Last Price$50.8(1.7%)
Market Cap$16.6B
LTM ROIC - WACC
(8.1%)
5Y avg
2.2%
Steel industry
median
(1.5%)
Stock quality & Intrinsic value
5/10
0.7% undervalued
POSCO Holdings Inc. ROIC - WACC
Annual
Quarterly
LTM
Industry median
Company stand-alone
Crunching data... Almost there!
| Dec'04 | Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROIC - WACC | 18.3% | 21.5% | 11.9% | 11.6% | 15.1% | 5.1% | 9.0% | 3.6% | (0.5%) | (1.2%) | 0.8% | (1.6%) | (0.2%) | 0.5% | 0.7% | 0.8% | (2.5%) | 9.2% | 5.4% | 0.7% |
Overvalued or undervalued?
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POSCO Holdings Inc. (PKX) ROIC - WACC comparison analysis
General
LTM ROIC - WACC
OTHER METRICS
Company name
Revenue growth
EPS growth
Net Income margin
POSCO Holdings Inc.PKX
(8.1%)
(10.3%)
(46.7%)
2.2%
Median Peer Set
0.1%
(9.2%)
(32.1%)
5.3%
Companhia Siderúrgica NacionalSID
6.1%
5.8%
N/A
(0.7%)
Worthington Steel, Inc.WS
5.6%
(5.0%)
85.8%
4.5%
Steel Dynamics, Inc.STLD
3.2%
(6.7%)
(32.8%)
8.8%
Reliance Steel & Aluminum Co.RS
1.5%
(6.6%)
(31.4%)
6.3%
Commercial Metals CompanyCMC
0.3%
(9.9%)
(42.9%)
6.1%
Nucor CorporationNUE
(0.1%)
(11.5%)
(53.1%)
6.6%
Gerdau S.A.GGB
(0.8%)
(13.7%)
(41.1%)
10.9%
ArcelorMittal S.A.MT
(3.2%)
(8.5%)
55.0%
2.1%
Cleveland-Cliffs Inc.CLF
(6.8%)
(12.8%)
N/A
(3.9%)
United States Steel CorporationX
(9.7%)
(13.4%)
(59.2%)
2.5%
PKX key stats
USD
KRW
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
| Dec'04 | Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% growth | 20,307.8 0.0% | 25,508.0 25.6% | 26,183.0 2.6% | 34,106.0 30.3% | 38,502.0 12.9% | 21,153.1 (45.1%) | 52,190.2 146.7% | 61,933.8 18.7% | 56,173.9 (9.3%) | 56,237.6 0.1% | 61,529.0 9.4% | 51,195.0 (16.8%) | 45,532.7 (11.1%) | 53,404.3 17.3% | 58,807.1 10.1% | 55,040.3 (6.4%) | 48,855.3 (11.2%) | 66,424.9 36.0% | 65,511.3 (1.4%) | 58,755.3 (10.3%) |
| Cost of Goods Sold (COGS) | 14,706.0 | 18,200.8 | 20,159.1 | 26,871.0 | 30,034.4 | 17,719.4 | 44,377.6 | 53,745.1 | 49,584.3 | 50,001.5 | 54,644.9 | 45,446.5 | 39,794.7 | 45,709.5 | 51,591.8 | 49,695.6 | 44,864.9 | 56,085.9 | 59,598.4 | 53,935.7 |
% margin | 5,601.8 27.6% | 7,307.2 28.6% | 6,023.9 23.0% | 7,235.0 21.2% | 8,467.6 22.0% | 3,433.6 16.2% | 7,812.6 15.0% | 8,188.7 13.2% | 6,589.6 11.7% | 6,236.1 11.1% | 6,884.0 11.2% | 5,748.5 11.2% | 5,738.0 12.6% | 7,694.8 14.4% | 7,215.3 12.3% | 5,344.7 9.7% | 3,990.4 8.2% | 10,339.0 15.6% | 5,912.8 9.0% | 4,819.6 8.2% |
| Operating Expenses | 1,096.2 | 1,407.5 | 1,576.9 | 1,913.9 | 1,850.6 | 963.1 | 2,873.7 | 3,330.1 | 3,346.3 | 3,570.3 | 3,946.3 | 3,468.5 | 3,191.3 | 3,162.3 | 2,253.2 | 2,049.0 | 1,958.3 | 2,114.2 | 2,147.5 | 2,125.3 |
| Research & Development Expenses (R&D) | 60.5 | 51.1 | 54.7 | 57.0 | 87.2 | 42.3 | 122.0 | 190.9 | 169.9 | 175.3 | 165.6 | 119.2 | 103.5 | 110.8 | 98.1 | 94.3 | 98.3 | 107.1 | 138.9 | 133.6 |
