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003800.KQ$30600.00-2.55%
Fair $30600.00+0.0%

003800.KQ

Ace Bed Company Limited

Consumer Cyclical / Furnishings, Fixtures & AppliancesKOSDAQ

$30600.00

-800.00 (-2.55%)

Fairly Valued+0.0%Fair Value $30600.00Fund rank 22/100 · Data gapFallback financials|
SA 31/D
F-Score: 1/9

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 16%

FCF escenarios

weak_data · normalized FCF $23.1B · quality 29.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

31/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 0unknown: 5
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.
Thesis & Journal · 003800.KQLocal privado en este navegador · Ace Bed 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

$323.0B

P/E

5.8x

↓

EV/EBITDA

3.8x

↓

ROE

N/A

•

Gross Margin

62.3%

↑

Debt/Equity

N/A

•
52-Week Range$30600
$24950$39850

TradingView lightweight chart

003800.KQ price, volumen y niveles de valoración

Último $30,600Periodo +413.4%
Fair value: $30,600

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

—

FCF / Net income

—

Latest source

Provider fallback

Margin decomposition

Último año: revenue $317.27B · net income $55.97B · FCF —

2021-FY → 2025-FY

Gross margin

62.3%— pts

Operating margin

17.0%— pts

Net margin

17.6%— pts

FCF margin

—— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$317.27B$317.27B$325.99B$306.41B$346.24B—
Net Income$55.97B$55.97B$65.91B$51.42B$54.41B—
EBITDA$84.20B$84.20B$99.51B$74.57B$82.17B—
EPS5302.005302.006243.004871.005293.00—
Gross Margin62.3%62.3%64.4%64.1%61.2%—
Operating Margin17.0%17.0%20.3%18.6%18.9%—
Net Margin17.6%17.6%20.2%16.8%15.7%—
Balance Sheet
Debt/Equity——0.000.000.010.01
Current Ratio2.652.65————
Cash Flow
Free Cash Flow——$47.59B$-1.47B$-1.63B$6.67B
Returns
ROE——9.3%7.9%8.9%—
Valuation
P/E5.775.774.005.416.71—
EV/EBITDA3.843.842.153.234.05—
P/B——0.370.430.590.80
Growth & Yield
Revenue Growth-2.7%-2.7%6.4%-11.5%——
EPS Growth-15.1%-15.1%28.2%-8.0%——
Dividend Yield7.5%7.5%————

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

-20.0%

fácil

EPS terminal req.

$2715.24

Spread vs growth

4.9%

5Y implied EPS CAGR

-9.1%

fácil

EPS terminal req.

$3285.44

Spread vs growth

-5.9%

10Y implied EPS CAGR

-0.0%

fácil

EPS terminal req.

$5291.23

Spread vs growth

-15.1%

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 +29.7%

Total return

+29.7%

Start / end P/E

4.0x → 5.8x

EPS bridge

6243.00 → 5302.00

Residual

-6.6%

EPS growth-15.1%
Multiple rerating+43.8%
Dividend+7.5%
Residual / FX / buybacks / cross-term-6.6%

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.