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010100.KS$3940.00-2.23%
Fair $3940.00+0.0%

010100.KS

Korea Movenex Co., Ltd.

Consumer Cyclical / Auto PartsKSE

$3940.00

-90.00 (-2.23%)

Fairly Valued+0.0%Fair Value $3940.00Fund rank 25/100 · Data gapFallback financials|
SA 41/C
F-Score: 5/9

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 17%

FCF escenarios

weak_data · normalized FCF $-1.2B · quality 41.0/100

Data gap 25/100
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

41/100

C

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: 0unknown: 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.
Thesis & Journal · 010100.KSLocal privado en este navegador · Korea Movenex 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

$120.0B

P/E

5.8x

↓

EV/EBITDA

3.4x

↓

ROE

5.2%

↑

Gross Margin

8.9%

↓

Debt/Equity

0.54

↑
52-Week Range$3940
$3530$7950

TradingView lightweight chart

010100.KS price, volumen y niveles de valoración

Último $3,940Periodo +305.9%
Fair value: $3,940

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

+7.4%

FCF CAGR

—

FCF margin

-0.1%

FCF / Net income

-0.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.70T · net income $20.85B · FCF $-1.23B

2022-FY → 2025-FY

Gross margin

8.9%+0.7% pts

Operating margin

1.5%-1.2% pts

Net margin

1.2%-1.2% pts

FCF margin

-0.1%+0.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1699.32B$1699.32B$1567.41B$1510.81B$1371.35B
Net Income$20.85B$20.85B$44.72B$47.17B$33.34B
EBITDA$74.99B$74.99B$100.97B$116.52B$84.04B
EPS685.00685.001469.001549.001095.00
Gross Margin8.9%8.9%8.8%9.6%8.2%
Operating Margin1.5%1.5%2.8%3.9%2.7%
Net Margin1.2%1.2%2.9%3.1%2.4%
Balance Sheet
Debt/Equity0.540.540.500.430.44
Current Ratio1.151.15———
Cash Flow
Free Cash Flow$-1.23B$-1.23B$-63.08B$23.98B$-1.35B
Returns
ROE5.2%5.2%11.6%14.5%11.4%
Valuation
P/E5.755.752.195.482.45
EV/EBITDA3.363.362.452.832.01
P/B0.300.300.250.790.28
Growth & Yield
Revenue Growth8.4%8.4%3.7%10.2%—
EPS Growth-53.4%-53.4%-5.2%41.5%—
Dividend Yield2.5%2.5%———

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

-20.1%

fácil

EPS terminal req.

$349.61

Spread vs growth

-33.3%

5Y implied EPS CAGR

-9.2%

fácil

EPS terminal req.

$423.03

Spread vs growth

-44.2%

10Y implied EPS CAGR

-0.1%

fácil

EPS terminal req.

$681.29

Spread vs growth

-53.3%

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 -1.5%

Total return

-1.5%

Start / end P/E

2.8x → 5.8x

EPS bridge

1469.00 → 685.00

Residual

-56.5%

EPS growth-53.4%
Multiple rerating+105.8%
Dividend+2.5%
Residual / FX / buybacks / cross-term-56.5%

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.