| Selling, General & Administrative Expenses (SG&A) | 966.4 | 1,282.8 | 1,429.2 | 1,743.4 | 1,850.6 | 1,204.3 | 2,460.3 | 3,097.6 | 2,847.3 | 2,981.2 | 3,227.0 | 3,003.0 | 2,753.1 | 2,719.8 | 1,739.8 | 1,656.9 | 1,958.3 | 1,858.6 | 1,728.1 | 1,991.7 |
% margin | 4,508.3 22.2% | 5,899.7 23.1% | 4,447.0 17.0% | 5,308.7 15.6% | 6,617.0 17.2% | 2,470.5 11.7% | 4,938.9 9.5% | 4,858.6 7.8% | 3,226.4 5.7% | 2,723.6 4.8% | 3,037.3 4.9% | 2,120.2 4.1% | 2,439.7 5.4% | 4,069.3 7.6% | 5,016.2 8.5% | 3,308.3 6.0% | 4,202.6 8.6% | 8,039.0 12.1% | 3,749.1 5.7% | 2,748.2 4.7% |
| Interest Income | 119.3 | 156.3 | 185.2 | 253.4 | 334.2 | 163.6 | 371.5 | 2,866.2 | 246.2 | 236.7 | 215.7 | 184.9 | 156.5 | 187.1 | 305.2 | 301.3 | 2,263.4 | 254.3 | 190.9 | 382.9 |
| Interest Expense | 163.1 | 144.8 | 185.7 | 258.9 | 317.9 | 226.5 | 565.3 | 3,473.8 | 769.7 | 597.9 | 752.0 | 693.9 | 565.0 | 575.0 | 670.9 | 646.2 | 2,445.1 | 382.7 | 469.6 | 763.5 |
| Pre-tax Income | 4,525.8 | 5,322.6 | 4,341.1 | 5,286.1 | 5,622.4 | 2,811.5 | 4,594.1 | 4,296.5 | 2,975.0 | 1,769.2 | 1,302.6 | 159.0 | 1,229.0 | 3,605.5 | 3,224.5 | 2,610.9 | 1,711.9 | 8,193.9 | 3,103.1 | 2,009.5 |
% effective tax rate | 1,272.4 28.1% | 1,437.7 27.0% | 934.1 21.5% | 1,374.9 26.0% | 1,599.4 28.4% | 322.0 11.5% | 957.9 20.8% | 959.6 22.3% | 868.1 29.2% | 537.2 30.4% | 776.4 59.6% | 243.6 153.2% | 330.0 26.8% | 1,044.0 29.0% | 1,512.1 46.9% | 915.5 35.1% | 200.3 11.7% | 1,932.0 23.6% | 350.8 11.3% | 601.8 29.9% |
% margin | 3,231.5 15.9% | 3,890.5 15.3% | 3,357.9 12.8% | 3,839.9 11.3% | 4,012.4 10.4% | 2,489.5 11.8% | 3,598.8 6.9% | 3,277.4 5.3% | 2,174.5 3.9% | 1,251.2 2.2% | 591.8 1.0% | 158.9 0.3% | 1,169.4 2.6% | 2,456.6 4.6% | 1,530.1 2.6% | 1,569.2 2.9% | 1,336.7 2.7% | 5,749.2 8.7% | 2,440.8 3.7% | 1,294.9 2.2% |
| EPS | 39.94 | 49.40 | 42.67 | 50.54 | 53.50 | 32.95 | 46.72 | 42.43 | 28.15 | 15.83 | 7.10 | 1.62 | 14.26 | 29.97 | 19.13 | 19.52 | 17.05 | 76.00 | 32.05 | 17.07 |
| Diluted EPS | 39.94 | 49.40 | 42.67 | 50.54 | 53.50 | 32.95 | 46.72 | 42.43 | 28.15 | 15.83 | 7.10 | 1.62 | 14.26 | 29.97 | 19.13 | 19.52 | 17.05 | 74.29 | 30.24 | 17.07 |
% margin | 5,829.3 28.7% | 7,485.4 29.3% | 6,253.2 23.9% | 7,616.0 22.3% | 9,123.7 23.7% | 4,250.4 20.1% | 7,651.4 14.7% | 7,040.7 11.4% | 6,028.9 10.7% | 4,922.7 8.8% | 5,834.6 9.5% | 4,481.9 8.8% | 4,606.2 10.1% | 7,216.1 13.5% | 6,908.5 11.7% | 6,015.9 10.9% | 5,227.8 10.7% | 11,126.3 16.8% | 6,596.6 10.1% | 5,535.2 9.4% |
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FAQ
1) What is POSCO Holdings Inc.'s ROIC - WACC?
As of today, Microsoft Corp's last 12-month ROIC - WACC is (8.1%), based on the financial report for Sep 30, 2024 (Q3’2024). The average annual ROIC - WACC for POSCO Holdings Inc. have been 3.5% over the past three years, and 2.3% over the past five years.
2) Is POSCO Holdings Inc.'s ROIC - WACC Good?
As of today, POSCO Holdings Inc.'s ROIC - WACC is (8.1%), which is lower than industry median of (1.5%). It indicates that POSCO Holdings Inc.'s ROIC - WACC is Bad.