WOORI FINANCIAL GROUP INC.

WFdata completeness 75%9 fiscal years on file
The thesis, from the filings

WOORI FINANCIAL GROUP INC. earns about 16% on invested capital, comfortably above its ~9% cost of capital, but has diluted owners by 3% over 5 years — a real edge showing up in the numbers. The estimate methods put fair value between $29.14 and $46.58 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2020FY 2021FY 2022FY 2023FY 2024
Revenue
Net income$1.2B1$2.14B2$2.53B3$1.94B4$2.09B5
Operating cash flow$3.32B6−$1.52B7$14.8B8$1.26B9−$4.15B10
Capital expenditure$137.5M11$100.3M12$137.2M13$127.6M14$150.1M15
Free cash flow (derived)$3.18B6−$1.62B7$14.6B8$1.13B9−$4.3B10
Total debt$19.1B16$20.8B17$22.6B18$24B19
Cash & equivalents$8.41B20$16.4B21$26.5B22$20.7B23$18.5B23
Diluted shares722.3M728.1M728.1M751.9M742.5M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$310.69
your share of equity
Profit it earned you last year
$28.12
Free cash flow it threw off
−$57.87
Debt you’d be carrying

10 shares is a claim on $310.69 of net worth that earned you $28.12 and generated −$57.87 of cash last year.

iii. Is this a good business?
Moat signal · return on invested capital
16% avg · 5y
FY20 4%FY21 9%FY22 14%FY23 7%FY24 47%

It earned about 16% on invested capital against a ~9% cost of capital — comfortably above the cost of funding, a moderate advantage.

seeing a moat in the numbers →
Management signal · capital allocation
+3% shares · 5y

Share count is up 3% over 5 years — owners have been diluted. Worth asking what they got for it. Total debt has risen 26% over the same window.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0

The 3 estimate methods that apply put fair value between $29.14 and $46.58 a share. They rest on different assumptions, so where they diverge is the story; the Graham Number is a stricter floor, not a target.

DCF · Growth Exit 10Y
$44.94
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth0.0%
  • fcfBase$1.13B
DCF · Growth Exit 5Y
$46.58
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth0.0%
  • fcfBase$1.13B
Earnings Power Value
$29.14
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$2.09B
  • growthAssumed0.0%
Graham Number
$1,366.95
assumptions (1)
  • grahamMultiplier2250.0%

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years0.0%
Discount rate (WACC)8.93%
Terminal growth2.5%
At your growth, a share is worth $46.58
The three cases
Bear0.0%$46.58
Base0.0%$46.58
Bull5.0%$51.84

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 0.0%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 20-F · period ending 2020-12-31 · accession 0001193125-21-142293 (ProfitLossAttributableToOwnersOfParent)
  2. 20-F · period ending 2021-12-31 · accession 0001193125-22-150789 (ProfitLossAttributableToOwnersOfParent)
  3. 20-F · period ending 2022-12-31 · accession 0001193125-23-109119 (ProfitLossAttributableToOwnersOfParent)
  4. 20-F · period ending 2023-12-31 · accession 0001193125-24-119661 (ProfitLossAttributableToOwnersOfParent)
  5. 20-F · period ending 2024-12-31 · accession 0001193125-25-098257 (ProfitLossAttributableToOwnersOfParent)
  6. 20-F · period ending 2020-12-31 · accession 0001193125-21-142293 (CashFlowsFromUsedInOperatingActivities)
  7. 20-F · period ending 2021-12-31 · accession 0001193125-22-150789 (CashFlowsFromUsedInOperatingActivities)
  8. 20-F · period ending 2022-12-31 · accession 0001193125-23-109119 (CashFlowsFromUsedInOperatingActivities)
  9. 20-F · period ending 2023-12-31 · accession 0001193125-24-119661 (CashFlowsFromUsedInOperatingActivities)
  10. 20-F · period ending 2024-12-31 · accession 0001193125-25-098257 (CashFlowsFromUsedInOperatingActivities)
  11. 20-F · period ending 2020-12-31 · accession 0001193125-21-142293 (PurchaseOfPropertyPlantAndEquipmentClassifiedAsInvestingActivities)
  12. 20-F · period ending 2021-12-31 · accession 0001193125-22-150789 (PurchaseOfPropertyPlantAndEquipmentClassifiedAsInvestingActivities)
  13. 20-F · period ending 2022-12-31 · accession 0001193125-23-109119 (PurchaseOfPropertyPlantAndEquipmentClassifiedAsInvestingActivities)
  14. 20-F · period ending 2023-12-31 · accession 0001193125-24-119661 (PurchaseOfPropertyPlantAndEquipmentClassifiedAsInvestingActivities)
  15. 20-F · period ending 2024-12-31 · accession 0001193125-25-098257 (PurchaseOfPropertyPlantAndEquipmentClassifiedAsInvestingActivities)
  16. 20-F · period ending 2020-12-31 · accession 0001193125-21-142293 (Borrowings)
  17. 20-F · period ending 2021-12-31 · accession 0001193125-22-150789 (Borrowings)
  18. 20-F · period ending 2022-12-31 · accession 0001193125-23-109119 (Borrowings)
  19. 20-F · period ending 2023-12-31 · accession 0001193125-24-119661 (Borrowings)
  20. 20-F · period ending 2020-12-31 · accession 0001193125-22-150789 (CashAndCashEquivalents)
  21. 20-F · period ending 2021-12-31 · accession 0001193125-23-109119 (CashAndCashEquivalents)
  22. 20-F · period ending 2022-12-31 · accession 0001193125-24-119661 (CashAndCashEquivalents)
  23. 20-F · period ending 2023-12-31 · accession 0001193125-25-098257 (CashAndCashEquivalents)