200,352.69₩217,783.38
9/24/20256.5%13.1%-1.3x15x(22x)17x5x10x₩67,159.43₩96,250.73₩115,535.39₩123,276.26₩131,535.77

Historial de Dividendos

Evolución de los dividendos por acción y métricas de crecimiento.

Yield Actual
74.30%
Crecimiento (5A)
1,267.1%
Años Consecutivos
2